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Tenaris SA (TS)
NYSE:TS
Earnings Data
Report Date
Jul 30, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.87Last Year’s EPS
0.59Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 30, 2025
|% Change Since: 2.46%
|Next Earnings Date:Jul 30, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a balanced view with strong performance in Canada and a solid project backlog countered by challenges in pricing, geopolitical uncertainty, and potential slowdowns in North America. Despite these challenges, the company's financial position remains strong with increased cash flow and a solid net cash position.Company Guidance
During Tenaris's first quarter 2025 earnings call, the company reported a sequential 3% increase in sales, reaching $2.9 billion, although this was a 15% decrease year-on-year. The average selling price in the Tubes segment decreased by 11% compared to the previous year and 5% sequentially. Despite these challenges, EBITDA rose by 6% on a comparable basis, resulting in a slight increase in the EBITDA margin to 24%, attributed to improved operating performance and cost absorption. The company generated an operating cash flow of $821 million, with capital expenditure at $174 million, leading to a free cash flow of $647 million. Following share buybacks amounting to $237 million, Tenaris's net cash position improved to $4 billion, up from $3.6 billion at the end of 2024. The company anticipates maintaining its EBITDA margin between 20% and 25% in the face of potential challenges, such as a slowdown in North American shale drilling and broader macroeconomic uncertainties.Strong Free Cash Flow
Free cash flow for the quarter was $647 million, supported by a significant reduction in working capital.
Canadian Market Performance
Record quarterly volume of OCTG shipped in Canada, consolidating the Rig Direct strategy with long-term agreements.
Solid Project Backlog
Strong backlog for offshore projects with high-value OCTG, line pipe, and coating products, including recent successes with Shell and BP.
Resilient Performance in the Middle East
Record quarterly level of shipment to ADNOC and commencement of shipments for a major gas processing facility in Algeria.
Increased Net Cash Position
Net cash position increased to $4 billion, up from $3.6 billion at the end of last year.
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TS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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TS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2025 | $33.29 | $32.76 | -1.59% |
Feb 19, 2025 | $38.88 | $38.61 | -0.69% |
Nov 06, 2024 | $36.00 | $36.88 | +2.44% |
Jul 31, 2024 | $31.38 | $28.36 | -9.62% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Tenaris SA (TS) report earnings?
Tenaris SA (TS) is schdueled to report earning on Jul 30, 2025, TBA Not Confirmed.
What is Tenaris SA (TS) earnings time?
Tenaris SA (TS) earnings time is at Jul 30, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TS EPS forecast?
TS EPS forecast for the fiscal quarter 2025 (Q2) is 0.87.
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