Tenaris S.A. - ADR

Tenaris S.A. - ADR

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Market Cap$33.76B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Tenaris S.A. - ADRTenaris S.A. - ADR162.82%12%2.7-

Earnings Call Q4 2025

February 19, 2026 - AI Summary

Fourth Quarter and Annual Results: Tenaris reported fourth-quarter sales of $3 billion, up 5% year-over-year. Annual net income was $2 billion on net sales of $12 billion, with free cash flow of $2 billion distributed to shareholders through dividends and buybacks.
Margins and Costs: EBITDA for Q4 2025 decreased 5% sequentially to $717 million (24% of sales), impacted by 50% Section 232 tariffs in the U.S. The company's margin resilience is expected to face pressure from the costs of raw materials, particularly hot-rolled coils, which are forecasted to affect margins more significantly in Q2 2026 but could recover in Q3 and Q4.
Dividend Increase: The Board proposed an annual dividend of $0.89 per share, a 7% increase compared to the previous year, reinforcing Tenaris's commitment to return capital to shareholders amidst stable financial performance. This is part of a broader $1.2 billion share buyback program planned through May 2026.

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$61.37

Target Price by Analysts

2.5% downsideTenaris S.A. Target Price DetailsTarget Price
$150.53

Current Fair Value

139.2% upside

Undervalued by 139.2% based on the discounted cash flow analysis.

Share Statistics

Market cap$33.76 Billion
Enterprise Value$33.24 Billion
Dividend Yield$1.78 (2.82%)
Earnings per Share$3.72
Beta0.47
Outstanding Shares519,797,623

Return

Return on Equity11.54%ROE
Return on Assets9.62%
Return on Invested Capital13.19%

Valuation & Multiples

P/E Ratio16.03P/E Ratio
PEG227.45PEG
Price to Sales2.74Price to Sales
Price to Book Ratio1.91Price to Book Ratio
Enterprise Value to Revenue2.73
Enterprise Value to EBIT13.84
Enterprise Value to Net Income16
Total Debt to Enterprise0.02
Debt to Equity0.04Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 6, 2026
EPS Estimate
$0.87
Average shareholder expectation
Revenue Estimate
$3.03 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 29, 2026
EPS Estimate
$0.81
Average shareholder expectation
Revenue Estimate
$2.94 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.3366▼ 139.09%
Total Calls443,500▲ 522.89%
Total Puts149,300▲ 21.38%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %7.57%▲ 1.45%
Total Invested$2.29B▲ 80.75%
Investors Holding276▲ 39.00%

ESG Score

No data

About Tenaris S.A.

CEO: Paolo Rocca

Relevant Senate Committees

Joint Committee on Taxation

Provides critical analysis and scoring for tax legislation, directly influencing corporate tax policy and capital investment incentives relevant to Tenaris's financial performance.

Finance

Controls tax policy and trade (tariffs), directly impacting Tenaris's profitability, corporate structure, and the cost/competitiveness of its products in the U.S. market.

Appropriations

Directly allocates federal funding for infrastructure, energy projects, and scientific research, which can create direct demand for Tenaris's products or influence its customers' investments.

Energy and Natural Resources

Directly oversees national energy policy, public lands leasing, and the Department of Energy, which are critical drivers for the oil and gas industry, Tenaris's main customer base.

Environment and Public Works

Regulations affecting oil and gas exploration, production, and pipeline infrastructure (EPA) directly influence demand for Tenaris's steel pipes.

Foreign Relations

U.S. foreign policy and sanctions heavily influence global energy markets and investments in oil/gas exploration/production, directly impacting demand for Tenaris's products.