Ternium (ADR)
Produces flat and long steel alongside iron ore across the Americas.
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Profile
Produces finished and semi-finished steel for automotive, construction, appliance, energy and other industrial customers, alongside a smaller iron-ore mining business. Operations are centered on Mexico and Brazil, with an integrated production network and a major transition underway at Pesquería.
Produces slabs, coils, sheets, coated steel, tubes, beams, rebar and wire rod through the Steel segment, while Mining supplies iron-ore lump, concentrates and pellets. Customers include automotive, construction, appliance, energy and other industrial businesses.
Operations are centered on Mexico and Brazil, with additional markets across Argentina and neighboring Southern Cone countries, Colombia, Central America and the southern United States. An integrated network spans steelmaking, finishing and service centers, and the Pesquería expansion is adding higher-value automotive sheet and a lower-emissions production route.
Steel pricing and industrial demand across its core American markets shape results. The operating transition also depends on completing, commissioning and qualifying the new Pesquería facilities, while San Faustin retains control and each NYSE-traded ADS represents ten ordinary shares.
Company facts
Categories
Key statistics
Year to date +40.3% · Average volume (30d) 685.2K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 27, 2026 | UBS | Reiterate | Neutral | $39 | $59 | |
| Aug 21, 2026 | Morgan Stanley | Upgrade | Equal Weight | Overweight | ||
| Aug 20, 2026 | HSBC | Downgrade | Buy | Hold | $41 | $55 |
| Aug 20, 2026 | Morgan Stanley | Reiterate | Overweight | $65 | ||
| Jul 9, 2026 | Wells Fargo | Upgrade | Underweight | Equal Weight | $36 | $45 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 4, 2026Q2 FY26 | $1.22 | $1.75 | +43.4% | $4.41B | $4.34B | −1.6% | +6.69% |
| May 5, 2026Q1 FY26 | $0.86 | $1.09 | +26.7% | $3.93B | $3.93B | +0.2% | +9.77% |
| Feb 18, 2026Q4 FY25 | $0.77 | $0.62 | −19.5% | $3.76B | $3.77B | +0.4% | −0.30% |
| Oct 28, 2025Q3 FY25 | $0.78 | $0.10 | −87.2% | $3.92B | $3.95B | +0.9% | −5.36% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $3.93B | $3.95B | $3.95B | $3.74B | $3.93B | $4.34B | |
| Gross profit | $531.0M | $610.1M | $608.4M | $539.4M | $686.9M | $941.0M | |
| Operating income | $131.8M | $199.2M | $215.4M | $160.5M | $290.1M | $528.4M | |
| Net income | $67.0M | $215.4M | $20.6M | $121.2M | $213.0M | $343.7M | |
| Diluted EPS | $0.30 | $1.10 | $0.10 | $0.62 | $1.10 | $1.80 | |
| Gross margin | 13.5% | 15.5% | 15.4% | 14.4% | 17.5% | 21.7% | |
| Operating margin | 3.4% | 5.0% | 5.4% | 4.3% | 7.4% | 12.2% |
Fiscal years (4-quarter sums)FY21 $16.09B · FY22 $16.41B · FY23 $17.61B · FY24 $17.65B · FY25 $15.58B
Revenue by product · FY25
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $2.73B · Total debt $3.00B · Total assets $24.55B · Shareholders' equity $12.30B
Dividends
Last raised to $1.30 from $0.90 in May 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| May 14, 2026 | May 14 | May 20 | $1.30 | raised from $0.90 |
| Nov 10, 2025 | Nov 10 | Nov 14 | $0.90 | cut from $1.80 |
| May 9, 2025 | May 9 | May 19 | $1.80 | raised from $0.90 |
| Nov 18, 2024 | Nov 18 | Nov 26 | $0.90 | cut from $2.20 |
| May 2, 2024 | May 3 | May 13 | $2.20 | raised from $1.10 |
| Nov 10, 2023 | Nov 13 | Nov 21 | $1.10 | cut from $1.80 |
| May 4, 2023 | May 5 | May 15 | $1.80 | raised from $0.90 |
| Nov 14, 2022 | Nov 15 | Nov 22 | $0.90 | cut from $1.80 |
Ownership
Shares outstanding 196.31M · Float 42.96M · 21.9% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Lazard Asset Management LLC | 6.38M | 3.25% | 13F | Aug 14, 2026 |
| Donald Smith & Co., Inc. | 3.14M | 1.60% | 13F | Aug 11, 2026 |
| Schroder Investment Management Group | 2.27M | 1.16% | 13F | Aug 13, 2026 |
| Acadian Asset Management LLC | 1.43M | 0.73% | 13F | Aug 13, 2026 |
| Ninety One UK Ltd | 1.07M | 0.55% | 13F | Jul 16, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
View detailsPeers
- ArcelorMittal (ADR)
Broad Latin American rival in flat steel, long steel, and iron ore
- CSN (ADR)
Brazilian flat-steel and iron-ore rival serving industrial customers
- Gerdau (ADR)
Long-steel rival across Brazil and South America, with growing flat steel
- Nucor
North American sheet and long-steel rival with a Mexican auto-sheet plant
- POSCO (ADR)
Automotive galvanized-sheet rival with major manufacturing capacity in Mexico
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Ternium (ADR) | $54.84 | −0.13% | $10.77B | 15.1 | 8.0 | 0.7 | +10.0% |
| ArcelorMittal (ADR) | $74.39 | +0.01% | $56.62B | 31.5 | — | 0.9 | +5.2% |
| CSN (ADR) | $1.03 | +0.78% | $1.35B | — | — | 0.2 | +10.7% |
| Gerdau (ADR) | $4.64 | +0.87% | $9.07B | 21.3 | 9.5 | — | +8.2% |
| Nucor | $250.50 | −0.02% | $57.05B | 20.0 | 12.2 | 1.6 | +23.0% |
| POSCO (ADR) | $60.25 | −0.02% | $18.22B | 17.3 | 14.2 | 0.4 | +12.1% |
| Median | 20.6 | 12.2 | 0.6 | +10.7% |