Gerdau SA ADR Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
60.6%projected annual EPS growth
Analyst Coverage
5analysts covering
FY Revenue (est.)
$12.9Bnext fiscal year
FY EPS (est.)
$0.50next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 26 Oct 2026 |
Monitoring Framework
Key Performance Indicators
Consolidated Adjusted EBITDA Quarterly2.9BTarget: Maintain sequential growth and optimize margins
North American Steel Shipments Quarterly1.2MTarget: 1.3 million to 1.5 million metric tons per quarter
Consolidated Net Income Quarterly1BTarget: BRL 1.0 billion or higher per quarter
Watch Items
- Chinese Steel Dumping and Import Penetration in BrazilTrigger: Import levels exceeding historical averages or domestic market share erosionAction: Monitor effectiveness of Brazilian anti-dumping duties and import quotas implemented in early 2026
- Midlothian Texas Expansion Project StartupTrigger: Startup scheduled for the second half of 2026Action: Track physical and financial progress of Phase 1 to ensure the addition of 150,000 mt of annual crude steel capacity
- USMCA Renegotiation and Section 232 TariffsTrigger: Any changes to tariff structures or trade agreements in 2026/2027Action: Assess potential margin compression in North American operations from historical 24% levels down to 19-21%
Research as of 19 Jun 2026