Tenaris SA ADR Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
6.5%projected annual EPS growth
Analyst Coverage
12analysts covering
FY Revenue (est.)
$12.3Bnext fiscal year
FY EPS (est.)
$3.69next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 4 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Net Sales of Tubular Products and Services Quarterly3.1B
EBITDA Margin Quarterly24.0%
Net Cash Position Quarterly3.8B
Watch Items
- Middle East Shipment Disruptions (Strait of Hormuz)Trigger: Sales impact exceeding $140 million in Q2 2026Action: Assess impact on fixed cost absorption and adjust global inventory allocation.
- CEO Leadership TransitionTrigger: Appointment of Gabriel Podskubka as CEO in May 2026Action: Monitor execution of long-term strategic planning and operational integration.
- U.S. OCTG Import Tariffs and Raw Material CostsTrigger: Tariff-related costs stabilizing at $110–120 million per quarterAction: Evaluate pricing response in the domestic market and implement mitigation efforts.
Research as of 2 Sep 2026