Ternium S.A. · TX · Next earnings

Ternium S.A. reports Wednesday, Feb 17, 2027

TX reports session not yet known with consensus EPS at $1.60 and revenue at $4.50B. Last quarter: Ternium: Mexico strength offsets Brazil and import risks

Reports Session not yet known105 days awayDate unknown Basic Materials

What the street expects

Consensus for the coming report
Consensus EPS $1.60 Calendar consensus
Consensus revenue $4.50B Calendar consensus
Report date Feb 17, 2027 Wednesday, date unknown
Session Session not yet known 105 days away

Where TX left off: FY2026 Q3

Full report

Ternium: Mexico strength offsets Brazil and import risks

EPS surprise -24.9% Reported $1.42 vs $1.89
Revenue surprise -0.1% Reported $4.64B vs $4.65B
Stock move -0.0% Event window
Subsequent drift 0.0% Up to 20 sessions

Guidance sentiment was characterized as maintained. Management’s stated plans include starting the Pesquería slab mill and evaluating phased options for the Compactos project; no change to formal guidance is specified in the supplied analysis.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Import competition and the effectiveness of trade-defense measures.
  • Uncertainty around USMCA and Section 232 outcomes and their effect on prices.
  • Brazil mining disruption, iron-ore and freight volatility, and litigation with CSN.
  • Low customer inventories and uncertainty about Mexican steel prices, margins and capital allocation.

Questions analysts left open

  • Can Mexican steel pricing and margins be sustained?
  • Will capital allocation or the dividend policy change as the investment cycle progresses?
  • How might trade-policy outcomes affect pricing and competitiveness?
  • Could changes to the Compactos project alter its scope or cost?

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Recent TX quarters

All TX earnings
-0.0%FY2026 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.