$TS

TENARIS SA

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No SEC Form 4 filings for $TS in the last 30 days.

Med

Tenaris Q2 Profit Falls to US$477m on Hormuz Closure

Tenaris (NYSE: TS) reported Q2 2026 net sales of US$2.967bn, down 4% QoQ and 4% YoY, and net income attributable to shareholders of US$477m, down from US$531m. Operating income fell 15% to US$494m as Strait of Hormuz disruptions raised logistics costs and delayed Middle East shipments. Tenaris also said it expects H2 sales and EBITDA to match H1 and declared an interim dividend of US$0.59/share.

Tenaris SA Q2 Profit Drops

Tenaris SA reported Q2 results showing lower profit and revenue versus the prior year. Net income fell to $477.137 million, or $0.95 per share, from $531.323 million, or $0.99. Revenue decreased 3.9% to $2.966 billion from $3.085 billion, according to the company’s earnings release.

Tenaris Q2 Earnings Decline

Tenaris SA reported lower Q2 results. Revenue fell 3.9% to $2.97 billion from $3.09 billion, and net income attributable to shareholders declined to $477.14 million from $531.32 million. Operating income dropped to $494.00 million from $582.73 million. In the first half, revenue rose 1.0% to $6.07 billion, while net income slipped to $1.02 billion. Tenaris shares were $54.77 after hours on the NYSE.

TS sentiment & insider activity

Over the past 7 days, alphai's AI scored 4 news stories mentioning TS (TENARIS SA). Coverage has skewed bearish: 0 bullish, 1 neutral, and 3 bearish.

Recent TS coverage spans financial news, earnings and sector analysis.

What's driving TS

  • Hormuz-linked shipping disruption is directly blamed for lower EBITDA margin and profit compression, while management keeps 2H sales and EBITDA roughly in line.

    riotimesonline.com · Aug 7, 2026

  • The earnings print shows weaker profitability and sales versus the prior year, which can pressure near-term sentiment and estimates.

    rttnews.com · Aug 5, 2026

  • Lower Q2 revenue and profits likely pressure near-term sentiment and earnings multiple, with focus shifting to whether H1 stabilization can translate into Q3.

    rttnews.com · Aug 5, 2026

  • 2Q print and dividend approval provide near-term fundamentals, with guidance framed as broadly flat 2H unless Hormuz disruption ends.

    finanznachrichten.de · Aug 5, 2026

  • Tender losses and layoffs point to reduced near-term order flow for pipe production tied to LNG export buildout.

    riotimesonline.com · Jul 16, 2026

alphai scores every news story that mentions TS with an AI model for sentiment and relevance, and aggregates insider trades from TENARIS SA's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $TS

Score
$TSMedAI 8/10

Tenaris Q2 Profit Falls to US$477m on Hormuz Closure

Tenaris (NYSE: TS) reported Q2 2026 net sales of US$2.967bn, down 4% QoQ and 4% YoY, and net income attributable to shareholders of US$477m, down from US$531m. Operating income fell 15% to US$494m as Strait of Hormuz disruptions raised logistics costs and delayed Middle East shipments. Tenaris also said it expects H2 sales and EBITDA to match H1 and declared an interim dividend of US$0.59/share.

$TSMed

Tenaris SA Q2 Profit Drops

Tenaris SA reported Q2 results showing lower profit and revenue versus the prior year. Net income fell to $477.137 million, or $0.95 per share, from $531.323 million, or $0.99. Revenue decreased 3.9% to $2.966 billion from $3.085 billion, according to the company’s earnings release.

$TSMed

Tenaris Q2 Earnings Decline

Tenaris SA reported lower Q2 results. Revenue fell 3.9% to $2.97 billion from $3.09 billion, and net income attributable to shareholders declined to $477.14 million from $531.32 million. Operating income dropped to $494.00 million from $582.73 million. In the first half, revenue rose 1.0% to $6.07 billion, while net income slipped to $1.02 billion. Tenaris shares were $54.77 after hours on the NYSE.

$TSMedAI 8/10

Tenaris SA: Tenaris Announces 2026 Second Quarter Results

Tenaris S.A. reported 2Q 2026 results for the quarter ended June 30, 2026. Net sales were $2,967 million, operating income $494 million, and net income $492 million. EBITDA was $649 million. Free cash flow was $396 million and net cash was $3.6 billion at June 30, 2026. The board approved an interim dividend of $0.59 per share.

Argentina’s Factory Slump Deepens as Loma Negra Halts a Kiln

Argentina’s industrial slump deepened as cement maker Loma Negra said it will idle one main kiln at its L’Amalí plant in Olavarría until Nov 2026, citing weak construction and higher energy costs. Tenaris SIAT cut 150 workers after losing LNG-related tenders, and Mirgor suspended about 360 workers amid planned tariff cuts on electronics.

$TSLow

Reassessing Tenaris: Down To Hold (NYSE:TS)

Tenaris (NYSE:TS) has seen over 100% returns since a previous bullish call but is now trading near its 2008 all-time highs. The company faces near-term revenue risks from Middle East disruptions and limited upside due to the recent rally outpacing fundamentals, leading to a downgrade to a hold rating. Despite strong 2025 capital returns and robust North American performance, inventory risks and uncertain global OCTG demand present challenges.

$TSLow

Tenaris (NYSE: TS) submits 2025 annual report and audits to SEC

Tenaris S.A. (NYSE: TS) has submitted its 2025 Annual Report to the SEC via a Form 6-K, following its original filing with the Luxembourg Stock Exchange. This report includes the consolidated management report with financial and sustainability information, management certifications for financial statements and annual accounts as of December 31, 2025, and external auditors' reports. The filing provides transparent documentation of Tenaris's financial performance and sustainability efforts for the year.

$TSMed

Tenaris (NYSE:TS) Shares Gap Up Following Strong Earnings

Tenaris (NYSE:TS) shares gapped up following stronger-than-expected earnings, with the company reporting $0.87 EPS against an estimated $0.76 and revenue of $3 billion. Despite the strong performance, analysts maintain a "Hold" rating with an average price target significantly below the current trading price. The industrial products company focuses on steel tubular products for the oil and gas industry.

$TSHigh

Tenaris Expands Second Tranche of USD 1.2 Billion Share Buyback With Mid-December Purchases

Tenaris S.A. repurchased 5,336,993 ordinary shares between December 15 and December 19, 2025, as part of its second tranche of a $1.2 billion share buyback program. The company now holds 5.28% of its issued share capital in treasury and plans to cancel these shares, indicating a strategy to boost earnings per share and investor confidence. TipRanks' AI Analyst, Spark, rates TS as Outperform due to strong financials, attractive valuation, and a solid dividend yield.

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