Ferroglobe PLC (GSM) Q1 2026 Earnings Call Transcript
Globe Specialty Metals (GSM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Globe Specialty Metals (GSM) came out with a quarterly loss of $0.06 per share versus the Zacks Consensus Estimate of a loss of $0.07. This compares to earnings of $0.03 per share a year ago.
Ferroglobe is positioned for a margin-driven recovery, leveraging cost reductions and upcoming trade barriers to expand its competitive moat. Despite a 19.4% sequential sales decline, GSM improved margins and maintained strong liquidity, with net debt nearly eliminated and continued shareholder returns. Imminent US/EU trade duties are expected to eliminate dumped imports, creating a volume void GSM is uniquely positioned to fill at higher pricing.
Vietnamese electric-vehicle taxi operator GSM, part of the Vingroup stable of companies, plans to list in Hong Kong in what could be the first IPO in the city by a firm from the Southeast Asian nation, two sources said.
Ferroglobe PLC ( GSM ) Q3 2025 Earnings Call November 6, 2025 8:30 AM EST Company Participants Alex Rotonen - Vice President of Investor Relations Marco Levi - CEO & Executive Director Beatriz García-Cos Muntañola - CFO & Principal Accounting Officer Conference Call Participants Nick Giles - B. Riley Securities, Inc., Research Division Martin Englert - Seaport Research Partners Presentation Operator Good morning, ladies and gentlemen, and welcome to Ferroglobe's Third Quarter 2025 Earnings Call.
Globe Specialty Metals (GSM) came out with a quarterly loss of $0.02 per share versus the Zacks Consensus Estimate of $0.05. This compares to earnings of $0.11 per share a year ago.
Ferroglobe PLC (NASDAQ:GSM ) Q2 2025 Earnings Conference Call August 6, 2025 8:30 AM ET Company Participants Alex Rotonen - Vice President of Investor Relations Beatriz García-Cos Muntañola - CFO & Principal Accounting Officer Marco Levi - CEO & Executive Director Conference Call Participants Martin John Englert - Seaport Research Partners Nicholas Giles - B. Riley Securities, Inc., Research Division Operator Good morning, ladies and gentlemen, and welcome to Ferroglobe's Second Quarter 2025 Earnings Call.
Globe Specialty Metals (GSM) came out with a quarterly loss of $0.08 per share versus the Zacks Consensus Estimate of a loss of $0.02. This compares to earnings of $0.13 per share a year ago.
Ferroglobe's Q1 2025 results were weak, but I see this as a cyclical trough, with management guiding for strong EBITDA recovery in 2025. Recent US/EU trade protections should curb unfair imports, stabilize prices, and position the company to benefit from a rebound in base metals demand. The company's strong balance sheet, low leverage, and solid liquidity provide a margin of safety and support ongoing dividends and buybacks.
Ferroglobe (GSM) came out with a quarterly loss of $0.20 per share versus the Zacks Consensus Estimate of a loss of $0.12. This compares to break-even earnings per share a year ago.
Ferroglobe PLC (NASDAQ:GSM ) Q1 2025 Earnings Conference Call May 8, 2025 8:30 AM ET Company Participants Alex Rotonen - VP, IR Marco Levi - CEO Beatriz García-Cos - CFO Conference Call Participants Operator Welcome to the Ferroglobe's First Quarter 2025 Earnings Call. [Operator Instructions].