Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Tenaris (TS) have what it takes?
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Tenaris (TS) have what it takes?
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Tenaris (TS) have what it takes?
While the top- and bottom-line numbers for Tenaris (TS) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Get a deeper insight into the potential performance of Tenaris (TS) for the quarter ended March 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
Structural underinvestment left global oil supply one shock away from a crisis, and the Hormuz blockage is that shock. With no quick fix to supply constraints, high and volatile oil prices aren't going away, and neither is the incentive to invest in oil and gas.
Does Tenaris S.A. (TS) have what it takes to be a top stock pick for momentum investors?
While the top- and bottom-line numbers for Tenaris (TS) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Tenaris is a global leader in premium steel pipes for oil and gas, with a diversified customer base and strong operational footprint. TS benefits from vertical integration, a robust balance sheet, and aggressive buybacks, supporting high EBITDA margins even amid cyclical rig downturns. Despite trading at all-time highs, TS's forward PE of 13.6 and strong FCF generation position it attractively for value-focused investors.
Get a deeper insight into the potential performance of Tenaris (TS) for the quarter ended December 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
Despite weaker U.S. prices and global drilling slowdown, Tenaris delivered strong Q2 2025 results, with 56% net income growth and resilient margins thanks to disciplined cost control and product mix. The company holds a solid net cash position of $3.7B, enabling shareholder returns through $600M in dividends and $237M in buybacks, even in a challenging energy cycle. Tenaris trades at compelling valuation levels—9.9x P/E FWD and 5.8x EV/EBITDA FWD—offering downside protection and long-term upside as energy demand recovers.
Tenaris S.A. (NYSE:TS ) Q2 2025 Earnings Conference Call July 31, 2025 8:00 AM ET Company Participants Carlos Gomez Alzaga - Chief Financial Officer Gabriel Podskubka - Chief Operating Officer Giovanni Sardagna - Investor Relations Director Guillermo Moreno - Corporate Participant Paolo Rocca - Chairman & CEO Conference Call Participants Alessandro Pozzi - Mediobanca—Banca di credito finanziario S.p.A.