Tenaris/$TS

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About Tenaris

Tenaris is one of the largest global producers of oil country tubular goods, which are used primarily in the construction of oil and gas wells. Its production facilities are located primarily in the US, Argentina, Mexico, and Italy. Tenaris' premium OCTG products are among the most trusted by oil companies for use in the most challenging applications, including deep-water offshore wells and horizontal shale wells.

Ticker

$TS
Sector

Primary listing

NYSE

Employees

26,169

Headquarters

Luxembourg City, Luxembourg

Tenaris Metrics

BasicAdvanced
$19B
19.60
$1.84
1.15
$1.66
6.22%

What the Analysts think about Tenaris

Analyst ratings (Buy, Hold, Sell) for Tenaris stock.

Bulls say / Bears say

Sequential net sales rose 6% in Q2 2025, driven by higher North American OCTG prices and stable volumes, while maintaining a robust EBITDA margin of 23.7% (GlobeNewswire)
The company generated $538 million of free cash flow in Q2 2025 and, after $600 million in dividends and $237 million in share buybacks, held a net cash position of $3.7 billion as of June 30, 2025 (GlobeNewswire)
Year-on-year, operating income increased 14% to $583 million and net income rose 56% to $542 million in Q2 2025, reflecting higher price realizations and effective cost control (GlobeNewswire)
Tenaris warned that higher tariff payments, following the administration’s recent expansion of national-security steel tariffs to 50%, will pressure U.S. OCTG margins in H2 2025 (GlobeNewswire)(WSJ)
The company forecasts a moderate decline in H2 2025 sales due to reduced drilling activity in key markets—including the U.S., Canada, and Saudi Arabia—as OPEC+ unwinds production cuts and economic uncertainty weighs on demand (GlobeNewswire)
Welded pipe volumes fell 16% quarter-over-quarter in Q2 2025, reflecting softer OCTG demand in the Americas and elevated imports, signalling persistent oversupply pressures (GlobeNewswire)
Data summarised monthly by Lightyear AI. Last updated on 3 Sept 2025.

Tenaris Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

Tenaris Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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