For the quarter ended September 2025, Tenaris S.A. (TS) reported revenue of $2.98 billion, up 2.2% over the same period last year. EPS came in at $0.85, compared to $0.81 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $2.81 billion, representing a surprise of +5.94%. The company delivered an EPS surprise of +13.33%, with the consensus EPS estimate being $0.75.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Tenaris performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Tubes Sales volume - Seamless: 780.00 Kmt versus 735.55 Kmt estimated by three analysts on average.
- Tubes Sales volume - Total: 979.00 Kmt versus the three-analyst average estimate of 887.03 Kmt.
- Tubes Sales volume - Welded: 199.00 Kmt versus the three-analyst average estimate of 151.47 Kmt.
- Net Sales- Tubes- North America: $1.45 billion versus the two-analyst average estimate of $1.35 billion. The reported number represents a year-over-year change of +13.9%.
- Net Sales- Tubes- Asia Pacific, Middle East and Africa: $716 million versus the two-analyst average estimate of $694.14 million. The reported number represents a year-over-year change of -5%.
- Net Sales- Tubes- Europe: $189 million versus $194.81 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -32.5% change.
- Net Sales- Tubes- South America: $520 million versus $436.01 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +7.4% change.
- Net Sales- Others: $103 million compared to the $139.44 million average estimate based on three analysts. The reported number represents a change of -17.6% year over year.
- Net Sales- Tubes: $2.88 billion compared to the $2.67 billion average estimate based on three analysts. The reported number represents a change of +3.1% year over year.
- Operating income- Other: $5 million versus $21.23 million estimated by two analysts on average.
- Operating income- Tubes: $592 million compared to the $462.28 million average estimate based on two analysts.
View all Key Company Metrics for Tenaris here>>>
Shares of Tenaris have returned +5.4% over the past month versus the Zacks S&P 500 composite's +3.8% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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Tenaris S.A. (TS): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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