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Ternium
Ternium (TX) investor relations material
Ternium Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary18 Feb, 2026
Executive summary
Delivered resilient results in 2025, achieving $250 million in cost savings and maintaining a 10–10.5% EBITDA margin, despite challenging market and safety conditions, including fatal accidents in Mexico and Brazil.
Net income for Q4 2025 was $171 million, with full year net income at $303 million, impacted by a $405 million deferred tax asset write-down at Usiminas and a $117 million litigation provision loss.
Advanced major industrial expansion, including new cold rolling and galvanized lines at Pesquería, and continued construction of a slab plant, supported by a $1.25 billion green loan and multiple sustainability awards.
Cash generation was steady, with $2.3 billion in operations for 2025, supporting high CapEx and maintaining a net cash position of $700–712 million at year-end.
Annual dividend proposal of $2.70 per ADS for 2025, totaling $530 million and implying a yield over 6%.
Financial highlights
Adjusted EBITDA for Q4 2025 was $395 million, with a margin of 10.5%; full year Adjusted EBITDA was $1.5 billion, down 24% from 2024.
Net sales in Q4 2025 were $3.8 billion, with full year net sales totaling $15.6 billion, down 12% from 2024.
Steel product shipments in Q4 2025 were 3.7 million tons; full year shipments fell 4% to 15.1 million tons.
Mining segment shipments in Q4 2025 were 3.4 million tons, up 5% sequentially and 12% year-over-year; full year mining shipments rose 14% to 13.0 million tons.
CapEx peaked at $463 million in Q4 and $2.5 billion for the year, mainly for Pesquería expansion.
Outlook and guidance
Adjusted EBITDA and shipments are expected to increase in Q1 2026, especially in Mexico, with improved margins due to higher revenue per ton.
CapEx is expected to decrease to $2 billion in 2026, $1.2 billion in 2027, and $800 million in 2028.
CANACERO forecasts Mexican steel demand to grow 4% in 2026, with local mills aiming to gain market share from imports.
Margin recovery toward 15% targeted by end of 2026, with further improvement possible if trade negotiations succeed.
Argentina's steel demand is projected to recover gradually in 2026, driven by key sectors and new trade agreements.
Mexico tariff impact on market share gain
Pesqueria slab plant's strategic value for auto
Capital allocation post-2027 CapEx peak
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Next Ternium earnings date
Q1 20266 May, 2026
Ternium
Next Ternium earnings date
Q1 20266 May, 2026
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Frequently asked questions
Ternium S.A. is a Luxembourg-based steel manufacturing company engaged in the production and distribution of flat and long steel products. The company serves a wide range of industries, including automotive, construction, energy, and appliances. Ternium operates an extensive network of facilities across the Americas, offering high-quality steel products and value-added services such as processing and logistics. The company is headquartered in Luxembourg City, Luxembourg, and its shares are listed on the New York Stock Exchange.
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