Tecnoglass misses Q3 revenue estimates, expands share buyback plan

Reuters11-06
Tecnoglass misses Q3 revenue estimates, expands share buyback plan

Overview

  • Tecnoglass Q3 revenue grows 9.3% yr/yr but misses analyst expectations

  • Adjusted EPS and adjusted net income for Q3 miss analyst estimates

  • Company expands share repurchase program to $150 mln, supported by strong balance sheet

Outlook

  • Tecnoglass expects full-year 2025 revenue between $970 mln and $990 mln

  • Company updates 2025 Adjusted EBITDA guidance to $294 mln-$304 mln

  • Tecnoglass anticipates double-digit revenue growth into 2026

Result Drivers

  • ORGANIC GROWTH - Tecnoglass attributes 7.6% organic growth to market share gains and geographic expansion

  • PRICING INITIATIVES - Early benefits from residential pricing initiatives helped offset elevated aluminum costs and tariffs

  • GEOGRAPHIC EXPANSION - Increased residential order activity due to dealership expansion and momentum in multi-family/commercial markets

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Revenue

Miss

$260.50 mln

$265.40 mln (5 Analysts)

Q3 Adjusted EPS

Miss

$1

$1.11 (5 Analysts)

Q3 Adjusted Net Income

Miss

$46.70 mln

$52.50 mln (4 Analysts)

Q3 Adjusted EBITDA

Miss

$79.10 mln

$85.50 mln (5 Analysts)

Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the construction supplies & fixtures peer group is "buy"

  • Wall Street's median 12-month price target for Tecnoglass Inc is $89.50, about 37.4% above its November 5 closing price of $56.00

  • The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 17 three months ago

Press Release: ID:nGNXbMN0Qk

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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