Gerdau Q1 Earnings: Upside Is Interesting, But There Are No Triggers |
Gerdau's revenue exceeded estimates, but net income disappointed for the 3rd consecutive quarter. Resilient EBITDA margin (13.8%), but Chinese competition puts pressure on operations in Brazil. High CapEx reduced FCF, while debt and leverage increased slightly. Attractive valuation (EV/EBITDA of 3.57x), but without clear triggers for appreciation. |
seekingalpha.com |
2025-04-30 10:00:36 |
Czytaj oryginał (ang.) |
Gerdau S.A. (GGB) Q1 2025 Earnings Call Transcript |
Gerdau S.A. (NYSE:GGB ) Q1 2025 Earnings Conference Call April 29, 2025 11:00 AM ET Company Participants Mariana Dutra - Head of IR Gustavo Werneck - CEO Rafael Japur - CFO Conference Call Participants Caio Ribeiro - Bank of America Daniel Sasson - Itau BBA Carlos de Alba - Morgan Stanley Caio Greiner - UBS Rafael Barcellos - Bradesco BBI Lucas Laghi - XP Yuri Pereira - Santander Ricardo Monegaglia - Safra Igor Guedes - Genial Mariana Dutra Good morning and welcome to Gerdau's first quarter 2025 results presentation. |
seekingalpha.com |
2025-04-29 21:43:20 |
Czytaj oryginał (ang.) |
GERDAU S.A. - CONSOLIDATED INFORMATION |
SÃO PAULO, April 28, 2025 /PRNewswire/ -- 1Q25 Highlights Adjusted EBITDA (earnings before interest, taxes, depreciation and amortization) of R$2.4 billion in the first quarter, in line with 4Q24. The performance of the period was influenced by better results from the North America operations, which offset the weaker performance in Brazil. |
prnewswire.com |
2025-04-29 00:07:00 |
Czytaj oryginał (ang.) |
GERDAU S.A. - FORM 20-F |
SÃO PAULO, March 14, 2025 /PRNewswire/ -- GERDAU S.A. hereby announces that the Form 20-F for the fiscal year ended December 31, 2024, has been filed with the U.S. Securities and Exchange Commission (SEC) at http://sec.gov and the Brazilian Securities and Exchange Commission (CVM) at http://cvm.gov.br. |
prnewswire.com |
2025-03-14 19:43:38 |
Czytaj oryginał (ang.) |
Gerdau S.A. (GGB) Q4 2024 Earnings Call Transcript |
Gerdau S.A. (NYSE:GGB ) Q4 2024 Earnings Conference Call February 20, 2025 10:00 AM ET Company Participants Mariana Dutra - Head, IR Gustavo Werneck - CEO Rafael Japur - CFO Conference Call Participants Marcio Farid - Goldman Sachs Rafael Barcellos - Bradesco BBI Daniel Sasson - Itau BBA Leonardo Correa - BTG Pactual Ricardo Monegaglia - Safra Bank Yuri Pereira - Santander Eugenia Cavalheiro - Morgan Stanley Mariana Dutra Good morning, everyone, and welcome to our Earnings Release for the Fourth Quarter 2024 of Gerdau. |
seekingalpha.com |
2025-02-20 19:22:35 |
Czytaj oryginał (ang.) |
GERDAU S.A. - CONSOLIDATED INFORMATION |
SÃO PAULO, Feb. 19, 2025 /PRNewswire/ -- 4Q24 Highlights Adjusted EBITDA (earnings before interest, taxes, depreciation and amortization) of R$ 2.4 billion in the fourth quarter, up 17.2% from 4Q23. Investments (CAPEX) amounted to R$2.4 billion in 4Q24, totaling R$6.2 billion for 2024. |
prnewswire.com |
2025-02-19 19:53:00 |
Czytaj oryginał (ang.) |
Gerdau Steel: Solid Balance Sheet Outweighed By Imports Into Brazil |
Gerdau S.A. is rated as a Hold due to mixed market conditions and competitive pressures from imported steel products. GGB's financial outlook is stable but not exceptional, with profitability sensitive to scrap metal prices and cyclical industry factors. GGB's valuation does not present a compelling Buy case, with current market prices offering an insufficient margin of safety. |
seekingalpha.com |
2025-01-27 10:35:39 |
Czytaj oryginał (ang.) |
Gerdau: Continued Underperformance Eventually Going Into An Upside |
Gerdau faces challenges from oversupply, geopolitical conflicts, and import pressures, especially in Brazil, impacting its short-to-medium term outlook. Despite these challenges, Gerdau's fundamentals are strong with low leverage, stable dividends, and positive credit ratings, making it a fundamentally safe investment. The company's cost discipline and asset optimization efforts are yielding positive results, with improved utilization rates and promising growth in non-residential construction sectors. |
seekingalpha.com |
2024-12-18 06:54:43 |
Czytaj oryginał (ang.) |
Unusual Trading Volume in Gerdau: A Signal for Buyers? |
When stocks move exponentially, there are typically two major forces at play behind the move. One of them is momentum, but that can only be made possible through enough volume pressure to get the stock to move in the first place. |
marketbeat.com |
2024-11-14 09:01:52 |
Czytaj oryginał (ang.) |
Gerdau S.A. (GGB) Q3 2024 Earnings Call Transcript |
Gerdau S.A. (NYSE:GGB ) Q3 2024 Earnings Conference Call November 6, 2024 10:00 AM ET Company Participants Mariana Dutra - Head, IR Gustavo Werneck - CEO Rafael Japur - CFO Conference Call Participants Daniel Sasson - Itau BBA Leonardo Correa - BTG Pactual Marcio Farid - Goldman Sachs Rafael Barcellos - Bradesco BBI Caio Ribeiro - Bank of America Ricardo Monegaglia - Safra Bank Igor Guedes - Genial Mariana Dutra Good morning, everyone, and thank you for joining us at Gerdau's Third Quarter Earnings Release. |
seekingalpha.com |
2024-11-07 03:47:21 |
Czytaj oryginał (ang.) |
GERDAU S.A. - CONSOLIDATED INFORMATION |
SÃO PAULO, Nov. 5, 2024 /PRNewswire/ -- 3Q24 Highlights Adjusted EBITDA (earnings before interest, taxes, depreciation and amortization) of R$ 3.0 billion in the third quarter, 14.9% higher compared to 2Q24. Investments (CAPEX) totaled R$ 1.5 billion in 3Q24, of which R$ 589 million was allocated to Maintenance and R$ 920 million was directed to the Competitiveness of the Business Divisions. |
prnewswire.com |
2024-11-05 19:35:00 |
Czytaj oryginał (ang.) |
Gerdau: Demand From The Automotive Industry And Undervalued |
Gerdau S.A. is significantly undervalued, benefiting from the automotive industry growth, electric vehicle development, and electrical transmission renovation globally. The company has a strong financial position, with increasing tangible book value per share, positive net income, and long-term free cash flow growth. GGB's strategic asset sales and resource reallocation enhance its financials, while currency advantages from the Brazilian real's decline further improve profitability. |
seekingalpha.com |
2024-09-03 19:49:15 |
Czytaj oryginał (ang.) |
Gerdau S.A. (GGB) Q2 2024 Earnings Call Transcript |
Gerdau S.A. (NYSE:GGB ) Q2 2024 Earnings Conference Call August 1, 2024 11:00 AM ET Company Participants Mariana Velho Dutra - Head, IR Gustavo Werneck - CEO Rafael Japur - CFO Conference Call Participants Daniel Sasson - Itau BBA Marcio Farid - Goldman Sachs Leonardo Correa - BTG Pactual Rafael Barcellos - Bradesco BBI Rodolfo De Angele - JPMorgan Carlos de Alba - Morgan Stanley Caio Ribeiro - Bank of America Ricardo Monegaglia - Safra Bank Lucas Laghi - XP Yuri Pereira - Santander Igor Guedes - Genial Mariana Velho Dutra Good morning, everyone, and welcome to Gerdau's Video Conference Call for the Second Quarter of ‘24. |
seekingalpha.com |
2024-08-01 23:55:31 |
Czytaj oryginał (ang.) |
GERDAU S.A. - CONSOLIDATED INFORMATION |
SÃO PAULO, July 31, 2024 /PRNewswire/ -- 2Q24 Highlights Adjusted EBITDA (earnings before interest, taxes, depreciation and amortization) of R$ 2.6 billion in the second quarter, down 6.7% compared to 1Q24. Investments (CAPEX) totaled R$ 1.4 billion in 2Q24, of which R$ 704 million was allocated to Maintenance and R$ 716 million was directed to the Competitiveness of the Business Divisions. |
prnewswire.com |
2024-07-31 22:35:00 |
Czytaj oryginał (ang.) |
Are Investors Undervaluing Gerdau (GGB) Right Now? |
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. |
zacks.com |
2024-06-24 14:46:16 |
Czytaj oryginał (ang.) |
3 Solid Steel Stocks to Bet on Despite the Slump in Prices |
Declining prices, along with demand and economic headwinds paint a challenging picture for the steel industry. However, stocks like FSTR, CRS and GGB look promising in the current scenario. |
zacks.com |
2024-06-21 13:25:29 |
Czytaj oryginał (ang.) |
Down -19.65% in 4 Weeks, Here's Why Gerdau (GGB) Looks Ripe for a Turnaround |
Gerdau (GGB) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term. |
zacks.com |
2024-06-14 14:36:24 |
Czytaj oryginał (ang.) |
Is Gerdau (GGB) Stock Undervalued Right Now? |
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. |
zacks.com |
2024-06-07 14:46:24 |
Czytaj oryginał (ang.) |
Is The Options Market Predicting a Spike In Gerdau (GGB) Stock? |
Investors need to pay close attention to Gerdau (GGB) stock based on the movements in the options market lately. |
zacks.com |
2024-06-05 15:21:05 |
Czytaj oryginał (ang.) |
The Income Investor's Dream Team: 7 Sturdy Dividend Stocks Yielding 6% |
The most obvious reason investors should buy high-yield dividend stocks is that they provide income. Non-dividend stocks do not provide income and only provide cash when sold. |
investorplace.com |
2024-06-04 10:37:00 |
Czytaj oryginał (ang.) |
Should Value Investors Buy Gerdau (GGB) Stock? |
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. |
zacks.com |
2024-05-22 14:46:17 |
Czytaj oryginał (ang.) |
Gerdau S.A. (GGB) Q1 2024 Earnings Call Transcript |
Gerdau S.A. (NYSE:GGB ) Q1 2024 Earnings Conference Call May 3, 2024 11:00 AM ET Company Participants Renata Oliva Battiferro - Head-Investor Relations Gustavo Werneck - Chief Executive Officer Rafael Japur - Chief Financial Officer Conference Call Participants Caio Ribeiro - Bank of America Rodolfo Angele - JPMorgan Marcio Farid - Goldman Sachs Daniel Sasson - Itau BBA Ricardo Monegaglia - Safra Bank Lucas Laghi - XP Renata Oliva Battiferro Good afternoon and welcome to Gerdau's Conference Call Results for the First Quarter 2024. |
seekingalpha.com |
2024-05-03 19:12:09 |
Czytaj oryginał (ang.) |
GERDAU S.A. - CONSOLIDATED INFORMATION |
SÃO PAULO, May 2, 2024 /PRNewswire/ -- 1Q24 Highlights Adjusted EBITDA (earnings before interest, taxes, depreciation and amortization) of R$ 2.8 billion in the first quarter, up 38.0% over 4Q23. Adjusted Net Income of R$ 1.2 billion in 1Q24, 70.1% higher than 4Q23. |
prnewswire.com |
2024-05-02 22:53:00 |
Czytaj oryginał (ang.) |
Are Investors Undervaluing Gerdau (GGB) Right Now? |
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. |
zacks.com |
2024-04-12 14:46:11 |
Czytaj oryginał (ang.) |
Gerdau (GGB) Is Attractively Priced Despite Fast-paced Momentum |
If you are looking for stocks that have gained strong momentum recently but are still trading at reasonable prices, Gerdau (GGB) could be a great choice. It is one of the several stocks that passed through our 'Fast-Paced Momentum at a Bargain' screen. |
zacks.com |
2024-04-08 13:50:22 |
Czytaj oryginał (ang.) |
The 7 Best Penny Stocks to Buy in April 2024 |
Investors should keep their eyes on these best penny stocks to buy in April for substantial gains for the rest of the year. Penny stocks are more affordable than their higher-priced counterparts, allowing investors with limited capital to participate in the stock market and build a diversified portfolio. |
investorplace.com |
2024-04-07 16:45:41 |
Czytaj oryginał (ang.) |
GERDAU S.A. - FORM 20-F |
SÃO PAULO, March 28, 2024 /PRNewswire/ -- GERDAU S.A. hereby announces that the Form 20-F related to the fiscal year ended December 31, 2023 was filed with the U.S. Securities and Exchange Commission (SEC) at http://sec.gov and with the Securities and Exchange Commission of Brazil (CVM) at http://cvm.gov.br and it is also available at the Company's Investor Relations website at https://ri.gerdau.com/en/. |
prnewswire.com |
2024-03-28 20:17:00 |
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