Tenaris S.A. (TS) Stock: Price, Forecast & Analyst Target
Tenaris S.A. (TS) — MoonshotScore 91/100 (Exceptional band), calculated Oct 5, 2026. Price $58.28 (+4.09%), as of the Oct 5, 2026 trading session; market cap $31.3B. Expected results Nov 4, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 11.25× (market value Oct 5, 2026; cash Jun 30, 2026) · expected results Nov 4, 2026
Tenaris S.A. · TS · NYSE · Energy · Oil & Gas Equipment & Services
Research dated 2026-09-12: Tenaris manufactures the steel tubulars, premium connections and related services that let energy producers drill, complete and connect wells across major producing regions. Its prospects depend on whether resilient demand and shipment recovery can stabilize earnings after the annual contraction, while preserving the cash generation that supports its unusually liquid balance sheet.
Price as of Oct 5, 2026
Key Statistics
MoonshotScore v2 · Tenaris (TS)
ExceptionalWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
High quality, a fortress balance sheet and durable growth, with no real weak spot — fairly priced, so not a bargain entry; the market is already moving on it. Business Quality: Solid; Financial Safety: Fortress; Valuation: Fair; Growth Durability: Growing; Momentum: Rising.
- quarterly revenue $2.97B (Q2 FY2026, quarter ended Jun 2026)
- EPS beat 8 of 8
- Altman Z 8.41 · Piotroski F 8
Helping: business quality, balance-sheet strength, durable growth, positive momentum
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 91 | Exceptional | |
| 90 | Exceptional | |
| 91 | Exceptional | |
| 91 | Exceptional | |
| 91 | Exceptional | |
| 91 | Exceptional |
The score was 91 in the stored Oct 4, 2026 snapshot and remains 91 in the current publication computed Oct 5, 2026 (0); the largest pillar moves were Momentum +1; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged. This current publication is not yet represented in the immutable snapshot archive.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $58.28 | |
| Change on the day | +4.09% | |
| 52-week range | $33.65 – $64.60 | |
| Market capitalisation | $31.3B | |
| Price / earnings (trailing) | 14.78 | |
| Shares traded on the day | 748.6K | |
| Beta (volatility vs the S&P 500) | 0.48 | |
| Dividends per share (last 12 months) | $1.78 | |
| Dividend yield (last 12 months) | 3.18% |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings call · management outlook
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Management outlook
Having said that, if we talk about the outlook, the guidance that we have given is that -- in the second half of 2026, we expect revenues and EBITDA in line with the first half with clearly a third quarter that is more affected and more in line with the second quarter.
Gabriel Podskubka · Statement from
And if you -- if this conflict of Hormuz will assure a navigability in the short term, during the next few weeks, we will be able to ship and invoice this additional $130 million within the fourth quarter.
Gabriel Podskubka · Statement from
Chronological order, not a duration scale. Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.
Read management statementsOther perspectives
Council score for Tenaris (TS): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
5-Factor Breakdown
Legends Council
2 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Sep 27, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 9, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 9, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 5, 2026, except a card that shows its own read date.
Watch the TS film — every key number, told as a short cinematic story
~2 min · open the film
What is Tenaris (TS), and what does it report?
Short answer · as of
Tenaris sells casing that supports well walls, tubing that brings hydrocarbons to the surface, line pipe that connects wells with processing and storage infrastructure, and premium TenarisHydril connections for demanding pressure and temperature conditions.
Research dated 2026-09-12.
Tenaris sells casing that supports well walls, tubing that brings hydrocarbons to the surface, line pipe that connects wells with processing and storage infrastructure, and premium TenarisHydril connections for demanding pressure and temperature conditions. It also supplies coiled tubing, sucker rods, coatings, hydraulic-fracturing services and specialized pipe for industrial uses, so reported revenue measures a mix of manufactured tubular products and related services rather than drilling services alone.
The business spans North America, South America, Europe, the Middle East, Africa and Asia Pacific. Revenue therefore reflects demand for well construction and transport infrastructure across several producing regions, while profit also reflects the manufacturing economics of seamless and welded steel products.
What do the latest results show for Tenaris (TS)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $2.97B.
Research dated 2026-09-12.
Annual revenue and net income retreated from their recent peak, but the quarterly series subsequently settled into a narrower revenue range. In the latest reported quarter, revenue, gross profit, operating profit and net income all declined from the preceding period, even as reported revenue and earnings again exceeded market estimates.
Management expects revenue and EBITDA across the later part of the year to remain broadly aligned with the earlier part, with near-term performance closer to the latest run rate. It also tied some deferred invoicing to navigability near Hormuz and expects another production unit to begin operating later in the year; those are management expectations, not yet reported outcomes.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $2.97B Jun 30, 2026
- Latest quarter · SG&A
- $484.11M Jun 30, 2026
- Latest quarter · FMP standardized operating result
- $494.00M Jun 30, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 30, 2026 | $2.97B | Not available | $484.11M | $494.00M |
| Mar 31, 2026 | $3.11B | Not available | $468.29M | $585.66M |
| Dec 31, 2025 | $3.00B | Not available | $381.60M | $556.82M |
| Sep 30, 2025 | $2.96B | Not available | $433.03M | $596.63M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $2.97B Aug 5, 2026
- Latest report · revenue estimate
- $2.93B Aug 5, 2026
- Latest report · revenue vs estimate
- Above estimate Aug 5, 2026
- Latest report · EPS vs estimate
- Above estimate Aug 5, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Aug 5, 2026 | $2.97B | $2.93B | $0.9500 | $0.7900 |
| May 6, 2026 | $3.10B | $3.03B | $1.0700 | $0.8700 |
| Feb 18, 2026 | $3.00B | $2.95B | $0.8700 | $0.7600 |
| Oct 29, 2025 | $2.96B | $2.95B | $0.8500 | $0.7500 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $2.97B | $477M | $0.94 (diluted) |
| Q1 FY2026 | $3.11B | $543M | $1.04 (diluted) |
| Q4 FY2025 | $3.00B | $449M | $0.86 (diluted) |
| Q3 FY2025 | $2.96B | $444M | $0.82 (diluted) |
What are the financial strengths and risks for Tenaris (TS)?
Short answer
Cash and short-term investments were $2.78B at the Jun 30, 2026 balance-sheet date. Operating cash flow was $546.29M for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-12.
Tenaris carries far more cash and short-term investments than debt, with additional long-term investments enlarging the financial cushion. Liquidity and leverage ratios reinforce that balance-sheet strength, while the distress and quality screens indicate solid financial condition under their respective methodologies.
Operating cash flow remained positive throughout the reported quarterly series and exceeded capital expenditure in each period. Yet cash and short-term investments declined across the wider observation window, so continued cash conversion matters even though the current net cash position leaves substantial room to absorb volatility.
The operating risk is concentrated in the physical investment cycle and delivery chain around energy projects. Weaker well construction or pipeline activity would reduce demand for tubular products, while restricted shipping can delay delivery and invoicing even when customer demand already exists.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $546.29M Jun 30, 2026
- Previous quarter · operating cash flow
- $619.89M Mar 31, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 30, 2026 | $546.29M | −$121.27M |
| Mar 31, 2026 | $619.89M | −$114.90M |
| Dec 31, 2025 | $787.18M | −$121.59M |
| Sep 30, 2025 | $318.26M | −$180.45M |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at Tenaris (TS)?
Short answer · as of
The next earnings report is expected on Nov 4, 2026.
Research dated 2026-09-12.
Watch whether revenue and operating profit hold near the recent range, whether gross profit stops compressing, and whether earnings continue to clear market expectations. Operating cash flow should also remain comfortably above capital expenditure if the reported earnings are converting into deployable cash.
Execution has identifiable checkpoints: shipment and invoicing delayed by conditions near Hormuz, the start-up of another production unit, and management's broader expectation for stable revenue and EBITDA across the later part of the year. The scheduled earnings release offers the next reported test, while cash and short-term investments will show whether operating strength is translating into balance-sheet retention.
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
Having said that, if we talk about the outlook, the guidance that we have given is that -- in the second half of 2026, we expect revenues and EBITDA in line with the first half with clearly a third quarter that is more affected and more in line with the second quarter.
Gabriel Podskubka ·
And if you -- if this conflict of Hormuz will assure a navigability in the short term, during the next few weeks, we will be able to ship and invoice this additional $130 million within the fourth quarter.
Gabriel Podskubka ·
And on the fourth quarter, we will have our third unit starting operations.
Gabriel Podskubka ·
What the records here don't tell us
- No insider Form 4 transaction falls inside the window this page reads.
Checked against the records this page reads, on the dates shown above.
How does Tenaris compare with its peers?
Short answer
Tenaris's score ranks 1st of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-12.
Tenaris is primarily a manufacturer of steel tubular systems and premium connections, with services attached to those products; it is not chiefly selling rig time or a broad menu of field labor. Its exposure runs from the well casing and production string through line pipe, giving it several points of participation in drilling, completion and transport infrastructure.
The combination of seamless and welded pipe, TenarisHydril connections, regional manufacturing reach and specialized industrial applications makes product mix and plant utilization especially important. The substantial net cash position also changes how Tenaris can absorb an energy downturn compared with a heavily leveraged equipment or service provider.
| Company | Price | Market value | Score |
|---|---|---|---|
| Tenaris (TS) — this page | $58.28 | $31.3B | 91 |
| $83.84 Oct 5, 2026 | $6.46B | 87 5-pillar Oct 5, 2026 | |
| $61.31 Oct 2, 2026 | $29.7B | 84 5-pillar Oct 5, 2026 | |
| $71.94 Oct 5, 2026 | $28.2B | 82 5-pillar Oct 5, 2026 | |
| $82.40 Oct 5, 2026 | $5.91B | 76 5-pillar Oct 5, 2026 | |
| $17.25 Oct 5, 2026 | $35.5B | 71 5-pillar Oct 5, 2026 | |
| $48.27 Oct 5, 2026 | $53.1B | 65 5-pillar Oct 5, 2026 | |
| $31.85 Oct 2, 2026 | $26.5B | 64 5-pillar Oct 5, 2026 | |
| $19.74 Oct 5, 2026 | $7.04B | 63 5-pillar Oct 5, 2026 | |
| $57.38 Oct 5, 2026 | $57.0B | 62 5-pillar Oct 5, 2026 | |
| $50.28 Oct 5, 2026 | $74.6B | 60 5-pillar Oct 5, 2026 | |
| $83.49 Oct 5, 2026 | $5.78B | 59 5-pillar Oct 5, 2026 | |
| $53.56 Oct 5, 2026 | $5.41B | 58 5-pillar Oct 5, 2026 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $60.00 – $80.00
- Consensus target
- $66.67
- Median target
- $60.00
Consensus record · Captured .
Measured against a quoted price of $58.28 (as of Oct 5, 2026).
Who holds the shares?
Institutional ownership reported through 13F filings.
- Institutional ownership
- 7.4% Period end Jun 30, 2026
- Previous quarter · ownership
- 7.6% Prior to period end Jun 30, 2026
- Reporting holders
- 296 Period end Jun 30, 2026
- Previous quarter · holders
- 278 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Fmr LLC | 6,760,952 |
| Renaissance Technologies LLC | 3,056,044 |
| Van Eck Associates Corp | 2,478,526 |
| Wellington Management Group Llp | 2,458,033 |
| Price T Rowe Associates INC /Md/ | 1,502,839 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about Tenaris (TS)?
What Investors Ask About Tenaris (TS) — Energy
Research dated 2026-09-12; the answers below are from that research, and the full attribution is under Sources. The last 3 questions are answered from this page's own dated data, not from the research.
What does Tenaris sell beyond oil-well casing?
The portfolio includes production tubing, line pipe, TenarisHydril connections, coiled tubing, sucker rods, coated pipe and specialized tubes for heat exchangers, automobiles, construction and other industrial applications. Related oilfield and hydraulic-fracturing services complement the manufactured products.
Why do Hormuz shipping conditions matter for Tenaris?
Management linked navigability near Hormuz to the timing of shipments and invoicing. The issue can therefore shift recognized revenue between reporting periods even when the underlying order is intended for delivery.
How does TenarisHydril fit into the Tenaris business?
TenarisHydril is the premium connection and coupling offering used where wells face demanding pressure or temperature conditions. It extends Tenaris beyond commodity pipe into engineered connections that form part of the completed tubular system.
What should investors watch as another Tenaris production unit starts operating?
The practical tests are whether the unit begins operating as management indicated and whether consolidated revenue, margins and cash generation hold as capacity comes online. Plant start-up alone does not establish stronger demand or improved profitability.
What is the TS stock price today?
The last price recorded on this page for Tenaris S.A. (TS) is $58.28, as of the Oct 5, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the TS price target?
The analyst consensus price target for Tenaris S.A. (TS) is $66.67 (range $60.00 to $80.00, median $60.00), per FMP data captured Oct 5, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
Does TS pay a dividend?
Yes. Tenaris S.A. (TS) shows a trailing 12-month dividend yield of 3.18%, as of Oct 2, 2026, in the data on this page. Payout ratio and cash-flow coverage decide whether it can last, and past dividends do not guarantee future payments.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-12. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (79 figures)
The 79 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 2 facts from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | Gabriel Podskubka (Aug 6, 2026): Having said that, if we talk about the outlook, the guidance that we have given is that -- in the second half of 2026, we expect revenues and EBITDA in line with the first half with clearly a third quarter that is more affected and more in line with the second quarter. Gabriel Podskubka (Aug 6, 2026): And if you -- if this conflict of Hormuz will assure a navigability in the short term, during the next few weeks, we will be able to ship and invoice this additional $130 million within the fourth quarter. Gabriel Podskubka (Aug 6, 2026): And on the fourth quarter, we will have our third unit starting operations. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | |
id.hq | SEC filing business address | 26, Boulevard Royal, 4TH Floor, Luxembourg, N4, L-2449 | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "26, Boulevard Royal, Luxembourg City, LU, 2449, LU". |
FMP — 67 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Nov 4, 2026 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
px.last | Latest provided price | $58.28 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-05T14:55:06.318Z. | |
px.change | Change on the day | +4.09% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $31.3B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-05. FMP quote timestamp: 2026-10-05T14:55:00.000Z. Captured from FMP at 2026-10-05T14:55:05.089Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | +$2.29 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $2.97B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.pe | Price / earnings (trailing) | 14.78 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 748.6K | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 0.48 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Gabriel Podskubka | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 24,875 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2021 through FY2025: FY2021 revenue $6.52B, net result $1.10B; FY2022 revenue $11.76B, net result $2.55B; FY2023 revenue $14.87B, net result $3.92B; FY2024 revenue $12.52B, net result $2.04B; FY2025 revenue $11.98B, net result $1.93B | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.gross_margin | Gross margin (trailing twelve months) | 33.7% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-06-30.revenue_k | Revenue — period end 2026-06-30 | $2.97B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.sga_k | SG&A — period end 2026-06-30 | $484.11M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.operating_result_k | FMP standardized operating result — period end 2026-06-30 | $494.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.revenue_k | Revenue — period end 2026-03-31 | $3.11B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.sga_k | SG&A — period end 2026-03-31 | $468.29M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.operating_result_k | FMP standardized operating result — period end 2026-03-31 | $585.66M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.revenue_k | Revenue — period end 2025-12-31 | $3.00B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.sga_k | SG&A — period end 2025-12-31 | $381.60M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.operating_result_k | FMP standardized operating result — period end 2025-12-31 | $556.82M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.revenue_k | Revenue — period end 2025-09-30 | $2.96B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.sga_k | SG&A — period end 2025-09-30 | $433.03M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.operating_result_k | FMP standardized operating result — period end 2025-09-30 | $596.63M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-08-05.revenue_actual | Revenue · reported — report date 2026-08-05 | $2.97B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-05.revenue_estimated | Revenue · estimate — report date 2026-08-05 | $2.93B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-05.eps_actual | EPS · reported — report date 2026-08-05 | $0.9500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-05.eps_estimated | EPS · estimate — report date 2026-08-05 | $0.7900 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-06.revenue_actual | Revenue · reported — report date 2026-05-06 | $3.10B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-06.revenue_estimated | Revenue · estimate — report date 2026-05-06 | $3.03B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-06.eps_actual | EPS · reported — report date 2026-05-06 | $1.0700 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-06.eps_estimated | EPS · estimate — report date 2026-05-06 | $0.8700 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-18.revenue_actual | Revenue · reported — report date 2026-02-18 | $3.00B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-18.revenue_estimated | Revenue · estimate — report date 2026-02-18 | $2.95B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-18.eps_actual | EPS · reported — report date 2026-02-18 | $0.8700 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-18.eps_estimated | EPS · estimate — report date 2026-02-18 | $0.7600 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-29.revenue_actual | Revenue · reported — report date 2025-10-29 | $2.96B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-29.revenue_estimated | Revenue · estimate — report date 2025-10-29 | $2.95B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-29.eps_actual | EPS · reported — report date 2025-10-29 | $0.8500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-29.eps_estimated | EPS · estimate — report date 2025-10-29 | $0.7500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $2.78B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $546.29M | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $2.82B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $446.95M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 1.65× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-06-30.operating_cash_flow_m | Operating cash flow — period end 2026-06-30 | $546.29M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.operating_cash_flow_m | Operating cash flow — period end 2026-03-31 | $619.89M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-06-30.capex_m | Capital expenditure (reported) — period end 2026-06-30 | −$121.27M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.capex_m | Capital expenditure (reported) — period end 2026-03-31 | −$114.90M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.operating_cash_flow_m | Operating cash flow — period end 2025-12-31 | $787.18M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.capex_m | Capital expenditure (reported) — period end 2025-12-31 | −$121.59M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.operating_cash_flow_m | Operating cash flow — period end 2025-09-30 | $318.26M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.capex_m | Capital expenditure (reported) — period end 2025-09-30 | −$180.45M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $60.00 – $80.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $66.67 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $60.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
own.institutions.depth.ownership_pct | Institutional ownership | 7.4% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.ownership_pct_previous_quarter | Previous quarter · ownership | 7.6% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.institutions.depth.holders | Reporting holders | 296 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 278 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Fmr LLC — shares in provider snapshot | 6,760,952 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Renaissance Technologies LLC — shares in provider snapshot | 3,056,044 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Van Eck Associates Corp — shares in provider snapshot | 2,478,526 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Wellington Management Group Llp — shares in provider snapshot | 2,458,033 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Price T Rowe Associates INC /Md/ — shares in provider snapshot | 1,502,839 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 3 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.history | Reported versus estimated, recent quarters | EPS beat 8 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-10-03 · Expired observation | |
fin.scores | Distress and quality screens | Altman Z 8.41 · Piotroski F 8 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-04 · Expired observation | |
px.range52 | 52-week range | $33.65 – $64.60 | UNRECORDED | Stored company-profile observation — Captured 2026-10-03 |
COMPUTED — 5 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 11.25× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $2.78B at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-05. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio. |
div.ttm_per_share | Dividends per share, last 12 months (split-adjusted) | $1.78 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history — Sum of 2 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-05, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate. | |
div.ttm_yield | Dividend yield, last 12 months | 3.18% | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate. | |
earn.history.depth.2026-08-05.revenue_actual.comparison | Latest report · revenue vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($2.97B) with the recorded estimate ($2.93B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-08-05.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($0.9500) with the recorded estimate ($0.7900) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 2 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 91 of 100 · Exceptional · pillars 69 / 99 / 66 / 72 / 72 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 91 (stored snapshot Oct 4, 2026) → 91 (current publication computed Oct 5, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots — The current score publication is not yet represented in the immutable snapshot archive. |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-06-30.revenue_k,fin.q_table.depth.2026-06-30.sga_k,fin.q_table.depth.2026-06-30.operating_result_k,fin.q_table.depth.2026-03-31.revenue_k,fin.q_table.depth.2026-03-31.sga_k,fin.q_table.depth.2026-03-31.operating_result_k,fin.q_table.depth.2025-12-31.revenue_k,fin.q_table.depth.2025-12-31.sga_k,fin.q_table.depth.2025-12-31.operating_result_k,fin.q_table.depth.2025-09-30.revenue_k,fin.q_table.depth.2025-09-30.sga_k,fin.q_table.depth.2025-09-30.operating_result_k. - Earnings-history note. Source series as of 2026-08-05. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-08-05.revenue_actual,earn.history.depth.2026-08-05.revenue_estimated,earn.history.depth.2026-08-05.revenue_actual.comparison,earn.history.depth.2026-08-05.eps_actual.comparison,earn.history.depth.2026-08-05.eps_actual,earn.history.depth.2026-08-05.eps_estimated,earn.history.depth.2026-05-06.revenue_actual,earn.history.depth.2026-05-06.revenue_estimated,earn.history.depth.2026-05-06.eps_actual,earn.history.depth.2026-05-06.eps_estimated,earn.history.depth.2026-02-18.revenue_actual,earn.history.depth.2026-02-18.revenue_estimated,earn.history.depth.2026-02-18.eps_actual,earn.history.depth.2026-02-18.eps_estimated,earn.history.depth.2025-10-29.revenue_actual,earn.history.depth.2025-10-29.revenue_estimated,earn.history.depth.2025-10-29.eps_actual,earn.history.depth.2025-10-29.eps_estimated. - Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-06-30.operating_cash_flow_m,fin.opcf.depth.2026-03-31.operating_cash_flow_m,fin.opcf.depth.2026-06-30.capex_m,fin.opcf.depth.2026-03-31.capex_m,fin.opcf.depth.2025-12-31.operating_cash_flow_m,fin.opcf.depth.2025-12-31.capex_m,fin.opcf.depth.2025-09-30.operating_cash_flow_m,fin.opcf.depth.2025-09-30.capex_m.
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Sources used for research written 2026-09-12
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Business description | Tenaris S.A., together with its subsidiaries, manufactures and supplies steel pipe products and related services for the energy industry and other industrial applications in North America, South America, Europe, the Middle East and Africa, and the Asia Pacific. It provides steel casings to sustain the walls of oil and gas wells during and after drilling; steel tubing for conducting crude oil and natural gas to the surface after drilling has been completed; steel line pipes to transport crude oil and natural gas from wells to refineries, storage tanks, and loading and distribution centers; and mechanical and structural pipes for the transportation of other forms of gas and liquids under high pressure. The company also offers cold-drawn pipes for use in boilers, superheaters, condensers, heat exchangers, automobile production, and other industrial applications; premium joints and couplings for use in high temperature or high pressure environments under the TenarisHydril brand name; coiled tubing is used for oil and gas drilling and well workovers and for subsea pipelines; sucker rods used in oil extraction activities, tubes used for plumbing and construction applications, and oilfield / hydraulic fracturing services; pipe coating services; and automotive components. In addition, it engages in the sale of energy and raw materials; development, management, and licensing of intellectual property; procurement and trading services; and financial operations, as well as markets steel products. Further, the company manufactures and markets connections; and welded and seamless steel pipes. Tenaris S.A. was incorporated in 2001 and is based in Luxembourg, Luxembourg. Tenaris S.A. operates as a subsidiary of Techint Holdings S.àr.l. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Sector / industry (provider taxonomy) | Energy / Oil & Gas Equipment & Services The company's SEC filings classify it under SIC 3312 — Steel Works, Blast Furnaces & Rolling Mills (Coke Ovens). | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2025-12-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Cash, investments and debt | Total debt: $446.95M; Liquidity basis: cash and short-term investments; Total liabilities: $3.09B; Cash and short-term investments: $2.78B; Cash and investments: $5.61B; Long-term investments: $2.82B; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-08-05 | FMP | Financial Modeling Prep (FMP) earnings |
| Management outlook — dated call excerpts | Captured record · 3 entries
Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | 2026-08-06 | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) |
| Next earnings report | Date: 2026-11-04; EPS estimate: $0.82 per share; Revenue estimate: $3.02B The date is our provider's estimate until the company confirms it. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Cash and investment components | Total basis: cash short and long-term investments; Total: $5.61B; Cash and short-term investments: $2.78B; Long-term investments: $2.82B; Long-term investments classification: unclassified Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures. | 2026-06-30 | COMPUTED | Computed from the balance sheet |
| Cash against market value | As of: 2026-06-30; Cash basis: cash and short-term investments; Net cash: $2.34B; Total debt: $447.00M; Cash and investments: $2.78B Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. Cash is the latest reported cash and short-term investment balance; long-term investments are excluded. Market capitalization is the latest provider value.; The reported balance does not establish unrestricted availability or liquidation value.; The two are measured on different dates — the balance sheet is a quarter-end, the market cap is a recent close.; Debt is total debt as reported, including operating lease liabilities where the filer includes them. | 2026-06-30 | COMPUTED | Computed from the balance sheet and the latest market capitalization |
| Trailing twelve-month ratio set | Quick ratio: 2.39; Current ratio: 4.07; Debt to equity: 0.03; Net margin: 15.9%; Gross margin: 33.7%; Operating margin: 18.7%; Return on assets: 9.3%; Return on equity: 11.2% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Distress and quality screens | Altman Z-score: 8.51; Piotroski F-score: 8 Altman Z below 1.8 is the conventional distress zone. The screen is built for manufacturers and industrials; for banks, insurers and property companies it is not a meaningful reading. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) financial scores |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Cash decline over the reported window | To: 2026-06-30; From: 2024-09-30; Periods: 7; Cash basis: cash and short-term investments; Closing balance: $2.78B; Decline: $731.10M; Opening balance: $3.51B; Average change per period: $104.40M Change in cash, cash equivalents and short-term investments between the 2024-09-30 and 2026-06-30 balance sheets.; This is a balance change, not operating burn: financing and investing move it too.; Averaged over 7 reporting periods of unequal length. | 2026-06-30 | COMPUTED | Computed from reported balances |
Data provided for informational purposes only.
ETFs that hold TS
Funds in our ETF coverage that list TS among the top 10 holdings on their fund page, largest weight first. Each weight is the fund's reported holding weight as of the date in its row.
| ETF | Weight | Holdings as of |
|---|---|---|
| Virtus Real Asset Income ETF (VRAI) | 1.34% |