Vallourec S.A. (VLOWY) Stock Price & Analysis
Vallourec S.A. (VLOWY) — price $4.18 (+2.08%), as of the Oct 5, 2026 trading session; market cap $24.0B. Expected results Nov 20, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Vallourec S.A. · VLOWY · Basic Materials · Steel
Vallourec S.A. is a global provider of advanced tubular solutions, catering to critical sectors such as oil and gas, various industrial applications, and the energy market.
Price as of Oct 5, 2026
Key Statistics
MoonshotScore is not published for this security.
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $4.18 | |
| Change on the day | +2.08% | |
| 52-week range | $3.50 – $6.65 | |
| Market capitalisation | $24.0B | |
| Price / earnings (trailing) | 8.76 | |
| Shares traded on the day | 1.7K | |
| Beta (volatility vs the S&P 500) | 0.43 | |
| Dividends per share (last 12 months) | $0.47 | |
| Dividend yield (last 12 months) | 11.51% |
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
- · Earnings results
- · Earnings results
- · Earnings call · management outlook
- · Earnings results
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
For Mine & Forest, we expect production sold to be around 1.4 million tons in the third quarter.
Philippe Guillemot · Statement from
We now expect full year production sold to be between 5 million-5.5 million tons, reflecting slightly softer demand from China, driven by higher freight costs.
Philippe Guillemot · Statement from
Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.
Read management statementsOther perspectives
Council score for Vallourec (VLOWY): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
9-Factor Breakdown
Legends Council
3 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 10, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 10, 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 10, 2026, the Munger lens read the price at that time as undervalued against its own estimate of value.
Readings on this page are from Oct 6, 2026, except a card that shows its own read date.
Watch the VLOWY film — every key number, told as a short cinematic story
~2 min · open the film
What is Vallourec (VLOWY), and what does it report?
Short answer · as of
Vallourec S.A. is a global provider of advanced tubular solutions, catering to critical sectors such as oil and gas, various industrial applications, and the energy market. Vallourec S.A. (VLOWY) is classified as Basic Materials / Steel. Headquarters: 12, rue de la Verrerie, Meudon, IF, 92190, FR. It employs 12,269 people and is led by Philippe Guillemot. In Q2 FY2026 it reported revenue of $856M and net income of $44M. The market values it at $24.0B.
What do the latest results show for Vallourec (VLOWY)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $856M.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $871.02M Jul 30, 2026
- Latest report · revenue estimate
- $982.32M Jul 30, 2026
- Latest report · revenue vs estimate
- Below estimate Jul 30, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Jul 30, 2026 | $871.02M | $982.32M | $0.0400 | Not available |
| May 13, 2026 | $958.78M | $1.05B | $0.0800 | Not available |
| Feb 27, 2026 | $2.28B | $1.05B | $0.0900 | Not available |
| Nov 14, 2025 | $1.07B | $1.01B | $0.1200 | Not available |
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 | $856M | $44M | $0.01 (diluted) |
| Q1 FY2026 | $935M | $83M | $0.01 (diluted) |
| Q4 FY2025 | $2.18B | $255M | $0.04 (diluted) |
| Q3 FY2025 | $1.02B | $150M | $0.02 (diluted) |
What are the financial strengths and risks for Vallourec (VLOWY)?
Short answer
The distress and quality screens read Altman Z 7.18 · Piotroski F 8. Trailing ratios: ROE 20.1% · ROA 9.6% · current ratio 2.14 · earnings yield 11.2% · free-cash-flow yield 13.6%.
What should you watch next at Vallourec (VLOWY)?
Short answer · as of
The next earnings report is expected on Nov 20, 2026.
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
For Mine & Forest, we expect production sold to be around 1.4 million tons in the third quarter.
Philippe Guillemot ·
We now expect full year production sold to be between 5 million-5.5 million tons, reflecting slightly softer demand from China, driven by higher freight costs.
Philippe Guillemot ·
First, as we tell you, we expect our Q3 volume to increase even under the scenario the Strait of Hormuz remain closed, which means that we have found ways to get alternative routes to deliver to our customers.
Philippe Guillemot ·
What the records here don't tell us
- Detailed statement figures are not shown because their conversion to USD has not been verified.
- No insider Form 4 transaction falls inside the window this page reads.
Checked against the records this page reads, on the dates shown above.
Vallourec Basic Materials Stock: Key Questions Answered
Research dated 2026-09-12; the answers below are from that research, and the full attribution is under Sources. The last 2 questions are answered from this page's own dated data, not from the research.
What does Vallourec sell beyond seamless steel tubes?
Vallourec supplies VAM connections, casings, line pipe and tubular products for energy and industrial applications, then adds inspection, assembly, repair, inventory, drilling-support and integrated subsea services. Revenue therefore includes technical execution around the tube, not only the manufactured product.
Why do Chinese freight costs matter to Vallourec Mine & Forest?
Management linked softer Chinese demand to higher freight costs and reduced its production-sold expectation accordingly. Mine & Forest performance therefore depends on delivered economics and logistics as well as production capacity.
What is the VLOWY stock price today?
The last price recorded on this page for Vallourec S.A. (VLOWY) is $4.18, 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.
Does VLOWY pay a dividend?
Yes. Vallourec S.A. (VLOWY) shows a trailing 12-month dividend yield of 11.51%, 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 (36 figures)
The 36 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 — 1 fact from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | Philippe Guillemot (Jul 30, 2026): For Mine & Forest, we expect production sold to be around 1.4 million tons in the third quarter. Philippe Guillemot (Jul 30, 2026): We now expect full year production sold to be between 5 million-5.5 million tons, reflecting slightly softer demand from China, driven by higher freight costs. Philippe Guillemot (Jul 30, 2026): First, as we tell you, we expect our Q3 volume to increase even under the scenario the Strait of Hormuz remain closed, which means that we have found ways to get alternative routes to deliver to our customers. | 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. |
FMP — 28 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
px.last | Latest provided price | $4.18 | 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 2026-10-06T02:04:45.295Z. | |
px.change | Change on the day | +2.08% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalization | $24.0B | FMP | Financial Modeling Prep (FMP) quote — Provider market cap uses the share class it prices; a company with more than one class may show a larger total elsewhere. Market cap record date: 2026-10-02. Source capture time was not supplied. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
earn.next | Next earnings date | Nov 20, 2026 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
id.business_summary | Business description (FMP excerpt) | Vallourec S.A. is a global provider of advanced tubular solutions, catering to critical sectors such as oil and gas, various industrial applications, and the energy market. | FMP | Financial Modeling Prep (FMP) company profile — Deterministic excerpt derived from id.description; source and date describe the input fact, not a new provider observation | |
px.change_abs | Change on the day, in dollars | +$0.085 | FMP | Financial Modeling Prep (FMP) · quote | |
px.pe | Price / earnings (trailing) | 8.76 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 1.7K | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 0.43 | FMP | Financial Modeling Prep (FMP) company profile | |
id.sector | Sector / industry (provider taxonomy) | Basic Materials / Steel | FMP | Financial Modeling Prep (FMP) company profile | |
id.hq | Headquarters | 12, rue de la Verrerie, Meudon, IF, 92190, FR | FMP | Financial Modeling Prep (FMP) company profile — The FMP company description names Boulogne-Billancourt, France as the headquarters; this page uses the address in this row. | |
id.employees | Employees | 12,269 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Philippe Guillemot | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
fin.q_revenue | Revenue, Q2 FY2026 | $856M | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
fin.q_income | Net income, Q2 FY2026 | $44M | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
earn.history.depth.2026-07-30.revenue_actual | Revenue · reported — report date 2026-07-30 | $871.02M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-30.revenue_estimated | Revenue · estimate — report date 2026-07-30 | $982.32M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-30.eps_actual | EPS · reported — report date 2026-07-30 | $0.0400 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-13.revenue_actual | Revenue · reported — report date 2026-05-13 | $958.78M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-13.revenue_estimated | Revenue · estimate — report date 2026-05-13 | $1.05B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-13.eps_actual | EPS · reported — report date 2026-05-13 | $0.0800 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-27.revenue_actual | Revenue · reported — report date 2026-02-27 | $2.28B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-27.revenue_estimated | Revenue · estimate — report date 2026-02-27 | $1.05B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-27.eps_actual | EPS · reported — report date 2026-02-27 | $0.0900 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-14.revenue_actual | Revenue · reported — report date 2025-11-14 | $1.07B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-14.revenue_estimated | Revenue · estimate — report date 2025-11-14 | $1.01B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-14.eps_actual | EPS · reported — report date 2025-11-14 | $0.1200 | 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 |
UNRECORDED — 3 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
px.range52 | 52-week range | $3.50 – $6.65 | UNRECORDED | Stored company-profile observation — Captured 2026-10-03 | |
fin.scores | Distress and quality screens | Altman Z 7.18 · Piotroski F 8 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-04 · Expired observation | |
fin.ratios | Return and yield ratios (trailing twelve months) | ROE 20.1% · ROA 9.6% · current ratio 2.14 · earnings yield 11.2% · free-cash-flow yield 13.6% | — | UNRECORDED | Stored key metrics — Date unknown |
COMPUTED — 3 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
div.ttm_per_share | Dividends per share, last 12 months (split-adjusted) | $0.47 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history — Sum of 1 split-adjusted declared dividend 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 | 11.51% | 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.2026-07-30.revenue_actual.comparison | Latest report · revenue vs estimate | Below estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($871.02M) with the recorded estimate ($982.32M) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 1 fact from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
gap.statement_currency | Statement currency limitation | Detailed statement figures are not shown because their conversion to USD has not been verified. | OURS | Stock Expert AI currency-basis check |
Fact-family notes
- Earnings-history note. Source series as of 2026-07-30. 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.2026-07-30.revenue_actual,earn.history.depth.2026-07-30.revenue_estimated,earn.history.depth.2026-07-30.revenue_actual.comparison,earn.history.depth.2026-07-30.eps_actual,earn.history.depth.2026-05-13.revenue_actual,earn.history.depth.2026-05-13.revenue_estimated,earn.history.depth.2026-05-13.eps_actual,earn.history.depth.2026-02-27.revenue_actual,earn.history.depth.2026-02-27.revenue_estimated,earn.history.depth.2026-02-27.eps_actual,earn.history.depth.2025-11-14.revenue_actual,earn.history.depth.2025-11-14.revenue_estimated,earn.history.depth.2025-11-14.eps_actual.
- Published
- Research standards
- Methodology · Editorial policy · Corrections
- Report a number
- sedat@stockexpertai.com
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 | Vallourec S.A. is a global provider of advanced tubular solutions, catering to critical sectors such as oil and gas, various industrial applications, and the energy market. Operating through subsidiaries, the company extends its reach across continents, including Europe, North America, South America, and Asia. Its operations are structured into two primary segments: Seamless Tubes and Specialty Products. Vallourec's extensive product portfolio encompasses seamless tubes essential for infrastructure like refineries, petrochemical plants, and offshore liquefied natural gas (FLNG) facilities, as well as crucial components such as casings, tubings, and specialized VAM connections. It also supplies rigid subsea and onshore line pipes for hydrocarbon transportation, alongside carbon steel and alloy tubes, and hollow bars for industrial fluid processing and general oil and gas needs. Beyond manufacturing, Vallourec provides a comprehensive suite of services for the oil and gas sector. These include expert assistance with tube lowering, connection inspection, assembly supervision, product repair, and thread tube inventory management. They offer advisory and training programs, along with on-site inspection, maintenance, and repair, and support for drilling operations through well coordination and supply. Furthermore, for subsea line pipes, integrated solutions encompass welding, coating, insulation, logistics, and long-term service agreements. For the power generation market, Vallourec supplies seamless tubes specifically designed for steam generators. Within the industrial sector, offerings extend to tubes, hollow bars, and various structural sections (circular, square, rectangular, octagonal) used in infrastructure development, manufacturing heavy machinery like cranes and agricultural equipment, hydraulic cylinders, and automotive components including tubes and axles. Diversifying its interests, the company is also involved in iron ore production and contributes to projects within the renewable energy domain. Established in 1899, Vallourec S.A. maintains its headquarters in Boulogne-Billancourt, France. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| 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. | 2026-07-30 | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) |
Data provided for informational purposes only.