Ternium S.A.

NYSE:TX Rapport sur les actions

Capitalisation boursière : US$9.5b

Ternium Dividendes et rachats

Dividende contrôle des critères 3/6

Ternium est une société versant des dividendes avec un rendement actuel de 5.84%. La prochaine date de paiement est le 20th May, 2026 avec une date ex-dividende de 14th May, 2026.

Informations clés

5.8%

Rendement du dividende

n/a

Rendement des rachats

Rendement total pour l'actionnairen/a
Rendement futur des dividendes6.7%
Croissance des dividendes13.0%
Prochaine date de paiement du dividende20 May 26
Date ex-dividende14 May 26
Dividende par actionn/a
Ratio de distribution125%

Mises à jour récentes sur les dividendes et les rachats

Recent updates

Mise à jour de l'analyse May 02

TX: Dividend Reset And Stronger Margins Will Shape Balanced Outlook

Analysts have adjusted their price target on Ternium to $43.46 from $40.19, citing updates to discount rate assumptions, expectations for revenue growth, the profit margin outlook, and future P/E estimates. What's in the News Ternium's Board revised its dividend proposal for fiscal year 2025 to a total payout of $2.20 per ADS ($0.22 per share), or $432 million, compared with the previously announced $2.70 per ADS.
Seeking Alpha Apr 23

Ternium: Retest Of $45+ Likely As We Approach Q1 Earnings Release (Rating Upgrade) (Technical Analysis)

Summary Ternium S.A. (TX) has rebounded above $40, with technicals signaling potential for further upside ahead of Q1 FY26 earnings. TX benefits from strong production capacity, integrated supply chain synergies, and strategic expansion in Mexico and Latin America. Despite projected FY26 EPS growth, bearish FY27 revisions and cyclical industry risks warrant caution and careful position sizing. Technical indicators are bullish, but waning volume and possible false breakouts suggest waiting for Q1 results before committing capital. Read the full article on Seeking Alpha
Mise à jour de l'analyse Apr 17

TX: Higher Discount Rate And Thinner Margins Will Likely Limit Future Upside

Analysts are keeping Ternium's price target steady at $33.00, highlighting updated assumptions for a higher discount rate, lower revenue growth and profit margin, and a higher future P/E multiple as key drivers behind the revised view. Valuation Changes Fair Value: $33.00 is unchanged, indicating no shift in the central value estimate.
Mise à jour de l'analyse Apr 03

TX: Stronger Margin Outlook And Lower P/E Assumptions Will Support Upside Potential

Analysts have kept their Ternium price target steady at $50.00, with the unchanged fair value reflecting updated views on discount rate, revenue growth, profit margin and future P/E that broadly offset each other in their models. Valuation Changes Fair Value: Model fair value remains steady at $50.00, indicating no change in the headline valuation output.
Mise à jour de l'analyse Mar 20

TX: Higher Required Return And Richer P/E Will Shape Balanced Outlook

Analysts have nudged their price target on Ternium slightly higher to about $40.19 from roughly $39.88, reflecting updated views on discount rates, modestly adjusted revenue growth expectations, and a small change in assumed profit margins and future price-to-earnings ratios. Valuation Changes Fair Value: Ternium's estimated fair value is now $40.19, compared with the prior figure of $39.88, indicating only a small adjustment.
Mise à jour de l'analyse Mar 06

TX: Higher Future P/E Assumption Will Support Stronger Upside Potential

Analysts have lifted their price target on Ternium from $43.00 to $50.00. This change reflects updated assumptions around revenue growth, profit margins, the discount rate, and a higher future P/E multiple.
Mise à jour de l'analyse Feb 19

TX: Higher Required Return And Earnings Multiple Will Shape Balanced Outlook

Analysts now see Ternium's fair value at about $39.88 per share, up from roughly $36.81. This reflects updated views on its discount rate, revenue growth, profit margins and future P/E assumptions.
Mise à jour de l'analyse Feb 05

TX: Higher Discount Rate And Modest Margins Will Likely Restrain Future Returns

Analysts have nudged their price targets for Ternium slightly higher to around $33 per share, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E, while keeping overall fair value broadly in line with prior views. Valuation Changes Fair Value: Unchanged at around $33.00 per share, keeping the central valuation view steady.
Mise à jour de l'analyse Jan 22

TX: Higher Future P/E Will Likely Constrain Returns Despite Slight Margin Tweaks

Analysts have raised their price target on Ternium from US$30.00 to US$33.00, citing updated assumptions in their models for fair value, discount rate, revenue growth, profit margin, and a higher future P/E multiple. Valuation Changes Fair Value: Adjusted from US$30.00 to US$33.00, representing a modest upward revision in the estimated share value.
Mise à jour de l'analyse Jan 07

TX: Future P/E And Softer Margins Will Likely Pressure Returns

Analysts have modestly adjusted their price target on Ternium, keeping fair value at $30.00 while fine tuning underlying assumptions such as a slightly lower discount rate, a higher revenue growth outlook, a marginally softer profit margin, and a slightly higher future P/E. Together, these changes refine rather than overhaul their view of the stock.
Mise à jour de l'analyse Dec 24

TX: Future Earnings Multiple Will Likely Compress From Current Levels

Analysts have raised their price target on Ternium from 26.00 dollars to 30.00 dollars, citing higher anticipated revenue growth, improved profit margins, and a lower expected future P/E multiple. Valuation Changes Fair Value: increased moderately from 26.0 dollars to 30.0 dollars per share.
Mise à jour de l'analyse Dec 10

TX: Slightly Higher Required Return Will Shape Fairly Balanced Outlook

Analysts have modestly raised their price target on Ternium to bring it more in line with their fair value estimate of approximately $36.81 per share. This adjustment reflects slightly higher assumed discount rates while keeping expectations for revenue growth, profit margins, and future valuation multiples broadly unchanged.
Article d'analyse Dec 03

Returns On Capital At Ternium (NYSE:TX) Paint A Concerning Picture

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Mise à jour de l'analyse Nov 26

TX: Subtle Shifts In Margin Outlook Will Influence Fair Value Ahead

Narrative Update on Ternium: Analyst Price Target Revision Analysts have modestly raised their price target for Ternium from $35.96 to $36.81, citing subtle adjustments in growth projections and profit expectations. Valuation Changes Fair Value has risen slightly from $35.96 to $36.81.
Mise à jour de l'analyse Nov 12

TX: Revenue Strength And Margin Pressure Will Shape Fair Valuation Outlook

Analysts have modestly raised their price target for Ternium from $35.65 to $35.96. They cite improved revenue growth forecasts, even though a slightly lower profit margin is anticipated.
Article d'analyse Nov 05

Solid Earnings May Not Tell The Whole Story For Ternium (NYSE:TX)

Ternium S.A.'s ( NYSE:TX ) robust recent earnings didn't do much to move the stock. However the statutory profit number...
Article d'analyse Nov 01

Ternium S.A. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Ternium S.A. ( NYSE:TX ) last week reported its latest quarterly results, which makes it a good time for investors to...
Mise à jour de l'analyse Oct 29

Pesqueria Center Investment And Nearshoring Will Fuel Steel Demand

Analysts have raised their price target for Ternium from $35.31 to $35.65. They cite incremental improvements in key financial metrics as the basis for this modest increase.
Mise à jour de l'analyse Oct 14

Pesqueria Center Investment And Nearshoring Will Fuel Steel Demand

Analysts have slightly raised their price target for Ternium, increasing it from $34.62 to $35.31. This change is based on improved profit margin projections and adjustments for modest changes in revenue growth expectations.
Article d'analyse Oct 03

The Market Doesn't Like What It Sees From Ternium S.A.'s (NYSE:TX) Revenues Yet

Ternium S.A.'s ( NYSE:TX ) price-to-sales (or "P/S") ratio of 0.4x might make it look like a strong buy right now...
Article d'analyse Jul 23

Here's Why Ternium (NYSE:TX) Can Manage Its Debt Responsibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Article d'analyse Jun 27

Ternium (NYSE:TX) Could Be Struggling To Allocate Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Article d'analyse May 31

Potential Upside For Ternium S.A. (NYSE:TX) Not Without Risk

Ternium S.A.'s ( NYSE:TX ) price-to-sales (or "P/S") ratio of 0.3x might make it look like a buy right now compared to...
Seeking Alpha Jan 31

Ternium: Appealing And Risky At The Same Time

Summary TX is an appealing stock in a number of ways, which includes a generous dividend and relatively low multiples. The stock has been weighed down by tough conditions in the steel market and the uncertainty of what tariffs could bring. TX has not done so badly considering the circumstances and there is reason to think 2025 could be a better year than 2024. Long TX has a number of things going for it, but one must be aware of the risks hanging over TX, which could prove disruptive. Read the full article on Seeking Alpha
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Nouvelle analyse Jan 19

Nearshoring And New Facilities Will Expand Steel Production Capacity By 2026

Increasing production capacity with new facilities in Pesqueria will drive future revenue growth by meeting steel demand in key industries.
Seeking Alpha Nov 14

Ternium: Don't Judge A Book By Its Cover

Summary Ternium has a current level of net debt of $1.46 billion, with extraordinary FCF generation over the last five years. Despite the fall in the international price of steel, the company maintained a solid financial performance. The company's Steel Products Shipments reached 4,123 tons, this amount implies an increase of 7% compared to Q2 2024. TX's board of directors approved the payment of a provisional dividend of $0.90 per ADS. Read the full article on Seeking Alpha
Seeking Alpha Sep 19

Ternium: Still Not A Buy As Near-Term Growth Prospects Remain Unfavorable

Summary Ternium's near-term growth faces headwinds primarily due to lower prices in Mexico, impacting sales and margins despite strong shipment recovery in Argentina and Brazil. The near-term top line growth prospects remain weak, as pricing and demand remain soft in certain parts of the Mexico region. Margin prospects also look weak due to lower prices and lower volume in certain parts of the business, making it a hold for now despite a cheap valuation. Read the full article on Seeking Alpha
Seeking Alpha Aug 02

Ternium: Patience Should Pay Off, But Near-Term Conditions Are Weak

Summary Ternium reported weaker-than-expected Q2'24 results and weaker EBITDA guidance for Q3'24, as the company is seeing significant steel price pressure and higher cash production costs. While this is not the best of times for Ternium, the company's per-tonne profitability still compares favorably to global producers (including Steel Dynamics) and demand should improve later this year. Ternium offers attractive leverage to significant manufacturing nearshoring growth in Mexico, as well as further import substitution in key markets like autos. While there is still a risk that the cyclical low could be even lower than expected, Ternium looks too cheap across a range of metrics and looks undervalued below the $50's. Read the full article on Seeking Alpha
Seeking Alpha May 04

Ternium: Expected Margin Contraction Makes Me Avoid This Stock Despite A Cheap Valuation

Summary Ternium is a leading steel manufacturing company with a strong market presence in the Americas, primarily in Mexico. Topline should continue to expand with strong demand in the Mexican region. Margins are expected to be under pressure in the coming quarters, which makes this stock a hold despite a discounted valuation. Read the full article on Seeking Alpha
Seeking Alpha Mar 07

Ternium: Trading At Less Than 3 Times EBITDA

Summary Ternium S.A. ADR EACH REPR 10 ORD NPV's investments in growth are starting to pay off, with a total return of over 400% since 2019. The demand for steel and margins remained robust in Latin America in 2023, contributing to Ternium's strong financial performance. Despite high capex commitments in the next few years, Ternium's healthy balance sheet and anticipated cash flows make it an interesting investment opportunity. Read the full article on Seeking Alpha

Versement prochain du dividende

Aujourd'huiMay 10 2026Date ex-dividendeMay 14 2026Date de paiement du dividendeMay 20 20266 days à partir de Ex DividendeAchetez dans le prochain 4 days pour recevoir le dividende à venir

Stabilité et croissance des paiements

Récupération des données sur les dividendes

Dividende stable: Les paiements de dividendes de TX ont été volatils au cours des 10 dernières années.

Dividende croissant: Les paiements de dividendes de TX ont augmenté au cours des 10 dernières années.


Rendement des dividendes par rapport au marché

Ternium Rendement des dividendes par rapport au marché
Comment le rendement du dividende de TX se compare-t-il à celui du marché ?
SegmentRendement du dividende
Entreprise (TX)5.8%
25% du marché (US)1.4%
25% du marché (US)4.2%
Moyenne du secteur (Metals and Mining)1.5%
Analyste prévisionnel (TX) (jusqu'à 3 ans)6.7%

Dividende notable: Le dividende de TX ( 5.84% ) est supérieur à celui des 25 % des payeurs de dividendes les plus faibles du marché US ( 1.41% ).

Dividende élevé: Le dividende de TX ( 5.84% ) se situe dans les 25 % des premiers payeurs de dividendes du marché US ( 4.23% )


Bénéfice distribué aux actionnaires

Couverture des revenus: Avec son ratio de distribution élevé (124.6%), les paiements de dividendes de TX ne sont pas bien couverts par les bénéfices.


Paiement en espèces aux actionnaires

Couverture des flux de trésorerie: TX verse un dividende mais la société ne dispose pas de flux de trésorerie disponibles.


Découvrir des entreprises qui versent des dividendes élevés

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/07 19:02
Cours de l'action en fin de journée2026/05/07 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Ternium S.A. est couverte par 18 analystes. 11 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Leonardo CorreaBarclays
Alessandro AbateBerenberg
Caio RibeiroBofA Global Research