View ValuationTenaris 将来の成長Future 基準チェック /06Tenarisの収益と利益は、それぞれ年間5.8%と19.6%減少すると予測されています。EPS は年間18.8%で 減少すると予想されています。自己資本利益率は 3 年後に11%になると予測されています。主要情報-19.6%収益成長率-18.84%EPS成長率Energy Services 収益成長0%収益成長率-5.8%将来の株主資本利益率11.03%アナリストカバレッジGood最終更新日08 Feb 2024今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • May 14Tenaris S.A. Approves Annual Dividend, Payable on May 20, 2026Tenaris S.A. announced that at the annual general shareholders' meeting held on May 12, 2026, the shareholders approved an annual dividend of USD 0.89 which represents an aggregate sum of approximately USD 0.9 billion, and which includes the interim dividend of USD 0.29 per share or approximately USD 0.3 billion, paid in November 2025. Tenaris will pay the balance of the annual dividend in the amount of USD 0.60 per share which represents approximately USD 0.6 billion, on May 20th, 2026; with a record date of May 19th, 2026, and an ex-dividend date of May 18th, 2026 for securities listed in Europe and Mexico and an ex-dividend of May 19th, 2026 for securities listed in the United States.お知らせ • May 09Tenaris S.A. Announces CEO ChangesTenaris S.A. announced that its Board of Directors appointed Gabriel Podskubka as Chief Executive Officer. Paolo Rocca will continue to serve as Chairman of the Board. The members of the Board would like to express their profound gratitude to Paolo Rocca for his outstanding leadership in building Tenaris into the clear global leader that it is today, and is pleased that Paolo will continue to serve as Chairman. Since even before Tenaris became a public company in 2002, Paolo has shown a remarkable vision in creating a unified company providing critical and uniquely differentiated products and services to customers in the energy industry. He has been the architect of the continuous growth of the company over the past 25 years, during which he has reinforced the solid industrial values which are the foundation of its success. Mr. Podskubka has served as Tenaris’s Chief Operating Officer since 2023, coordinating sales and marketing, supply chain and production operations, and product and service development. He joined Tenaris in Argentina in 1995 and has held leadership positions across marketing, commercial and industrial functions, including heading Tenaris’s Eastern European operations in 2009 and serving as president of its Eastern Hemisphere operations from 2013 to 2023.お知らせ • Mar 27Tenaris S.A. (BIT:TEN) acquired Oilfield Division of AllTorque Control Systems Inc.Tenaris S.A. (BIT:TEN) acquired Oilfield Division of AllTorque Control Systems Inc. on March 26, 2026. Tenaris S.A. (BIT:TEN) completed the acquisition of Oilfield Division of AllTorque Control Systems Inc. on March 26, 2026.お知らせ • Feb 20+ 2 more updatesTenaris S.A., Annual General Meeting, May 12, 2026Tenaris S.A., Annual General Meeting, May 12, 2026.お知らせ • Jan 29+ 2 more updatesTenaris S.A. to Report Q1, 2026 Results on May 06, 2026Tenaris S.A. announced that they will report Q1, 2026 results on May 06, 2026お知らせ • Jan 14Tenaris S.A. to Report Q4, 2025 Results on Feb 18, 2026Tenaris S.A. announced that they will report Q4, 2025 results on Feb 18, 2026お知らせ • Oct 30Tenaris S.A. Approves Interim Dividend, Payable on November 26, 2025board of directors of Tenaris S.A. approved the payment of an interim dividend of $0.29 per share ($0.58 per ADS), or approximately $300 million, according to the following timetable: Payment date: November 26, 2025. Record date: November 25, 2025. Ex-dividend for securities listed in the United States: November 25, 2025. Ex-dividend for securities listed in Europe and Mexico: November 24, 2025.お知らせ • May 07Tenaris S.A. Approves Final Dividend of Fiscal Year 2024, Payable on May 21, 2025Tenaris S.A. at its annual general meeting of shareholders and extraordinary general meeting of shareholders, both held on May 6, 2025 approved an annual dividend of USD 0.83 per share (or USD 1.66 per ADR), which represents an aggregate sum of approximately USD 0.9 billion, and which includes the interim dividend of USD 0.27 per share (USD 0.54 per ADR), or approximately USD 0.3 billion, paid in November 2024. Tenaris will pay the balance of the annual dividend in the amount of USD 0.56 per share entitled to dividends (or USD 1.12 per ADR), in U.S. dollars, which represents approximately USD 0.6 billion, on May 21, 2025; with a record date of May 20, 2025, and an ex-dividend date of May 19, 2025 for securities listed in Europe and Mexico and an ex-dividend of May 20, 2025 for securities listed in the United States.お知らせ • Apr 02Tenaris S.A., Annual General Meeting, May 06, 2025Tenaris S.A., Annual General Meeting, May 06, 2025, at 10:00 W. Europe Standard Time.お知らせ • Feb 24+ 2 more updatesTenaris S.A. to Report Q1, 2025 Results on Apr 30, 2025Tenaris S.A. announced that they will report Q1, 2025 results at 9:05 AM, Central European Standard Time on Apr 30, 2025お知らせ • Feb 21Tenaris S.A. Proposes Dividend, Payable on May 21, 2025Tenaris S.A. announced that Upon approval of the Company´s annual accounts in April 2025, the board of directors intends to propose, for approval of the annual general shareholders’ meeting to be held on May 6, 2025, the payment of a dividend per share of $0.83 (in an aggregate amount of approximately $0.9 billion), which would include the interim dividend per share of $0.27 (approximately $0.3 billion) paid in November 2024. If the annual dividend is approved by the shareholders, a dividend of $0.56 per share ($1.12 per ADS), or approximately $0.6 billion. Payment date: May 21, 2025. Record date: May 20, 2025. Ex-dividend for securities listed in Europe and Mexico: May 19, 2025. Ex-dividend for securities listed in the United States: May 20, 2025.お知らせ • Dec 25Tenaris S.A. to Report Q4, 2024 Results on Feb 19, 2025Tenaris S.A. announced that they will report Q4, 2024 results on Feb 19, 2025お知らせ • Feb 22Tenaris S.A., Annual General Meeting, Apr 30, 2024Tenaris S.A., Annual General Meeting, Apr 30, 2024. Agenda: To consider approval of dividend payement.お知らせ • Jan 06+ 2 more updatesTenaris S.A. to Report Q3, 2024 Results on Nov 06, 2024Tenaris S.A. announced that they will report Q3, 2024 results on Nov 06, 2024お知らせ • Nov 04Tenaris S.A. Approves Interim Dividend, Payable on November 22, 2023Tenaris S.A. approved the payment of an interim dividend of $0.20 per share ($0.40 per ADS), or approximately $236 million. The payment date will be November 22, 2023, with an ex-dividend date on November 20, 2023 and record date on November 21, 2023.Buying Opportunity • Sep 21Now 20% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be €18.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to decline by 5.8% per annum. Earnings is also forecast to decline by 20% per annum over the same time period.Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: US$0.95 (vs US$0.54 in 2Q 2022)Second quarter 2023 results: EPS: US$0.95 (up from US$0.54 in 2Q 2022). Revenue: US$4.07b (up 46% from 2Q 2022). Net income: US$1.12b (up 76% from 2Q 2022). Profit margin: 28% (up from 23% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is expected to decline by 5.1% p.a. on average during the next 3 years, while revenues in the Energy Services industry in Europe are expected to grow by 4.2%.Board Change • Jul 26Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 6 highly experienced directors. 4 independent directors (6 non-independent directors). Independent Director Maria Novales-Flamarique was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Jan 10Tenaris S.A. to Report Q3, 2023 Results on Nov 01, 2023Tenaris S.A. announced that they will report Q3, 2023 results on Nov 01, 2023業績と収益の成長予測BUL:TW10 - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202612,0532,0852,0692,611412/31/202512,7422,2542,1172,8011412/31/202412,6662,4402,4093,1831612/31/202314,5893,3923,0693,660169/30/202315,0743,5963,5104,083N/A6/30/202314,8113,6652,5103,028N/A3/31/202313,5373,1791,6862,115N/A12/31/202211,7632,5537701,167N/A9/30/202210,1992,116343689N/A6/30/20228,9781,839197500N/A3/31/20227,7061,497-26022N/A12/31/20216,5211,100-126119N/A9/30/20215,595837-2212N/A6/30/20214,854474394577N/A3/31/20214,5661329011,075N/A12/31/20205,147-6341,3261,520N/A9/30/20205,757-5891,4101,645N/A6/30/20206,508-4501,3211,602N/A3/31/20207,185-1601,1631,496N/A12/31/20197,2947431,1781,528N/A9/30/20197,6588171,1571,503N/A6/30/20197,7949578421,179N/A3/31/20197,6648848451,188N/A12/31/20187,659876261611N/A9/30/20187,143810-36359N/A6/30/20186,547668-154306N/A3/31/20186,001575-590-78N/A12/31/20175,289453-580-22N/A9/30/20174,745319-683-88N/A6/30/20174,429219N/A168N/A3/31/20174,241117N/A581N/A12/31/20164,29414N/A864N/A9/30/20164,470-78N/A1,145N/A6/30/20165,043-437N/A1,478N/A3/31/20165,856-344N/A1,646N/A12/31/20156,903-99N/A2,215N/A9/30/20158,357213N/A2,219N/A6/30/20159,219650N/A2,292N/A3/31/201510,012991N/A2,310N/A12/31/201410,1411,146N/A2,044N/A9/30/201410,3361,320N/A2,302N/A6/30/201410,3301,539N/A2,393N/A3/31/201410,4981,549N/A2,434N/A12/31/201310,5971,551N/A2,377N/A9/30/201310,6811,514N/A2,256N/A6/30/201310,9231,647N/A2,001N/A3/31/201310,8951,686N/A1,808N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: TW10の収益は今後 3 年間で減少すると予測されています (年間-19.6% )。収益対市場: TW10の収益は今後 3 年間で減少すると予測されています (年間-19.6% )。高成長収益: TW10の収益は今後 3 年間で減少すると予測されています。収益対市場: TW10の収益は今後 3 年間で減少すると予想されています (年間-5.8% )。高い収益成長: TW10の収益は今後 3 年間で減少すると予測されています (年間-5.8% )。一株当たり利益成長率予想将来の株主資本利益率将来のROE: TW10の 自己資本利益率 は、3年後には低くなると予測されています ( 11 %)。成長企業の発掘7D1Y7D1Y7D1YEnergy 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2024/02/14 22:13終値2023/11/17 00:00収益2023/09/30年間収益2022/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Tenaris S.A. 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。40 アナリスト機関Francesco TaddeiBanca Akros S.p.A. (ESN)Francesco SalaBanca Akros S.p.A. (ESN)J. David AndersonBarclays37 その他のアナリストを表示
お知らせ • May 14Tenaris S.A. Approves Annual Dividend, Payable on May 20, 2026Tenaris S.A. announced that at the annual general shareholders' meeting held on May 12, 2026, the shareholders approved an annual dividend of USD 0.89 which represents an aggregate sum of approximately USD 0.9 billion, and which includes the interim dividend of USD 0.29 per share or approximately USD 0.3 billion, paid in November 2025. Tenaris will pay the balance of the annual dividend in the amount of USD 0.60 per share which represents approximately USD 0.6 billion, on May 20th, 2026; with a record date of May 19th, 2026, and an ex-dividend date of May 18th, 2026 for securities listed in Europe and Mexico and an ex-dividend of May 19th, 2026 for securities listed in the United States.
お知らせ • May 09Tenaris S.A. Announces CEO ChangesTenaris S.A. announced that its Board of Directors appointed Gabriel Podskubka as Chief Executive Officer. Paolo Rocca will continue to serve as Chairman of the Board. The members of the Board would like to express their profound gratitude to Paolo Rocca for his outstanding leadership in building Tenaris into the clear global leader that it is today, and is pleased that Paolo will continue to serve as Chairman. Since even before Tenaris became a public company in 2002, Paolo has shown a remarkable vision in creating a unified company providing critical and uniquely differentiated products and services to customers in the energy industry. He has been the architect of the continuous growth of the company over the past 25 years, during which he has reinforced the solid industrial values which are the foundation of its success. Mr. Podskubka has served as Tenaris’s Chief Operating Officer since 2023, coordinating sales and marketing, supply chain and production operations, and product and service development. He joined Tenaris in Argentina in 1995 and has held leadership positions across marketing, commercial and industrial functions, including heading Tenaris’s Eastern European operations in 2009 and serving as president of its Eastern Hemisphere operations from 2013 to 2023.
お知らせ • Mar 27Tenaris S.A. (BIT:TEN) acquired Oilfield Division of AllTorque Control Systems Inc.Tenaris S.A. (BIT:TEN) acquired Oilfield Division of AllTorque Control Systems Inc. on March 26, 2026. Tenaris S.A. (BIT:TEN) completed the acquisition of Oilfield Division of AllTorque Control Systems Inc. on March 26, 2026.
お知らせ • Feb 20+ 2 more updatesTenaris S.A., Annual General Meeting, May 12, 2026Tenaris S.A., Annual General Meeting, May 12, 2026.
お知らせ • Jan 29+ 2 more updatesTenaris S.A. to Report Q1, 2026 Results on May 06, 2026Tenaris S.A. announced that they will report Q1, 2026 results on May 06, 2026
お知らせ • Jan 14Tenaris S.A. to Report Q4, 2025 Results on Feb 18, 2026Tenaris S.A. announced that they will report Q4, 2025 results on Feb 18, 2026
お知らせ • Oct 30Tenaris S.A. Approves Interim Dividend, Payable on November 26, 2025board of directors of Tenaris S.A. approved the payment of an interim dividend of $0.29 per share ($0.58 per ADS), or approximately $300 million, according to the following timetable: Payment date: November 26, 2025. Record date: November 25, 2025. Ex-dividend for securities listed in the United States: November 25, 2025. Ex-dividend for securities listed in Europe and Mexico: November 24, 2025.
お知らせ • May 07Tenaris S.A. Approves Final Dividend of Fiscal Year 2024, Payable on May 21, 2025Tenaris S.A. at its annual general meeting of shareholders and extraordinary general meeting of shareholders, both held on May 6, 2025 approved an annual dividend of USD 0.83 per share (or USD 1.66 per ADR), which represents an aggregate sum of approximately USD 0.9 billion, and which includes the interim dividend of USD 0.27 per share (USD 0.54 per ADR), or approximately USD 0.3 billion, paid in November 2024. Tenaris will pay the balance of the annual dividend in the amount of USD 0.56 per share entitled to dividends (or USD 1.12 per ADR), in U.S. dollars, which represents approximately USD 0.6 billion, on May 21, 2025; with a record date of May 20, 2025, and an ex-dividend date of May 19, 2025 for securities listed in Europe and Mexico and an ex-dividend of May 20, 2025 for securities listed in the United States.
お知らせ • Apr 02Tenaris S.A., Annual General Meeting, May 06, 2025Tenaris S.A., Annual General Meeting, May 06, 2025, at 10:00 W. Europe Standard Time.
お知らせ • Feb 24+ 2 more updatesTenaris S.A. to Report Q1, 2025 Results on Apr 30, 2025Tenaris S.A. announced that they will report Q1, 2025 results at 9:05 AM, Central European Standard Time on Apr 30, 2025
お知らせ • Feb 21Tenaris S.A. Proposes Dividend, Payable on May 21, 2025Tenaris S.A. announced that Upon approval of the Company´s annual accounts in April 2025, the board of directors intends to propose, for approval of the annual general shareholders’ meeting to be held on May 6, 2025, the payment of a dividend per share of $0.83 (in an aggregate amount of approximately $0.9 billion), which would include the interim dividend per share of $0.27 (approximately $0.3 billion) paid in November 2024. If the annual dividend is approved by the shareholders, a dividend of $0.56 per share ($1.12 per ADS), or approximately $0.6 billion. Payment date: May 21, 2025. Record date: May 20, 2025. Ex-dividend for securities listed in Europe and Mexico: May 19, 2025. Ex-dividend for securities listed in the United States: May 20, 2025.
お知らせ • Dec 25Tenaris S.A. to Report Q4, 2024 Results on Feb 19, 2025Tenaris S.A. announced that they will report Q4, 2024 results on Feb 19, 2025
お知らせ • Feb 22Tenaris S.A., Annual General Meeting, Apr 30, 2024Tenaris S.A., Annual General Meeting, Apr 30, 2024. Agenda: To consider approval of dividend payement.
お知らせ • Jan 06+ 2 more updatesTenaris S.A. to Report Q3, 2024 Results on Nov 06, 2024Tenaris S.A. announced that they will report Q3, 2024 results on Nov 06, 2024
お知らせ • Nov 04Tenaris S.A. Approves Interim Dividend, Payable on November 22, 2023Tenaris S.A. approved the payment of an interim dividend of $0.20 per share ($0.40 per ADS), or approximately $236 million. The payment date will be November 22, 2023, with an ex-dividend date on November 20, 2023 and record date on November 21, 2023.
Buying Opportunity • Sep 21Now 20% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be €18.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to decline by 5.8% per annum. Earnings is also forecast to decline by 20% per annum over the same time period.
Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: US$0.95 (vs US$0.54 in 2Q 2022)Second quarter 2023 results: EPS: US$0.95 (up from US$0.54 in 2Q 2022). Revenue: US$4.07b (up 46% from 2Q 2022). Net income: US$1.12b (up 76% from 2Q 2022). Profit margin: 28% (up from 23% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is expected to decline by 5.1% p.a. on average during the next 3 years, while revenues in the Energy Services industry in Europe are expected to grow by 4.2%.
Board Change • Jul 26Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 6 highly experienced directors. 4 independent directors (6 non-independent directors). Independent Director Maria Novales-Flamarique was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Jan 10Tenaris S.A. to Report Q3, 2023 Results on Nov 01, 2023Tenaris S.A. announced that they will report Q3, 2023 results on Nov 01, 2023