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Tecnoglass Inc.NYSE:TGLS 株式レポート

時価総額 US$1.8b
株価
US$41.16
US$57
27.8% 割安 内在価値ディスカウント
1Y-51.1%
7D6.6%
1D
ポートフォリオ価値
表示

Tecnoglass Inc.

NYSE:TGLS 株式レポート

時価総額:US$1.8b

Tecnoglass(TGLS)株式概要

は、コロンビア、米国、パナマ、および国際的な商業および住宅建設市場向けに、建築用ガラス、窓、アルミ・ビニール製品を製造、供給、施工している。 詳細

TGLS ファンダメンタル分析
スノーフレーク・スコア
評価4/6
将来の成長1/6
過去の実績3/6
財務の健全性6/6
配当金3/6

TGLS Community Fair Values

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Tecnoglass Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Tecnoglass
過去の株価
現在の株価US$41.16
52週高値US$90.34
52週安値US$37.52
ベータ1.42
1ヶ月の変化-8.74%
3ヶ月変化-16.71%
1年変化-51.08%
3年間の変化2.54%
5年間の変化87.18%
IPOからの変化336.48%

最新ニュース

ナラティブの更新 May 11

TGLS: 2026 Margin Resilience And Buybacks Will Counter Cost And Currency Headwinds

Analysts have trimmed their average price target on Tecnoglass by $7 to $65, citing higher aluminum costs, the stronger peso and recent cost pressures now reflected in 2026 expectations, while still pointing to what they see as an attractive margin profile and valuation at current levels. Analyst Commentary Bullish Takeaways Bullish analysts point to what they view as an attractive margin profile despite recent cost pressures, suggesting the business model may still support healthy profitability if costs stabilize.
ナラティブの更新 Apr 23

TGLS: Share Repurchases And 2026 Margins Will Offset Cost And Currency Pressures

Narrative Update on Tecnoglass The updated analyst price target for Tecnoglass moves to $57 from $65, with analysts pointing to persistent cost pressures, including higher aluminum costs and currency effects, that are now reflected in expectations for margins and longer term P/E assumptions. Analyst Commentary Recent research updates on Tecnoglass focus on how cost and currency pressures feed into earnings forecasts, P/E assumptions, and price targets.

Recent updates

ナラティブの更新 May 11

TGLS: 2026 Margin Resilience And Buybacks Will Counter Cost And Currency Headwinds

Analysts have trimmed their average price target on Tecnoglass by $7 to $65, citing higher aluminum costs, the stronger peso and recent cost pressures now reflected in 2026 expectations, while still pointing to what they see as an attractive margin profile and valuation at current levels. Analyst Commentary Bullish Takeaways Bullish analysts point to what they view as an attractive margin profile despite recent cost pressures, suggesting the business model may still support healthy profitability if costs stabilize.
ナラティブの更新 Apr 23

TGLS: Share Repurchases And 2026 Margins Will Offset Cost And Currency Pressures

Narrative Update on Tecnoglass The updated analyst price target for Tecnoglass moves to $57 from $65, with analysts pointing to persistent cost pressures, including higher aluminum costs and currency effects, that are now reflected in expectations for margins and longer term P/E assumptions. Analyst Commentary Recent research updates on Tecnoglass focus on how cost and currency pressures feed into earnings forecasts, P/E assumptions, and price targets.
ナラティブの更新 Apr 09

TGLS: Share Repurchases And 2026 Margin Profile Will Support Future Returns

Analysts have trimmed their price target on Tecnoglass to $65 from $66.25, citing higher aluminum costs and the stronger peso now reflected in longer term forecasts, while still pointing to what they see as an attractive setup into 2026. Analyst Commentary Recent Street research on Tecnoglass centers on cost inflation, currency moves and how these feed into earnings expectations through 2026.
ナラティブの更新 Mar 25

TGLS: Share Repurchases And Resilient Margins Will Support Future Returns

Narrative Update on Tecnoglass Analysts have trimmed their aggregate price target on Tecnoglass by $15, from $80 to $65. This reflects updated assumptions for higher aluminum costs and the stronger peso now built into 2026 forecasts, while still indicating what they view as an attractive margin profile at current levels.
ナラティブの更新 Mar 11

TGLS: Future Buybacks And Reset 2026 Outlook Will Support Share Price

Analysts have reduced Tecnoglass' baseline value estimate from $71.50 to $66.25, along with lower price targets. The change reflects higher aluminum costs and a stronger peso, which are now incorporated into updated margin and P/E assumptions for 2026.
ナラティブの更新 Feb 25

TGLS: Future Buybacks Will Likely Support Share Price Outperformance

Analysts now hold Tecnoglass at an unchanged $71.50 price target, reflecting only minimal tweaks to inputs like discount rate, revenue growth, profit margin and future P/E assumptions, rather than a shift in their overall view of the stock. Valuation Changes Fair Value: Holds steady at $71.50, with no change in the model output.
分析記事 Feb 10

Is Now The Time To Put Tecnoglass (NYSE:TGLS) On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
ナラティブの更新 Feb 10

TGLS: Future Buybacks Will Likely Support Share Price Outperformance

Analysts have modestly trimmed their fair value estimate for Tecnoglass from $74.00 to $71.50, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. Valuation Changes Fair Value Estimate was reduced from $74.00 to $71.50, representing a modest step down in the modelled valuation.
Seeking Alpha Feb 05

Tecnoglass: Growth Is Intact, But Earnings Momentum Is Broken

Summary Tecnoglass demand remains strong, with record Q3 revenue, 12% YTD growth, and a $1.3bn backlog that supports multi-year visibility, even as peers struggle with weaker order intake. Margins are the problem, as aluminium price spikes, tariffs, and installation mix drove EBITDA margin down to 30.4%, with YoY earnings growth turning negative in Q3. Backlog quality has improved, shifting toward large, high-end projects that are less rate-sensitive, supported by a book-to-bill ratio above 1.1x for 19 straight quarters. Growth levers exist, including geographic expansion, dealer growth, and vinyl products, which reduce aluminium exposure and should structurally improve margin stability over time. Risks dominate the near term, with falling EBITDA guidance, volatile metal prices, and Colombian production exposure, keeping the stock a HOLD until margin recovery becomes visible. Read the full article on Seeking Alpha
ナラティブの更新 Jan 27

TGLS: Future Buybacks Will Likely Support Share Price Outperformance

Analysts have reiterated their fair value estimate for Tecnoglass at US$74.00 per share, citing largely unchanged assumptions around discount rate, revenue growth, profit margin and future P/E that support maintaining the prior price target level. What's in the News From July 1, 2025 to September 30, 2025, Tecnoglass repurchased 417,602 shares for US$29.94 million, representing 0.89% of shares under its existing buyback program (company filing).
分析記事 Jan 26

Tecnoglass (NYSE:TGLS) Is Investing Its Capital With Increasing Efficiency

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
ナラティブの更新 Jan 09

TGLS: Share Price Will Likely Outperform As Buybacks Support Expanding Backlog

Analysts have nudged their price target on Tecnoglass to US$74.00, a change they link to updated assumptions around discount rate, revenue growth, profit margin and future P/E that together keep their fair value view essentially intact. What's in the News Tecnoglass updated full year 2025 revenue guidance to a range of US$970 million to US$990 million, citing an expanding multi year backlog and what it describes as a sustained record of market outperformance.
ナラティブの更新 Dec 19

TGLS: Share Price Will Likely Outperform As Buybacks Support Multi Year Backlog

Narrative Update on Tecnoglass Analysts have maintained their fair value estimate for Tecnoglass at approximately $74.00 per share. This reflects unchanged expectations for revenue growth, profit margins, and valuation multiples, despite only immaterial tweaks to underlying model assumptions.
分析記事 Dec 18

Tecnoglass' (NYSE:TGLS) Dividend Will Be $0.15

The board of Tecnoglass Inc. ( NYSE:TGLS ) has announced that it will pay a dividend on the 30th of January, with...
分析記事 Dec 12

The Compensation For Tecnoglass Inc.'s (NYSE:TGLS) CEO Looks Deserved And Here's Why

Key Insights Tecnoglass to hold its Annual General Meeting on 19th of December Total pay for CEO Jose Daes includes...
ナラティブの更新 Dec 05

TGLS: Share Price Will Likely Outperform As Multi Year Backlog Supports Outlook

Analysts have nudged their price target for Tecnoglass slightly higher to 74.00 dollars from 74 dollars. This reflects modest adjustments to discount rate assumptions while leaving core growth, margin, and valuation expectations effectively unchanged.
分析記事 Dec 01

Does Tecnoglass (NYSE:TGLS) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
ナラティブの更新 Nov 21

TGLS: Share Price Will Likely Outperform as Margins Remain Attractive

Analysts have revised Tecnoglass's fair value target downward from $90.75 to $74.00, citing slightly softer revenue growth forecasts and a marginal decline in projected profit margins. What's in the News Tecnoglass issued revenue guidance for the full year 2025, projecting revenue between $970 million and $990 million.
ナラティブの更新 Nov 06

TGLS: Stable Outlook Will Likely Prevail Despite Short Seller Allegations

Narrative Update: Tecnoglass Analyst Price Target Revised Analysts have reaffirmed Tecnoglass's fair value estimate at $90.75 per share. They cited stable growth projections and only minor adjustments to key financial assumptions.
分析記事 Nov 05

At US$57.37, Is It Time To Put Tecnoglass Inc. (NYSE:TGLS) On Your Watch List?

While Tecnoglass Inc. ( NYSE:TGLS ) might not have the largest market cap around , it saw significant share price...
ナラティブの更新 Oct 22

Analysts Lower Tecnoglass Price Target Amid Short Report and Updated Revenue Forecast

Narrative Update: Tecnoglass Analyst Price Target Adjustment Analysts have lowered their fair value estimate for Tecnoglass from $94.75 to $90.75. They cite refined discount rate assumptions and a reduced projected future price-to-earnings ratio as key drivers for the revised target.
分析記事 Oct 21

Is Tecnoglass Inc. (NYSE:TGLS) Expensive For A Reason? A Look At Its Intrinsic Value

Key Insights Tecnoglass' estimated fair value is US$47.53 based on 2 Stage Free Cash Flow to Equity Tecnoglass is...
分析記事 Aug 28

Returns on Capital Paint A Bright Future For Tecnoglass (NYSE:TGLS)

There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
分析記事 Aug 08

Tecnoglass (NYSE:TGLS) Seems To Use Debt Quite Sensibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Jul 11

What Does Tecnoglass Inc.'s (NYSE:TGLS) Share Price Indicate?

While Tecnoglass Inc. ( NYSE:TGLS ) might not have the largest market cap around , it led the NYSE gainers with a...
分析記事 Jun 23

Is Now The Time To Put Tecnoglass (NYSE:TGLS) On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 May 26

Tecnoglass (NYSE:TGLS) Knows How To Allocate Capital Effectively

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
分析記事 Mar 18

Should You Think About Buying Tecnoglass Inc. (NYSE:TGLS) Now?

Tecnoglass Inc. ( NYSE:TGLS ), might not be a large cap stock, but it received a lot of attention from a substantial...
Seeking Alpha Mar 03

Tecnoglass: Solid Results, Plenty Of Caveats

Summary Building materials concern Tecnoglass Inc. posted solid Q4 results at the end of February to end its fiscal 2024 on a high note. The company has accumulated record order backlog, paid down a significant amount of debt in FY2024, and provided solid initial FY2025 guidance. However, the company faces some significant headwinds and the stock trades at some historical stretched valuation levels. Where will the stock head in 2025?  An analysis around Tecnoglass, Inc. follows in the paragraphs below. Read the full article on Seeking Alpha
分析記事 Mar 02

Tecnoglass Inc. (NYSE:TGLS) Just Reported And Analysts Have Been Lifting Their Price Targets

Investors in Tecnoglass Inc. ( NYSE:TGLS ) had a good week, as its shares rose 6.4% to close at US$73.66 following the...
分析記事 Feb 04

Is Tecnoglass (NYSE:TGLS) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 Jan 22

Tecnoglass (NYSE:TGLS) Is Investing Its Capital With Increasing Efficiency

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
分析記事 Jan 06

Estimating The Fair Value Of Tecnoglass Inc. (NYSE:TGLS)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Tecnoglass fair value estimate is US$71.75 With US$76.44 share...
Seeking Alpha Dec 19

Tecnoglass: Time To Bank Some Profits

Summary Tecnoglass has delivered a 121% return over the past year, driven by a competitive business model and potential growth opportunities. Strong profitability and liquidity, low CFO, and weakness in managing its short-term assets. TGLS stock appears overvalued with high P/E and P/S ratios, and slowing revenue and earnings growth, raising concerns about sustaining its premium valuation. Political risks, including potential tariffs and labor shortages, could impact TGLS's future performance, leading to a hold rating and a strategy to bank profits. Read the full article on Seeking Alpha
分析記事 Dec 10

Shareholders Should Be Pleased With Tecnoglass Inc.'s (NYSE:TGLS) Price

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...
分析記事 Nov 27

Is It Too Late To Consider Buying Tecnoglass Inc. (NYSE:TGLS)?

Tecnoglass Inc. ( NYSE:TGLS ), is not the largest company out there, but it received a lot of attention from a...
Seeking Alpha Nov 20

Tecnoglass: Shining Bright With Top-Tier Growth, Fundamentals And Operational Efficiency

Summary Tecnoglass has demonstrated robust growth and profitability, driven by strong management, innovation, and favorable market trends, leading us to maintain our Buy rating. The company’s fully integrated business model, superior profitability, top-tier operational efficiency, and focus on sustainable construction have resulted in substantial outperformance. TGLS's innovation, including its entry into the vinyl market, has expanded its TAM and strengthened its growth profile, supporting its premium valuation. With a record backlog extending into 2026 and potential M&A interest, TGLS offers stability, visibility, and upside potential in the U.S. architectural materials sector. Read the full article on Seeking Alpha
分析記事 Nov 11

Results: Tecnoglass Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

It's been a pretty great week for Tecnoglass Inc. ( NYSE:TGLS ) shareholders, with its shares surging 11% to US$76.00...
Seeking Alpha Oct 19

Tecnoglass: Improving Near-Term Outlook Makes This Stock A Good Buy Despite The Recent Run

Summary TGLS experienced a 2.5% revenue decline in Q2 2024 due to weaker multifamily and commercial markets, but single-family residential revenue rose by 10.1%. Adjusted EBITDA margin dropped to 29.2% from 37.7% last year, impacted by lower volumes and higher SG&A expenses, with adjusted EPS at $0.86. Strong demand and record orders in the single-family residential market, along with a $1 billion backlog, are expected to drive revenue growth in 2024. TGLS is expanding its geographical footprint and focusing on innovative products, positioning itself for long-term growth and market share gains, making it a decent buy for long-term investors. Read the full article on Seeking Alpha
分析記事 Oct 12

Is Tecnoglass (NYSE:TGLS) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
分析記事 Sep 27

Returns on Capital Paint A Bright Future For Tecnoglass (NYSE:TGLS)

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Seeking Alpha Sep 15

Tecnoglass: An Interesting Founder-Led Company But I'm Not Rushing to Add

Summary Tecnoglass, a founder-led company, has shown impressive growth with a 15% CAGR in revenue over the past decade, strong free cash flow, and a 25% ROE. The company benefits from vertical integration, operational efficiencies, and a strategic location in Colombia, allowing competitive pricing and easy access to the U.S. market. Despite strong financials and market position, concerns arise from a high current valuation and an ongoing strategic review that could impact the investment thesis. Past allegations by Hindenburg Research have not resulted in legal action, suggesting potential exaggeration, but warrant cautious monitoring. Read the full article on Seeking Alpha
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新しいナラティブ Sep 09

Record Orders And Critical Expansion Set To Power Robust Growth Through 2026

Enhanced revenue prospects are indicated by strong demand across residential and commercial sectors, supported by a record backlog extending visibility into future years.

株主還元

TGLSUS BuildingUS 市場
7D6.6%-1.5%1.1%
1Y-51.1%6.1%28.7%

業界別リターン: TGLS過去 1 年間で6.1 % の収益を上げたUS Building業界を下回りました。

リターン対市場: TGLSは、過去 1 年間で28.7 % のリターンを上げたUS市場を下回りました。

価格変動

Is TGLS's price volatile compared to industry and market?
TGLS volatility
TGLS Average Weekly Movement6.8%
Building Industry Average Movement6.1%
Market Average Movement7.2%
10% most volatile stocks in US Market16.5%
10% least volatile stocks in US Market3.1%

安定した株価: TGLS 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: TGLSの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
19839,601Jose Daeswww.tecnoglass.com

は、コロンビア、米国、パナマ、および国際的な商業および住宅建設市場向けに、建築用ガラス、窓、アルミ・ビニール製品を製造、供給、施工している。同社は、低放射ガラス、合わせ/熱合わせガラス、遮熱ガラス、強化ガラス、シルクスクリーン、曲面ガラス、デジタル印刷ガラス製品を提供している。また、窓、ドア、空間セパレーターなどの建築用ガラスの製造に使用される棒材、板材、プロファイル、ロッド、チューブなどのアルミニウム製品、および関連製品をAlutionsのブランド名で提供している。さらに、カーテンウォール/フローティングファサード、スティックファサードシステム、窓・ドア、室内仕切り・商業ディスプレイ窓、ハリケーン対策窓、引き戸用アタッチメントであるストームアーマー、オーニング、構造物、自動ドアなどのその他の製品、建築システムのその他の部品も提供している。主にTecnoglass、ESWindows、Alutions、Energia Solar S.A.、ES、ES Imagine S.A.のブランドで製品を販売。A、ES、ES Imagine Extraordinary、Eswindows、Tecnobend、Tecnoair、Tecnosmart、ECOMAX by ESWINDOWS、ESWINDOWS Interiors、ESW Windows and Walls、Solartec by Tecnoglass、Solar Windows、Componenti、ES Metals、E-skin、Prestige by ESWINDOWS、ESWINDOWSのEli、ESWINDOWSのAlessia、ESWINDOWSのElite Line、TecnoglassのULTRAVIEW、ESWIDOWSのMULTIMAXの各ブランド名を社内および独立した販売代理店を通じて、また販売代理店に直接販売している。ホテル、オフィスビル、ショッピングセンター、空港、大学、病院、集合住宅、住宅などのデベロッパー、ゼネコン、施工業者にサービスを提供している。Tecnoglass社は1983年に設立され、フロリダ州マイアミに本社を置いている。

Tecnoglass Inc. 基礎のまとめ

Tecnoglass の収益と売上を時価総額と比較するとどうか。
TGLS 基礎統計学
時価総額US$1.83b
収益(TTM)US$149.27m
売上高(TTM)US$1.01b
12.2x
PER(株価収益率
1.8x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
TGLS 損益計算書(TTM)
収益US$1.01b
売上原価US$590.62m
売上総利益US$419.72m
その他の費用US$270.45m
収益US$149.27m

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)3.36
グロス・マージン41.54%
純利益率14.77%
有利子負債/自己資本比率26.7%

TGLS の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

1.5%
現在の配当利回り
19%
配当性向

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2026/05/24 17:55
終値2026/05/22 00:00
収益2026/03/31
年間収益2025/12/31

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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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

Tecnoglass Inc. 4 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。6

アナリスト機関
Timothy WojsBaird
Rohit SethB. Riley Securities, Inc.
Michael ShliskyColliers Securities