Tenaris 향후 성장
Future 기준 점검 0/6
Tenaris 의 수익은 연간 0.8% 감소할 것으로 예상되는 반면, 연간 수익은 2.1% 로 증가할 것으로 예상됩니다. EPS는 연간 3.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 12.4% 로 예상됩니다.
핵심 정보
-0.8%
이익 성장률
3.72%
EPS 성장률
| Energy Services 이익 성장 | 7.9% |
| 매출 성장률 | 2.1% |
| 향후 자기자본이익률 | 12.36% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 22 May 2026 |
최근 향후 성장 업데이트
분석 기사 • May 11
Tenaris S.A. Just Recorded A 16% EPS Beat: Here's What Analysts Are Forecasting Next
Tenaris S.A. ( BIT:TEN ) defied analyst predictions to release its quarterly results, which were ahead of market...분석 기사 • Nov 02
The Tenaris S.A. (BIT:TEN) Third-Quarter Results Are Out And Analysts Have Published New Forecasts
Tenaris S.A. ( BIT:TEN ) just released its latest third-quarter results and things are looking bullish. Results were...분석 기사 • Aug 02
Earnings Beat: Tenaris S.A. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Shareholders might have noticed that Tenaris S.A. ( BIT:TEN ) filed its interim result this time last week. The early...Recent updates
내러티브 업데이트 • May 19
TEN: Future Dividends And Buybacks Will Support Capital Return Upside
Analysts have lifted their price target for Tenaris from €28.19 to €34.18, citing updated assumptions that include revised revenue growth, profit margin and future P/E estimates, along with a slightly higher discount rate. What's in the News Shareholders approved an annual dividend of US$0.89 per share at the May 12, 2026 AGM, totaling about US$0.9b and including the interim dividend of US$0.29 per share already paid in November 2025 (AGM filing).분석 기사 • May 11
Tenaris S.A. Just Recorded A 16% EPS Beat: Here's What Analysts Are Forecasting Next
Tenaris S.A. ( BIT:TEN ) defied analyst predictions to release its quarterly results, which were ahead of market...
내러티브 업데이트 • May 02
TEN: Dividend And Buyback Will Mask Weaker Prospects For Future Returns
Analysts have raised their price target on Tenaris from €22.85 to €24.14, citing updated assumptions on the discount rate, revenue growth, profit margins and future P/E as the main reasons for the change. What's in the News Tenaris has called an Annual General Meeting for May 12, 2026, followed by an Extraordinary General Meeting, where shareholders will be asked to vote on proposed amendments to the articles of association (company filing).내러티브 업데이트 • Apr 18
TEN: Dividend Plan And Completed Buyback Will Support Steady Outlook
Analysts have lifted their price target for Tenaris from about €18.60 to roughly €22.85, pointing to updated fair value assumptions that reflect revised views on revenue, profit margins and future P/E levels. What's in the News Tenaris has called an Annual General Meeting of Shareholders for May 12, 2026, to be followed immediately by an Extraordinary General Meeting to vote on proposed amendments to the articles of association (company announcement).내러티브 업데이트 • Apr 03
TEN: Future Capital Returns And Modest Assumption Shifts May Support Upside
Analysts now set a slightly higher price target for Tenaris at about €28.19, up from roughly €27.94. The change reflects modest adjustments to assumptions for discount rate, revenue growth, profit margin and future P/E.내러티브 업데이트 • Mar 20
TEN: Higher P/E Outlook And Capital Returns May Support Future Upside
Analysts have revised their fair value estimate for Tenaris to €27.94 from €21.05, reflecting updated assumptions on the discount rate, long term revenue growth, profit margin and future P/E. What's in the News The board intends to propose a total annual dividend of $0.89 per share (about $900 million) for approval at the May 12, 2026 shareholders meeting, including the interim dividend of $0.29 per share already paid in November 2025 (company announcement).
내러티브 업데이트 • Mar 06
TEN: Richer P/E Will Face Pressure From Weakening Revenue And Margin Outlook
Analysts have lifted their price target on Tenaris from €16.67 to €18.41, citing updated assumptions around revenue trends, profit margins and future P/E. Together, these factors point to a modestly higher assessed fair value.내러티브 업데이트 • Feb 19
TEN: Richer P/E Multiple Will Pressure Returns With Weakening Revenue Trends
Analysts have raised their price target on Tenaris from about €14.16 to around €16.67, citing updated assumptions on discount rates, revenue trends, margins and future P/E expectations. Valuation Changes Fair Value: Raised from about €14.16 to around €16.67, implying a higher assessed value per share under the updated assumptions.내러티브 업데이트 • Feb 05
TEN: Softer Margins And Lower P/E Assumptions Will Weigh On Returns
Analysts have reduced their fair value estimate for Tenaris slightly, from $14.41 to $14.16. This change reflects small adjustments to assumptions around revenue trends, profit margins and the future P/E multiple.분석 기사 • Jan 24
Investors Will Want Tenaris' (BIT:TEN) Growth In ROCE To Persist
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...내러티브 업데이트 • Jan 22
TEN: Buybacks And Dividend Will Conceal Weakening Earnings And Compressed Multiple
Analysts have nudged their fair value estimate for Tenaris slightly higher to $14.41 from $14.38, citing updated assumptions for a smaller revenue decline, a modestly higher profit margin of about 14.25%, and a lower future P/E of roughly 11.97x. What's in the News From July 1, 2025 to September 30, 2025, Tenaris repurchased 19,965,687 shares, representing 1.89% of its shares, for a total of $351 million under its ongoing buyback program (Key Developments).내러티브 업데이트 • Jan 07
TEN: Buyback Completion And Interim Dividend Will Support Steady Valuation Outlook
Analysts have slightly adjusted their price target on Tenaris to US$18.60 from US$18.67, citing small updates to discount rate assumptions, revenue growth expectations, profit margin outlook, and future P/E inputs. What's in the News Completion of a share buyback program, with 33,059,955 shares repurchased for US$588 million, representing 3.11% of outstanding shares under the program announced on June 14, 2025 (company filing).내러티브 업데이트 • Dec 23
TEN: Share Buybacks And Dividends Will Mask Weakening Earnings Power
Analysts have raised their price target on Tenaris from approximately $13.28 to $14.38 per share, reflecting expectations for slightly stronger revenue trends, improved profit margins, and a modestly lower discount rate that together support a higher fair value multiple. What's in the News Completed a share buyback of 33,059,955 shares, representing 3.11% of capital, for a total of $588 million under the program announced on June 14, 2025.내러티브 업데이트 • Dec 09
TEN: Buyback Completion And Interim Dividend Will Support Steady Outlook
Narrative Update on Tenaris Analysts have raised their fair value estimate for Tenaris modestly to approximately $18.67 from about $18.54, citing slightly higher long term revenue growth expectations, a small uplift in projected profit margins, and a marginally richer future price to earnings multiple. What's in the News Tenaris reported completing a major share repurchase program, buying back 33,059,955 shares since June 14, 2025, equivalent to 3.11% of shares outstanding, for a total of $588 million (company filing).분석 기사 • Dec 08
The Market Doesn't Like What It Sees From Tenaris S.A.'s (BIT:TEN) Earnings Yet
When close to half the companies in Italy have price-to-earnings ratios (or "P/E's") above 17x, you may consider...내러티브 업데이트 • Nov 25
TEN: Interim Dividend And Share Buyback Completion Will Support Steady Outlook
Analysts have slightly lowered their price target for Tenaris, now estimating fair value at $18.54 per share compared to the previous $18.62. They cite moderated profit margin and revenue growth expectations for the company.내러티브 업데이트 • Nov 07
TEN: Interim Dividend And Revenue Outlook Will Support Steady Performance
Analysts have raised their price target for Tenaris from $17.83 to $18.62, citing improved revenue growth outlook and a lower discount rate as key factors supporting this upward revision. What's in the News Tenaris board approved payment of an interim dividend of $0.29 per share (or $0.58 per ADS), totaling approximately $300 million (Key Developments) Dividend payment date is set for November 26, 2025, with the record date on November 25, 2025 (Key Developments) Ex-dividend date for securities in the US is November 25, 2025; in Europe and Mexico, it is November 24, 2025 (Key Developments) Valuation Changes Fair Value Estimate has increased from $17.83 to $18.62 per share, reflecting a moderate upward adjustment.분석 기사 • Nov 02
The Tenaris S.A. (BIT:TEN) Third-Quarter Results Are Out And Analysts Have Published New Forecasts
Tenaris S.A. ( BIT:TEN ) just released its latest third-quarter results and things are looking bullish. Results were...내러티브 업데이트 • Oct 24
Share Repurchases and Infrastructure Expansion Will Shape Future Opportunities and Risks
Analysts have slightly raised their price target for Tenaris from $17.81 to $17.83. They cite modest improvements in revenue growth projections and a marginally higher discount rate as key factors in the updated valuation.분석 기사 • Oct 24
Tenaris (BIT:TEN) Has A Pretty Healthy Balance Sheet
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...내러티브 업데이트 • Oct 10
Expanding Global Infrastructure Will Unlock Opportunities But Face Transition Risks
Analysts have raised their price target for Tenaris from $17.58 to $17.81, citing improved profit margins and a slightly lower discount rate as contributing factors. What's in the News Tenaris completed the buyback of 13,094,268 shares, representing 1.22 percent, for $237 million under the program announced on June 14, 2025 (Key Developments).분석 기사 • Oct 03
Returns On Capital Are Showing Encouraging Signs At Tenaris (BIT:TEN)
What are the early trends we should look for to identify a stock that could multiply in value over the long term...내러티브 업데이트 • Sep 05
Expanding Global Infrastructure Will Unlock Opportunities But Face Transition Risks
Despite a notable decline in Tenaris’s future P/E ratio, indicating improved value or lower growth expectations, the consensus analyst price target remained unchanged at €17.58. What's in the News Tenaris completed the repurchase of 109,475,548 shares (9.64%) for $1,888.9 million under its previous buyback program.분석 기사 • Aug 02
Earnings Beat: Tenaris S.A. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Shareholders might have noticed that Tenaris S.A. ( BIT:TEN ) filed its interim result this time last week. The early...분석 기사 • Jul 21
We Think Tenaris (BIT:TEN) Can Stay On Top Of Its Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • Jun 21
Tenaris S.A.'s (BIT:TEN) Price Is Right But Growth Is Lacking
With a price-to-earnings (or "P/E") ratio of 10.7x Tenaris S.A. ( BIT:TEN ) may be sending bullish signals at the...
새로운 내러티브 • Jan 23
New Offshore Projects In Brazil And Nigeria Will Improve Future Prospects Despite Revenue Challenges
Modernization and tech integration are boosting Tenaris’s productivity and likely enhancing margins and earnings.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 13,172 | 2,001 | 1,860 | 2,479 | 13 |
| 12/31/2027 | 12,747 | 1,952 | 1,804 | 2,506 | 18 |
| 12/31/2026 | 12,241 | 1,874 | 1,711 | 2,440 | 16 |
| 3/31/2026 | 12,159 | 1,967 | 1,838 | 2,396 | N/A |
| 12/31/2025 | 11,981 | 1,933 | 1,982 | 2,600 | N/A |
| 9/30/2025 | 11,831 | 2,000 | 1,632 | 2,305 | N/A |
| 6/30/2025 | 11,769 | 2,003 | 1,863 | 2,538 | N/A |
| 3/31/2025 | 12,005 | 1,806 | 2,094 | 2,800 | N/A |
| 12/31/2024 | 12,524 | 2,036 | 2,162 | 2,866 | N/A |
| 9/30/2024 | 13,094 | 2,649 | 2,515 | 3,210 | N/A |
| 6/30/2024 | 13,416 | 2,739 | 3,274 | 3,955 | N/A |
| 3/31/2024 | 14,169 | 3,526 | 3,687 | 4,361 | N/A |
| 12/31/2023 | 14,869 | 3,918 | 3,776 | 4,395 | N/A |
| 9/30/2023 | 15,074 | 3,596 | 3,510 | 4,083 | N/A |
| 6/30/2023 | 14,811 | 3,665 | 2,510 | 3,028 | N/A |
| 3/31/2023 | 13,537 | 3,179 | 1,686 | 2,115 | N/A |
| 12/31/2022 | 11,763 | 2,553 | 770 | 1,167 | N/A |
| 9/30/2022 | 10,199 | 2,116 | 343 | 689 | N/A |
| 6/30/2022 | 8,978 | 1,839 | 197 | 500 | N/A |
| 3/31/2022 | 7,706 | 1,497 | -260 | 22 | N/A |
| 12/31/2021 | 6,521 | 1,100 | -126 | 119 | N/A |
| 9/30/2021 | 5,595 | 837 | -2 | 212 | N/A |
| 6/30/2021 | 4,854 | 474 | 394 | 577 | N/A |
| 3/31/2021 | 4,566 | 132 | 901 | 1,075 | N/A |
| 12/31/2020 | 5,147 | -634 | 1,326 | 1,520 | N/A |
| 9/30/2020 | 5,757 | -589 | 1,410 | 1,645 | N/A |
| 6/30/2020 | 6,508 | -450 | 1,321 | 1,602 | N/A |
| 3/31/2020 | 7,185 | -160 | 1,163 | 1,496 | N/A |
| 12/31/2019 | 7,294 | 743 | N/A | 1,528 | N/A |
| 9/30/2019 | 7,658 | 817 | N/A | 1,503 | N/A |
| 6/30/2019 | 7,794 | 957 | N/A | 1,179 | N/A |
| 3/31/2019 | 7,664 | 884 | N/A | 1,188 | N/A |
| 12/31/2018 | 7,659 | 876 | N/A | 611 | N/A |
| 9/30/2018 | 7,143 | 810 | N/A | 359 | N/A |
| 6/30/2018 | 6,547 | 668 | N/A | 306 | N/A |
| 3/31/2018 | 6,001 | 575 | N/A | -78 | N/A |
| 12/31/2017 | 5,289 | 453 | N/A | -22 | N/A |
| 9/30/2017 | 4,745 | 319 | N/A | -88 | N/A |
| 6/30/2017 | 4,429 | 219 | N/A | 168 | N/A |
| 3/31/2017 | 4,241 | 117 | N/A | 581 | N/A |
| 12/31/2016 | 4,294 | 14 | N/A | 864 | N/A |
| 9/30/2016 | 4,470 | -78 | N/A | 1,145 | N/A |
| 6/30/2016 | 5,043 | -437 | N/A | 1,478 | N/A |
| 3/31/2016 | 5,856 | -344 | N/A | 1,646 | N/A |
| 12/31/2015 | 6,903 | -99 | N/A | 2,215 | N/A |
| 9/30/2015 | 8,357 | 213 | N/A | 2,219 | N/A |
| 6/30/2015 | 9,219 | 650 | N/A | 2,292 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: TEN 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -0.8%).
수익 vs 시장: TEN 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -0.8%).
고성장 수익: TEN 의 수익은 향후 3년간 감소할 것으로 예상됩니다.
수익 대 시장: TEN 의 수익(연간 2.1%)이 Italian 시장(연간 5.8%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: TEN 의 수익(연간 2.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: TEN의 자본 수익률은 3년 후 12.4%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/22 14:43 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
Tenaris S.A.는 44명의 분석가가 다루고 있습니다. 이 중 18명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Francesco Taddei | Banca Akros S.p.A. (ESN) |
| Francesco Sala | Banca Akros S.p.A. (ESN) |
| Francesco Sala | Banca Akros S.p.A. (ESN) |