Ternium S.A.

NYSE:TX Aktierapport

Börsvärde: US$9.5b

Ternium Utdelningar och återköp

Utdelning kriterier kontrolleras 3/6

Ternium är ett utdelningsbetalande företag med en aktuell avkastning på 5.84%. Nästa betalningsdatum är den 20th May, 2026 med ett ex-dividenddatum på 14th May, 2026.

Viktig information

5.8%

Avkastning på utdelning

n/a

Återköpsavkastning

Total avkastning till aktieägarnan/a
Framtida utdelningsavkastning6.7%
Utdelningstillväxt13.0%
Nästa utbetalningsdag för utdelning20 May 26
Ex utdelningsdag14 May 26
Utdelning per aktien/a
Utdelningsandel125%

Senaste utdelnings- och återköpsuppdateringar

Recent updates

Analysuppdatering 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
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysartikel 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...
Analysuppdatering 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.
Analysuppdatering 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.
Analysartikel 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...
Analysartikel 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...
Analysuppdatering 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.
Analysuppdatering 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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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Ny analys 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

Kommande utbetalning av utdelning

I dagMay 10 2026Ex utdelningsdagMay 14 2026Utbetalningsdag för utdelningMay 20 20266 days från Ex DividendKöp i nästa 4 days för att få den kommande utdelningen

Stabilitet och tillväxt i betalningar

Hämta utdelningsdata

Stabil utdelning: TX s utdelningsbetalningar har varit volatila under de senaste 10 åren.

Växande utdelning: TX s utdelningsbetalningar har ökat under de senaste 10 åren.


Utdelningsavkastning jämfört med marknaden

Ternium Utdelningsavkastning jämfört med marknaden
Hur är TX:s direktavkastning jämfört med marknaden?
SegmentUtdelningsavkastning
Företag (TX)5.8%
Marknadens lägsta 25% (US)1.4%
Marknad Topp 25% (US)4.2%
Genomsnitt för branschen (Metals and Mining)1.5%
Prognosanalytiker (TX) (upp till 3 år)6.7%

Anmärkningsvärd utdelning: TX s utdelning ( 5.84% ) är högre än de 25 % lägre utdelningsbetalarna på US marknaden ( 1.41% ).

Hög utdelning: TX s utdelning ( 5.84% ) är bland de översta 25 % av utdelningsbetalarna på US marknaden ( 4.23% )


Vinstutdelning till aktieägarna

Resultattäckning: Med sin höga utbetalningskvot ( 124.6% ), täcks inte TX s utdelningar väl av intäkterna.


Kontantutbetalning till aktieägarna

Kassaflödestäckning: TX betalar utdelning men företaget har inga fria kassaflöden.


Upptäck bolag med stark utdelning

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/07 19:34
Aktiekurs vid dagens slut2026/05/07 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Ternium S.A. bevakas av 18 analytiker. 11 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Leonardo CorreaBarclays
Alessandro AbateBerenberg
Caio RibeiroBofA Global Research