Gerdau

GGB

Market cap $6.47B

Gerdau S.A. (NYSE:GGB ) Analyst/Investor Day October 1, 2025 9:00 AM EDT Company Participants Mariana Dutra Gustavo Werneck - Member of Board of Executive Officers, CEO & Director Rafael Japur - Member of Board of Executive Officers, VP, CFO & Director of Investor Relations Mauricio Metz Chia Wang - President & CEO of North American Long Steel Operation Mariana Dutra - General Manager of IR Conference Call Participants Caio Greiner - UBS Investment Bank, Research Division Rafael Barcellos - Banco Bradesco BBI S.A.

Gerdau's investment case hinges on U.S. market strength and operational diversification, offsetting cyclical steel risks and challenging Brazilian exposure. Recent results show North America driving EBITDA growth, with resilient margins and operational moats, while Brazil shows early signs of stabilization. Capital allocation remains disciplined, with CapEx peaking in 2025, supporting a robust dividend/buyback outlook and potential for improved free cash flow.

Gerdau S.A. (NYSE:GGB ) Q2 2025 Earnings Conference Call August 1, 2025 11:00 AM ET Company Participants Gustavo Werneck Da Cunha - Member of Board of Executive Officers, CEO & Director Mariana Velho Dutra - General Manager of IR Rafael Dorneles Japur - Member of Board of Executive Officers, VP, CFO & Director of Investor Relations Conference Call Participants Caio Burger Ribeiro - BofA Securities, Research Division Carlos De Alba - Unidentified Company r - Unidentified Company g - Unidentified Company a - Unidentified Company n - Unidentified Company t - Unidentified Company a - Unidentified Company n - Unidentified Company l - Unidentified Company e - Unidentified Company y - Unidentified Company M - Unidentified Company o - Unidentified Company R - Unidentified Company e - Unidentified Company s - Unidentified Company e - Unidentified Company a - Unidentified Company r - Unidentified Company c - Unidentified Company h - Unidentified Company i - Unidentified Company v - Unidentified Company i - Unidentified Company s - Unidentified Company i - Unidentified Company o - Unidentified Company n - Division Daniel Sasson - Itaú Corretora de Valores S.A.

Brazilian steelmaker Gerdau on Thursday reported an 8.6% decline in its second-quarter adjusted net profit year-on-year, slightly below analysts' expectations despite stronger performance of North American operations due to U.S. tariffs.

SÃO PAULO, July 31, 2025 /PRNewswire/ -- 2Q25 Highlights Adjusted EBITDA (earnings before interest, taxes, depreciation and amortization) of R$2.6 billion in 2Q25, up 7% compared to 1Q25. The highlight was the performance of operations in North America, which accounted for 61% of the consolidated EBITDA for the quarter and offset the decline in results in Brazil and South America.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

SÃO PAULO, June 9, 2025 /PRNewswire/ -- Gerdau S.A. ("Gerdau") (NYSE: GGB) announces the expiration of its previously announced offer to purchase for cash any and all of the outstanding 4.875% notes due 2027 (the "Notes") issued by Gerdau Trade Inc. ("Gerdau Trade"), fully, unconditionally and irrevocably guaranteed by Gerdau (by itself and as successor in interest of Gerdau Aços Especiais S.A.

SÃO PAULO, June 9, 2025 /PRNewswire/ -- Gerdau S.A. ("Gerdau") (NYSE: GGB) announces the consideration to purchase for cash any and all of the outstanding 4.875% notes due 2027 (the "Notes") issued by Gerdau Trade Inc. ("Gerdau Trade"), fully, unconditionally and irrevocably guaranteed by Gerdau (by itself and as successor in interest of Gerdau Aços Especiais S.A.

Gerdau has nearly 50% of North America's EBITDA, making it uniquely positioned to benefit from new tariffs on steel and aluminum. The stock trades at 4.79x EV/EBITDA vs. 10.2x the peer average, implying a strong upside if it is revalued. A 5% increase in steel prices could boost 2025 EBITDA by 12% to $1.79 billion due to high operating leverage.