Ternium

TX

Market cap $7.23B

LUXEMBOURG, LU / ACCESS Newswire / November 5, 2025 / Ternium S.A. (NYSE:TX) announced today that its subsidiary Ternium Investments S.

Ternium S.A. ( TX ) Q3 2025 Earnings Call October 29, 2025 8:30 AM EDT Company Participants Sebastián Martí - Investor Relations Director Maximo Vedoya - Chief Executive Officer Pablo Brizzio - Chief Financial Officer Conference Call Participants Carlos de Alba - Morgan Stanley, Research Division Alfonso Salazar - Scotiabank Global Banking and Markets, Research Division Alexander Hacking - Citigroup Inc. Exchange Research Rafael Barcellos - Banco Bradesco BBI S.A.

Although the revenue and EPS for Ternium (TX) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

LUXEMBOURG, LU / ACCESS Newswire / October 28, 2025 / Ternium S.A. (NYSE:TX) today announced its results for the third quarter and first nine months ended September 30, 2025.

Ternium remains an excellent BUY despite recent US steel import tariffs, thanks to its strong industry position and limited US exposure. TX's 2Q 2025 results demonstrate resilience and clarify its operating environment compared to previous periods, supporting the updated investment thesis. Valuation using multiple metrics shows significant upside potential for TX, even when factoring in discounts for emerging market risks and tariffs.

Ternium's stock has outperformed the S&P 500 recently, yet still trades at historically low valuation multiples, supporting my continued buy recommendation. Despite a challenging steel market, Ternium demonstrated operational efficiency, strong cash flow, and record CapEx, reinforcing its long-term growth and modernization strategy. The company maintains financial strength, a high dividend yield over 8%, and a conservative balance sheet, making it attractive for value-focused investors.

Ternium S.A. (NYSE:TX ) Q2 2025 Earnings Conference Call July 30, 2025 8:30 AM ET Company Participants Maximo Vedoya - Chief Executive Officer Pablo Daniel Brizzio - Chief Financial Officer Sebastián Martí - Investor Relations Director Conference Call Participants Caio Greiner - UBS Investment Bank, Research Division Carlos De Alba - Morgan Stanley, Research Division Rafael Barcellos - Banco Bradesco BBI S.A.

LUXEMBOURG, LU / ACCESS Newswire / July 29, 2025 / Ternium S.A. (NYSE:TX) today announced its results for the second quarter and first half ended June 30, 2025.

Ternium thrives as a regional steel spread player, balancing iron ore costs against HRC prices and exposure to nearshoring and potential market protection in Mexico and Brazil. The stock's valuation reflects expectations for margin normalization; upside exists if steel spreads recover, but downside risk remains if spreads stay compressed. Key risks include exposure to open markets vulnerable to Chinese dumping, legal liabilities in Brazil, and currently negative free cash flow yield due to cyclical headwinds.

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