Tecnoglass (TGLS)
NYSE:TGLS
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Earnings Data
Report Date
Aug 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.53Last Year’s EPS
1.03Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a balanced picture: strong operational momentum with record backlog, record quarter revenue, commercial growth, geographic and product expansion, solid liquidity and continued shareholder returns, juxtaposed with meaningful near-term margin and cash pressures driven by a ~48% rise in aluminum costs, a ~12% peso appreciation, a newly enacted 10% import tariff, and related one-time and recurring cost increases. Management has enacted pricing, purchased inventory, added hedges, and outlined automation and efficiency initiatives to offset these headwinds, and reaffirmed full-year guidance while expecting tariff impacts to be fully neutralized by 2027. Given substantial top-line strength and clear mitigation plans but material near-term profitability and cash-flow headwinds, the call’s tone is balanced between positive growth/strategic actions and notable margin/cost challenges.Company Guidance
Record Backlog and Book-to-Bill Strength
Backlog grew 19.1% year-over-year to a record $1.36 billion; book-to-bill ratio of 1.3x and 21 consecutive quarters above 1.1x, indicating strong forward visibility and consistent order intake.
Record Quarterly Revenue
Total revenue for Q1 2026 was a first-quarter record of $249.0 million, up 12% year-over-year, driven primarily by multifamily and commercial strength.
Commercial / Multifamily Outperformance
Multifamily and commercial revenues rose 20.4% year-over-year to a record $160.5 million, reflecting market-share gains and execution on a growing project pipeline.
Single-Family Orders Momentum and Expansion
Single-family residential orders grew 3.4% year-over-year and 14.1% sequentially with strong April order activity; dealer network expanded >20% year-over-year and vinyl product ramp and new showrooms (Los Angeles opening) are progressing.
Reaffirmed Full-Year Guidance
Company reaffirmed 2026 guidance: revenue $1.06B–$1.13B and adjusted EBITDA $225M–$245M, incorporating the enacted 10% import tariff into outlook.
Strong Liquidity and Conservative Leverage
Total liquidity approximately $425 million, including >$330 million availability on revolver; net debt to LTM adjusted EBITDA ~0.4x and no significant maturities until 2030.
Shareholder Returns and Capital Deployment
Returned $23.2 million to shareholders in Q1 via $16.5 million of share repurchases and $6.7 million of dividends; $92.5 million of repurchase capacity remaining under $250 million program.
Strategic Actions to Mitigate Tariff & Growth Investments
Proactive measures include May price increase (effective early May), forward-buying ~$34 million of U.S.-sourced aluminum, additional hedges of peso exposure, investments in automation, and pursuit of U.S. re-domiciliation and potential new U.S. facility (land purchase $20M–$25M planned).
TGLS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
TGLS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $44.05 | $42.44 | -3.65% |
Feb 26, 2026 | $48.93 | $45.85 | -6.29% |
Nov 06, 2025 | $55.64 | $52.10 | -6.36% |
Aug 07, 2025 | $77.66 | $74.51 | -4.06% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Tecnoglass (TGLS) report earnings?
Tecnoglass (TGLS) is schdueled to report earning on Aug 06, 2026, Before Open (Confirmed).
What is Tecnoglass (TGLS) earnings time?
Tecnoglass (TGLS) earnings time is at Aug 06, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TGLS EPS forecast?
TGLS EPS forecast for the fiscal quarter 2026 (Q2) is 0.53.