Earnings Data
Report Date
Jul 31, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.04Last Year’s EPS
0.01Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call conveyed operational and financial progress—most notably a strong sequential EBITDA recovery (+56% QoQ), positive cash generation, permanent cost savings (~USD 15/ton) and tangible project progress (PCI, coke plant)—while also flagging notable near-term headwinds: a sharp mining volume decline (-21%), reduced steel volumes (~-7% QoQ), rising input and freight costs expected in Q2, and elevated import inflows creating inventory overhang. FX-related accounting gains materially boosted reported income but are rate-dependent. Management’s tone is cautious and focused on preserving margins and prioritizing value over volume; overall the improvements in profitability, cash flow and project execution are balanced against meaningful industry and macro risks that could constrain upside in the near term.Company Guidance
Strong EBITDA Improvement
Consolidated EBITDA of BRL 653 million in Q1 2026, a 56% increase versus the prior quarter, driven by a better sales mix (automotive + exports) and reduced costs.
Revenue per Ton and Mix Improvements
Steel net revenue per ton increased by nearly 5%, supported by a higher share of automotive sales and improved export mix (exports improved ~9%).
Cost per Ton Reduction
Reported cost savings around USD 15 per ton attributed mainly to lower maintenance/major repairs and retrofitting efficiencies; management expects these savings to be largely permanent.
Positive Cash Generation and Liquidity
Operating cash flow of BRL 370 million and free cash flow of BRL 84 million in the quarter; net cash position remained similar to prior quarter and net debt/EBITDA was stable, reflecting a comfortable debt profile.
CapEx Discipline
CapEx of BRL 285 million in Q1 2026, a 23% reduction versus the previous quarter, supporting near-term cash generation while continuing priority project execution.
Progress on Efficiency / Capital Projects
PCI project nearing completion with benefits already being captured (full benefit expected progressively, with major impacts into H2 2026 and beyond); coke plant hot repair 50% complete and gas holder works progressing to improve thermal recovery and reduce external coke purchases.
Mining Pricing Stability per Ton
Mines maintained net revenue per ton at USD 87 (stable vs prior quarter); reference prices were nearly flat (+0.9%) though discounts/differentials affected realized prices.
First-Time Consolidation/Functional Currency Conversion
Q1 results are the first converted to reals from dollars; company reported positive FX-related accounting impacts in the quarter (see lowlights for reversal risk) and improved comparability on consolidated reporting.
Usinas Siderurgicas de Minas Gerais SA-Usiminas (ES:XUSIO) Earnings, Revenues Date & History
ES:XUSIO 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
ES:XUSIO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 24, 2026 | €1.24 | €1.29 | +4.03% |
Feb 13, 2026 | €0.98 | €1.01 | +2.54% |
Oct 24, 2025 | €0.79 | €0.76 | -3.80% |
Jul 25, 2025 | €0.70 | €0.68 | -2.86% |
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 Usinas Siderurgicas de Minas Gerais SA-Usiminas (ES:XUSIO) report earnings?
Usinas Siderurgicas de Minas Gerais SA-Usiminas (ES:XUSIO) is schdueled to report earning on Jul 31, 2026, Before Open (Confirmed).
What is Usinas Siderurgicas de Minas Gerais SA-Usiminas (ES:XUSIO) earnings time?
Usinas Siderurgicas de Minas Gerais SA-Usiminas (ES:XUSIO) earnings time is at Jul 31, 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 the P/E ratio of Usinas Siderurgicas de Minas Gerais SA-Usiminas stock?
The P/E ratio of Usinas Siderurgicas de Minas Gerais SA-Usiminas is N/A.
What is ES:XUSIO EPS forecast?
ES:XUSIO EPS forecast for the fiscal quarter 2026 (Q2) is 0.04.