BIT$TS

Tenaris Group · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

TS Q4 2023 — $14.90B revenue, 3.32 EPS

We use words and terms such as “aim”, “will likely result”, “will continue”, “contemplate”, “seek to”, “future”, “objective”, “goal”, “should”, “will pursue”. Tenaris Group reported Q4 2023 results. Diluted EPS came in at $3.32. Net income of $4.00B. Headline numbers extracted from the Form 20-F press release; narrative is light because this row was processed without an LLM call.

  • Revenue: $14.90B.
  • Diluted EPS: $3.32.
  • Net income: $4.00B.
  • Operating income: $4.3M.
  • Gross profit: $6.2M.

Headline financials

Total Revenue

$3.42B

Previous: $3.62B-5.7%
EPS (adj)

$1.92

Previous: $1.37+40.1%
Net Income

$4B

No prior period
Operating Income

$4.32M

No prior period
Gross Profit

$6.2M

No prior period

Revenue & EPS history

Tenaris · Revenue · Quarterly

$3.42B

Q4 2023-5.7%vs Q4 2022
Beat estimate in 14 of 14 quarters(100%)
ActualEstimate

Revenue by segment

Tenaris · $2.85B total across 2 segments · Q4 2024

  • Tubes
    $2.7B
  • Others
    $150M

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2023

Historical avgQ4 2023

+1.1%

Avg return

Earnings day

+2.1%

Avg return

5 days after

+0.8%

Avg return

30 days after

51%

25 / 49 earnings

Positive

+20.7%

Q4 2020

Best reaction

-8.4%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025+9.1%+8.8%+12.2%
Q1 2025-1.6%+2.3%+4.4%
Q4 2024-0.7%-6.6%+0.8%
Q1 2024-7.3%-12.9%-6.8%
Q2 2024-8.4%-10.7%-5.5%
Q4 2023+9.1%+12.3%+22.7%
Q3 2023+10.5%+13.0%+11.3%
Q2 2023-5.1%-2.6%-3.9%
Q1 2023-2.5%+1.0%-9.8%
Q4 2022+5.1%-0.3%-19.2%
Q3 2022+7.0%+6.9%+9.7%
Q2 2022-6.0%-3.3%+2.7%
Q1 2022+1.3%+2.2%+16.7%
Q4 2021-1.6%-3.6%+6.1%
Q3 2021+4.1%+10.2%-12.7%
Q2 2021-3.3%-1.7%-3.0%
Q1 2021-3.4%+1.6%+5.3%
Q4 2020+20.7%+18.7%+24.2%
Q3 2020+16.0%+27.1%+64.4%
Q2 2020-0.7%-0.7%-6.8%
Q1 2020+4.8%+3.8%-3.0%
Q4 2019+4.4%-5.1%-47.4%
Q3 2019-5.0%+5.1%-0.4%
Q2 2019-2.2%-6.7%-13.7%
Q1 2019+0.9%-2.4%-14.0%
Q4 2018+2.9%+1.7%+8.6%
Q3 2018+5.2%+4.9%-17.0%
Q2 2018-7.0%-6.7%-8.7%
Q1 2018-0.0%+0.5%+0.5%
Q4 2017+3.4%+8.6%+0.3%
Q3 2017+12.2%+12.6%+9.0%
Q2 2017-7.2%-7.9%-13.5%
Q1 2017-3.2%-4.4%-5.0%
Q4 2016-3.4%-2.1%-6.5%
Q3 2016+3.7%+4.0%+22.2%
Q2 2016+5.0%+7.0%+6.1%
Q1 2016-0.1%
Q4 2015-1.2%
Q3 2015-2.2%
Q2 2015+4.0%
Q1 2015+1.9%
Q4 2014-3.8%
Q4 2013-3.4%
Q2 2012+2.0%
Q4 2011+2.1%
Q4 2010+0.7%
Q2 2011+0.8%
Q3 2010+2.5%
Q2 2010-7.7%

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