NYSE$TGLS

Tecnoglass Inc · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Reported record quarterly revenue and earnings growth, driven by strong multi-family and residential demand.

Tecnoglass reported Q4 2024 revenue of $239.6 million, up 23.1% year-over-year, supported by strong growth in multi-family and single-family residential segments. Net income rose to $47.0 million, with EPS increasing to $1.00 from $0.77 last year. Adjusted EPS reached $1.05, while Adjusted EBITDA climbed to $79.2 million, reflecting improved margins and pricing. The company also expanded its backlog to a record $1.1 billion, providing strong visibility for future growth.

  • Revenue grew 23.1% year-over-year, reaching a quarterly record of $239.6 million.
  • EPS increased to $1.00 from $0.77 in Q4 2023, driven by margin expansion.
  • Adjusted EBITDA reached $79.2 million, improving from $62.0 million last year.
  • Backlog expanded 27.6% to a record $1.1 billion, providing visibility into 2026.

Headline financials

Total Revenue

$240M

Previous: $195M+23.1%
EPS (adj)

$1.05

Previous: $0.80+31.3%
Gross Margin

44.5%

Previous: 42.6%+4.5%
Adjusted EBITDA

$79.2M

No prior period
Adjusted EBITDA Margin

33.1%

Previous: 31.8%+4.1%
SG&A as % of Revenue

16.4%

No prior period
Net Income

$47M

Previous: $36.5M+28.8%
Operating Income

$67.2M

Previous: $260M-74.2%
Gross Profit

$107M

Previous: $83M+28.3%

Revenue & EPS history

Tecnoglass · Revenue · Quarterly

$240M

Q4 2024+23.1%vs Q4 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Tecnoglass · $87.8M total across 1 segment · Q3 2023

  • Single-Family Residential
    $87.8M+2.4%

Forward guidance

Tecnoglass expects 2025 revenue growth of approximately 10% at the midpoint, with Adjusted EBITDA growth of 16%, supported by increased demand and stable pricing.

Tailwinds

  • Revenue expected to grow 10% in 2025, reaching up to $1.02 billion.
  • Adjusted EBITDA projected to increase 16% to a range of $300M-$340M.
  • Strong backlog of $1.1 billion provides revenue visibility into 2026.
  • Growing demand for vinyl window products expected to accelerate.
  • Stable raw material costs and pricing actions expected to support margins.

Headwinds

  • Potential impact from proposed 25% U.S. tariffs on aluminum imports.
  • Foreign currency fluctuations could affect profitability.
  • Higher transportation and personnel costs could pressure margins.
  • Increased competition in the U.S. market may require additional investment.
  • Regulatory uncertainty may impact short-term pricing and supply chain strategies.

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 2024

Historical avgQ4 2024

+2.5%

Avg return

Earnings day

+2.5%

Avg return

5 days after

+6.8%

Avg return

30 days after

56%

31 / 55 earnings

Positive

+37.0%

Q1 2021

Best reaction

-24.1%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-6.0%-9.0%+0.0%
Q4 2025-6.4%-6.3%-13.5%
Q3 2025-6.0%-17.3%-8.3%
Q1 2025+16.0%+23.6%+24.9%
Q4 2024+9.0%-1.2%+1.0%
Q3 2024+8.2%+5.3%+18.5%
Q2 2024+17.8%+21.1%+24.1%
Q1 2024+1.2%+6.7%-12.2%
Q4 2023-3.7%-4.9%+11.9%
Q3 2023-7.2%-3.6%+11.3%
Q2 2023-16.9%-21.3%-20.2%
Q1 2023+3.8%+4.4%-7.8%
Q4 2022+17.1%+14.7%+15.4%
Q3 2022+19.9%+26.4%+58.5%
Q2 2022+4.7%+9.0%-3.0%
Q1 2022-5.3%-17.0%-10.2%
Q4 2021+2.8%+0.8%+21.1%
Q3 2021+5.9%+9.0%+14.0%
Q2 2021+16.2%+19.2%+10.8%
Q1 2021+37.0%+31.0%+70.7%
Q4 2020+13.4%+18.2%+63.2%
Q3 2020+7.2%+9.3%+13.9%
Q2 2020+5.2%+10.7%+3.3%
Q1 2020+4.3%-6.6%+39.6%
Q4 2019-24.1%-30.0%-59.4%
Q3 2019+0.9%-3.5%-4.6%
Q2 2019+7.2%+6.6%+2.9%
Q1 2019+0.9%+0.7%-2.7%
Q4 2018+7.0%-4.8%-15.6%
Q3 2018+16.8%+16.8%+20.7%
Q2 2018-2.2%-1.1%+4.8%
Q1 2018+4.1%+6.7%+8.6%
Q4 2017-2.2%+2.1%-4.6%
Q3 2017-5.6%-2.8%-1.2%
Q2 2017-10.0%-11.7%-10.5%
Q1 2017+0.9%-3.2%-13.2%
Q4 2016-1.2%-2.6%-5.9%
Q3 2016+3.2%-1.2%+5.2%
Q2 2016-2.7%+4.0%+14.5%
Q1 2016+0.9%
Q4 2015-7.7%
Q3 2015-0.5%
Q2 2015+0.5%
Q1 2015+2.8%
Q4 2014+3.9%
Q3 2014-0.5%
Q2 2014-1.0%
Q4 2013+2.3%
Q1 2014+3.8%
Q3 2013+0.0%
Q2 2013+0.0%
Q1 2013+0.0%
Q4 2012+0.0%
Q3 2012+0.0%
Q2 2012+0.0%

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