Q4 25 EPS
$0.63
MISS 25.18%
Est. $0.84
Q4 25 Revenue
$245.3M
BEAT +2.47%
Est. $239.4M
vs S&P Since Q4 25
-5.0%
TRAILING MARKET
TGLS +1.2% vs S&P +6.3%
Full Year 2025 Results
FY 25 EPS
$3.58
MISS 5.39%
Est. $3.78
FY 25 Revenue
$983.6M
BEAT +0.59%
Est. $977.8M
Market Reaction
Did TGLS Beat Earnings? Q4 2025 Results
Tecnoglass posted a mixed fourth quarter for 2025, delivering record revenue while falling well short of profitability expectations, as a sharp margin compression weighed heavily on the bottom line. The company reported Q4 adjusted EPS of $0.63, miss… Read more Tecnoglass posted a mixed fourth quarter for 2025, delivering record revenue while falling well short of profitability expectations, as a sharp margin compression weighed heavily on the bottom line. The company reported Q4 adjusted EPS of $0.63, missing the $0.85 consensus estimate by 26.29%, even as revenue rose 2.4% year-over-year to a record $245.30 million, edging past the $239.52 million analyst forecast. The earnings shortfall traced primarily to gross margin collapsing to 40.0% from 44.5% a year earlier, driven by unfavorable revenue mix, near all-time high U.S. Aluminum costs that added a $4.60 million headwind, and roughly $4.40 million in tariff charges that inflated SG&A expenses. Despite the profitability squeeze, the company's backlog expanded 16.1% year-over-year to a record $1.30 billion, with residential orders up 20% in the quarter, and insider buying near 52-week lows has reinforced confidence among some close to the business. Management introduced 2026 revenue guidance of $1.06 billion to $1.13 billion, implying approximately 11% growth at the midpoint, alongside Adjusted EBITDA guidance of $265.00 million to $305.00 million.
Key Takeaways
- • Market share gains through geographical expansion and growing dealer network
- • Multi-family/commercial revenues grew 5.3% YoY in Q4 driven by organic growth and Continental Glass acquisition
- • Record full year single-family residential revenue of $403.4 million
- • Record backlog of $1.3 billion, up 16.1% year-over-year
- • Residential orders increased 20% year-over-year in Q4
TGLS YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
TGLS Revenue by Segment
With YoY comparisons, source: SEC Filings
TGLS Revenue by Geography
With YoY comparisons, source: SEC Filings
“We delivered record fourth quarter and full year revenues, demonstrating the resilience of our business model and demand for our differentiated offerings that allow us to continue winning market share. Our disciplined approach to working capital management enabled us to generate strong cash flow despite sharper than expected moves in aluminum costs, tariffs, and unfavorable foreign exchange. This robust cash generation, combined with our solid balance sheet, provided us the flexibility to both reinvest in the business and return capital to shareholders, including additional share repurchases during the quarter under our expanded repurchase authorization. As we enter 2026, we remain focused on operational excellence, disciplined capital allocation, and maintaining financial flexibility while targeting another year of industry leading margins to drive additional value creation.”
— José Manuel Daes, Q4 2025 Earnings Press Release
TGLS Earnings Trends
TGLS vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
TGLS EPS Trend
Earnings per share: estimate vs actual
TGLS Revenue Trend
Quarterly revenue: estimate vs actual
TGLS Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $0.72 | $0.78 | +8.33% | $249.0M | +2.71% |
| Q4 25 MISS FY | $0.84 | $0.63 | -25.18% | $245.3M | +2.47% |
| FY Full Year | $3.78 | $3.58 | -5.39% | $983.6M | +0.59% |
| Q3 25 MISS | $1.11 | $1.01 | -8.84% | $260.5M | -1.56% |
| Q2 25 BEAT | $0.96 | $1.03 | +7.52% | $255.5M | +3.63% |
| Q1 25 BEAT | $0.82 | $0.92 | +12.20% | $222.3M | +4.23% |