Quarterly ResultAug 4, 2026, 05:19 PM
Gerdau 2Q26 Adjusted Net Income R$1.5B, up 45%; EBITDA R$3.4B
AI Summary
Gerdau S.A. reported strong second-quarter 2026 results, with adjusted net income rising 45% sequentially to R$1.5 billion and adjusted EBITDA increasing 16% to R$3.4 billion. Steel shipments grew 3% to 2.9 million tonnes, and net sales reached R$17.9 billion. The company approved R$451.3 million in dividends and continued its share buyback program, acquiring 31% of authorized shares. Strategic investments in energy and capacity expansion are also progressing.
Key Highlights
- Adjusted net income for 2Q26 was R$1.5 billion, a 45% increase from 1Q26.
- Adjusted EBITDA reached R$3.4 billion in 2Q26, up 16% from 1Q26, with a 19.2% margin.
- Consolidated net sales totaled R$17.9 billion in 2Q26, a 7% increase from 1Q26.
- Steel shipments were 2.9 million tonnes in 2Q26, up 3% from the previous quarter.
- Dividends of R$451.3 million (R$0.23 per share) were approved for payment.
- R$334.0 million invested in share buyback, acquiring 31% of authorized shares.
- CAPEX in 2Q26 was R$1.0 billion, 45% of the R$4.7 billion 2026 guidance.
- North America operations contributed R$2.6 billion to Adjusted EBITDA, up 15% from 1Q26.
Price Impact
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