Tecnoglass (NYSE:TGLS) Releases Earnings Results, Misses Estimates By $0.21 EPS

Tecnoglass (NYSE:TGLS) issued its quarterly earnings data on Thursday. The company reported $0.63 earnings per share for the quarter, missing analysts’ consensus estimates of $0.84 by ($0.21), FiscalAI reports. Tecnoglass had a return on equity of 22.93% and a net margin of 16.22%.The firm had revenue of $245.30 million for the quarter. During the same quarter in the prior year, the company earned $1.05 EPS. The firm’s revenue was up 3.0% compared to the same quarter last year.

Here are the key takeaways from Tecnoglass’ conference call:

• Record 2025 results and cash generation. Full-year revenue was nearly $984 million with a record backlog of $1.3 billion, operating cash flow of about $135.8 million, and an expanded $250 million buyback authorization after repurchasing roughly $118 million of shares in 2025.
• Margin pressure from input costs and FX. Q4 gross margin fell to 40% (from 44.5% a year ago) and adjusted EBITDA dropped to $62.2 million, driven by sharply higher aluminum costs, tariffs on standalone components, and a stronger Colombian peso that increased local cost pressures.
• 2026 outlook with upside optionality. Management guided 2026 revenue to $1.06–$1.13 billion and adjusted EBITDA to $265–$305 million, noting that additional pricing actions and opportunistic hedging (not included in guidance) could provide further upside.
• Product and geographic growth initiatives. The company is ramping vinyl (about $10M in 2025, targeted to grow 2.5–3x in 2026), expanding showrooms (expected showroom revenue to rise from ~$10M to $30–35M), integrating the Continental Glass acquisition, and evaluating a U.S. automated plant and U.S. redomiciliation to capture more Buy America and nationwide opportunities.

Tecnoglass Trading Down 0.6%

Shares of NYSE TGLS traded down $0.30 during midday trading on Friday, reaching $45.72. The stock had a trading volume of 897,643 shares, compared to its average volume of 296,726. The company’s 50 day moving average price is $51.15 and its 200 day moving average price is $57.80. The company has a debt-to-equity ratio of 0.15, a quick ratio of 1.40 and a current ratio of 1.98. Tecnoglass has a twelve month low of $43.21 and a twelve month high of $90.34. The firm has a market cap of $2.13 billion, a price-to-earnings ratio of 13.37, a price-to-earnings-growth ratio of 0.51 and a beta of 1.71.

Tecnoglass Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, January 30th. Shareholders of record on Wednesday, December 31st were issued a dividend of $0.15 per share. The ex-dividend date was Wednesday, December 31st. This represents a $0.60 annualized dividend and a yield of 1.3%. Tecnoglass’s dividend payout ratio (DPR) is presently 15.58%.

Wall Street Analyst Weigh In

A number of brokerages have recently commented on TGLS. DA Davidson cut their price target on Tecnoglass from $95.00 to $80.00 and set a “buy” rating on the stock in a research note on Tuesday, November 11th. Weiss Ratings reiterated a “hold (c)” rating on shares of Tecnoglass in a research report on Monday, December 22nd. Finally, Zacks Research raised shares of Tecnoglass from a “strong sell” rating to a “hold” rating in a report on Monday, January 12th. One analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Tecnoglass presently has an average rating of “Moderate Buy” and a consensus target price of $90.00.

Hedge Funds Weigh In On Tecnoglass

Several hedge funds and other institutional investors have recently bought and sold shares of TGLS. American Century Companies Inc. grew its position in shares of Tecnoglass by 14.3% during the 2nd quarter. American Century Companies Inc. now owns 932,926 shares of the company’s stock worth $72,171,000 after buying an additional 116,760 shares during the period. Castleark Management LLC acquired a new position in shares of Tecnoglass during the 2nd quarter valued at $3,060,000. Citigroup Inc. boosted its stake in Tecnoglass by 445.3% during the third quarter. Citigroup Inc. now owns 526,061 shares of the company’s stock worth $35,199,000 after acquiring an additional 429,590 shares in the last quarter. CenterBook Partners LP bought a new position in Tecnoglass during the second quarter worth $2,777,000. Finally, Bryce Point Capital LLC acquired a new stake in Tecnoglass in the second quarter worth $691,000. Institutional investors and hedge funds own 37.35% of the company’s stock.

Trending Headlines about Tecnoglass

Here are the key news stories impacting Tecnoglass this week:

• Positive Sentiment: Revenue held up — Q4 sales were roughly in line with or slightly above Street expectations and full‑year 2025 revenue rose to a record $983.6M (up ~10.5% Y/Y), showing demand and market share gains. Tecnoglass Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Some outlets flagged a modest beat on quarterly sales vs. expectations, which tempers the EPS miss and suggests top‑line momentum remains. Tecnoglass (NYSE:TGLS) Beats Q4 CY2025 Sales Expectations
• Neutral Sentiment: FY‑2026 revenue guidance was reiterated/communicated around ~$1.1B (roughly in line with consensus), so management is not pulling back top‑line expectations — but EPS guidance detail was unclear in early reports. Investors will want to watch updated guidance detail and margin assumptions. Press Release / Slide Deck
• Negative Sentiment: Big EPS miss: Tecnoglass reported $0.63 EPS vs. consensus ~$0.84–$0.86 and well below last year’s $1.05, driven by margin compression — this is the primary reason the stock is falling. Tecnoglass (TGLS) Q4 Earnings Lag Estimates
• Negative Sentiment: Market reaction: shares hit a new 12‑month low and traded at elevated volume after the release and call, reflecting investor concern about near‑term profitability and execution. Tecnoglass (NYSE:TGLS) Sets New 12-Month Low Following Weak Earnings
• Negative Sentiment: Conference call/transcripts show management addressing the miss; watch for comments on pricing, cost inflation, product mix and backlog conversion — these will drive near‑term margin recovery prospects. Tecnoglass Inc. (NYSE:TGLS) Q4 2025 Earnings Call Transcript

About Tecnoglass

Tecnoglass, Inc is a vertically integrated designer, manufacturer and distributor of architectural glass, windows and aluminum products for the construction industry. The company’s product portfolio includes tempered, laminated and insulated glass units, high‐performance aluminum windows, curtainwall systems and storefront solutions tailored to commercial, residential and institutional projects.

Established in 1994 as a family‐run enterprise in Barranquilla, Colombia, Tecnoglass has grown through significant investments in automated production lines, research and development, and international quality certifications.