Gerdau

Gerdau SA engages in the production and commercialization of steel products. It operates through the following segments: Brazil Operation, North America Operation, South Africa Operation, and Special Steels Operation. The Brazil Operation segment includes rebar, bars, shapes, drawn products, billets, blooms, slabs; wire rod, structural shapes, and iron ore. The North America Operation segment consists of rebar, bars, wire rod, and light and heavy structural shapes. The South Africa Operation segment covers rebar, bars, and drawn products. The Special Steels Operation segment comprises of stainless steel, round, square and flat bars, and wire rod. The company was founded by João Gerdau and Hugo Gerdau on January 16, 1901 and is headquartered in Sao Paulo, Brazil.

Earnings data Q3 2020

Earnings data Q4 2020

Earnings data Q1 2021

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Earnings data Q3 2022

Earnings data Q4 2022

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Earnings data Q2 2023

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Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2023

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Gerdau S.A. (NYSE:GGB ) Q3 2024 Earnings Conference Call November 6, 2024 10:00 AM ET Company Participants Mariana Dutra - Head, IR Gustavo Werneck - CEO Rafael Japur - CFO Conference Call Participants Daniel Sasson - Itau BBA Leonardo Correa - BTG Pactual Marcio Farid - Goldman Sachs Rafael Barcellos - Bradesco BBI Caio Ribeiro - Bank of America Ricardo Monegaglia - Safra Bank Igor Guedes - Genial Mariana Dutra Good morning, everyone, and thank you for joining us at Gerdau's Third Quarter Earnings Release.

Gerdau S.A. (GGB) Q3 2024 Earnings Call Transcript

SÃO PAULO, Nov. 5, 2024 /PRNewswire/ -- 3Q24 Highlights Adjusted EBITDA (earnings before interest, taxes, depreciation and amortization) of R$ 3.0 billion in the third quarter, 14.9% higher compared to 2Q24. Investments (CAPEX) totaled R$ 1.5 billion in 3Q24, of which R$ 589 million was allocated to Maintenance and R$ 920 million was directed to the Competitiveness of the Business Divisions.

GERDAU S.A. - CONSOLIDATED INFORMATION

Gerdau S.A. is significantly undervalued, benefiting from the automotive industry growth, electric vehicle development, and electrical transmission renovation globally. The company has a strong financial position, with increasing tangible book value per share, positive net income, and long-term free cash flow growth. GGB's strategic asset sales and resource reallocation enhance its financials, while currency advantages from the Brazilian real's decline further improve profitability.

Gerdau: Demand From The Automotive Industry And Undervalued

Gerdau S.A. (NYSE:GGB ) Q2 2024 Earnings Conference Call August 1, 2024 11:00 AM ET Company Participants Mariana Velho Dutra - Head, IR Gustavo Werneck - CEO Rafael Japur - CFO Conference Call Participants Daniel Sasson - Itau BBA Marcio Farid - Goldman Sachs Leonardo Correa - BTG Pactual Rafael Barcellos - Bradesco BBI Rodolfo De Angele - JPMorgan Carlos de Alba - Morgan Stanley Caio Ribeiro - Bank of America Ricardo Monegaglia - Safra Bank Lucas Laghi - XP Yuri Pereira - Santander Igor Guedes - Genial Mariana Velho Dutra Good morning, everyone, and welcome to Gerdau's Video Conference Call for the Second Quarter of ‘24.

Gerdau S.A. (GGB) Q2 2024 Earnings Call Transcript

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Are Investors Undervaluing Gerdau (GGB) Right Now?

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Gerdau (GGB) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.

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Gerdau S.A. (NYSE:GGB ) Q1 2024 Earnings Conference Call May 3, 2024 11:00 AM ET Company Participants Renata Oliva Battiferro - Head-Investor Relations Gustavo Werneck - Chief Executive Officer Rafael Japur - Chief Financial Officer Conference Call Participants Caio Ribeiro - Bank of America Rodolfo Angele - JPMorgan Marcio Farid - Goldman Sachs Daniel Sasson - Itau BBA Ricardo Monegaglia - Safra Bank Lucas Laghi - XP Renata Oliva Battiferro Good afternoon and welcome to Gerdau's Conference Call Results for the First Quarter 2024.

Gerdau S.A. (GGB) Q1 2024 Earnings Call Transcript

If you are looking for stocks that have gained strong momentum recently but are still trading at reasonable prices, Gerdau (GGB) could be a great choice. It is one of the several stocks that passed through our 'Fast-Paced Momentum at a Bargain' screen.

Gerdau (GGB) Is Attractively Priced Despite Fast-paced Momentum

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SÃO PAULO, March 28, 2024 /PRNewswire/ -- GERDAU S.A. hereby announces that the Form 20-F related to the fiscal year ended December 31, 2023 was filed with the U.S. Securities and Exchange Commission (SEC) at http://sec.gov and with the Securities and Exchange Commission of Brazil (CVM) at http://cvm.gov.br and it is also available at the Company's Investor Relations website at https://ri.gerdau.com/en/.

GERDAU S.A. - FORM 20-F

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Gerdau S.A. (GGB) Q4 2023 Earnings Call Transcript

Gerdau S.A. faces short-term challenges due to cheap Chinese steel exports but should benefit from significant infrastructure spending in the US and Brazil. GGB has significant exposure to the US market, which accounts for more than half its gross profits and should offset the impacts of Chinese steel exported to Brazil. Gerdau has a strong balance sheet and is well-capitalized to ride out these challenges and then benefit from the increased government spending in its key markets.

Gerdau: Infrastructure Spending Could Fuel Growth In Face Of Cheap Chinese Steel

Gerdau S.A. (NYSE:GGB ) Q3 2023 Earnings Conference Call November 7, 2023 10:00 AM ET Company Participants Renata Oliva Battiferro - Head of Investor Relations Gustavo Werneck - Chief Executive Officer Rafael Japur - Chief Financial Officer Conference Call Participants Edgard Pinto de Souza - Itaú BBA Leonardo Correa - BTG Pactual Lucas Laghi - XP Gabriel Simoes - Goldman Sachs Renata Oliva Battiferro Good afternoon, everyone, and welcome to Investor Relations and our Presentation for the Third Quarter of 2023.

Gerdau S.A. (GGB) Q3 2023 Earnings Call Transcript

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Gerdau, a Brazilian steel giant, has faced challenges in 2023 due to a significant slowdown in domestic steel demand and uncertainties driven by China's economy. Despite these challenges, Gerdau has managed its finances well, maintaining a healthy balance sheet with a strong focus on capital management and a comfortable debt structure. While the company's long-term outlook remains attractive, its stock valuation has risen compared to previous years, making it less compelling for short-term investors.

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At event in the city of São Paulo, executives of Gerdau and São Paulo Grand Prix announced unprecedented partnership, which will offer new sustainable experience in the Brazilian round of the world's largest and most popular motor racing competition SÃO PAULO, Aug. 29, 2023 /PRNewswire/ -- Gerdau, Brazil's largest steel producer and one of the leading producers of special steel for the automotive industry, announces today an unprecedented partnership with São Paulo Grand Prix, the Brazilian round of the world's largest and most popular motor racing competition, to take place on November 3, 4 and 5 at Interlagos racetrack. The company will be the event's official steel supplier, with an 100% recyclable product, to be used to modernize the structures of Interlagos circuit, located in the city and state of São Paulo.

Gerdau introduces recyclable steel into Formula 1 São Paulo Grand Prix

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Gerdau is well-positioned to benefit from increasing global steel demand and potential supply problems in the USA. The company has a strong balance sheet and shows an excellent ability to generate cash flows significantly exceeding the cost of capital. The management team has skin in the game and manages the company efficiently.

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