WS Earnings

WS reported its FY2026Q2 earnings on 2025-12-17, showcasing a revenue of 872.00M against an estimate of 802.00M, resulting in a 8.75% surprise. The EPS was 0.38, surpassing the expected 0.48 by -20.83% . The stock experienced a 0.28% price change on the earnings day and a 1.59% change over the next five days, reflecting market reactions to the results.

Following WS's FY2026Q2 earnings announcement on 2025-12-17, the stock price moved by 0.28% on the day of the release. Over the subsequent five days, it saw a 1.59% change. Historically, WS's stock price tends to shift by an average of -1.91% in the 10 days leading up to earnings and -0.53% in the 10 days following, providing insight into potential market.

For 2026/Q3, analysts estimate WS’s annual revenue to reach 881.00M, while the EPS is projected at 0.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 5.92% and EPS estimates Revise Upward by 7.05% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between WS's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2026 were Revise Upward by 5.92%, while EPS estimates moved Revise Upward by 7.05% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, WS's stock price typically moves by -1.91% in the 10 days before its earnings and -0.53% in the 10 days after. For the upcoming 2026/Q3 earnings, analysts expect an EPS of 0.00 and revenue of 881.00M.

The earnings call summary shows strong performance in automotive and energy shipments, with positive direct spreads and increased Serviacero equity income. Although there are some declines in construction and heavy truck volumes, the overall financial performance appears solid. The Q&A section highlights strategic gains in market share and onshoring benefits, with management addressing SG&A increases as partially one-time. The company's AI-driven transformation initiatives and electrical steel investments suggest future growth potential. Despite some uncertainties, the overall sentiment is positive, likely resulting in a stock price increase of 2% to 8%.