Tecnoglass Inc. reported a record full‑year 2025 revenue of $983.6 million, up 10.5 % from $890.2 million in 2024, while fourth‑quarter revenue rose 2.4 % to $245.3 million, beating the consensus estimate of $241.25 million.
The company’s diluted earnings per share for the year were $3.42, slightly below the prior year’s $3.43, and the fourth‑quarter diluted EPS was $0.57, missing the consensus estimate of $0.86. Adjusted EPS for the quarter was $0.63, also below the $0.84–$0.86 estimate. Gross margin fell to 40.0 % from 44.5 % in the same quarter last year, and adjusted EBITDA margin contracted to 25.4 % from 33.1 %. The compression is attributed to higher aluminum costs, tariff impacts, and adverse foreign‑exchange movements.
For 2026, Tecnoglass guided full‑year revenue of $1.06 billion to $1.13 billion, representing an 11 % increase at the midpoint, and adjusted EBITDA of $265 million to $305 million. The guidance signals confidence in continued double‑digit revenue growth while acknowledging ongoing margin pressure.
CEO José Manuel Daes said, "We delivered record fourth quarter and full year revenues, demonstrating the..." CFO Santiago Giraldo added, "Full year performance demonstrated the strength of our business amid a dynamic macro environment that has continued into early 2026." He also noted, "Full‑year performance was stronger in the first half given different macro headwinds that started toward the middle of the year."
Investors reacted negatively, citing the margin compression and EPS miss as primary concerns. The company faces ongoing headwinds from rising aluminum prices, tariff exposure, and currency fluctuations, while it seeks to offset these pressures through initiatives such as a new vinyl product line and showroom expansion.
The results underscore a mixed picture: record revenue growth driven by strong demand in residential and commercial segments, but margin erosion and earnings shortfall that highlight the impact of input cost inflation and macro‑economic headwinds. The guidance indicates that Tecnoglass expects to maintain revenue momentum, but the company must navigate cost pressures to preserve profitability in the coming year.
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