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8-K ·Filed Feb 26, 2026

TGLS

Tecnoglass Inc.
BULLISH
Impact 8/10
Horizonmonths Processed8mo ago SEC0001493152-26-008119
8-K Item 2.02: Earnings release
Actionable Insight ▲ Bullish

The combination of strong revenue growth, record backlog, and aggressive capital returns suggests continued confidence in fundamentals. The redomiciliation could broaden the investor base. Monitor Q1 2026 execution against guidance, especially margin resilience amid aluminum cost pressures.

DirectionBullish
Confidencehigh
Horizonmonths
Final — all horizons settled through T+60d
TGLS ▼ -10.14% at T+60d
LONG call ✗ call lost -10.14% · α vs SPY -17.89% · entry $45.85 → $41.20
Entry = T+0 close
Feb 26, 2026
via day close
T+1d
-0.98%
call -0.98% · α -0.53%
$45.40
settled 8mo ago
T+5d
-4.13%
call -4.13% · α -3.00%
$43.96
settled 8mo ago
T+20d
-8.22%
call -8.22% · α -1.81%
$42.08
settled 7mo ago
T+60d
-10.14%
call -10.14% · α -17.89%
$41.20
settled 5mo ago

Price Chart

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Executive Summary

Tecnoglass reported record full-year 2025 revenue of $983.6 million (+10.5% YoY) and strong backlog growth of 16.1% to $1.3 billion, despite a decline in Q4 net income. The company introduced 2026 revenue guidance of $1.06B–$1.13B and increased its share repurchase program to $250 million, while also announcing a planned redomiciliation from the Cayman Islands to the U.S.

Key Financial Metrics

Revenue
$983.6M
+10.5% YoY
Adj. EPS
$3.58
GAAP: $3.42
Guidance
$1.06B-$1.13B
initiated
Free Cash Flow
$49.6M
Gross Margin
42.8%

Key Facts

  • Full-year 2025 revenue grew 10.5% to $983.6 million, with gross margin improving to 42.8%
  • Full-year net income was $159.6 million ($3.42 per share), slightly below 2024's $161.3 million
  • Backlog expanded 16.1% YoY to a record $1.3 billion, providing strong visibility into 2026
  • 2026 revenue guidance set at $1.06B–$1.13B (midpoint +11% YoY), with Adjusted EBITDA of $265M–$305M
  • Repurchased $118 million in shares in 2025 and increased buyback authorization to $250 million
  • Board approved redomiciliation from Cayman Islands to U.S., subject to shareholder approval

Financial Impact

Revenue expected to grow to $1.06B–$1.13B in 2026, with Adjusted EBITDA between $265M–$305M

revenueepsebitdabuybacksbacklog

Segment Breakdown

SegmentRevenue
Single-Family Residential$403.4M

Risk Factors

  • Q4 net income declined significantly YoY to $26.1M from $47.0M due to margin pressure from aluminum costs and FX
  • Adjusted EBITDA margin declined to 29.6% in 2025 from 31.0% in 2024
  • Guidance excludes potential upside from additional pricing or hedging, indicating conservative outlook

Market Snapshot

Exchange
NYSE

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001493152-26-008119
Document: form8-k.htm0001493152-26-008119
Document: 0001493152-26-008119-index-headers.html0001493152-26-008119
Document: 0001493152-26-008119-index.html0001493152-26-008119
Document: 0001493152-26-008119.txt0001493152-26-008119
13 reports for TGLS
Performance horizon
100% Hit rate @ T+20 4 of 4 directional calls Went positive at some point 4 of 4 best @ T+20▲ +11.72%Aug 6, 2026
Filters
Rows
Reports for TGLS — sortable, filterable
TypeNow
Oct 22, 2026
5d ago
Press Release
NEUTRAL ★ 1/10
$38.72awaiting T+20—$38.01 (−1.83%)
Sep 10, 2026
6w ago
8-K
NEUTRAL ★ 2/10
$38.31 $37.84▼ −1.23%▼ −3.35%$38.01 (−0.78%)
Sep 10, 2026
6w ago
Press Release
BEARISH ★ 6/10
$38.31 $37.84▲ +1.23%▲ +3.35%$38.01 (+0.78%)
Aug 6, 2026
11w ago
8-K
BEARISH ★ 6/10
$44.47 $39.26▲ +11.72%▲ +12.32%$38.01 (+14.53%)
Jun 25, 2026
17w ago
425
NEUTRAL ★ 4/10
$44.75 $43.74▼ −2.26%▼ −3.52%$38.01 (−15.06%)
Jun 25, 2026
17w ago
8-K
NEUTRAL ★ 3/10
$44.75 $43.74▼ −2.26%▼ −3.52%$38.01 (−15.06%)
Jun 10, 2026
19w ago
8-K
NEUTRAL ★ 2/10
$42.13 $43.14▲ +2.40%▼ −1.23%$38.01 (−9.78%)
May 14, 2026
23w ago
424B4
NEUTRAL ★ 4/10
$41.03 $43.79▲ +6.73%▲ +7.58%$38.01 (−7.36%)
May 7, 2026
24w ago
8-K
MIXED ★ 5/10
$42.44 $42.35▼ −0.21%▼ −3.35%$38.01 (−10.44%)
Apr 9, 2026
28w ago
8-K
BEARISH ★ 8/10
$43.59 $42.44▲ +2.64%▲ +11.17%$38.01 (+12.80%)
Showing 10 of 13

US Market Status

Market Closed — Opens Thu (12h 11m)

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Report published Feb 26, 2026