Alpargatas

Alpargatas exceeded analyst expectations in Q1 2026 with EPS of 0.225 USD (forecast 0.1865 USD) and revenue of 1.17 billion USD (forecast 1.12 billion USD). The company posted the highest quarterly EBITDA in its history and recorded worldwide volume growth of 8.1%, with international volumes up 15%. In Brazil, sales rose to 55 million pairs (+8%) with a gross margin of 49%; the stock remained unchanged at 11.12 USD. Alpargatas plans to continue growth through product diversification and operational efficiency but cites risks from geopolitical tensions, margin pressure and supply-chain disruptions; expected EPS for upcoming quarters are 0.04–0.06 USD. » More on de.investing.com

Alpargatas reported a historic 51% gross margin in its Brazil business for Q4 2025, driven by premiumization and inventory discipline. The group beat earnings expectations with EPS of $0.2239 on revenues of $1.22bn, which were slightly below analyst estimates. In 2025 the company completed its turnaround, improved EBITDA and free cash flow metrics, distributed R$1.2bn to shareholders and kept net debt at 0.8x EBITDA. The shares fell 5.11% after the results; management expects further growth in 2026 through product innovation and market expansion. » More on de.investing.com

Alpargatas reports consolidated net sales growth of 7.5% to R$1,115.8 million in Q3 2025 despite a volume decline of 2.3%. EBITDA rose 110.7% to R$261.5 million, EBITDA margin climbed to 23.4%, and the company turned net debt into a net cash position. Drivers were significant efficiency gains, margin improvements, strong sell-out growth in the US and positive momentum at Rothy’s; management is pursuing further international expansion and operational leverage but flags risks from macroeconomic factors and currency fluctuations. » More on de.investing.com