Rumo

Rumo reported mixed Q2 2026 results: EPS was $0.28, missing estimates, while revenue of BRL 3.94 billion slightly beat expectations. Adjusted EBITDA remained stable at BRL 2.3 billion, net revenue grew 6%, and the company closed the quarter with BRL 8.3 billion in liquidity. Management announced lower capital expenditures for 2027 and a stronger focus on cash generation; the stock rose about 4.8% in after-hours trading. Risks remain from yield pressure, weather uncertainties and higher financing costs, while falling concession fees are expected to provide additional cash relief. » Mais em de.investing.com

Rumo reported transport volume of 20.2 billion RTK in Q1 2026 (+25%) and adjusted EBITDA of R$1,745 million (+7%). Net revenues were around R$3,282 million, with tariff pressure weighing on revenues but volume growth supporting sales performance. The company gained significant market share, for example in the port of Santos from 45% to 57%, and improved operational efficiency (diesel consumption -6%; fixed costs per 1,000 RTK -16%). High interest costs and persistent competitive pressure remain near-term risks, while investments in rail capacity (Capex R$1,774 million) support further growth and market share gains. » Mais em de.investing.com

Rumo increased transport volume in Q4 2025 by 15% to 22.9 billion RTK and recorded adjusted EBITDA of BRL 1,793 million, but missed analyst expectations with revenue of BRL 3,350 million. Significant market share losses in Mato Grosso and Santos were partially offset by gains in Goiás, indicating intensified competition and price pressure. The company maintains leverage at 1.9x and is investing heavily in expanding the Mato‑Grosso line, but faces the challenge of converting volume gains into revenue and margin improvements. » Mais em de.investing.com