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High materiality8/10

Gerdau 3Q26 EBITDA rises; North America drives results, dividend and buyback

Oct 26, 2026, 6:13 PM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Strong quarterly EBITDA growth, NA concentration, and shareholder returns support near-term upside; risk includes cyclicality and NA exposure; guidance progress and 4Q26 ramp reinforce upside.

AI summary

What happened, with direct paths to the underlying reporting

Gerdau posted 3Q26 adjusted EBITDA of BRL 3.8B (20.2% margin), led by North America at BRL 2.9B and 27.7% margin. Adjusted net income was BRL 1.5B; CAPEX was BRL 955M, with 66% of 2026 guidance. The company approved a BRL 0.34 per share dividend and continues its 2026 buyback, with Miguel Burnier platform testing on track for 4Q26.

Gerdau 3Q26 adjusted EBITDA BRL 3.8B, 20.2% margin.
North America contributes >76% of EBITDA; NA margin 27.7%.
Dividend BRL 0.34 per share; buyback ongoing; CAPEX BRL 955M.
YTD CAPEX at 66% of 2026 guidance; 4Q26 ramp planned.
3Q26 results filed with SEC and CVM; Miguel Burnier platform on track.

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