Gerdau: North America drove strong results in 2025, while Brazil's margins were hit by record imports

NodeGuardian · 2026-02-25T10:47:37+00:00

Gerdau's 2025 results highlight strong North American performance amid challenges in Brazil due to high steel imports and costs. The company plans to focus on cost reduction and is optimistic about margin recovery with Miguel Burnier's involvement.

NodeGuardian

2026-02-25 10:47:37

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Gerdau’s 2025 results show strong performance in North America due to record shipments, contrasting with Brazil where margins were negatively impacted by record steel imports and rising costs. The company is shifting its capital expenditure towards cost reduction and expresses optimism for margin recovery in Brazil with the increased involvement of Miguel Burnier. This summary is based on the Gerdau S.A. [GGBR3] Q4 2025 Audio Transcript from February 24, 2026.

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