Colombia-headquartered Tecnoglass Incorporated, manufacturer of architectural glass, windows and associated aluminium products, has revised its full-year 2026 profit outlook downward, citing the impact of newly implemented US tariffs on aluminium window imports. 

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Reduced from USD 259 million recorded over the last twelve months through Q4 2025, the extruded aluminium products manufacturer now expects its adjusted EBITDA to reach around 225 million to USD 245 million, with a midpoint of USD 235 million.

Tariff impact drives earnings revision

The updated guidance reflects a USD 50 million net impact compared to the company’s earlier forecast.      

The adjustment has come after the April 2 announcement of the Section 232 metals tariffs revision that introduced a 10 per cent tariff on US imports of finished aluminium window products.

Relying on the US market to fetch around 95 per cent of its revenue, Tecnoglass remains highly exposed to the trade policy changes. 

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Demand, pricing, management

Despite the downward revision in earnings, the company reported stable Q1 operational performance, reinforced by strong order inflows and a record backlog.

Tecnoglass has reaffirmed its 2026 revenue growth expectations to be in double-digits, maintaining confidence in underlying demand conditions.

Over the past twelve months, the company recorded revenue of USD 984 million, representing a 10.5 per cent growth.

Additionally, Tecnoglass is preparing to counter the tariff impact as new pricing measures, effective from early May, are expected to support performance in the second half of the year. At the same time, the company is aiming to mitigate cost pressures to protect margins with increased automation, logistics optimisation, and workforce rationalisation.

José Manuel Daes, CEO of Tecnoglass, emphasised that the tariff revision would not affect the company’s competitiveness or long-term demand outlook.

Chief Financial Officer Santiago Giraldo noted that the measures implemented at present are expected to partially offset the tariff effect in 2026 and completely neutralise that by 2027.

Market response and valuation trends

Recent months have witnessed a significant decline in the Tecnoglass shares, dropping by a staggering 31 per cent over the past six months and trading well below their 52-week high.

With earnings expectations lowered due to anticipated tariff-related cost pressures, trading at a P/E ratio of 13.3, and analysts settling in the range of USD 62 to USD 68 for price targets, valuation indicators suggest the stock may be undervalued.

The company’s outlook also considers the elevated aluminium prices that might sustain in the second half (H2) of 2026, further influencing cost structures. 

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