Gerdau S.A. Overview
Pro stress-test →Gerdau S.A. is a leading producer of long steel in the Americas and one of the largest suppliers of special steel in the world. In Brazil, the Company also produces flat steel and iron ore, activities which expanded the product mix and made its operations even more competitive. The Company is the largest recycler in Latin America and transforms millions of tons of scrap into steel annually.
Strategic Profile
Pro stress-test →The North American segment delivered its best performance since 2022 in Q1 2026, driven by strong data center demand, accounting for more than 75% of total adjusted EBITDA. Geographic diversification proved effective, with North American operations reaching a record contribution of 65% of consolidated EBITDA in Q3 2025. The company maintained its 2026 CapEx guidance at R$4.7 billion and expects to generate positive free cash flow throughout the year.
Competitive Landscape
Pro stress-test →Gerdau is a leading producer of long steel in the Americas and one of the largest suppliers of special steel in the world. It competes against major global steelmakers through geographic diversification across the Americas and vertical integration via iron ore assets. Key competitive advantages include scale, recycling leadership in Latin America, and strong North American operational performance.
Industry Context
Gerdau S.A. operates in Integrated steel manufacturing.
Key facts
Founded: N/A · Headquarters: São Paulo, Brazil · Employees: N/A · Revenue: R$16.72B (Q1 2026) · Market cap: N/A