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LOLOMA

Loma Negra Compañía Industrial Argentina Sociedad Anónima

$LOMA·$1.2B·Construction Materials·Basic Materials
$9.50-1.9%1Y-12.8%
Mentions · last 7 days
2026-08-07: 22 posts2026-08-08: 1 posts2026-08-09: 0 posts2026-08-10: 2 posts2026-08-11: 2 posts2026-08-12: 6 posts2026-08-13: 1 posts40+6%
Price updated 4h ago·X counts updated 3h ago
LOLOMA
$LOMALoma Negra Compañía Industrial Argentina Sociedad Anónima
$9.50-1.86%40 posts+6%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $LOMA, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-08

The move is getting stronger, with heavier trading behind it.

Loma Negra Argentina at 55% of range on Q2 print — the Argentine cement leader continues to compound.

Loma Negra Compañía Industrial Argentina is Argentina's leading cement producer — the specific specialty construction-materials operator with meaningful exposure to Argentina's economic recovery and infrastructure development. Shares sit at the 55th percentile of the 52-week range on a Q2 print that landed as expected.

  • The revenue is growing meaningfully (in Argentine peso terms): Q1 revenue grew 34.1% year over year to 218.7B (Argentine peso) with 14% operating margin, and Q4 grew 6.7% at 10% margin — the top-line growth reflects both real demand and Argentine currency-related translation dynamics.
  • The economics are specialty-materials typical: 22% gross margin, 10% operating margin, 3% ROIC, 0.26x D/E (essentially unlevered), and 0.6% FCF yield — the 48.6x trailing PE reflects the specific Argentine-emerging-market risk premium plus the currency-translation dynamics.
  • The Aug 6 Q2 results press release (Q2 2026 numbers) plus the Aug 7 earnings-call transcript provide the specific structural signals — continued Argentine infrastructure demand supports the multi-year setup.
  • Analyst framing is constructive: Wall Street analysts believe LOMA could rally 30.32% per Zacks — real institutional-sponsor upside recognition.

Nov 5 Q3 earnings is the next data point, and the story is whether Argentine cement demand continues plus operating margin holds — that combination sustains the current position. Any specific Argentine currency crisis, or a broader economic-cycle slowdown, is what would deepen the current stall. This is a real Argentine-specialty-materials name with genuine emerging-market exposure and specific currency-risk considerations; sizing has to reflect the Argentine geopolitical-and-economic risk.

What to watch: The Nov 5 Q3 report — Argentine cement demand continuing plus operating margin holding sustains the position; an Argentine currency crisis or broader economic-cycle slowdown deepens the position.

On the calendar: 2026-11-05 — Q3 earnings

emerging market exposure

Read the AI verdict + X sentiment for $LOMA

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What it does

Plain-English summary of the business — what they sell and how they make money.

Argentina's largest cement producer supplying cement, concrete, and aggregates to domestic construction markets.

Industry overviewAI analysisGenerated by AI from underlying data

Where Construction Materials sits in its cycle right now — and what that implies for $LOMA.

Construction Materials · Basic Materials

No material change from last week — housing starts and home renovation spending are the structural volume drivers, both currently constrained by rate-suppressed housing turnover.

Industry benchmark

8-name peer basket
+18.2%YTD
+32.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
48.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
2.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
9.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
3.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
22.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$0.05$0.11-52.9%
Q1 2026May 4, 2026$0.25$0.05+375.4%
Q4 2025Mar 5, 2026$0.04$0.10-61.5%
Q3 2025Nov 6, 2025$-0.05$0.15-134.3%
Next earningsThu, Nov 5·consensus EPS $0.08

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$218.7B+34.1%26.1%13.9%$351.35$7.9B
Q4 FY25$227.4B+6.7%23.5%9.7%$54.10$35.7B
Q3 FY25$209.3B+15.8%17.3%7.0%$-72.55$17.3B
Q2 FY25$174.5B-8.0%20.4%8.5%$3.40$-40.3B

Forward consensus

5-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.00T$929.0B – $1.21T$902.16$458.72 – $1330.302
FY27$1.14T$1.06T – $1.37T$1254.07$734.09 – $1774.053
FY28$1.09T$1.01T – $1.31T$1719.05$1556.01 – $2172.771
FY29$1.23T$1.14T – $1.48T$1882.07$1703.57 – $2378.821
FY30$1.33T$1.23T – $1.60T$2031.44$1838.78 – $2567.622

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.43%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-15.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-15.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 50.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.685-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsApr 163
3New insider — initial holdingsApr 143
3New insider — initial holdingsApr 143
3New insider — initial holdingsApr 133
3New insider — initial holdingsApr 133
3New insider — initial holdingsApr 103
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
+ 23 other (13 6-Ks · 9 3s · 1 20-F) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Loma Negra Compania Industrial Argentina Q2 Earnings Call Highlightsmarketbeat.com·6d agoLoma Negra Compañía Industrial Argentina Sociedad Anónima (LOMA) Q2 2026 Earnings Call Transcriptseekingalpha.com·6d agoNYSE Content Update: Pinnacle Acquisition + Ticketplus to Debut for Tradeprnewswire.com·7d agoLoma Negra Reports 2Q26 resultsprnewswire.com·7d agoWall Street Analysts Believe Loma Negra Compania Industrial Argentina (LOMA) Could Rally 30.32%: Here's is How to Tradezacks.com·70d ago

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