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TGTGS

Transportadora de Gas del Sur S.A.

Strong FundamentalsStrong FundamentalsRevenue growing 51% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (24 mentions/wk)
$TGS·$4.3B·Oil & Gas Integrated·Energy
$28.10+0.8%1Y0.0%
Mentions · last 7 days
2026-08-08: 0 posts2026-08-09: 0 posts2026-08-10: 6 posts2026-08-11: 5 posts2026-08-12: 5 posts2026-08-13: 7 posts2026-08-14: 2 posts25+31%
Price updated 9h ago·X counts updated 7h ago
TGTGS
$TGSTransportadora de Gas del Sur S.A.
$28.10+0.75%25 posts+31%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $TGS, 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 numbersWinding up for a moveAI verdict · as of 2026-08-13

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Transportadora de Gas del Sur is the Argentine gas pipeline story with a Brazil offshore add

TGS is a $4.3B Argentine natural-gas transportation + NGL producer (5,769 miles of pipeline, LNG processing at Cerri, offshore-Brazil exploration). Q2 (Aug 3) marginally missed on the ADR-line: $0.59 EPS vs $0.63 estimate (-6%), but the underlying business (Argentine peso-denominated) is inflecting on Vaca Muerta gas transport demand growth and stronger NGL prices.

  • Revenue growth trajectory is meaningful in local currency: Q1 +51% YoY, Q4 +38%, Q3 +27% — Argentine reporting is distorted by inflation and peso volatility, but transportation volume growth is real (Vaca Muerta shale gas needs pipeline capacity to reach Buenos Aires demand centers)
  • The Jun 18 Pelotas Sul Phase 1 multi-client offshore Brazil survey extends TGS's asset base into a new resource opportunity — this is optionality on top of the Argentine core business, not central to today's cashflows
  • Fundamentals show a genuinely strong business: 43% operating margin, 54% gross margin, 9% ROIC, 15% ROE, PE 15x, 3.8x PS, D/E 0.44 — modest leverage for an infrastructure operator; but negative beta -0.51 signals Argentine idiosyncratic risk decoupled from US-market moves

This is a country-risk-adjusted infrastructure play. Nov 3 next print with expected $0.63 EPS. Milei-administration reforms and any Argentine gas-tariff resets are the biggest swing factors.

What to watch: Any Argentine gas-tariff review outcomes (regulatory rate setting), Vaca Muerta gas pipeline expansion project progress, and Brazilian offshore Pelotas Sul survey results.

On the calendar: Q3 2026 earnings, 2026-11-03

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Read the AI verdict + X sentiment for $TGS

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  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
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What it does

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

Argentina's largest natural gas pipeline operator transporting gas from Patagonian fields to Buenos Aires and extracting NGLs.

Industry overviewAI analysisGenerated by AI from underlying data

Where Oil & Gas Integrated sits in its cycle right now — and what that implies for $TGS.

Oil & Gas Integrated · Energy

No material change from last week — sanctions easing would add 1-2 mb/d of Iranian supply, pressuring Brent and compressing integrated margins.

Industry benchmark

17-name peer basket
+39.2%YTD
+52.5%1Y

Fundamentals & catalyst

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

Key ratios

P/E
15.1How 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
8.9%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
43.3%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
2.7%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
3.8Same 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
15.2%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
54.5%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
0.4Total 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 3, 2026$0.59$0.63-6.2%
Q1 2026May 5, 2026$0.75$0.88-14.8%
Q4 2025Feb 27, 2026$0.67$0.44+52.3%
Q3 2025Nov 3, 2025$0.56$0.06+833.3%
Next earningsTue, Nov 3·consensus EPS $0.63

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$484.2B+50.8%58.2%51.5%$1062.65$52.4B
Q4 FY25$567.1B+37.8%54.3%43.5%$972.15$21.3B
Q3 FY25$421.4B+26.9%51.6%40.8%$744.30$70.4B
Q2 FY25$343.0B-5.6%52.0%35.7%$267.55$32.4M

Forward consensus

4-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.02T$1.87T – $2.21T$4103.96$3757.14 – $4450.773
FY27$2.24T$2.07T – $2.45T$4018.07$3643.16 – $4508.103
FY28$2.56T$2.37T – $2.80T$4645.43$4211.98 – $5211.961
FY29$3.54T$3.29T – $3.87T$0.00$0.00 – $0.002

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.0.7×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.50%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.-6.9%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.-8.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 134.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.1% 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.β-0.515-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.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyJun 9Fallo Luis AlbertoDirector4.7K sh$137K

See when $TGS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

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 holdingsJul 303
AI summary

A new 10%+ beneficial owner filed a Form 3 initial statement of ownership for TGS (TGS) dated 2026-07-30. The filing reports initial beneficial ownership of shares, representing approximately a 10%+ stake of outstanding shares. Form 3 is required within 10 days of crossing the 10% ownership threshold and is an administrative disclosure. This indicates significant insider or institutional accumulation and may precede further Schedule 13D/G activity.

3New insider — initial holdingsApr 283
3New insider — initial holdingsApr 243
3New insider — initial holdingsApr 153
3New insider — initial holdingsApr 93
3New insider — initial holdingsApr 73
3New insider — initial holdingsApr 13
3New insider — initial holdingsMar 303
+ 29 other (17 3s · 11 6-Ks · 1 20-F) in window

Recent news

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

Transportadora De Gas Sa Ord B Q2 Earnings Call Highlightsmarketbeat.com·6d agoTransportadora de Gas del Sur S.A. (TGS) Q2 2026 Earnings Call Transcriptseekingalpha.com·11d agoTransportadora de Gas del Sur SA (TGS) Shares Fall 3.2% -- GF Value Says Still Overvaluedgurufocus.com·21d agoTGS Announces Pelotas Sul Phase 1 Multi-client Survey Offshore Brazilglobenewswire.com·58d ago5 Value Stocks With Attractive EV-to-EBITDA Ratios to Scoop Upzacks.com·59d ago

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Voices on X · last 7 days

No standout posts about $TGS on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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