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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 (16 mentions/wk)
$TGS·$4.0B·Oil & Gas Midstream·Energy
$26.62-2.1%YTD-12.5%1Y+17.6%
Price updated 2d ago·X counts updated 32m ago
TGTGS
$TGSTransportadora de Gas del Sur S.A.
$26.62-2.06%6 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $TGS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

6X posts · last 7 days
Sep 9Sep 26

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $TGS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersCooling offAI verdict · as of 2026-09-26

Catching its breath after a run — could pick back up or fade from here.

Argentine gas-midstream ADR whose reported numbers are peso-inflated but whose USD-priced ADR is quietly still up double digits over a year.

TGS is the classic emerging-market midstream: real cash-flow, real yields, and reporting math that only makes sense once you remember it's in inflating pesos.

  • Price $26.62, down 12.5% YTD but up 17.6% T12M, sitting 40% through the 52w range with 50d 9% above and 200d 12% above — a pullback inside a longer uptrend.
  • Fundamentals in the reported peso book — Q1 revenue ARS 484.2B (+51% YoY), op margin 51%, PE 15.1 on the ADR, EV/EBITDA 7.7, ROIC 8.9%, D/E 0.44, FCF yield 2.7% — with EPS surprises alternating between zero and blowout (0%, -15%, +52%, +833%) as translated results whip around.
  • Insider tape has one meaningful item: a Form 3 filed July 30 for a new 10%+ beneficial owner — not named in the excerpt but a 10% stake in a $4B ADR is a real position that deserves tracking.

Next earnings Nov 2 at a $0.63 bar; the read will be whether Vaca Muerta throughput scales into Q4 and how much of the FX drag from Argentine peso translation shows up in USD-denominated distributions.

Differs from X sentimentNo X chatter in the window; read is on the Argentine translation math and the 10%+ Form 3.

What to watch: Identity of the new 10%+ holder and any 13D follow-up; Nov 2 print vs $0.63 estimate; Vaca Muerta pipeline volumes.

On the calendar: 2026-11-02 — Q3 earnings (consensus $0.63 EPS)

Read the AI verdict on $TGS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

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 Midstream sits in its cycle right now — and what that implies for $TGS.

Oil & Gas Midstream · Energy

No material change from last week — LNG export capacity expansion and record Permian gas throughput are the structural demand drivers for fee-based midstream.

What this means for $TGS

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

Top industry ETF

$AMLPAlerian MLP ETF
+12.7%YTD
+12.6%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$0.63$0.630.0%
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 earningsMon, Nov 2·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$2.12T$1.94T – $2.28T$3925.27$3838.36 – $3997.693
FY27$2.29T$2.10T – $2.46T$3710.29$3315.09 – $4075.283
FY28$2.43T$2.23T – $2.61T$3960.68$3538.80 – $4350.301
FY29$3.54T$3.25T – $3.81T$0.00$0.00 – $0.001

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.1.0×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.40%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.-8.7%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.-12.4%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 today0.2% 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
+ 11 other (10 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 (NYSE:TGS) versus Northern Oil and Gas (NYSE:NOG) Head to Head Reviewdefenseworld.net·11d agoTransportadora De Gas Sa Ord B Q2 Earnings Call Highlightsmarketbeat.com·50d agoTransportadora de Gas del Sur S.A. (TGS) Q2 2026 Earnings Call Transcriptseekingalpha.com·54d agoTransportadora de Gas del Sur SA (TGS) Shares Fall 3.2% -- GF Value Says Still Overvaluedgurufocus.com·65d 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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