The fourth-quarter 2025 earnings season is gaining momentum, with a flurry of reports scheduled for release next week. Key Brazilian companies set to announce results include Vale (VALE3) and Ambev (ABEV3) on Thursday, February 12th; Banco do Brasil (BBAS3) on Wednesday, February 11th; and BB Seguridade (BBSE3) on Monday, February 9th. BB Seguridade is also expected to provide details regarding the dividend announced in December 2025.
Monday, February 9th
BTG Pactual will release its earnings before the market opens. Following the market close, reports are expected from BB Seguridade, São Martinho, and Motiva.
Tuesday, February 10th
Suzano and Tim will report after the market closes.
Wednesday, February 11th
Klabin and Banco Inter will release their earnings before the market opens. After the market closes, investors will be watching for reports from Banco do Brasil, Banrisul, Log, Guararapes, Totvs, Assaí, and Neoenergia.
Thursday, February 12th
Ambev will announce its results before the market opens. Following the open, Vale, Copasa, Raízen, and Jalles Machado are scheduled to report after the market closes.
Friday, February 13th
Usiminas will release its earnings before the market opens.
The concentration of earnings releases in the middle of the week, particularly on Wednesday and Thursday, suggests a busy period for analysts and investors alike. Banco do Brasil’s report on is likely to be closely scrutinized, given the bank’s significant role in the Brazilian financial system and its potential insights into the broader economic landscape. The performance of Vale, a major global iron ore producer, will also be a key indicator of demand from China and the health of the global commodities market.
Ambev’s earnings, released before the market open on , will be of particular interest to investors tracking consumer spending in Brazil and Latin America. The beverage company’s results often serve as a barometer for discretionary income and consumer confidence.
BB Seguridade’s announcement of dividend details, following its earnings release on , is expected to draw attention from income-focused investors. The company’s dividend policy and payout ratio are key factors for shareholders.
The earnings calendar also includes reports from companies across a diverse range of sectors, including pulp and paper (Suzano, Klabin), telecommunications (Tim), steel (Usiminas), and logistics (Log, Guararapes). This broad representation provides a comprehensive snapshot of corporate performance across the Brazilian economy.
Trading Economics data, last updated on , confirms the ongoing nature of the Brazilian earnings season. The TradingView earnings calendar also highlights the importance of earnings per share (EPS) as a key metric for traders, offering a tool for analyzing company financial health. The calendar allows for customization based on time period, country, and time zone, enabling investors to focus on reports relevant to their specific strategies.
The B3 (Brazilian Stock Exchange) calendar of events, last updated on , provides a broader overview of corporate events, including earnings releases, webcasts, and conferences. While the B3 calendar itself doesn’t offer detailed earnings estimates, it serves as a central resource for investor information.
MarketScreener.com provides an earnings calendar specifically for Banco do Brasil S.A. (BBAS3), offering a focused view of upcoming and past events for that particular stock. Investing.com also provides earnings information for BRASIL ON (BBAS3), offering revenue and EPS data alongside upcoming earnings dates.
Investors will be closely watching for any surprises in these earnings reports – instances where actual EPS deviates significantly from analyst estimates. As noted by TradingView, positive surprises can often boost stock prices, while negative surprises can lead to declines. The earnings season provides a critical opportunity for companies to demonstrate their financial strength and future prospects, influencing investor sentiment and market direction.
