Cosan SA ADR (CSAN)

Official site

ENERGY • OIL & GAS REFINING & MARKETING • NYSE

$2.75

-0.05 (-1.79%)

Market Cap: $2.71B

Last updated: Sep 18, 2026 at 7:30 PM ET

Earnings

Performance (10Y)

Beat Rate

35%(7/20)

Avg Surprise

-245.85%

Upcoming Estimates

Period ending Sep 30, 2026

EPS Consensus$N/A

Revenue Consensus

$35.7B

Range$35.7B - $35.7B

1 analysts

Last 12 of 39 reported quarters and 1 upcoming estimate

Period	Reported	Est.	Range	Surprise	B/M	Analysts	Revisions	YoY
Sep 30, 2026Sep 26EST	-	N/A	-	-	-	-	-	-
Jun 30, 2026Jun 26 Reported Aug 14, 2026Reported Aug 14	$-0.06	N/A	-	-110.71%	Miss	-	-	+83.3%
Mar 31, 2026Mar 26 Reported May 14, 2026Reported May 14	$-0.31	$0.27	-	-214.30%	Miss	-	-	+52.7%
Dec 31, 2025Dec 25 Reported Mar 10, 2026Reported Mar 10	$-1.32	$0.05	-	-2749.90%	Miss	-	-	+61.3%
Sep 30, 2025Sep 25 Reported Nov 14, 2025Reported Nov 14	$-0.47	$0.21	$0.21 - $0.21	-322.86%	Miss	1	No revisions (30d)	-513.8%
Jun 30, 2025Jun 25 Reported Aug 14, 2025Reported Aug 14	$-0.36	$-0.06	$-0.06 - $-0.06	-498.83%	Miss	0	No revisions (30d)	+26.7%
Mar 31, 2025Mar 25 Reported May 15, 2025Reported May 15	$-0.65	$0.45	$0.45 - $0.45	-245.94%	Miss	0	No revisions (30d)	-112.9%
Dec 31, 2024Dec 24 Reported Mar 25, 2025Reported Mar 25	$-3.42	$0.22	$0.22 - $0.22	-1646.72%	Miss	1	No revisions (30d)	-435.6%
Sep 30, 2024Sep 24 Reported Nov 13, 2024Reported Nov 13	$0.11	$0.07	$0.07 - $0.07	+61.57%	Beat	1	No revisions (30d)	-77.8%
Jun 30, 2024Jun 24 Reported Aug 14, 2024Reported Aug 14	$-0.49	$0.22	$0.22 - $0.22	-322.73%	Miss	1	No revisions (30d)	-712.5%
Mar 31, 2024Mar 24 Reported May 28, 2024Reported May 28	$5.05	$0.78	$0.78 - $0.78	+547.44%	Beat	0	No revisions (30d)	+1152.1%
Dec 31, 2023Dec 23 Reported Feb 26, 2024Reported Feb 26	$1.02	$0.30	$0.28 - $0.32	+240.49%	Beat	2	No revisions (30d)	+191.2%
Sep 30, 2023Sep 23 Reported Nov 13, 2023Reported Nov 13	$0.51	$0.72	$0.67 - $0.77	-29.17%	Miss	2	No revisions (30d)	+563.6%

Dividends

Last ex-dividend: Jun 10, 2024

Dividend Metrics

Forward Yield0.00%

Forward Annual Dividend$0.00

Payout Ratio0.00%

FrequencyAnnual

Key Metrics

Valuation
P/E Ratio	N/A	EV/EBITDA	N/A
Price/FCF	N/A	FCF Yield	N/A
Profitability
Profit Margin	-22.20%	Operating Margin	27.90%
ROE	-27.20%	ROIC	N/A
Financial Health
Debt/Equity	N/A	Interest Coverage	N/A
Current Ratio	N/A	Quick Ratio	N/A
Trading Statistics
Beta	0.48	Avg Volume	N/A
52-Week High	$5.61	52-Week Low	$2.38

Technical Indicators Dashboard

Moving Averages

SMA 10$2.83

SMA 20$2.84

SMA 50$2.89

SMA 200$3.71

EMA 10$2.80

EMA 20$2.82

EMA 50$2.89

EMA 200$3.56

MACD

Line: -0.02Signal: -0.01Hist: -0.01

ADX

ADX: 12.7+DI: 20.5-DI: 22.7

Aroon & PSAR

Aroon Up52.0

Aroon Down12.0

PSAR$2.98

Bollinger Bands

Upper Band$3.04

Lower Band$2.65

%B Position1376%(Upper)

Band Width0.27

RSI (14-Day)

Neutral

45.9

Momentum Oscillators

Stoch %K23.2

Stoch %D17.8

Williams %R-82.6

ROC (10d)-6.5%

Momentum-0.19

CCI (20d)-66.8

MFI (14d)58.6

Volatility Measures

ATR (14d)$0.14(5.0%)

StdDev (20d)0.10

Hist Vol53.7%(High)

Volume Flow

VWAP$2.76

OBV-6.6M

AD Line-14.7M

CMF (20d)-0.166

Volume Metrics

Avg Vol (20d)2.9M

Vol Ratio0.8x

VWMA (20d)$2.85

Pivot Points

R3$2.95

R2$2.89

R1$2.85

Pivot Point$2.79

S1$2.74

S2$2.68

S3$2.64

Advanced Oscillators

TSI-2.99

Ultimate Osc41.4

KST15.68

Financial Data

Quarter	Jun 2026	Mar 2026	Dec 2025	Sep 2025	Jun 2025	Mar 2025	Dec 2024	Sep 2024	Jun 2024	Mar 2024	Dec 2023	Sep 2023
Total Revenue	$10.78B	$9.03B	$9.76B	$10.66B	$10.48B	$9.66B	$11.77B	$11.65B	$10.69B	$9.84B	$9.57B	$10.30B
Cost of Revenue	$6.75B	$5.95B	$6.73B	$6.94B	$6.88B	$6.79B	$8.36B	$7.81B	$7.14B	$6.93B	$7.33B	$7.06B
Gross Profit	$4.03B	$3.08B	$3.03B	$3.73B	$3.60B	$2.87B	$3.41B	$3.84B	$3.56B	$2.91B	$2.25B	$3.23B

Operating Expenses	$1.14B	$693.59M	$1.21B	$694.91M	$553.20M	$568.38M	$7.95B	$1.28B	$3.26B	$853.98M	$1.01B	$-396,334,000
R&D	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0
SG&A	$650.26M	$547.41M	$1.16B	$626.92M	$643.62M	$535.03M	$701.42M	$949.19M	$611.41M	$583.25M	$638.12M	$678.07M
Operating Income	$2.89B	$2.38B	$1.82B	$3.03B	$3.04B	$2.30B	$-4,544,407,000	$2.56B	$294.95M	$2.06B	$1.24B	$3.63B

Interest Income	$1.01B	$947.50M	$2.64B	$260.59M	$726.58M	$792.75M	$2.10B	$96.23M	$635.20M	$562.35M	$668.48M	$111.20M
Interest Expense	$2.55B	$2.18B	$421.42M	$1.89B	$1.88B	$2.10B	$1.95B	$1.62B	$1.93B	$72.40M	$2.83M	$100.64M
Income Before Tax	$672.92M	$-167,195,000	$-6,771,218,000	$-467,146,000	$34.52M	$-888,863,000	$-5,919,904,000	$1.50B	$-2,362,352,000	$247.91M	$2.97B	$2.20B
Income Tax Expense	$486.17M	$1.18B	$189.51M	$367.28M	$602.62M	$1.05B	$2.80B	$510.05M	$-108,522,000	$-15,637,000	$-563,380,000	$500.10M

Net Income	$-320,498,000	$-1,583,350,000	$-5,891,250,000	$-1,185,180,000	$-946,042,000	$-1,787,895,000	$-9,297,393,000	$292.88M	$-227,108,000	$-192,175,000	$2.36B	$678.75M

EBITDA	$4.01B	$2.99B	$2.76B	$2.42B	$2.91B	$2.18B	$2.97B	$4.19B	$1.77B	$2.81B	$5.35B	$3.83B
EBIT	$3.01B	$2.02B	$1.82B	$1.42B	$1.91B	$1.21B	$2.17B	$3.12B	$847.85M	$1.90B	$4.47B	$2.96B

* Some calculated fields are derived from available data when not provided by source

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News

Transcript: Cosan Q2 2026 Earnings Conference Call

Cosan reported its Q2 2026 earnings, highlighting strategic capital structure improvements through Compass's IPO and the sale of Radar's land portfolio...

Benzinga•Sep 18, 2026 8:14 AM ET9/18/26•Neutral

Cosan (NYSE:CSAN) Director Buys 89,000 Shares

Cosan (NYSE:CSAN) Director Burkhard Otto Cordes purchased 89,000 shares of the company's stock for $397,830, increasing his direct ownership by 6.59% to 1.439 million shares. The transaction occurred while Cosan shares...

MarketBeat•Sep 15, 2026 5:07 PM ET9/15/26•Somewhat-Bearish

Cosan S.A. Sponsored ADR (NYSE:CSAN) Given Consensus Rating of "Reduce" by Analysts

Analysts have issued a "Reduce" consensus rating for Cosan S.A. Sponsored ADR (NYSE:CSAN), with two analysts recommending a "sell" and four a "hold." The average 12-month price target is $3.85...

MarketBeat•Sep 4, 2026 1:22 AM ET9/4/26•Bearish

Fitch Removes Cosan's Negative Watch And Affirms IDRs at 'BB-'

Fitch Ratings has removed Cosan S.A.'s Negative Watch and affirmed its Issuer Default Ratings (IDRs) at 'BB-'. The article, published on MarketScreener, also lists recent news regarding Cosan...

www.marketscreener.com•Aug 20, 2026 1:41 PM ET8/20/26•Bullish

Cosan S.A. Announces Material Fact

Cosan S.A. (B3: CSAN3; NYSE: CSAN) has announced its intention to voluntarily delist its American Depositary Shares (ADSs) from the New York Stock Exchange (NYSE) to simplify its capital structure and reduce costs....

pmg-ky3.com•Aug 19, 2026 9:40 AM ET8/19/26•Somewhat-Bearish

CSAN Valuation and Fair Value

Forward P/E: 6.6x

See GNG's fair value

CSAN Profitability: Margins, ROIC and FCF

Operating margin: 27.9%
Net margin: -22.2%
ROE: -27.2%

CSAN Competitors

Company	Ticker
Gulfport Energy Operating Corp	GPOR
Seadrill Limited	SDRL
Teekay Tankers Ltd	TNK
EagleRock Land, LLC	EROK
WaterBridge Infrastructure LLC	WBI
Civitas Resources Inc	CIVI
Delek Logistics Partners LP	DKL
Talos Energy	TALO

Sector: Energy

CSAN Analyst Ratings

Consensus: Hold
Analysts: 4
Strong Buy: 0
Buy: 1
Hold: 2
Sell: 1
Strong Sell: 0

CSAN Bull Case vs Bear Case

Bear case

CSAN has a -22.2% net profit margin.
CSAN beat EPS estimates in 12.5% of its last 8 reported quarters.

CSAN Earnings: Beat Rate and Next Report

Beat rate: 1 of 8 quarters (12.5%)
Average surprise: -716.0%

CSAN Dividend

Forward yield: 0.0%
Payout ratio: 0.0%

CSAN Earnings Call

The latest CSAN earnings call transcript on file is labeled 2026Q2.

Read the 2026Q2 transcript

Frequently Asked Questions About CSAN

Does CSAN pay dividends?

Cosan SA ADR (CSAN) has a dividend payment track record. See the CSAN dividend history page for its current payment status, TTM yield, and recorded payments.

What is CSAN's market cap?

Cosan SA ADR (CSAN) has a market capitalization of $2.71B with a current stock price of $2.75.

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