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Newmont
Wyniki II kw. 2026 vs I kw. 2026 · poprzedni kwartał · opublikowano 23 lip 2026 i 23 kwi 2026
Net income down 32.5% on the previous quarter. Management sounded about as positive as a typical company call, in its script and in answers to analysts.
1 · Liczby
−32,5%
Zysk netto vs I kw. 2026
Podano perspektywy
Zysk netto 2,20 mld vs 3,26 mld
Przychody −16,3%
Against the same quarter last year (II kw. 2025) it is +6.8%, so the move on last quarter looks seasonal or timing-related rather than a trend.
2 · Jak mówił zarząd
Typowy
Less upbeat than 51% of company calls
Answers to analysts: restrained, in line with the script.
Similar to last call.
3 · Co się wyróżniło
Prognoza
Taking these results into account, Newmont now expects approximately 49% of full year production to have been delivered in the first half with 51%…
Między wierszami
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Liczba
Cash flow from operations after working capital
Cytat ze źródła
“The performance supported $2.9 billion of cash flow from operations after working capital and a second quarter record of $2.2... In the second quarter, we produced 1.3 million ounces of gold, 17,000 tonnes of copper and 7 million ounces of silver from the full portfolio. Since our last earnings call and including share repurchases in July, we have returned approximately $1.9 billion to shareholders through quarterly dividends and ongoing share repurchases.”
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Prognoza
Starting with sustaining capital, Newmont now expects spending to be approximately 58% weighted towards the second half of the year, primarily due to the timing of key programs...
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Słabnie
Newmont's enhanced capital allocation framework is translating that performance into shareholder returns through a predictable dividend and ongoing share repurchases…
Cytat ze źródła
“Our enhanced capital allocation framework is translating that performance into shareholder returns through a predictable dividend and ongoing share repurchases... ...flow through continued cost discipline and productivity improvements across our world-class portfolio, which continues to deliver stable and consistent results. Looking ahead, we will continue to leverage our industry-leading portfolio and deep bench strength of expertise across all functions to build a stable and resilient future for Newmont, positioning us to generate growing free...”
Wycena
Odwrócony DCF. Wolne przepływy pieniężne z ostatniego pełnego roku obrotowego (2025-12-31), powiększane przez 10 lat, zdyskontowane, plus wartość rezydualna. „Wzrost implikowany” to tempo, które zakłada obecna cena.
Aktualna cena
$113.54
zamknięcie z 2026-10-07
Rynek zakłada wzrost o iRoczny wzrost wolnych przepływów pieniężnych przez następne 10 lat, który zakłada dzisiejsza cena akcji. Jeśli uważasz, że spółka będzie rosła szybciej, akcja jest w tym modelu tania; wolniej — droga.
+4,5% przez 10 lat
Wartość godziwa / akcję
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Cena vs wartość godziwa
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Cena vs cena zakupu
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Ton
Jak optymistyczny był język w porównaniu z innymi spółkamiiTon to liczba pozytywnych słów finansowych minus liczba negatywnych, skorygowana o długość tekstu. Zarządy zwykle mówią pozytywnie, więc etykiety porównują każdą konferencję z ostatnimi konferencjami wszystkich spółek: „typowy” to środkowa trzecia, „bardzo optymistyczny” to najlepsze 10%, „ostrożny” to najsłabsze 10%.. Kropka: II kw. 2026. Pierścień: I kw. 2026.
Script and answers carried a similar tone, so the script's message held up under questioning.
Zdania, które wpłynęły na ton
“Importantly, we achieved this while continuing to fund our organic growth pipeline and maintaining a strong net cash position, further differentiating Newmont from our peers and demonstrating the strength of...”
“He brings significant international project delivery experience across mining, energy and infrastructure sectors and will continue to focus on disciplined execution as we advance our highest return growth opportunities.”
“Newmont delivered a strong second quarter and remains on track to achieve a full year 2026 guidance, supported by disciplined execution across the portfolio and continued momentum as we head...”
Liczby
USD · SEC EDGAR XBRL (10-Q, period end 2026-06-30)
| Pozycja | II kw. 2026period end 2026-06-30 | I kw. 2026period end 2026-03-31 | Zmiana | II kw. 2025 | r/r |
|---|---|---|---|---|---|
| Przychody | 6,12 mld | 7,31 mld | −16,3% | 5,32 mld | +15,1% |
| Zysk operacyjny | 3,00 mld | 4,58 mld | −34,6% | 3,12 mld | −3,8% |
| Zysk netto | 2,20 mld | 3,26 mld | −32,5% | 2,06 mld | +6,8% |
| Zysk na akcję | 2,06 | 3,00 | −31,3% | 1,85 | +11,4% |
| C/Z dziś 14,6 | 11,8 | 14,0 | −2,2 | 10,5 | +1,3 |
Tematy
Najczęściej omawiane teraz
- Since joining Newmont in 2021, Brian has held several senior finance roles, helping to strengthen financial oversight, integrated planning…
- Nowe Mark joined Newmont in 2020 and has held senior leadership roles across several regions, most recently as Managing Director for...
- Nowe I also want to recognize and thank Peter Wexler, who served as Interim CFO over the past year, providing steady...
- Nowe As Newmont enters Newmont's next phase of delivery, it does so with a renewed executive leadership team that has deep...
- Nowe Firstly, with all well, with the main regulatory approvals now behind us, Newmont continues with the final feasibility steps.
Zniknęło od I kw. 2026
- Słabnie Last quarter, Newmont introduced its enhanced capital allocation framework, which is underpinned by net cash from operations and…
- Zniknęło Cerro Negro as Newmont continues to drive really hard on the productivity work there, and it has some other shorter-term...
- Słabnie Newmont's cost profile benefited meaningfully from stronger-than-expected co-product pricing and sales volumes, lower cost applicable to…
- Słabnie Newmont will also continue to do that cost discipline work to offset high the impact of higher gold price and...
Najnowsze komunikaty
Oficjalne raporty spółki, od najnowszych.
- Director or officer change · SEC 8-K
- Material agreement; Regulation FD disclosure · SEC 8-K
- Results of operations · SEC 8-K
- Director or officer change; Regulation FD disclosure · SEC 8-K
- Shareholder vote results · SEC 8-K
- Director or officer change · SEC 8-K
- Results of operations · SEC 8-K
- Results of operations · SEC 8-K