Coeur Mining (IT:1CDE)
:1CDE
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Earnings Data
Report Date
May 06, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.37Last Year’s EPS
0.09Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a strongly positive operational and financial narrative: record production, substantial EBITDA and free cash flow improvements, major reserve/resource gains and a strengthened balance sheet materially outweigh near-term operational disruptions (Wharf crusher fire), tax seasonality, and some recoveries/grade normalization issues at Rochester. Management highlighted significant upside from exploration and the pending New Gold acquisition, while acknowledging near-term cash tax and integration timing risks.Company Guidance
Record Production Growth (Full Year 2025)
Full year silver production increased 57% year-over-year and gold production increased 23% year-over-year, driven by the Rochester expansion, the SilverCrest acquisition, and strong performance at three other North American operations.
Transformational Financial Performance
Full year adjusted EBITDA increased 200% to over $1 billion; full year free cash flow rose to $666 million versus negative $9 million in 2024; net income increased tenfold to a record $586 million; year-end cash increased more than 10x to $554 million.
Strong Quarterly Operating Metrics (Q4 2025)
Consolidated Q4 production totaled 112,000 ounces of gold and 4.8 million ounces of silver. Q4 free cash flow increased 66% to $313 million. Every mine delivered at least $50 million of free cash flow in the quarter.
Cost and Margin Improvements
Adjusted cash cost per ounce were competitive at $1,207 (gold) and $17.29 (silver). Adjusted EBITDA margin increased 63% (a 60% quarter-over-quarter increase), supporting significant margin expansion.
Rochester Operational Step-Up
Rochester full-year silver and gold production rose 40% and 54% year-over-year, respectively; Q4 crusher throughput exceeded 7 million tonnes (6.4 million metric tons) and produced $78 million of quarterly free cash flow, with January 2026 starting at >2.3 million metric tons crushed.
Las Chispas and Palmarejo Contributions
Las Chispas generated $286 million of free cash flow in ~10.5 months of contribution and $79 million in the quarter. Palmarejo delivered a strong Q4 with >470,000 tonnes milled (~6,000 tpd) and $63 million of free cash flow; Palmarejo reserves grew almost 40% (from 1.4M to 2.0M gold-equivalent ounces).
Kensington and Wharf Performance
Kensington posted its highest tonnes milled and grade of the year with Q4 gold production of 30,000 ounces, lowest quarterly cost of $1,533/oz and $51 million of free cash flow (best result ever). Wharf produced 25,000 ounces of gold in Q4 and $62.3 million of free cash flow.
Exploration Success and Reserve Growth
Portfolio reserves grew 10% year-over-year and inferred resources grew 40%. Wharf inferred resources rose 216%, Palmarejo inferred +86%, Rochester inferred +30%. Wharf added ~500,000 ounces to reserves and ~1 million ounces to inferred resources, with mine life nearly doubling to ~12 years.
Balance Sheet and Capital Allocation
Total debt declined $250 million (42% year-over-year), ending the year net cash positive with cash of $554 million and total liquidity near $1 billion. A $75 million buyback program is in place (execution limited by transaction-related trading restrictions).
Forward-Looking Production and M&A Upside
2026 stand-alone guidance expects ~10% year-over-year silver production growth and silver to contribute ~42% of 2026 revenue at midpoint. The planned New Gold acquisition is expected (on consensus prices) to create ~ $3 billion EBITDA and ~$2 billion free cash flow on a full-year run rate once combined.
IT:1CDE Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
IT:1CDE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 18, 2026 | €19.42 | €20.29 | +4.48% |
Oct 29, 2025 | €15.98 | €15.53 | -2.88% |
May 27, 2025 | €7.24 | €7.30 | +0.95% |
May 07, 2025 | €5.05 | €6.14 | +21.58% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Coeur Mining (IT:1CDE) report earnings?
Coeur Mining (IT:1CDE) is schdueled to report earning on May 06, 2026, After Close (Confirmed).
What is Coeur Mining (IT:1CDE) earnings time?
Coeur Mining (IT:1CDE) earnings time is at May 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is the P/E ratio of Coeur Mining stock?
The P/E ratio of Coeur Mining is N/A.
What is IT:1CDE EPS forecast?
IT:1CDE EPS forecast for the fiscal quarter 2026 (Q1) is 0.37.