Aris Mining (ARIS)
NYSE:ARIS
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Earnings Data
Report Date
Aug 06, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.57Last Year’s EPS
0.27Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated a strong quarter with notable increases in production, revenue (+20%), adjusted EBITDA (+25%), EPS (~30%), and a materially strengthened balance sheet (cash up $80M, net debt reduced to $1.6M). Operational milestones were achieved at Marmato (decline breakthrough) and Segovia capacity expansion progressed, and guidance for FY2026 was reaffirmed. Lowlights are mostly timing, execution, and dependence risks: Q1 cash flow was affected by working capital and incentive settlements, some development work extends into 2027–2028, margins benefited from a high-grade pocket and strong gold prices (introducing sensitivity), and several growth projects still face regulatory and ramp-up risks. Overall, the positives (strong financials, cash generation, project progress, and near-term milestones) outweigh the execution and timing risks.Company Guidance
Quarterly Production and Growth
Consolidated gold production of 74,300 ounces in Q1 2026, a 6% increase vs Q4 2025 (Segovia 66,600 oz; Marmato 7,800 oz). Company remains on track to deliver FY2026 guidance of 300,000–350,000 ounces and Segovia-targeted 265,000–300,000 ounces for the year.
Revenue and Profitability Expansion
Gold revenue of $364 million in Q1, up 20% from Q4. Adjusted EBITDA of $212 million, up 25% quarter-over-quarter. Adjusted net earnings of $124 million, EPS $0.60 vs $0.46 in Q4 (≈30% increase).
Strong Cash Position and Debt Reduction
Cash balance of $472 million at quarter-end, up $80 million from year-end 2025. Net debt reduced to $1.6 million from $86 million (≈98% reduction). Generated free cash flow ($42 million reported) while investing in growth; operating free cash flow after sustaining capex and taxes of $103 million.
Improved Margins and Cost Performance
Segovia AISC margin increased to $2,935 per ounce (up 128% vs Q1 2025 and 25% vs Q4 2025) producing AISC margin contribution of $199 million. Owner-operated mining AISC improved to $1,492/oz from $1,662/oz (≈10% reduction) and outperformed FY2026 guidance range of $1,700–$1,800/oz. CMP business achieved AISC sales margin of 40% (top end of 35–40% guidance).
High Mill Feed Grades
Segovia mill feed grade of 12.41 g/t (above reserve grade 10.7 g/t). Marmato mill feed grade of 3.53 g/t (above reserve grade 3.16 g/t), supporting stronger realized ounces and margins in the quarter.
Marmato Construction Progress & Milestones
Marmato CIP plant construction on schedule for first gold in Q4 2026. Key underground milestone: decline broke through into Los Indios crosscut enabling direct access to the new 5,000 tpd CIP plant. Over 70% of the main decline (≈1,200m) complete; long-lead equipment ordered and ready to deliver.
Segovia Capacity Expansion Advancing
Second ball mill installed increasing capacity to 3,000 tpd; expected to reach ~3,000 tpd toward end of 2026 / early 2027 with key ramp and interconnections (El Silencio ramp expected Q4 2026). Development work to enable steady-state production continuing.
Project Pipeline and Regulatory Progress
Toroparu pre-feasibility study (PFS) progressing on schedule for H2 2026 to support an early-2027 construction decision. Soto Norte environmental license application nearing completion and on track for submission in Q2 2026.
ARIS 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
ARIS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | $18.93 | $19.01 | +0.42% |
Mar 11, 2026 | $19.71 | $19.26 | -2.28% |
Oct 29, 2025 | $9.34 | $10.10 | +8.14% |
Aug 07, 2025 | $8.01 | $7.46 | -6.87% |
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 Aris Mining (ARIS) report earnings?
Aris Mining (ARIS) is schdueled to report earning on Aug 06, 2026, After Close (Confirmed).
What is Aris Mining (ARIS) earnings time?
Aris Mining (ARIS) earnings time is at Aug 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 ARIS EPS forecast?
ARIS EPS forecast for the fiscal quarter 2026 (Q2) is 0.57.