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Newmont Corporation Registered Shs CHESS (AU:NEM)
ASX:NEM
Australian Market
NEM
Newmont Corporation CHESS
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Newmont Corporation CHESS (NEM) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Apr 23, 2026
Before Open (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
3.36
Last Year’s EPS
1.95
Same Quarter Last Year
Analyst Consensus
Strong Buy
Based on 8 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Feb 19, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call communicated strong operational execution and material financial strength in 2025 — highlighted by record free cash flow ($7.3B FY), significant returns to shareholders ($3.4B), completed divestitures ($4.5B) and portfolio-scale reserves (118Moz). Management introduced a disciplined, shareholder-friendly capital allocation framework and delivered meaningful cost and G&A improvements (G&A down ~$100M, 21%). Near-term headwinds were acknowledged: a production trough in 2026 (~5.3Moz guidance, down ~7%), operational incidents (Tanami fatality, Boddington fires), a JV performance dispute at Nevada Gold Mines, reclassification of 4.5Moz at Yanacocha and elevated sustaining/reclamation and tax cash outflows in Q1. Overall the positives — substantial cash generation, capital returns and clear project optionality backed by a large reserve/resource base — outweigh the near-term operational and timing challenges, with management signaling a path back to growth in 2027+.
Company Guidance
The company provided high‑confidence 1‑year (±5%) 2026 guidance of 5.3 million attributable ounces of gold (3.9 million from managed operations, 1.4 million non‑managed), with production roughly evenly weighted through the year and a modest H2 bias (~52%); management reiterated a longer‑term target of ~6.0 million oz gold and ~150,000 t copper annually. By‑product all‑in sustaining cost is guided to ~$1,680/oz (assumes $4,500/oz gold, $60/oz silver, $5/lb copper; every $100/oz gold change adds ~$6/oz to AISC), sustaining capital ~$1.95 billion (≈52% H2), development capital ~$1.4 billion (≈55% H2), exploration/advanced projects ≈$525 million, and reclamation ≈$850 million in 2026 (normalizing to $300–$400 million by 2028). The company generated $2.8 billion Q4 FCF and $7.3 billion FY FCF, realized $4.5 billion of noncore divestiture proceeds, returned $3.4 billion to shareholders in 2025, and has an enhanced capital allocation framework that prioritizes sustaining cap and a $1.1 billion/year dividend (Q4 declared $0.26/share, +4%) with excess cash used for ratable buybacks after maintaining a $1 billion net cash target ±$2 billion and a minimum cash balance of $5 billion (currently $2.4 billion remaining on a $6 billion buyback). Additional relevant metrics highlighted: 2025 production of 5.7M oz gold, 28M oz silver and 135k t copper; reserves 118M oz and resources 149M oz (~40 years of production); Ahafo North adds ~300k oz/year; Red Chris feasibility and other project milestones targeted in H2 2026–2027; expect >$1 billion of Q1 2026 tax payments.
Achieved Full-Year Guidance and Strong Production
Newmont met 2025 production and cost guidance, producing 5.7 million ounces of gold (core portfolio), 28 million ounces of silver and 135,000 tonnes of copper, delivering a stable production profile and operational consistency.
Record Free Cash Flow and Returns to Shareholders
Generated record free cash flow of $2.8 billion in Q4 and $7.3 billion for full-year 2025; returned $3.4 billion to shareholders through dividends and share repurchases and declared a quarterly common dividend of $0.26 per share (a 4% increase).
Noncore Divestitures and Strong Cash Realizations
Realized $4.5 billion in proceeds to date from the noncore divestiture program, improving portfolio quality and providing capital for returns and high‑return projects.
Enhanced Capital Allocation Framework
Introduced a new framework prioritizing sustaining capital and a sustainable dividend (~$1.1 billion/year), with a net cash target of $1 billion +/- $2 billion and a minimum cash balance of $5 billion; excess cash will be allocated ratably to buybacks (current $6 billion buyback program has ~$2.4 billion remaining).
Major Project Execution and New Production
Achieved commercial production at Ahafo North, adding >300,000 oz/year to the portfolio; Ahafo North capital spend expected near the lower end of estimate (~$950 million). Major projects (Tanami Expansion 2, Cadia panel caves, Lihir nearshore barrier) are in execution with targeted completion timelines.
Large Reserve and Resource Base
Reported a gold reserve base of 118 million ounces and an additional 149 million ounces of gold resource (together representing ~40 years of production), supporting long-term visibility and project optionality.
Material Cost and G&A Improvements
Cost-control and productivity initiatives delivered structural improvements: management highlighted over $100/oz reduction in AISC versus a no-savings scenario; G&A guidance improved by $100 million (a 21% improvement year-over-year); debt retirement and buybacks reduced costs by ~ $230 million.
Clear 2026 Financial and Capital Guidance
Provided detailed 2026 guidance including byproduct AISC of ~$1,680/oz (assumes $4,500/oz gold), sustaining capital of ~$1.95 billion, development capital of ~$1.4 billion, exploration/advanced project spend of ~$525 million, and reclamation spend of ~$850 million.

Newmont Corporation CHESS (AU:NEM) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
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AU:NEM Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Apr 23, 2026
2026 (Q1)
3.36 / -
1.953―――
Feb 19, 2026
2025 (Q4)
2.99 / 3.56
2.19661.98% (+1.36)――
Oct 23, 2025
2025 (Q3)
2.22 / 2.63
1.221115.48% (+1.41)――
Jul 24, 2025
2025 (Q2)
1.77 / 2.18
1.09998.36% (+1.08)――
Apr 23, 2025
2025 (Q1)
1.44 / 1.95
0.846130.85% (+1.11)――
Feb 20, 2025
2024 (Q4)
1.75 / 2.20
0.764187.43% (+1.43)――
Oct 23, 2024
2024 (Q3)
1.29 / 1.22
0.57114.21% (+0.65)――
Jul 24, 2024
2024 (Q2)
0.92 / 1.10
0.486126.13% (+0.61)――
Apr 25, 2024
2024 (Q1)
0.56 / 0.85
0.60539.83% (+0.24)――
Feb 22, 2024
2023 (Q4)
0.67 / 0.76
0.64618.27% (+0.12)――
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

AU:NEM Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 19, 2026
AU$175.88AU$167.25-4.91%
Oct 23, 2025
AU$132.35AU$126.50-4.42%
Jul 24, 2025
AU$91.11AU$94.58+3.81%
Apr 23, 2025
AU$81.28AU$84.10+3.46%
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 Newmont Corporation Registered Shs CHESS (AU:NEM) report earnings?
Newmont Corporation Registered Shs CHESS (AU:NEM) is schdueled to report earning on Apr 23, 2026, Before Open (Confirmed).
    What is Newmont Corporation Registered Shs CHESS (AU:NEM) earnings time?
    Newmont Corporation Registered Shs CHESS (AU:NEM) earnings time is at Apr 23, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
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          What is the P/E ratio of Newmont Corporation Registered Shs CHESS stock?
          The P/E ratio of Newmont Corporation CHESS is N/A.
            What is AU:NEM EPS forecast?
            AU:NEM EPS forecast for the fiscal quarter 2026 (Q1) is 3.36.