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BHP Group (BHP) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 17, 2026

TBA (Confirmed)

Period Ending

2026 (Q4)

Consensus EPS Forecast

2.73

Last Year’s EPS

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 2 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Aug 18, 2025|

% Change Since:

Earnings Call Sentiment|Positive

BHP delivered strong operational and financial performance with record production in key segments, robust safety achievements, and significant shareholder returns. However, challenges include a decline in EBITDA due to commodity prices, cost overruns, and delays in decarbonization technology development.

Company Guidance

In the call discussing BHP's financial performance for fiscal year 2025, several key metrics and strategic decisions were highlighted. BHP achieved record iron ore and copper production, with copper volumes growing by 28% over the past three years to surpass 2 million tonnes. The company reported an underlying EBITDA margin of 53% and a return on capital employed of 21%. A final dividend of USD 0.60 per share was announced, contributing to a full-year dividend of $5.6 billion, representing a payout ratio of 60%. BHP also communicated a reduction in capital spend by $1 billion per year over the medium term and revised its target net debt range to $10 billion to $20 billion. Operational excellence was emphasized, with unit costs at major assets improving by nearly 5% year-on-year despite inflationary pressures. Notably, Western Australia iron ore achieved a record EBITDA margin of 63% with C1 costs of $17.29 per tonne, remaining the lowest-cost major iron ore producer globally for six years. The company also highlighted safety improvements, achieving a 63% reduction in high potential injury frequency over five years. Looking forward, BHP outlined plans for average production growth of 2.2% per annum over the next decade, with significant contributions expected from copper and potash projects.

Record Iron Ore and Copper Production

BHP achieved record production in iron ore and copper, with copper volumes growing by 28% over the past 3 years and producing more than 2 million tonnes.

Strong Financial Performance and Dividend

The company maintained a healthy underlying EBITDA margin of 53% and declared a final dividend of USD 0.60 per share, bringing the full-year dividend to $5.6 billion.

Safety and Gender Balance Achievements

BHP realized year-on-year improvements in safety metrics with no fatalities and achieved gender balance with 41.3% female representation in the workforce.

Western Australia Iron Ore Performance

Record production and shipments, an EBITDA margin of 63%, and C1 costs of $17.29 per tonne, making it the lowest cost major iron ore producer globally for 6 years.

Copper Segment Success

Generated a record $12 billion in EBITDA, 45% of the group total, with Escondida volumes increasing by 16%.

BHP Group (BHP) 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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BHP Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 17, 2026	2026 (Q4)	2.73 / -	2.001	―	―	―
Aug 19, 2025	2026 (Q2)	2.40 / 2.24	2.004	11.58% (+0.23)
Aug 18, 2025	2025 (Q4)	2.09 / 2.00	2.8	-28.54% (-0.80)
Feb 18, 2025	2025 (Q2)	1.84 / 2.00	1.338	49.78% (+0.67)
Aug 27, 2024	2024 (Q4)	3.06 / 2.80	2.76	1.45% (+0.04)
Feb 20, 2024	2024 (Q2)	2.61 / 1.34	2.554	-47.61% (-1.22)
Aug 21, 2023	2023 (Q4)	2.60 / 2.76	4.58	-39.74% (-1.82)
Feb 21, 2023	2023 (Q2)	2.72 / 2.55	3.298	-22.56% (-0.74)
Aug 15, 2022	2022 (Q4)	4.51 / 4.58	4.05	13.09% (+0.53)	―	―
Feb 14, 2022	2022 (Q2)	3.42 / 3.30	2.126	55.13% (+1.17)	―	―

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

BHP Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 19, 2025	$51.55	$51.44	-0.20%
Aug 18, 2025	$51.29	$51.55	+0.50%
Feb 18, 2025	$48.89	$48.08	-1.65%
Aug 27, 2024	$50.83	$50.97	+0.29%

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.