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Triple Flag Precious Metals (TFPM)
NYSE:TFPM
Earnings Data
Report Date
May 12, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.41Last Year’s EPS
0.2Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized a strong, record 2025 with material cash flow improvement (+45% cash flow per share), a pristine balance sheet (debt-free, ~$1B liquidity), active and strategic capital deployment (> $350M), and a clear multi-asset pathway to materially higher GEOs by 2030 (~45% growth from 2026 midpoint). Near-term headwinds include a 2026 production step-down (midpoint ~11.5% below 2025) driven largely by the Cerro Lindo stream adjustment, an outstanding litigation matter (ATO) that was excluded from guidance, and the fact that much of the upside is medium-to-long-term and reliant on operator execution and milestone timing.Company Guidance
Record Production in 2025
Triple Flag achieved record production of 113,000 GEOs in 2025, the ninth consecutive year-over-year increase, finishing Q4 in the upper half of guidance.
Record Cash Flow Per Share
Operating cash flow per share reached $1.54 in 2025, a 45% increase versus 2024, driven by higher GEOs and record precious metal prices.
Strong Commodity Price Environment
Q4 average gold price was $4,135/oz and spot prices were approaching $5,000/oz post-quarter, which management says directly translated into record cash flow.
Clear Multi-Year Growth Path (2030 Outlook)
2026 guidance of 95,000–105,000 GEOs with a 2030 outlook of 140,000–150,000 GEOs — approximately 45% growth from the midpoint of 2026 guidance — driven by multiple advancing assets (Arcata, Kone, Eskay Creek, Era Dorada, Goldfield) and not dependent on a single project.
Strategic Capital Deployment in 2025
Deployed over $350 million into accretive streams/royalties (Arcata restart, Arthur Oxide, Johnson Camp, Minera Florida) to add current or near-term cash flow and development exposure in mining-friendly jurisdictions.
Shareholder Returns and Buybacks
Paid nearly $46 million in dividends in 2025, including a progressive 5% midyear dividend increase (fourth consecutive since IPO); repurchased approximately $9 million of shares in the open market at roughly $17.39/share and will remain opportunistic on NCIB.
Strong Balance Sheet and Liquidity
Exited 2025 debt-free with over $70 million in cash and approximately $1 billion available on the credit facility, providing financial flexibility for growth and returns.
Northparkes: Multiple Growth Catalysts
Northparkes (largest asset) delivered several key updates: E22 block cave approved, E48 sublevel cave ramping up, potential mill expansion from 7.6 Mtpa to 10+ Mtpa under study, and identification of E44 (gold-dominant) with guaranteed minimum deliveries starting 2030 for an initial 7-year period; management highlights 550 million tonnes M&I resource and substantial embedded optionality.
TFPM 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
TFPM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 18, 2026 | $35.94 | $36.71 | +2.14% |
Nov 04, 2025 | $27.18 | $27.76 | +2.13% |
Aug 06, 2025 | $24.68 | $26.52 | +7.47% |
May 06, 2025 | $21.91 | $21.76 | -0.68% |
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 Triple Flag Precious Metals (TFPM) report earnings?
Triple Flag Precious Metals (TFPM) is schdueled to report earning on May 12, 2026, After Close (Confirmed).
What is Triple Flag Precious Metals (TFPM) earnings time?
Triple Flag Precious Metals (TFPM) earnings time is at May 12, 2026, After Close (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?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TFPM EPS forecast?
TFPM EPS forecast for the fiscal quarter 2026 (Q1) is 0.41.