Triple Flag Precious Metals (TFPM)
NYSE:TFPM
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Earnings Data
Report Date
Aug 11, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.36Last Year’s EPS
0.24Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a strongly positive operational and financial picture: record quarterly metrics (GEOs, adjusted EBITDA, cash flow per share), a pristine balance sheet with >$1 billion liquidity, and accretive transactions (including Gunnison and North Parks developments) that support both near-term cash generation and long-term growth. The main risks noted are timing and approval uncertainty for several development projects, some contractual complexity around the Gunnison stream option, and underutilization of the buyback program. Overall, the substantive positive results and clear growth pipeline materially outweigh these limited execution and timing risks.Company Guidance
Record Quarterly Performance
Q1 2026 marked the strongest quarter in company history with over 30,000 GEOs, $129 million of adjusted EBITDA, and operating cash flow per share of $0.55. Adjusted EBITDA was up 82% year-over-year and operating cash flow per share grew 67% year-over-year — all quarterly records.
Pristine Balance Sheet and Liquidity
Exited the quarter with $144 million in cash, no debt, and over $1 billion of available liquidity, providing significant financial flexibility to pursue accretive growth, sustain a progressive dividend and opportunistic buybacks.
Accretive Transactions Executed
Deployed over $100 million in Q1 on transactions including a $23 million purchase of a 3% gross revenue royalty on the Gunnison copper project (U.S.). Management described these deals as highly accretive on a per-share basis and aligned with strategy of mid-size ($100M–sub-$500M) transactions in mining-friendly jurisdictions.
Material Growth Assets and Pipeline
Portfolio growth catalysts include North Parks (E44 guaranteed deliveries starting 2030; potential mill expansion to ≥10 Mtpa; 575 million tonnes M&I resource), Hope Bay (construction decision expected; 400k–425k oz/year potential), Beta Hunt (mill expansion to 2.6 Mtpa with potential to 4 Mtpa), Fosterville (planned 65% throughput increase), Kone oxide circuit on track for production later in 2026, and Last Arthur feasibility/permitting/drilling underway.
Copper and Long-Life Commodity Exposure
Gunnison PEA supports ~125 million pounds annual copper cathode production (~3.2 billion pounds over a 21-year life), and Kemess PEA (Jan 2026) supports a large-scale copper-gold-silver operation targeting production by 2031, with current mine plan representing only 47% of indicated and inferred tonnes — indicating upside.
Capital Return and Allocation Discipline
Company targets a progressively growing dividend (increased ~5% mid-year annually since IPO), maintains an active NCIB, and emphasizes opportunistic buybacks while preserving capital for accretive growth — signaling disciplined capital allocation supported by strong cash generation.
On-Track to Guidance and 2030 Outlook
Management reiterated it is positioned to deliver 2026 guidance and remains on track for the 2030 outlook of 140k–150k GEOs, supported by portfolio performance ahead of expectations and multiple development catalysts.
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 |
|---|---|---|---|
May 05, 2026 | $31.12 | $32.69 | +5.04% |
Feb 18, 2026 | $35.89 | $36.66 | +2.14% |
Nov 04, 2025 | $27.14 | $27.72 | +2.13% |
Aug 06, 2025 | $24.64 | $26.48 | +7.47% |
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 Aug 11, 2026, After Close (Confirmed).
What is Triple Flag Precious Metals (TFPM) earnings time?
Triple Flag Precious Metals (TFPM) earnings time is at Aug 11, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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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 (Q2) is 0.36.