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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Newmont (NEM) is 9/10.
Newmont delivered record Q1 free cash flow of $3.1 billion and adjusted EPS of $2.90, as supportive commodity prices and AISC below guidance drove exceptional profitability with production on track. The company provides production and cost guidance only; management maintained full-year cost guidance while the $6 billion buyback authorization continued executing, though the Cadia earthquake disruption and Ghana regulatory headwinds created near-term operational challenges on the path toward the 6 million ounce production growth target.
Scored from Newmont’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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On August 10, 2026, Newmont and Barrick Mining entered a Second Amended and Restated LLC Agreement for their Nevada Gold Mines JV. Barrick's Fourmile project and Newmont's Fiberline and Mike projects will be contributed to the JV. Within 30 days of the Fourmile contribution, Newmont will pay Barrick $1.95 billion in cash. The agreement also revises contribution-valuation, dilution and governance terms.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $5.72B | +46.0% | $1.24 | +138.5% | 44.7% | 40.9% | 24.5% | $1.64B |
| FY2025 Q1 | $4.87B | +21.7% | $1.68 | +1100.0% | 41.7% | 38.3% | 38.8% | $1.21B |
| FY2025 Q2 | $5.28B | +22.4% | $1.85 | +150.0% | 47.6% | 44.4% | 39.1% | $1.71B |
| FY2025 Q3 | $5.38B | +17.0% | $1.67 | +108.8% | 48.3% | 45.7% | 34.1% | $1.57B |
| FY2025 Q4 | $6.57B | +14.8% | $1.21 | -2.4% | 58.8% | 56.1% | 19.8% | $5.85B |
| FY2026 Q1 | $7.18B | +47.5% | $3.00 | +78.6% | 62.4% | 60.6% | 45.4% | $3.14B |
| FY2026 Q2 | $6.12B | +16.0% | $2.06 | +11.4% | 22.4% | 50.6% | 36.0% | $2.21B |