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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Myles Allsop | UBS | 12 questions · 8% challenging |
| Alfonso Salazar | Scotiabank | 10 questions · 10% challenging |
| Timna Tanners | Wells Fargo | 10 questions · 0% challenging |
| Tingshuai Feng | CICC | 8 questions · 0% challenging |
| Emerson Vieira | Goldman Sachs | 8 questions · 13% challenging |
| Alejandro Demichelis | Jefferies | 8 questions · 0% challenging |
| Carlos De Alba | Morgan Stanley | 7 questions · 0% challenging |
| Matheus Moreira | Bradesco BBI | 4 questions · 25% challenging |
| Dave Feng | CICC | 4 questions · 0% challenging |
| Camilla Barder | Bradesco BBI | 4 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| CICC | 2 analysts | 12 questions · 0% challenging |
| UBS | 1 analyst | 12 questions · 8% challenging |
| Goldman Sachs | 3 analysts | 11 questions · 9% challenging |
| Bradesco BBI | 3 analysts | 10 questions · 10% challenging |
| Wells Fargo | 1 analyst | 10 questions · 0% challenging |
| Scotiabank | 1 analyst | 10 questions · 10% challenging |
| Jefferies | 1 analyst | 8 questions · 0% challenging |
| Morgan Stanley | 1 analyst | 7 questions · 0% challenging |
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Calendar quarter Q1 2026Earnings call Apr 30, 2026
FY2026 Q1 in brief
Southern Copper delivered a record quarter, with net income up 67% to $1,577 million and sales up 36% to $4.3 billion as LME copper averaged $5.83 per pound (+38% YOY) and a silver byproduct boom (+158% price) lifted byproduct credits 36% to $1,189 million.
Newest quarter is part of Pro ·
Sources. Tellvest earnings-call sentiment score for Southern Copper Corporation (SCCO), FY2026 Q1: 9/10. Scores: Southern Copper Corporation’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: SCCO daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
GAAP revenue YoY +36.2% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Southern Copper delivered a record quarter, with net income up 67% to $1,577 million and sales up 36% to $4.3 billion as LME copper averaged $5.83 per pound (+38% YOY) and a silver byproduct boom (+158% price) lifted byproduct credits 36% to $1,189 million. Those credits pushed operating cash cost to a negative $0.11 per pound and adjusted EBITDA up 55% to $2,713 million at a 64% margin. Copper output fell 4% to 230,544 tons on lower Peruvian ore grades, though full-year copper guidance was nudged up 4,000 tons to 915,000 tons. Tia Maria advanced to 33% with first production targeted for Q3 2027 under a capital program exceeding $20.5 billion this decade. The quarter also marked a leadership transition following the passing of long-time CEO Oscar Gonzalez Rocha, with Leonardo Contreras appointed CEO.
Capex Investment | Demand | Cost Pressure | Regulation Policy | Capital Allocation | Pricing | Competitive Dynamics | Margin | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 7 | 1 | 3 | 1 | 3 | 3 | ||
| 2025Q1 | 5 | 3 | 3 | 2 | 1 | 4 | 4 | 2 |
| 2025Q2 | 5 | 2 | 2 | 1 | 2 | 1 | 1 | 1 |
| 2025Q3 | 10 | 4 | 2 | 5 | 3 | 2 | 1 | |
| 2025Q4 | 7 | 5 | 2 | 3 | 1 | 3 | 2 | |
| 2026Q1 | 4 | 1 | 3 | 2 | 1 | 1 | 3 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Capex Investment | 7 | 5 | 5 | 10 | 7 | 4 |
| Demand | 1 | 3 | 2 | 4 | 5 | 1 |
| Cost Pressure | 3 | 3 | 2 | 2 | 2 | 3 |
| Regulation Policy | 1 | 2 | 1 | 5 | 3 | 2 |
| Capital Allocation | 3 | 1 | 2 | 3 | 1 | 1 |
| Pricing | 4 | 1 | 2 | 3 | 1 | |
| Competitive Dynamics | 4 | 1 | 2 | 3 | ||
| Margin | 3 | 2 | 1 | 1 | 1 |
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $2.78B | +21.3% | $1.01 | +74.1% | 48.2% | 47.0% | 28.5% | $1.13B |
| FY2025 Q1 | $3.12B | +20.1% | $1.19 | +25.3% | 50.2% | 49.2% | 30.3% | $404M |
| FY2025 Q2 | $3.05B | -2.2% | $1.19 | -1.7% | 53.1% | 52.0% | 31.9% | $741M |
| FY2025 Q3 | $3.38B | +15.2% | $1.34 | +16.5% | 59.8% | 52.4% | 32.8% | $1.21B |
| FY2025 Q4 | $3.87B | +39.0% | $1.56 | +54.5% | 62.0% | 54.5% | 33.8% | $1.07B |
| FY2026 Q1Selected | $4.25B | +36.2% | $1.92 | +61.3% | 64.7% | 58.3% | 37.2% | $1.25B |
| FY2026 Q2 | $4.29B | +40.6% | $2.01 | +68.9% | 62.0% | 61.2% | 38.9% | $2.43B |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What SCCO and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Southern Copper has also been recognized by Morningstar Sustainalytics as an ESG industry leader.”
Morningstar Sustainalytics rated Southern Copper an ESG industry leader, citing its ESG risk ratings as third-party validation.
“We're reporting that for the fifth consecutive year, S&P Global included SCC in its sustainability yearbook, which recognizes companies that rank within the top 15% for corporate sustainability performance.”
S&P Global's Corporate Sustainability Assessment included Southern Copper in its sustainability yearbook for a fifth straight year, a reference to S&P Global's ESG ratings franchise as an external benchmark.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
SCCO Southern Copper Corporation | 9 | +36.2% | |
| FCX Freeport-McMoRan | 7 | +12.2% |