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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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Southern Copper posted a softer top line, with net sales down 2% to $3.1 billion as LME copper averaged $4.32 per pound (-2% YOY) and copper output slipped 1.4%. Operationally the quarter was resilient: operating cash cost fell to a record-low $0.63 per pound (-18% versus Q1) on a 15% jump in by-product credits and a 56% surge in zinc production from the ramping Buenavista zinc concentrator, and net income still rose 2% to $973 million on a 3% cut in operating costs and a 59% EBITDA margin. Management flagged real uncertainty from a possible 50% US copper tariff and a US-China trade war that could weigh on demand, while the Buenavista concentrator stays dedicated to higher-value zinc at the cost of about 10,000 tons of copper a year. Tia Maria construction advanced to 90% on access roads and platforms with first production targeted for the first half of 2027. Full-year copper guidance holds at 965,300 tons, a slight 0.9% decline versus 2024.
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 Q2Selected | $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 Q1 | $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).
Calendar quarter Q2 2025Earnings call Jul 30, 2025
FY2025 Q2 in brief
Southern Copper posted a softer top line, with net sales down 2% to $3.1 billion as LME copper averaged $4.32 per pound (-2% YOY) and copper output slipped 1.4%.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
GAAP revenue YoY -2.16% → base 4. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Southern Copper Corporation (SCCO), FY2025 Q2: 4/10. 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.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
SCCO Southern Copper Corporation | 4 | -2.2% | |
| FCX Freeport-McMoRan | 9 | +19.0% |