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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 |
SCCO achieved record net sales, EBITDA, and net income in Q3 with revenue surging 15% to $3.4 billion and net income up 23% to $1.108 billion, as cash cost plunged to an industry-lowest $0.42 per pound on a by-product production surge. Copper production declined 7% on lower ore grades, but the margin expansion from by-product credits and higher copper prices more than offset volumes. Tia Maria received exploitation authorization as a key milestone, and the copper market deficit widened to 400,000 tons, supporting the longer-term pricing environment.
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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What SCCO and other companies said about each other on FY2025 Q3 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“In the Corporate Sustainability Assessment 2025, S&P Global increased SCC rating by 4 points over last year's print.”
S&P Global raised Southern Copper's ESG/sustainability rating by 4 points, positioning SCC among mining-sector leaders. The signal: S&P Global's Corporate Sustainability Assessment remains an actively used ESG rating benchmark for large issuers.
Calendar quarter Q3 2025Earnings call Oct 29, 2025
FY2025 Q3 in brief
SCCO achieved record net sales, EBITDA, and net income in Q3 with revenue surging 15% to $3.4 billion and net income up 23% to $1.108 billion, as cash cost plunged to an industry-lowest $0.42 per pound on a by-product production surge.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Southern Copper Corporation (SCCO), FY2025 Q3: 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.
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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 Q3Selected | $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).
GAAP revenue YoY +15.2% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
SCCO Southern Copper Corporation | 9 | +15.2% | |
| FCX Freeport-McMoRan | 6 | +4.4% |