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Sentiment · FY2026 Q1
What companies say about each other on 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. Read-through: S&P Global's Corporate Sustainability Assessment remains an actively used ESG rating benchmark for large issuers.
“Newmont had a $2,000 gold cost in Argentina, for example. Could you explain in a little more detail the ability of Southern Copper to hold the cash cost at $0.77?”
An analyst cites Newmont's elevated Argentina gold cash costs as a peer comparison point in asking how Southern Copper is holding its own cash costs flat.
“Some other large mining companies have had a lot of cost escalation. First Quantum and Newmont, for example, had 10%, 15% unit cost, sequential escalations.”
An analyst contrasts First Quantum's reported unit-cost escalation with Southern Copper's ability to hold cash costs flat, prompting management to explain its cost-control approach.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Myles Allsop | UBS | 12 (0%) |
| Timna Tanners | Wells Fargo | 8 (0%) |
| Alejandro Demichelis | Jefferies |
| Alfonso Salazar | Scotiabank | 8 (13%) |
| Tingshuai Feng | CICC | 6 (0%) |
| Emerson Vieira | Goldman Sachs | 6 (0%) |
| Carlos Alba | Morgan Stanley | 5 (0%) |
| Jon Brandt | HSBC | 5 (20%) |
| Camilla Barder | Bradesco BBI | 4 (0%) |
| Alex Hacking | Citigroup | 3 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| UBS | 1 | 12 (0%) |
| Goldman Sachs | 3 | 9 (0%) |
| Scotiabank | 1 | 8 (13%) |
| CICC | 2 | 8 (0%) |
| Wells Fargo | 1 | 8 (0%) |
| Jefferies | 1 | 8 (0%) |
| Bradesco BBI | 2 | 6 (0%) |
| Morgan Stanley | 1 | 5 (0%) |
Southern Copper delivered a record year with Q4 revenue surging 39% to $3.9 billion on a copper price surge, while net income jumped 65% to $1.038 billion. Cash cost held at $0.52 per pound in the industry's lowest tier as silver prices soared 74%, bolstering by-product diversification. Tia Maria construction reached 24% completion with $800 million committed, and the company expanded its capital program to $20.5 billion through the decade, though 2026 copper production was guided down 4.7% on lower ore grades.
Capex Investment | Demand | Cost Pressure | Regulation Policy | Pricing | Capital Allocation | Geographic Expansion | Competitive Dynamics | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 7 | 1 | 3 | 1 | 3 | 1 | ||
| 2025Q1 | 5 | 3 | 3 | 2 | 4 | 1 | 1 | 4 |
| 2025Q2 | 6 | 3 | 2 | 1 | 2 | 1 | 2 | 2 |
| 2025Q3 | 10 | 4 | 2 | 5 | 2 | 3 | 2 | |
| 2025Q4 | 7 | 5 | 2 | 3 | 3 | 1 | 3 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | |
|---|---|---|---|---|---|
| Capex Investment | 7 | 5 | 6 | 10 | 7 |
| Demand | 1 | 3 | 3 | 4 | 5 |
| Cost Pressure | 3 | 3 | 2 | 2 | 2 |
| Regulation Policy | 1 | 2 | 1 | 5 | 3 |
| Pricing | 4 | 2 | 2 | 3 | |
| Capital Allocation | 3 | 1 | 1 | 3 | 1 |
| Geographic Expansion | 1 | 1 | 2 | 2 | 3 |
| Competitive Dynamics | 4 | 2 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
SCCO Southern Copper Corporation | 9 | +36.2% | |
| FCX Freeport-McMoRan | 7 | +12.2% |