EarningsQ4 2025 Earnings Report

BHP Group (BHPN) Q4 2025 Earnings Report

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Previous Report: Q2 2025

Next Report: Q2 2026

MX:BHPN Q4 2025 EPS Results

Actual EPS$36.85

Consensus EPS$38.52

Beat/MissMissed by -$1.68

One Year Ago EPS$51.56

MX:BHPN Q4 2025 Revenue Results

Actual Revenue$480.51B

Expected Revenue$479.45B

Beat/MissBeat by +$1.05B

YoY Revenue Growth-8.15%

Earnings Announcement Details

QuarterQ4 2025

Date08/18/2025

TimeAfter Close

Conference CallMonday, August 18, 2025

MX:BHPN Upcoming Earnings

BHP Group's next earnings date is estimated for February 23, 2027, based on past reporting schedules.

Q4 2025 Earnings Call Audio

MX:BHPN Q4 2025 Earnings Call

0:00 / 0:00

Q4 2025 Earnings Slide Deck

Q4 2025 Earnings Call Summary

Q4 2025

Earnings Call Date:Aug 18, 2025|

% Change Since:

Earnings Call Sentiment|Positive

BHP delivered strong operational and financial performance with record production in key segments, robust safety achievements, and significant shareholder returns. However, challenges include a decline in EBITDA due to commodity prices, cost overruns, and delays in decarbonization technology development.

Company Guidance

In the call discussing BHP's financial performance for fiscal year 2025, several key metrics and strategic decisions were highlighted. BHP achieved record iron ore and copper production, with copper volumes growing by 28% over the past three years to surpass 2 million tonnes. The company reported an underlying EBITDA margin of 53% and a return on capital employed of 21%. A final dividend of USD 0.60 per share was announced, contributing to a full-year dividend of $5.6 billion, representing a payout ratio of 60%. BHP also communicated a reduction in capital spend by $1 billion per year over the medium term and revised its target net debt range to $10 billion to $20 billion. Operational excellence was emphasized, with unit costs at major assets improving by nearly 5% year-on-year despite inflationary pressures. Notably, Western Australia iron ore achieved a record EBITDA margin of 63% with C1 costs of $17.29 per tonne, remaining the lowest-cost major iron ore producer globally for six years. The company also highlighted safety improvements, achieving a 63% reduction in high potential injury frequency over five years. Looking forward, BHP outlined plans for average production growth of 2.2% per annum over the next decade, with significant contributions expected from copper and potash projects.

Record Iron Ore and Copper Production

BHP achieved record production in iron ore and copper, with copper volumes growing by 28% over the past 3 years and producing more than 2 million tonnes.

Strong Financial Performance and Dividend

The company maintained a healthy underlying EBITDA margin of 53% and declared a final dividend of USD 0.60 per share, bringing the full-year dividend to $5.6 billion.

Safety and Gender Balance Achievements

BHP realized year-on-year improvements in safety metrics with no fatalities and achieved gender balance with 41.3% female representation in the workforce.

Western Australia Iron Ore Performance

Record production and shipments, an EBITDA margin of 63%, and C1 costs of $17.29 per tonne, making it the lowest cost major iron ore producer globally for 6 years.

Copper Segment Success

Generated a record $12 billion in EBITDA, 45% of the group total, with Escondida volumes increasing by 16%.

MX:BHPN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change
Feb 23, 2027	2027 (Q2)	47.05 / -	41.174	―
Aug 18, 2026	2026 (Q4)	49.22 / 50.82	36.847	37.93% (+13.98)
Aug 19, 2025	2026 (Q2)	44.12 / 41.17	36.902	11.58% (+4.27)
Aug 18, 2025	2025 (Q4)	38.52 / 36.85	51.56	-28.54% (-14.71)
Feb 18, 2025	2025 (Q2)	33.81 / 36.90	24.638	49.78% (+12.26)
Aug 27, 2024	2024 (Q4)	56.44 / 51.56	50.823	1.45% (+0.74)
Feb 20, 2024	2024 (Q2)	48.08 / 24.64	47.03	-47.61% (-22.39)
Aug 21, 2023	2023 (Q4)	47.80 / 50.82	84.337	-39.74% (-33.51)
Feb 21, 2023	2023 (Q2)	50.03 / 47.03	60.73	-22.56% (-13.70)
Aug 15, 2022	2022 (Q4)	83.05 / 84.34	74.577	13.09% (+9.76)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed