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Coeur Mining (MX:CDE)
:CDE
Mexico Market
EarningsQ2 2026 Earnings Report

Coeur Mining (CDE) Q2 2026 Earnings Report

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MX:CDE Q2 2026 EPS Results

Actual EPS$2.06
Consensus EPS$4.42
Beat/MissMissed by -$2.37
One Year Ago EPS$3.43

MX:CDE Q2 2026 Revenue Results

Actual Revenue$18.50B
Expected Revenue$21.23B
Beat/MissMissed by -$2.74B
YoY Revenue Growth+124.47%

Earnings Announcement Details

QuarterQ2 2026
Date08/05/2026
TimeAfter Close
Conference CallWednesday, August 5, 2026
MX:CDE Upcoming Earnings
Coeur Mining's next earnings date is estimated for November 11, 2026, based on past reporting schedules.

Q2 2026 Earnings Call Audio

MX:CDE Q2 2026 Earnings Call
0:00 / 0:00

Q2 2026 Earnings Slide Deck

Q2 2026 Earnings Call Summary

Q2 2026
Earnings Call Date:Aug 05, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call conveyed a broadly positive picture driven by record revenue, EBITDA and free cash flow, a strengthened balance sheet with >$1.1B cash and >$2B liquidity, meaningful contributions from newly acquired Canadian assets, strong operational milestones (e.g., Rochester crushing record) and active capital returns. Offsetting items are operational ramp timing issues at New Afton and Rainy River, temporary lower grades at several mines, noncash acquisition accounting impacts that inflate near-term reported costs and EBITDA, and some cost inflation and incremental capital needs. Management presented clear remediation plans and timing for ramp-ups and expects many headwinds to abate in the third and fourth quarters, supporting a constructive outlook.
Company Guidance
The company reiterated a materially second‑half weighted outlook for 2026, guiding to approximately $2.3 billion of EBITDA and ~$1.5 billion of free cash flow on updated metal price assumptions of $4,000/oz gold, $60/oz silver and $6.00/lb copper; Q2 set several records (revenue $1.1B, EBITDA $478M despite a ~$140M Q2 non‑cash fair‑value uplift charge, and free cash flow $388M or >$4M/day), cash at June 30 of $1.1B (liquidity >$2B), and buyback/dividend actions (expanded $750M buyback program, $110M repurchased through June 30, inaugural $0.02 dividend, $39M capital lease debt retired). Management disclosed acquisition accounting charges of $244M (Rainy River) and $20M (New Afton) in total (≈$85M hit in Q1, ~$140M in Q2, ~$38M remaining expected in Q3) that materially inflated CAS (Rainy River Q2 uplift = $2,036/oz of a $3,790/oz site CAS; consolidated uplift = $834/oz of a $2,440/oz consolidated CAS). Operationally, Rochester crushed a record 6.8M tonnes in Q2 (↑15% QoQ; ~97% through all three crushers) with Phase IIa leach pad >4M tonnes placed to July (Series IIb on track for Q4); New Afton averaged ~12k tpd in Q2, hit 14k tpd in late July and targets 16k tpd early Q4; Rainy River underground averaged ~2.3k tpd in Q2, rose to ~3.3k tpd in July and targets 5k tpd by year‑end (Q2 mine‑level FCF $123M), while company‑wide 2026 operating costs are expected to rise ~10% (~$30M) and CapEx was adjusted to include +$45M of Phase‑5 capitalized stripping and +$25M of underground-related spend at Rainy River plus +$15M at Silvertip for a PFS.
Record Quarterly Revenue
Revenue reached $1.1 billion in Q2, marking the first time quarterly revenue passed $1 billion and representing a 27% increase quarter-over-quarter.
Record EBITDA and Free Cash Flow
Reported record adjusted EBITDA of $478 million and record free cash flow of $388 million for the quarter (more than $4 million per day), a 45% increase versus the prior quarter.
Strong Balance Sheet and Liquidity
Ending cash balance exceeded $1.1 billion at June 30 (doubling vs year-end 2025) and total liquidity surpassed $2 billion, providing significant balance sheet strength.
Canadian Assets Contribution
New Afton and Rainy River delivered their first full-quarter contributions to the company; the Canadian assets produced ~45% of quarterly free cash flow (approximately $175 million). Rainy River generated $123 million of free cash flow, the highest free cash flow of any mine in Coeur's history.
Rochester Operational Milestone
Rochester achieved a new quarterly record of 6.8 million metric tons crushed, a 15% increase over the prior quarter, with ~97% of material running through all three crushing stages—positioning the site for strong second-half silver production.
Operational Recoveries at Wharf and Other Assets
Wharf returned to normal operations after crusher damage, repairs completed ahead of schedule and contract crushing demobilized. Across the portfolio, the five legacy operations remain on track to meet full-year guidance.
Capital Returns to Shareholders
Company began active repurchases under an expanded $750 million buyback program, executing $110 million of buybacks through June 30, paid inaugural $0.02 per share dividend, and eliminated $39 million of higher-cost capital lease debt.
Forward Guidance and Strategic Positioning
Despite lower assumed metal prices and partial-year contributions from acquisitions, Coeur guided to ~ $2.3 billion EBITDA and ~ $1.5 billion free cash flow for 2026 and emphasized continued deployment of cash into exploration and organic growth projects. Added to the S&P 400 MidCap Index.
Exploration and Project Advancement
Notable brownfield exploration success at Palmarejo and Las Chispas; K Zone at New Afton expanded by ~300 meters in 2026 drilling. Silvertip advanced to pre-feasibility work with an additional $15 million allocated to studies.

MX:CDE Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Nov 11, 2026
2026 (Q3)
4.20 / -
3.943
2026 (Q2)
4.42 / 2.06
3.428-40.00% (-1.37)
2026 (Q1)
6.29 / 6.17
1.886227.27% (+4.29)
2025 (Q4)
6.69 / 6.00
1.886218.18% (+4.11)
2025 (Q3)
4.59 / 3.94
2.05791.67% (+1.89)
2025 (Q2)
3.05 / 3.43
-0.1712100.00% (+3.60)
2025 (Q1)
0.21 / 1.89
-0.857320.00% (+2.74)
2024 (Q4)
2.47 / 1.89
-0.343650.00% (+2.23)
2024 (Q3)
1.30 / 2.06
-0.857340.00% (+2.91)
2024 (Q2)
-0.12 / -0.17
-1.02883.33% (+0.86)
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