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Teck Resources Limited (TSE:TECK.A)
TSX:TECK.A
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Teck Resources (TECK.A) AI Stock Analysis

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TSE:TECK.A

Teck Resources

(TSX:TECK.A)

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Neutral 70 (OpenAI - Gpt-5.6Sol)
Rating:70Neutral
Price Target:
C$105.00
▲(8.74% Upside)
Action:Reiterated
Date:07/24/26
The score is driven primarily by improving financial performance in the current cycle and a strong, upbeat earnings update (tripled EBITDA, record margins, stronger cash/liquidity, and better unit costs). Offsetting this are mixed cash-flow consistency, only neutral technical momentum (negative MACD), and a less supportive valuation profile (P/E ~22.3 with ~0.59% yield).
Positive Factors
Improved earnings and liquidity
The sharp increase in EBITDA and operating cash flow strengthens Teck’s ability to fund mine development, reduce debt, and withstand commodity-cycle pressure. Higher liquidity also provides flexibility to manage major projects and sustain operations through weaker market periods.
Negative Factors
Commodity-cycle exposure
Teck’s earnings remain sensitive to copper, zinc, by-product, and energy prices because its revenue is tied to mined commodity sales. Persistent price and cost volatility can compress margins, reduce cash generation, and make results less predictable across the operating cycle.
Read all positive and negative factors
Positive Factors
Negative Factors
Improved earnings and liquidity
The sharp increase in EBITDA and operating cash flow strengthens Teck’s ability to fund mine development, reduce debt, and withstand commodity-cycle pressure. Higher liquidity also provides flexibility to manage major projects and sustain operations through weaker market periods.
Read all positive factors

Teck Resources (TECK.A) vs. iShares MSCI Canada ETF (EWC)

Teck Resources Business Overview & Revenue Model

Company Description
Headquartered in Vancouver, Canada, and founded in 1913, Teck Resources Limited operates as a global natural resource company. It focuses on the discovery, acquisition, development, and production of various raw materials across Asia, Europe, and ...
How the Company Makes Money
Teck makes money primarily by producing and selling mined commodities. Its key revenue streams come from (1) copper: revenue is generated from the sale of copper concentrates (and/or refined copper where applicable) produced at its operations, typ...

Teck Resources Earnings Call Summary

Earnings Call Date:Jul 23, 2026
(Q2-2026)
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% Change Since: |
Next Earnings Date:Oct 22, 2026
Earnings Call Sentiment Positive
The call emphasized strong operational recovery and materially improved financial results — tripled adjusted EBITDA, record margins, robust cash generation, and meaningful unit cost improvements — driven by higher copper volumes and favorable byproduct pricing. Operational milestones included three consecutive quarters of stable QB operations, completion of Rock Bench 5, and near-complete engineering at Highland Valley MLE. Key near-term risks remain: energy and commodity price volatility, significant near-term project and capital requirements (including optional Rock Bench 6), planned shutdowns and H2 production pressures at some sites, and dependency on regulatory approval for the merger with Anglo American. Overall, the positive operational momentum and substantial financial gains materially outweigh the identified execution and market risks.
Positive Updates
Record Financial Performance and Cash Generation
Adjusted EBITDA tripled year-over-year to $2.2 billion (≈ +200%). Cash flow from operations was $1.7 billion for Q2 2026. Net cash increased by $756 million during the quarter (up $1.0 billion in H1) to $1.2 billion and total liquidity strengthened to $10.3 billion (including $6.1 billion of cash).
Negative Updates
Energy Cost Headwinds and Commodity Volatility
Higher energy (oil/diesel) created headwinds; management estimated ~7¢ US/lb energy inflation impact on copper in the quarter. Company noted ongoing volatility in byproduct prices and energy. Sensitivity disclosed: roughly $10/barrel WTI ≈ ~3¢ US/lb impact on copper unit cost and ~1¢ US/lb on zinc unit cost.
Read all updates
Q2-2026 Updates
Negative
Record Financial Performance and Cash Generation
Adjusted EBITDA tripled year-over-year to $2.2 billion (≈ +200%). Cash flow from operations was $1.7 billion for Q2 2026. Net cash increased by $756 million during the quarter (up $1.0 billion in H1) to $1.2 billion and total liquidity strengthened to $10.3 billion (including $6.1 billion of cash).
Read all positive updates
Company Guidance
Management reiterated unchanged full‑year guidance while giving specific metrics: companywide adjusted EBITDA tripled to $2.2 billion in Q2 with margins of 61% (copper 70%, zinc 38%), cash flow from operations $1.7 billion, net cash up $756 million in the quarter to $1.2 billion and liquidity $10.3 billion (cash $6.1 billion); Q2 copper production was 55.8 kt (QB 55.8 kt vs 52.7 kt LY) and full‑year copper guidance is 455–530 kt (vs 454 kt in 2025), with Q2 copper net cash unit cost $1.64 US/lb (improved from $2.02) despite ~7¢/lb energy headwind; zinc guidance is 410–460 kt in concentrate and 190–230 kt refined (Q2 zinc sales ~37 kt) with zinc net cash unit cost 35¢ US/lb (from 49¢); capex guidance remains $900–1,200 million for 2026 (Highland Valley project $2.1–2.4 billion life‑of‑project, $254 million invested in Q2), capitalized stripping $450–550 million, Highland Valley expected to average ~132 kt Cu/yr and extend mine life to 2046, QB TMF work progressing (no TMF downtime for 3 quarters) with secondary cyclone by year‑end and a potential Rock Bench 6 accelerate option (~$100 million this year), and the merger with Anglo American still expected within 12–18 months of the Sept‑2025 announcement.

Teck Resources Financial Statement Overview

Summary
Financials reflect a cyclical upturn: TTM revenue rose 12.7% with improved profitability (gross margin ~30%, net margin ~14.9%). Balance sheet leverage is moderate (debt-to-equity ~0.37–0.41) and equity has grown, but cash flow quality is mixed—free cash flow improved to ~$1.5B TTM yet has been inconsistent and modest versus net income (~17% TTM).
Income Statement
74
Positive
Balance Sheet
78
Positive
Cash Flow
66
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue13.99B10.76B9.06B15.01B17.32B13.48B
Gross Profit4.89B2.35B1.61B5.14B8.57B5.08B
EBITDA6.12B3.67B1.92B5.88B8.44B6.37B
Net Income2.50B1.40B406.00M2.41B3.32B2.87B
Balance Sheet
Total Assets48.05B45.44B47.04B56.19B52.36B47.37B
Cash, Cash Equivalents and Short-Term Investments6.05B5.01B7.59B744.00M1.88B1.43B
Total Debt9.79B9.61B9.96B11.09B10.02B9.33B
Total Liabilities19.46B19.43B19.94B27.90B25.85B23.59B
Stockholders Equity27.59B25.10B26.08B26.99B25.47B23.00B
Cash Flow
Free Cash Flow1.52B-1.02B155.00M-1.70B2.52B25.00M
Operating Cash Flow4.20B1.04B2.79B4.08B7.98B4.74B
Investing Cash Flow-2.52B-2.00B6.17B-4.76B-5.68B-4.82B
Financing Cash Flow-621.00M-1.32B-2.56B-469.00M-1.99B1.06B

Teck Resources Technical Analysis

Technical Analysis Sentiment
Positive
Last Price96.56
Price Trends
50DMA
87.95
Positive
100DMA
87.02
Positive
200DMA
78.52
Positive
Market Momentum
MACD
2.02
Positive
RSI
57.29
Neutral
STOCH
28.27
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For TSE:TECK.A, the sentiment is Positive. The current price of 96.56 is above the 20-day moving average (MA) of 93.06, above the 50-day MA of 87.95, and above the 200-day MA of 78.52, indicating a bullish trend. The MACD of 2.02 indicates Positive momentum. The RSI at 57.29 is Neutral, neither overbought nor oversold. The STOCH value of 28.27 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for TSE:TECK.A.

Teck Resources Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
70
Neutral
C$46.90B18.709.62%0.52%40.51%1088.57%
61
Neutral
$10.43B7.12-0.05%2.87%2.86%-36.73%
56
Neutral
C$5.74B-22.22-166.74%-36.42%
54
Neutral
C$16.80B87.722.32%168.44%-66.54%
52
Neutral
C$5.50B-41.59-31.93%-34.95%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TSE:TECK.A
Teck Resources
95.63
46.86
96.09%
TSE:IVN
Ivanhoe Mines
11.78
-0.48
-3.92%
TSE:SKE
Skeena Resources
45.77
21.59
89.29%
TSE:NGEX
NGEx Minerals
25.37
4.57
21.99%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 24, 2026