Kinross Gold Projects $0.55 EPS (175% Rise) and 32.4% Revenue Gain
Kinross Gold will report Q4 2025 results on Feb 18 with consensus estimates of $0.55 EPS (up 175% yoy) on revenues of $1.87 billion (up 32.4% yoy). The stock has surged 205% over the past year, outperforming major peers while all-in sustaining costs rose nearly 20% yoy, challenging margin expansion.
1. Q4 Expectations
Kinross Gold is scheduled to release fourth-quarter 2025 earnings on February 18, with consensus estimates at $0.55 per share—reflecting a 175% year-over-year increase—and revenues of $1.87 billion, a 32.4% rise. An Earnings ESP of +3.73% and a Zacks Rank #3 underscore the potential for an earnings beat.
2. Production and Cost Trends
The estimated average realized gold price for Q4 is $4,080 per ounce, up 53.2% year-over-year, driven by strong production at Tasiast and stable grades at Paracatu. However, inflationary pressures elevated unit costs, with all-in sustaining costs expected near $1,500 per ounce, up nearly 20% year-over-year, putting pressure on margins.
3. Stock Performance and Valuation
Kinross shares have climbed 205% over the past year, outpacing Barrick’s 167%, Newmont’s 170.3% and Agnico Eagle’s 125.9%. The stock trades at a forward P/E of 13.39x, roughly a 4.2% discount to the peer average of 13.97x, highlighting a valuation edge despite higher unit costs.