Newmont Q4 Revenue Rises 20.6%, EPS Hits $2.52, AISC Drops to $1,302/oz

NEMNEM

Newmont’s Q4 revenue rose 20.6% y/y to $6.82B, beating estimates by 12.6%, while EPS jumped to $2.52 from $1.40, a 24.3% surprise. All-in sustaining costs dropped to $1,302/oz versus $1,601.7 estimate, gold output climbed to 1,453 Koz and average realized gold price reached $4,216/oz.

1. Q4 Financial Results

For the quarter ended December 2025, Newmont reported revenue of $6.82 billion, up 20.6% year-over-year and 12.6% above consensus, with EPS of $2.52 versus $1.40 a year ago and 24.3% above estimates.

2. Cost and Production Metrics

All-in sustaining costs consolidated fell to $1,302 per ounce against a $1,601.7 estimate, while attributable gold production climbed to 1,453 Koz versus 1,402.96 Koz expected. Boddington output rose to 146 Koz and Tanami to 123 Koz, both ahead of forecasts.

3. Cash Flow and Balance Sheet

Newmont generated record free cash flow of $7.3 billion in 2025, reduced net debt by $3.4 billion to end the year in a net cash position, and returned $3.4 billion to shareholders through dividends and buybacks.

Sources

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