🐦 推特Wall St EngineCodex · 实盘不做把握 8/10
北京时间·🕒 发布 04:12:12时区推断·⟳ 抓取 04:12:12·⚡ 决策 07-24 04:13:47 +1m35s·95.6 天前
纽蒙特二季度调整后EPS和自由现金流超预期但收入低于预期，并维持全年指引
本条是纽蒙特二季度财报要点的社交转述，核心事实此前已由公司IR、SEC文件和多条Twitter信号在近72小时内处理。
📄 原文Wall St Engine@wallstengine↗ 原文
NEWMONT $NEM Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $6.1B (Est. $6.27B) 🔴; +15% YoY 🔹 Adj. EPS: $2.10 (Est. $1.98) 🟢 🔹 Fr…
不做 纽蒙特（NEM.US）
不做：近72小时已命中同一具体催化，包含07-24 04:07公司IR披露、SEC文件以及07-24 04:11多条NEM二季度财报Twitter转述；本条没有新增事实，避免重复推卡。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-24 · 扩散 high · price-in 风险 high ↗
关键理由
- 本条是纽蒙特二季度财报要点的社交转述，核心事实此前已由公司IR、SEC文件和多条Twitter信号在近72小时内处理。
- 财报本身为混合信号：EPS、自由现金流和净利润好于预期，但收入与调整后EBITDA低于预期，且全年产量和成本指引维持不变。
- 已处理库显示同一NEM二季度财报催化均已给出不做结论，本条没有新增金额、指引修正或管理层超预期信息。
主要风险
- 若后续电话会出现超预期的成本下修、产量上修或更大回购承诺，应作为新催化另行研判。
工具调用 · 历史记录,结果未知(1 种)
- search_processed_events · 结果未知
原文全文
展开原文 · 1,305 字
NEWMONT $NEM Q2’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $6.1B (Est. $6.27B) 🔴; +15% YoY
🔹 Adj. EPS: $2.10 (Est. $1.98) 🟢
🔹 Free Cash Flow: $2.2B (Est. $1.71B) 🟢
🔹 Net Income: $2.2B (Est. $2.07B) 🟢
Affirms FY26 Guide:
🔹 Attributable Gold Production: 5.3 million ounces
🔹 Gold By-Product AISC: $1,680/oz
🔹 Sustaining Capital: $1.95B
🔹 Development Capital: $1.4B
Other Q2 Metrics:
🔹 Attributable Gold Production: 1.29 Moz; -13% YoY
🔹 Gold By-Product AISC: $1,621/oz
🔹 Gold By-Product CAS: $1,043/oz
🔹 Adjusted EBITDA: $3.76B (Est. $3.83B) 🟡
🔹 Net Cash from Operating Activities: $2.92B (Est. $2.66B) 🟢
Capital Return:
🔹 Dividend: $0.26/share
🔹 Buybacks: $1.7B
🔹 Remaining Authorization: $4.3B
🔹 Shareholder Returns: $1.9B
Comments:
🔸 “Newmont delivered another quarter of strong operational and financial performance, producing approximately 1.3 million attributable gold ounces and generating record second quarter free cash flow of $2.2 billion, while remaining on track to achieve our full-year 2026 guidance.”
🔸 “Supported by our strong balance sheet and consistent capital allocation framework, we returned $1.9 billion to shareholders through quarterly dividends and ongoing share repurchases executed since our last earnings call, while continuing to invest in the long-term strength of our business.”
🔹 Revenue: $6.1B (Est. $6.27B) 🔴; +15% YoY
🔹 Adj. EPS: $2.10 (Est. $1.98) 🟢
🔹 Free Cash Flow: $2.2B (Est. $1.71B) 🟢
🔹 Net Income: $2.2B (Est. $2.07B) 🟢
Affirms FY26 Guide:
🔹 Attributable Gold Production: 5.3 million ounces
🔹 Gold By-Product AISC: $1,680/oz
🔹 Sustaining Capital: $1.95B
🔹 Development Capital: $1.4B
Other Q2 Metrics:
🔹 Attributable Gold Production: 1.29 Moz; -13% YoY
🔹 Gold By-Product AISC: $1,621/oz
🔹 Gold By-Product CAS: $1,043/oz
🔹 Adjusted EBITDA: $3.76B (Est. $3.83B) 🟡
🔹 Net Cash from Operating Activities: $2.92B (Est. $2.66B) 🟢
Capital Return:
🔹 Dividend: $0.26/share
🔹 Buybacks: $1.7B
🔹 Remaining Authorization: $4.3B
🔹 Shareholder Returns: $1.9B
Comments:
🔸 “Newmont delivered another quarter of strong operational and financial performance, producing approximately 1.3 million attributable gold ounces and generating record second quarter free cash flow of $2.2 billion, while remaining on track to achieve our full-year 2026 guidance.”
🔸 “Supported by our strong balance sheet and consistent capital allocation framework, we returned $1.9 billion to shareholders through quarterly dividends and ongoing share repurchases executed since our last earnings call, while continuing to invest in the long-term strength of our business.”
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。