Newmont

NEM Q1 2025 Earnings

Reported Apr 23, 2025 at 4:06 PM ET · SEC Source

Q1 25 EPS

$1.25

BEAT +38.18%

Est. $0.90

Q1 25 Revenue

$5.01B

BEAT +5.69%

Est. $4.74B

vs S&P Since Q1 25

+73.1%

BEATING MARKET

NEM +105.0% vs S&P +31.8%

Market Reaction

Did NEM Beat Earnings? Q1 2025 Results

Newmont delivered a standout first quarter in 2025, reporting adjusted EPS of $1.25 against a consensus estimate of $0.90, a 38.18% beat, while revenue of $5.01 billion topped expectations by 5.69% and rose 25.2% year-over-year, underscoring the powe… Read more Newmont delivered a standout first quarter in 2025, reporting adjusted EPS of $1.25 against a consensus estimate of $0.90, a 38.18% beat, while revenue of $5.01 billion topped expectations by 5.69% and rose 25.2% year-over-year, underscoring the powerful tailwind of sharply higher realized gold prices. The average realized gold price surged to $2,944 per ounce, up from $2,090 a year earlier, serving as the single most consequential driver behind the quarter's record $1.21 billion in free cash flow and $2.63 billion in adjusted EBITDA. The results arrived as Newmont completed its non-core divestiture program, with Akyem and Porcupine sales closing in April, helping the company's shares climb more than 50% year-to-date. Management reaffirmed full-year guidance of 5.9 million attributable gold ounces, though cautioned that Q2 free cash flow faces headwinds from peak development capital at Ahafo North and Cadia, higher tax payments, and ongoing Yanacocha water treatment construction costs.

Key Takeaways

  • Average realized gold price surged to $2,944/oz, up $854/oz year-over-year
  • Record first quarter free cash flow of $1.2 billion
  • Tier 1 Portfolio produced 1.3 million gold ounces, comprising the majority of total production
  • Successful completion of non-core divestiture program generating up to $4.3 billion in gross proceeds
  • Gain on sale of assets held for sale of $276 million
  • Increase in fair value of investments and options of $291 million
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NEM YoY Financials

Q1 2025 vs Q1 2024, source: SEC Filings

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NEM Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q3 25

“Following on from a robust fourth quarter performance, Newmont has delivered 1.5 million attributable gold ounces and generated a record first quarter free cash flow of $1.2 billion, demonstrating the strength of our unrivaled Tier 1 Portfolio.”

— Tom Palmer, Q1 2025 Earnings Press Release