SOUTHERN COPPER CORP/ (SCCO) Earnings History

SOUTHERN COPPER CORP/ - Q4 2025 EarningsBeat

Filed at: Jan 28, 2026, 5:21 PM EST|Read from source

EXECUTIVE SUMMARY

Southern Copper Corporation reported a strong fourth quarter and full year 2025, driven by record sales, adjusted EBITDA, and net income, fueled by higher sales volumes and favorable metal prices across its key products. The company also highlighted significant progress on its major capital projects, particularly the Tia Maria project in Peru, and maintained a disciplined investment strategy for future growth.

POSITIVE HIGHLIGHTS

  • •

    Fourth quarter net sales reached a new record of $3,869.8 million, a 39.0% increase year-over-year, driven by higher sales volumes and better prices for copper, molybdenum, zinc, and silver.

    positive
  • •

    Full year 2025 net sales hit a record $13,420.0 million, up 17.4% from 2024, driven by increased volumes and prices for key products.

    positive
  • •

    Fourth quarter net income increased by 64.7% to $1,307.9 million, with net income margin improving to 33.8% from 28.5% in 4Q24.

    positive
  • •

    Full year 2025 net income reached a record $4,334.9 million, a 28.4% increase over 2024, with net income margin improving to 32.3% from 29.5%.

    positive
  • •

    Fourth quarter adjusted EBITDA was a record $2,310.5 million, up 53.3% year-over-year, with adjusted EBITDA margin expanding to 59.7% from 54.1%.

    positive
  • •

    Full year 2025 adjusted EBITDA was a record $7,822.4 million, up 22.1% from 2024, with adjusted EBITDA margin improving to 58.3% from 56.0%.

    positive
  • •

    Operating cash cost per pound of copper, net of by-product credits, decreased significantly to $0.52 in 4Q25 from $0.96 in 4Q24, and to $0.58 for full year 2025 from $0.89 in 2024.

    positive
  • •

    The Tia Maria project in Peru is 24% complete, with $0.8 billion committed as of end of 2025, and is expected to generate significant exports and tax revenues.

    positive

CONCERNS & RISKS

  • •

    Copper production for the full year 2025 decreased by 1.8% to 954,270 tons compared to 2024, primarily due to a decrease in production at the Buenavista mine.

    negative
  • •

    Refined and rod copper production decreased by 2.6% for the full year 2025, and smelted copper production decreased by 5.6%.

    negative
  • •

    Zinc refined production decreased by 11.9% for the full year 2025, although mined and sales volumes increased.

    attention
  • •

    The Los Chancas project in Peru is facing challenges due to the presence of illegal miners, preventing project advancement.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$3.87B
+39.0%
Prior year: $2.78B
Annual (YTD)
$13.42B
N/A
Prior year: $11.43B
Net Income
Quarterly
$1.31B
+64.7%
Prior year: $793.90M
Annual (YTD)
$4.33B
N/A
Prior year: $3.38B
EPS (Diluted)
Quarterly
$1.56
+59.2%
Prior year: $0.98
Annual (YTD)
$5.24
N/A
Prior year: $4.21
Operating Income
Quarterly
$2.11B
+61.4%
Prior year: $1.31B
Annual (YTD)
$7.00B
N/A
Prior year: $5.55B
EPS (Basic)
Quarterly
N/A
N/A

MARGIN ANALYSIS

Operating Margin
Current Quarter
33.8%
Prior Year
28.5%
YoY Change
+530 bps
Net Margin
Current Quarter
33.8%
Prior Year
28.5%
YoY Change
+530 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

MANAGEMENT COMMENTARY

The Company had an outstanding year, achieving new record results for sales, adjusted EBITDA and net income, as well as registering significantly lower cash costs.

— SOUTHERN COPPER CORP/, Q4 2025 2025 Earnings Call

These results reflect strong momentum for copper and other minerals that we mine and attest to the effectiveness of our strategic direction.

— SOUTHERN COPPER CORP/, Q4 2025 2025 Earnings Call

Our Tía María project represents a landmark investment for Peru and the Arequipa region.

— SOUTHERN COPPER CORP/, Q4 2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Copper Production Tons
954.3K
-1.8% YoY
Prior year: 973.9K
Molybdenum Production Tons
31.2K
+7.4% YoY
Prior year: 29.0K
Operating Cash Cost Per Pound Copper Net Of Byproduct Credits
0.6
-34.8% YoY
Prior year: 0.9
Silver Production Ounces
24.2M
+15.3% YoY
Prior year: 21.0M
Zinc Production Tons
177.0K
+36.1% YoY
Prior year: 130.0K

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.