Monitor the San Gabriel tailings filtration reinforcement timeline over the next six months, as processing constraints could affect future production. The strong cash position and dividend declaration signal confidence, but copper and gold production trends (copper up 7%, gold down 6% YoY) warrant attention for sustainability of earnings growth.
Price Chart
Executive Summary
Buenaventura reported strong 3Q26 results with total revenue of $545.3M (up 27% YoY) and EPS of $1.06 (up 50% YoY), exceeding consensus estimates of $0.89 EPS and $528.0M revenue. The company also declared a $0.5508 per share dividend and maintained a net cash position of $307.3M.
Key Financial Metrics
Key Facts
- 3Q26 total revenue $545.3M vs $431.0M in 3Q25, up 27% YoY
- 3Q26 EPS $1.06 vs $0.70 in 3Q25, up 50% YoY
- 3Q26 net income $268.4M vs $179.0M in 3Q25, up 50% YoY
- 3Q26 EBITDA from direct operations $261.2M vs $195.3M in 3Q25, up 34% YoY
- Cash balance of $1,000.6M and negative net debt of $307.3M as of Sep 30, 2026
- Board approved dividend of $0.5508 per share/ADS
- EPS beat consensus of $0.89 by 19.1%
- Revenue beat consensus of $528.0M by 3.3%
- San Gabriel processing constrained due to tailings filtration system reinforcement work; mining continued with ~100,000 metric tons ore stockpile
Financial Impact
Revenue $545.3M (beat $528.0M consensus by 3.3%); EPS $1.06 (beat $0.89 consensus by 19.1%)
Risk Factors
- San Gabriel processing constrained for most of 3Q26; additional reinforcement work planned over next six months
- Direct operations gold production decreased 6% YoY; silver production decreased 21% YoY
- Lead and zinc production declined 12% and 1% YoY respectively
- EBITDA calculation methodology revised starting 3Q26, restated for comparability
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001104659-26-120330 |
| Document: 0001104659-26-120330-index-headers.html | 0001104659-26-120330 |
| Document: 0001104659-26-120330-index.html | 0001104659-26-120330 |
| Document: 0001104659-26-120330.txt | 0001104659-26-120330 |
| Earnings Context (Synthetic; results releases only) | 0001104659-26-120330 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 29, 2026 3d ago | 6-K | $27.59 | awaiting T+60 | awaiting T+60 | $26.42 (−4.24%) |
Oct 15, 2026 17d ago | 6-K | $30.42 | awaiting T+60 | awaiting T+60 | $26.42 (−13.15%) |
Aug 26, 2026 9w ago | 6-K | $36.18 | awaiting T+60 | awaiting T+60 | $26.42 (−26.98%) |
Jul 30, 2026 13w ago | 6-K | $30.28 $28.44 | ▼ −6.08% | ▼ −8.53% | $26.42 (−12.75%) |
Apr 30, 2026 26w ago | 6-K | $32.44 $30.38 | ▼ −6.35% | ▼ −9.42% | $26.42 (−18.56%) |
Apr 30, 2026 26w ago | 6-K | $32.44 $30.38 | ▼ −6.35% | ▼ −9.42% | $26.42 (−18.56%) |
Apr 15, 2026 28w ago | 6-K | $35.16 $29.82 | ▼ −15.19% | ▼ −22.23% | $26.42 (−24.86%) |
US Market Status
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