Monitor Florence Copper ramp toward 30-35M lbs annual production and copper price environment. The strong Q1 results and positive outlook support the stock, but the slight revenue miss and elevated input costs warrant attention.
Price Chart
Executive Summary
Taseko Mines reported Q1 2026 adjusted EPS of $0.08, beating consensus of $0.07 by 14.3%, while revenue of $237M slightly missed the $238.5M estimate. Strong copper production at Gibraltar and initial production at Florence Copper drove adjusted EBITDA of $93.5M, up 172% YoY.
Key Financial Metrics
Key Facts
- Adjusted EPS $0.08 vs consensus $0.07 (beat by 14.3%)
- Revenue $237M vs consensus $238.5M (in-line)
- Revenues surged 70% YoY to $237M on 27M lbs copper sold
- Gibraltar produced 30M lbs copper in Q1, up 50% YoY
- Florence Copper produced 1.5M lbs cathode in first 5 weeks
- Adjusted EBITDA $93.5M, up 172% from $34.4M YoY
- Cash from operations $93.9M, total liquidity $322M
Financial Impact
EPS beat of $0.01 vs consensus, revenue slightly below, but strong cash flow and production growth
Risk Factors
- Copper price volatility and hedging impact
- Diesel and explosives cost inflation
- Florence Copper ramp-up execution risk
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3289499 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 8, 2026 18d ago | 6-K | $8.85 $7.97 | ▼ −9.94% | ▼ −7.98% | $7.97 (−10.00%) |
Aug 19, 2026 9w ago | 6-K | $8.47 $9.23 | ▲ +8.97% | ▲ +9.36% | $7.97 (−5.96%) |
Jul 14, 2026 15w ago | 6-K | $7.97 $7.02 | ▼ −11.92% | ▼ −10.62% | $7.97 (−0.06%) |
Jul 7, 2026 16w ago | 6-K | $6.53 $7.97 | ▲ +22.05% | ▲ +21.50% | $7.97 (+21.98%) |
Jun 26, 2026 17w ago | 6-K | $6.45 $6.93 | ▲ +7.44% | ▲ +5.28% | $7.97 (+23.49%) |
Jun 24, 2026 17w ago | Press Release | $6.57 $7.00 | ▲ +6.54% | ▲ +4.98% | $7.97 (+21.23%) |
May 26, 2026 21w ago | 6-K | $7.06 $7.90 | ▲ +11.90% | ▲ +10.81% | $7.97 (+12.82%) |
May 26, 2026 22w ago | 6-K | $7.06 $8.30 | ▲ +17.56% | ▲ +16.35% | $7.97 (+12.82%) |
May 6, 2026 24w ago | Press Release | $7.25 $7.79 | ▲ +7.45% | ▲ +5.94% | $7.97 (+9.86%) |
Apr 30, 2026 25w ago | Press Release | $7.15 $7.25 | ▲ +1.40% | ▼ −0.95% | $7.97 (+11.40%) |
US Market Status
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