NASDAQ$PAAS

Pan American Silver Corp · Q1 2025 earnings

Q1 2025 earnings · · Investor relations

Briefing

Pan American Silver reported strong Q1 2025 performance with record mine operating earnings and robust free cash flow, supported by higher metal prices and lower costs.

Pan American Silver posted $773.2 million in revenue and $169.3 million in net income for Q1 2025. The company delivered $250.8 million in mine operating earnings, produced 5.0 million ounces of silver and 182.2 thousand ounces of gold, and generated $240.1 million in operating cash flow before working capital changes. Adjusted earnings reached $153.0 million, with free cash flow of $112.6 million.

  • Revenue reached $773.2 million, up from $601.4 million YoY
  • Generated $112.6 million in free cash flow and $240.1 million in operating cash flow before working capital
  • Silver and gold production totaled 5.0 million oz and 182.2 thousand oz, respectively
  • Declared $0.10/share dividend and repurchased 909,012 shares for $20 million

Headline financials

Total Revenue

$773M

Previous: $601M+28.6%
EPS (adj)

$0.42

Previous: $0.01+4100.0%
Silver Production

5.0M

No prior period
Gold Production

182.2K

No prior period
Adjusted Earnings

$153M

No prior period
Operating Cash Flow

$240M

No prior period
Net Income

$169M

Previous: -$30.9M+647.9%
Operating Income

$251M

Previous: $29.2M+758.9%
Gross Profit

$429M

Previous: $60.3M+611.4%

Revenue & EPS history

Pan American Silver · Revenue · Quarterly

$773M

Q1 2025+28.6%vs Q1 2024
Beat estimate in 4 of 11 quarters(36%)
ActualEstimate

Forward guidance

Pan American reaffirmed its 2025 production, cost, and capital expenditure guidance with silver output expected at 20–21 million ounces and gold at 735–800 thousand ounces, supported by project development and strong operational execution.

Tailwinds

  • Reaffirmed full-year silver production guidance of 20–21 million ounces
  • Reaffirmed full-year gold production guidance of 735–800 thousand ounces
  • Silver segment AISC expected to range $16.25–$18.25 per ounce
  • Gold segment AISC expected to range $1,525–$1,625 per ounce
  • Strong liquidity with $923 million in cash and $750 million undrawn credit

Headwinds

  • La Colorada Skarn remains in development phase with no production timeline
  • Escobal project remains inactive pending consultation process
  • Project capital spending continues across multiple sites, reducing available cash
  • Gold production down YoY (182.2k oz vs. 222.9k oz in Q1 2024)
  • Inflation and FX risks remain in cost structure across operating geographies

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+0.6%

Avg return

Earnings day

+0.5%

Avg return

5 days after

-1.5%

Avg return

30 days after

56%

28 / 50 earnings

Positive

+16.5%

Q3 2016

Best reaction

-14.6%

Q2 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2025+4.0%+23.3%-5.9%
Q3 2024-1.2%-0.4%+0.1%
Q1 2024+9.2%+5.7%+5.2%
Q4 2023-2.5%-2.7%+6.9%
Q3 2023-10.5%-12.5%+0.6%
Q2 2023+1.9%+3.0%+0.7%
Q1 2023-5.8%-7.2%-13.9%
Q4 2022-2.6%-6.3%+14.9%
Q3 2022-4.0%+0.7%+8.1%
Q2 2022-14.6%-14.8%-24.0%
Q1 2022-4.4%-1.0%+6.5%
Q4 2021-0.0%+0.6%+20.3%
Q3 2021+1.4%+4.9%-9.6%
Q2 2021+4.0%+4.0%+0.6%
Q1 2021-14.0%-2.6%-9.1%
Q4 2020-2.1%+5.9%+1.8%
Q3 2020+6.3%-0.6%-10.0%
Q2 2020-1.0%-6.6%-11.2%
Q1 2020+0.7%-3.0%+20.1%
Q4 2019+4.0%+5.8%-50.9%
Q3 2019+4.8%+6.8%+19.5%
Q2 2019+3.8%+2.0%+6.5%
Q1 2019-3.7%-4.8%-5.5%
Q4 2018-5.8%-7.1%-11.4%
Q3 2018-9.2%-5.8%-13.3%
Q2 2018+8.9%+3.1%-6.1%
Q1 2018+10.4%+7.8%+7.4%
Q4 2017-6.4%-3.4%-2.4%
Q3 2017-6.3%-9.0%-10.0%
Q2 2017+11.9%+12.1%+19.0%
Q1 2017+0.2%+7.9%+10.7%
Q4 2016-6.6%-6.8%-16.8%
Q3 2016+16.5%+12.7%+11.2%
Q2 2016+3.2%+5.0%-10.8%
Q1 2016+3.4%
Q4 2015+4.5%
Q3 2015+3.6%
Q2 2015-5.1%
Q1 2015+2.7%
Q4 2014-5.0%
Q1 2014+2.3%
Q2 2012+6.4%
Q1 2012+1.7%
Q3 2011+8.9%
Q2 2011-0.8%
Q1 2011+8.2%
Q4 2010+8.2%
Q3 2010-6.2%
Q1 2010+2.4%
Q2 2010+2.4%

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