NASDAQ$PAAS

Pan American Silver Corp · Q2 2024 earnings

Q2 2024 earnings · · After market close · Investor relations

Briefing

Pan American Silver reported unaudited Q2 2024 results with record revenue of $686.3 million and free cash flow of $102.1 million.

Pan American Silver Corp. reported Q2 2024 results showing revenue of $686.3 million, a net loss of $21.4 million ($0.06 per share), and adjusted earnings of $40.0 million ($0.11 per share). Operations generated record cash flow from operations before working capital changes of $203.3 million, resulting in free cash flow of $102.1 million. Silver production was 4.57 million ounces and gold production was 220.4 thousand ounces, with the company reaffirming its 2024 guidance while noting silver production toward the low end of the range.

  • Record revenue of $686.3 million and mine operating earnings of $116.9 million in Q2 2024.
  • Net loss of $21.4 million due to tax expenses and NRV inventory adjustments; adjusted earnings $40.0 million.
  • Record operating cash flow before working capital of $203.3 million and free cash flow of $102.1 million.
  • Silver production 4.57 Moz and gold 220.4 koz; reaffirms 2024 outlook with silver at low end of guidance.

Headline financials

Total Revenue

$686M

Previous: $640M+7.3%
EPS (adj)

$0.11

Previous: $0.04+175.0%
Silver Production

4.6M

No prior period
Gold Production

220.4K

No prior period
Operating Cash Flow

$163M

No prior period
Silver Segment AISC

$19.07

No prior period
Gold Segment AISC

$1.58K

No prior period
Cash Dividend Per Share

$0.10

No prior period
Free Cash Flow

$102M

No prior period
Net Income

-$21.4M

No prior period
Operating Income

$117M

No prior period
Cash & Equivalents

$369M

No prior period

Revenue & EPS history

Pan American Silver · Revenue · Quarterly

$686M

Q2 2024+7.3%vs Q2 2023
Beat estimate in 4 of 12 quarters(33%)
ActualEstimate

Forward guidance

Company reaffirms 2024 operating outlook for production, costs, and capex, expecting silver production toward the low end of the annual guidance range.

Tailwinds

  • Ventilation improvements at La Colorada expected to boost H2 silver production.
  • On track for annual gold, zinc, lead, and copper production guidance.

Headwinds

  • Silver production expected at low end of 21-23 Moz guidance range.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+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
Q2 2024
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%
Q3 2014
Q2 2014
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%
Q4 2009

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro