NYSE$AG

First Majestic Silver Corp · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

First Majestic Q1 2026: record $476.7M revenue, $128.1M net earnings on silver price surge

First Majestic Silver reported Q1 2026 revenue of $476.7 million, up 95% year-over-year, with 66% of revenue from silver as realized silver prices jumped 161% to $86.35/oz and gold prices rose 81% to $5,018/oz. Net earnings attributable to owners were $128.1 million, or $0.26 basic EPS, versus $2.3 million and $0.01 a year ago; adjusted net earnings were $151.7 million, or $0.31 per share. Mine operating earnings reached a record $266.6 million, EBITDA was $306.8 million, and free cash flow was $223.5 million after $95.5 million of cash taxes. Production was 3.55 million silver ounces and 34,341 gold ounces, tracking toward 2026 guidance midpoints. Cash and treasury hit a record $1.13 billion. The board declared a quarterly dividend of $0.0171 per share, nearly four times the prior-year payout, under a policy targeting about 2% of net quarterly revenue. Management noted higher reported AISC per silver-equivalent ounce reflects price-driven AgEq conversion changes rather than underlying cost deterioration.

  • Revenue surged 95% to $476.7M; mine operating earnings hit a record $266.6M; 66% of revenue from silver.
  • Net earnings were $128.1M ($0.26 EPS); adjusted net earnings $151.7M ($0.31); EBITDA $306.8M.
  • Free cash flow was $223.5M after $95.5M cash taxes; treasury reached a record $1.13B.
  • Production: 3.55M silver oz and 34,341 gold oz; ore processed rose 12% to 1.06M tonnes.
  • Quarterly dividend raised to $0.0171/share; David Howe appointed COO effective May 4, 2026.

Headline financials

Total Revenue

$477M

No prior period
EPS (adj)

$0.31

No prior period
Silver ounces produced (attributable)

3.5M

No prior period
Average realized silver price

$86.35

No prior period
All-in sustaining cost per AgEq ounce

$29.76

No prior period
AISC margin per AgEq ounce

$52.24

No prior period
Free Cash Flow

$224M

No prior period
Net Income

$128M

No prior period
Operating Income

$267M

No prior period
Cash & Equivalents

$1.13B

No prior period

Revenue & EPS history

First Majestic · Revenue · Quarterly

$477M

Q1 2026
Beat estimate in 6 of 11 quarters(55%)
ActualEstimate

Forward guidance

Q1 production tracked toward 2026 guidance midpoints (26% of silver and 28% of gold targets); management expects AISC per AgEq ounce to decrease in the second half of 2026.

Tailwinds

  • Record treasury and free cash flow support dividend growth and Jerritt Canyon restart investment
  • Higher throughput (+12%) enabling optimized cut-off grades and margin expansion

Headwinds

  • Reported cash costs and AISC per AgEq oz appear higher due to silver-price-driven conversion ratio changes

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+0.7%

Avg return

Earnings day

-0.8%

Avg return

5 days after

-2.0%

Avg return

30 days after

51%

32 / 63 earnings

Positive

+19.0%

Q2 2015

Best reaction

-20.4%

Q2 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+9.2%-13.6%-28.4%
Q4 2025+9.7%+30.6%-19.2%
Q2 2025-1.0%+6.8%+9.2%
Q4 2024+7.3%+1.9%+28.9%
Q3 2024-1.4%-4.0%-7.2%
Q2 2024-18.1%-19.3%-9.5%
Q1 2024+3.2%-10.1%-0.8%
Q4 2023+4.5%+3.1%+20.2%
Q3 2023-6.6%-7.9%+20.4%
Q2 2023-1.3%-2.4%-3.3%
Q1 2023-1.2%-1.4%-14.3%
Q4 2022-14.1%-12.4%-5.9%
Q3 2022+1.6%+3.2%-5.3%
Q2 2022+9.2%+12.5%-0.7%
Q1 2022-0.7%+0.7%+8.3%
Q4 2021+4.8%+4.1%+5.4%
Q3 2021+5.3%+8.2%-14.8%
Q2 2021-5.4%-7.1%+0.3%
Q1 2021+9.7%+10.2%+17.7%
Q4 2020+0.4%+11.0%-3.2%
Q3 2020+12.7%+3.3%+5.3%
Q2 2020-6.1%-17.3%-16.7%
Q1 2020+15.6%+23.1%+21.0%
Q4 2019-4.0%-3.2%-45.6%
Q3 2019-3.7%+4.0%+2.8%
Q2 2019+9.3%+7.8%-0.2%
Q1 2019+0.7%+1.5%+10.3%
Q4 2018+6.8%-3.5%+4.9%
Q3 2018-2.8%-10.7%-9.8%
Q2 2018-13.3%-19.0%-13.4%
Q1 2018+5.5%+3.5%+6.6%
Q4 2017+2.4%+4.6%+13.6%
Q3 2017-5.8%-1.2%-2.0%
Q2 2017-20.4%-22.3%-9.3%
Q1 2017-4.6%-5.1%+5.0%
Q4 2016-1.7%-8.2%-19.6%
Q3 2016+8.4%+2.7%+8.0%
Q2 2016-0.5%-5.0%-33.2%
Q1 2016+9.1%
Q4 2015+5.0%
Q3 2015-3.7%
Q2 2015+19.0%
Q1 2015+2.3%
Q4 2014+2.7%
Q3 2014-3.2%
Q2 2014+1.1%
Q1 2014-2.4%
Q4 2013-2.0%
Q3 2013-5.3%
Q2 2013+14.4%
Q1 2013+14.4%
Q4 2012-5.0%
Q3 2012-1.0%
Q2 2012+1.2%
Q1 2012+2.7%
Q4 2011-10.3%
Q3 2011+1.3%
Q2 2011-6.5%
Q1 2011-6.5%
Q4 2010-0.1%
Q3 2010+1.0%
Q2 2010-5.9%
Q1 2010+6.2%

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