NYSE$AU

AngloGold Ashanti Ltd-ADR · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

AngloGold Ashanti Q1 2026: record $1.17B free cash flow, $2.52 EPS on 724koz gold at $4,863/oz

AngloGold Ashanti delivered record Q1 2026 free cash flow of $1.17 billion, up 190% from $403 million, as gold income reached $3.15 billion on 724,000 ounces produced at an average realized price of $4,863/oz (+69% YoY). Headline earnings rose 187% to $1.29 billion ($2.52 per share) from $447 million ($0.88), with EBITDA up 130% to $2.29 billion. The balance sheet swung to $868 million net cash from $755 million net debt a year earlier. The board declared a record interim dividend of $585 million (116 US cents per share) and proposed a $2.0 billion share repurchase subject to shareholder approval.

  • Gold production of 724koz (+1% YoY) with gold income of $3.15B on $4,863/oz average price
  • Headline earnings of $1.29B ($2.52/share), up 187% YoY; EBITDA of $2.29B (+130%)
  • Record free cash flow of $1.17B; net cash position of $868M vs net debt of $755M prior year
  • Interim dividend of $585M (116 cps) plus proposed $2.0B buyback programme

Headline financials

Total Revenue

$3.15B

Previous: $1.93B+63.7%
EPS (adj)

$2.52

Previous: $0.88+186.4%
Gold production

724.0K

No prior period
Average gold price received

$4.86K

No prior period
EBITDA

$2.29B

No prior period
AISC per ounce

$1.96K

No prior period
Free Cash Flow

$1.17B

No prior period
Net Income

$1.28B

Previous: $542.00+236346763.5%
Gross Profit

$1.94B

Previous: $839.00+231585120.5%

Revenue & EPS history

AngloGold Ashanti · Revenue · Quarterly

$3.15B

Q1 2026+63.7%vs Q1 2025
Beat estimate in 3 of 6 quarters(50%)
ActualEstimate

Forward guidance

Full-year 2026 guidance unchanged: gold production 2.8-3.17Moz, total cash costs $1,315-$1,430/oz, AISC $1,780-$1,990/oz, and capex $1.825-$1.975B.

Tailwinds

  • Strong cash generation supports capital returns and Nevada growth projects
  • Arthur Gold PFS shows up to $3.46B NPV at $3,500/oz gold

Headwinds

  • Total cash costs rose 14% to $1,391/oz on royalties and inflation
  • Fatal contractor incident at Obuasi in April underscores ongoing safety focus

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

+1.5%

Avg return

Earnings day

+4.6%

Avg return

5 days after

+7.8%

Avg return

30 days after

59%

32 / 54 earnings

Positive

+14.6%

Q3 2022

Best reaction

-10.3%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+6.8%+2.1%
Q4 2025+6.2%+15.7%-25.7%
Q2 2025+5.1%+26.0%+22.5%
Q1 2025+6.8%-4.8%+9.8%
Q4 2024+6.3%+4.0%+30.8%
Q3 2024+5.4%-6.2%-5.0%
Q4 2023+8.8%+4.9%+10.9%
Q1 2024-0.1%+7.9%+3.6%
Q2 2023+1.1%+9.7%-3.1%
Q3 2023+1.1%+9.7%-3.1%
Q1 2023+1.4%+10.5%+10.1%
Q4 2022+8.3%+7.6%+41.2%
Q3 2022+14.6%+27.4%+46.2%
Q2 2022-1.7%-6.5%-4.9%
Q1 2022+2.2%-2.0%-14.7%
Q4 2021+0.9%+2.5%-13.1%
Q2 2021+1.8%+4.1%+9.4%
Q1 2021+6.2%+6.1%-4.9%
Q4 2020+12.2%+10.6%+8.3%
Q2 2020+1.9%-0.1%+11.7%
Q1 2020-6.6%-0.8%+36.0%
Q4 2019-10.3%-16.2%+33.0%
Q2 2019-4.8%-0.4%+5.2%
Q1 2019-3.2%+1.9%-9.9%
Q4 2018-1.6%+1.0%-4.0%
Q2 2018+0.1%+3.7%+5.8%
Q4 2017+3.5%+0.7%-3.1%
Q2 2017-3.0%+0.8%+3.8%
Q4 2016+7.2%+11.6%+7.6%
Q2 2016+6.4%+7.4%+22.4%
Q4 2015+10.2%
Q3 2015-1.7%
Q2 2015+8.0%
Q1 2015-1.2%
Q4 2014+4.1%
Q3 2014-1.4%
Q2 2014+2.0%
Q1 2014-1.5%
Q4 2013-5.6%
Q3 2013-7.5%
Q2 2013-7.5%
Q1 2013-1.1%
Q4 2012-0.5%
Q3 2012+6.0%
Q2 2012-1.7%
Q1 2012-1.7%
Q4 2011-4.0%
Q2 2011-3.3%
Q3 2011-3.3%
Q1 2011+3.2%
Q4 2010+0.7%
Q2 2010+0.6%
Q3 2010+0.6%
Q1 2010+6.0%

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