NYSE$B

Barrick Mining Corp · Q3 2026 earnings

Q3 2026 earnings · · Investor relations

Briefing

Barrick beats Q1 gold production guidance as higher prices drive 256% EPS growth

Barrick Mining reported strong first-quarter 2026 results on May 11, with gold production of 719,000 ounces exceeding its 640,000–680,000 ounce guidance and copper output of 49,000 tonnes in line with plan. Revenue rose 67% year-over-year to $5.22 billion, while net earnings jumped to $1.60 billion ($0.96 per share) from $474 million ($0.27) a year ago; adjusted EPS was $0.98. Operating cash flow surged 111% to $2.55 billion and attributable free cash flow nearly tripled to $1.21 billion, helped by higher realized gold prices and better-than-planned unit costs. Management reaffirmed full-year 2026 production and cost guidance, declared a $0.175 quarterly dividend, and authorized a new $3.0 billion share repurchase program while progressing the North American Barrick IPO.

  • Gold production of 719,000 oz beat Q1 guidance of 640,000–680,000 oz; copper production was 49,000 tonnes, up 11% year-over-year.
  • Revenue reached $5.22B (+67% YoY) and net earnings were $1.60B ($0.96 EPS); adjusted EPS of $0.98 rose 180% from Q1 2025.
  • Operating cash flow of $2.55B (+111%) and attributable free cash flow of $1.21B (+195%) reflected stronger prices and cost control.
  • Gold AISC of $1,708/oz was down 4% YoY and below plan; Q2 gold production guidance is 730,000–770,000 oz with full-year guidance unchanged.
  • Board declared a $0.175/share dividend and approved up to $3.0B in share repurchases; North American Barrick IPO remains on track for year-end 2026.

Headline financials

Total Revenue

$10.4B

No prior period
EPS (adj)

$0.98

No prior period
Attributable free cash flow

$1.21B

No prior period
Gold AISC per ounce

$1.71K

No prior period
Gold production (koz)

719.0K

No prior period
Copper production (kt)

49.0K

No prior period
Attributable EBITDA

$2.76B

No prior period
Capital Expenditures

-$9.21M

No prior period
Free Cash Flow

$144M

No prior period
Net Income

$59.5M

No prior period
Operating Income

$93.4M

No prior period
Gross Profit

$177M

No prior period
Total Assets

$4.17B

No prior period

Revenue & EPS history

Barrick · Revenue · Quarterly

$10.4B

Q3 2026
Beat estimate in 3 of 13 quarters(23%)
ActualEstimate

Forward guidance

Barrick reaffirmed 2026 gold production guidance of 2.90–3.25 million ounces and expects Q2 output of 730,000–770,000 oz, increasing through Q3 and Q4. Full-year gold cost guidance remains COS $1,870–$2,070/oz, TCC $1,330–$1,470/oz, and AISC $1,760–$1,950/oz. Copper production guidance is unchanged at 190,000–220,000 tonnes.

Tailwinds

  • Sequential production ramp expected through 2026 with Q2 gold output guided at 730,000–770,000 oz.
  • Lumwana Super Pit Expansion on budget; Fourmile drilling accelerated through 2026.
  • North American Barrick IPO targeted for completion by year-end 2026.

Headwinds

  • Gold unit costs rose year-over-year due to higher royalties, mix, and inflation despite beating internal plans.
  • Copper AISC of $3.67/lb was up 20% YoY on royalties and higher site operating costs.

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 Q3 2026

Historical avgQ3 2026

+0.1%

Avg return

Earnings day

-0.0%

Avg return

5 days after

-0.4%

Avg return

30 days after

46%

30 / 65 earnings

Positive

+12.3%

Q4 2021

Best reaction

-12.1%

Q4 2013

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026+9.0%-5.9%
Q2 2026-7.2%-0.9%-4.1%
Q1 2026+1.7%+14.7%+26.1%
Q2 2025-2.6%+2.9%+25.8%
Q1 2025+0.9%-5.2%+3.1%
Q3 2024-0.2%-7.7%-9.0%
Q2 2024+9.9%+13.2%+13.5%
Q1 2024-0.5%+0.2%+2.7%
Q3 2023+2.8%-1.7%+10.6%
Q2 2023-0.1%+2.5%-4.3%
Q1 2023+3.2%+0.3%-12.5%
Q4 2022-4.8%-6.0%+1.7%
Q3 2022-1.0%+8.9%+18.4%
Q2 2022+5.4%+7.3%-1.5%
Q1 2022+0.7%-4.1%-7.7%
Q4 2021+12.3%+11.9%+15.4%
Q3 2021+5.3%+5.4%-2.1%
Q2 2021-4.6%-2.5%-4.5%
Q1 2021+7.0%+8.7%+6.6%
Q4 2020-5.0%-3.2%+0.6%
Q3 2020+5.3%-5.4%-14.3%
Q2 2020-9.1%-6.5%+5.5%
Q1 2020-3.3%-7.7%-17.4%
Q4 2019+2.7%+6.9%-15.0%
Q3 2019-1.1%-1.0%+2.1%
Q2 2019-0.2%+1.4%-4.4%
Q1 2019-2.8%-3.2%+6.4%
Q3 2018-1.7%-2.3%+1.2%
Q2 2018-0.8%-4.7%-8.0%
Q1 2018+1.4%-1.1%-2.3%
Q4 2017-1.8%-4.9%-14.8%
Q3 2017-1.5%-1.6%-1.1%
Q2 2017-3.1%-3.7%+5.7%
Q1 2017-0.4%+0.4%-0.1%
Q4 2016+2.1%+3.0%-5.9%
Q3 2016+0.7%-5.5%-13.7%
Q2 2016-5.3%-4.1%-19.0%
Q1 2016-2.8%
Q4 2015-3.6%
Q3 2015-6.9%
Q2 2015+7.6%
Q1 2015+1.0%
Q4 2014-1.2%
Q3 2014-0.2%
Q2 2014-0.4%
Q1 2014+1.3%
Q3 2013-0.7%
Q4 2013-12.1%
Q2 2013+6.5%
Q2 2012-1.9%
Q1 2013-2.8%
Q4 2012-4.4%
Q3 2012+1.0%
Q1 2012+0.6%
Q4 2011+2.1%
Q3 2011-0.3%
Q2 2011+0.3%
Q4 2007-0.5%
Q4 2010-0.5%
Q1 2011+1.7%
Q3 2010+1.0%
Q2 2010+3.3%
Q1 2010+3.3%
Q4 2009+0.9%
Q4 2008+0.9%

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