NYSE$FNV

Franco-Nevada Corp · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

Franco-Nevada posts record Q1 revenue and earnings on gold prices and energy royalties

Franco-Nevada reported record first-quarter 2025 results with revenue of $368.4 million, up 43% from Q1 2024, and sold 126,585 gold-equivalent ounces, up 3%. Net income was $209.8 million, or $1.09 per share, up 45% YoY, while adjusted net income reached a record $205.6 million, or $1.07 per share. Operating cash flow hit a record $288.9 million and adjusted EBITDA a record $321.9 million. Results benefited from elevated gold prices, strong precious-metal asset production including the new Western Limb stream, and robust energy royalty contributions. CEO Paul Brink highlighted a debt-free balance sheet with $2.1 billion in available capital and a quarterly dividend of $0.38 per share.

  • Revenue of $368.4 million rose 43% YoY; 126,585 GEOs sold, up 3%.
  • Net income was $209.8 million ($1.09/share); adjusted net income $205.6 million ($1.07/share), both records.
  • Operating cash flow reached a record $288.9 million; adjusted EBITDA $321.9 million ($1.67/share).
  • Precious metals were 79% of revenue; energy interests drove diversified revenue up 21%.
  • Quarterly dividend maintained at $0.38/share, a 5.6% annual increase effective Q1 2025.

Headline financials

Total Revenue

$368M

No prior period
EPS (adj)

$1.07

No prior period
GEOs sold

126.6K

No prior period
Adjusted EBITDA margin

87.0%

No prior period
Capital Expenditures

$1.94M

No prior period
Free Cash Flow

$289M

No prior period
Net Income

$210M

No prior period

Revenue & EPS history

FNV · Revenue · Quarterly

$368M

Q1 2025
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Revenue by segment

FNV · $242M total across 8 segments · Q3 2023

  • Gold
    $140M
  • Oil
    $38.2M
  • Silver
    $23.4M
  • Iron Ore
    $12.8M
  • Gas
    $9.9M
  • PGM
    $9.7M
  • NGL
    $4.6M
  • Other Mining Assets
    $3.2M

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 2025

Historical avgQ1 2025

+0.7%

Avg return

Earnings day

-0.1%

Avg return

5 days after

+0.3%

Avg return

30 days after

57%

30 / 53 earnings

Positive

+8.7%

Q2 2015

Best reaction

-9.2%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+1.2%-7.5%-12.9%
Q3 2025-1.6%+2.3%+8.0%
Q2 2025+2.5%+3.4%+15.8%
Q1 2025+0.2%-7.2%-1.8%
Q2 2024-5.6%-1.7%+0.9%
Q4 2023+0.0%+5.1%+8.8%
Q3 2023-2.0%-3.8%-11.5%
Q2 2023+0.7%+3.0%+1.2%
Q1 2023+1.8%+3.1%-3.0%
Q4 2022-0.1%+5.6%+14.1%
Q3 2022+5.6%+11.6%+12.5%
Q2 2022-0.8%+0.4%-4.4%
Q1 2022-0.3%-7.0%-5.6%
Q4 2021-0.9%-5.2%+2.8%
Q3 2021-0.1%+1.2%-6.3%
Q2 2021+1.4%+0.4%-7.3%
Q1 2021+2.9%+4.4%+7.2%
Q4 2020+6.3%+9.8%+21.0%
Q3 2020+6.2%+0.9%-7.5%
Q2 2020-4.0%-6.3%-10.6%
Q1 2020-0.8%-3.2%-11.6%
Q4 2019-9.2%-26.1%-11.6%
Q3 2019+2.4%+3.6%+3.1%
Q2 2019+5.0%+4.3%+6.9%
Q1 2019+2.6%+6.6%+8.9%
Q4 2018-2.0%+0.4%-5.9%
Q3 2018+0.5%-0.4%+8.8%
Q2 2018+1.4%-0.1%-14.3%
Q1 2018-0.2%-2.3%-5.1%
Q4 2017-5.2%-3.8%-5.0%
Q3 2017+4.9%+5.5%-1.8%
Q2 2017+3.8%+7.0%+16.7%
Q1 2017+2.8%+5.4%+10.6%
Q4 2016-0.9%+1.3%+5.4%
Q3 2016-3.3%-15.1%-15.7%
Q2 2016+2.8%+0.9%-1.4%
Q1 2016+0.7%
Q4 2015+6.0%
Q3 2015+1.5%
Q2 2015+8.7%
Q1 2015-0.9%
Q4 2014-2.4%
Q3 2013+0.6%
Q2 2013+5.5%
Q1 2013+1.8%
Q2 2012-1.3%
Q2 2011-1.3%
Q4 2011-1.3%
Q1 2011+0.0%
Q4 2010+3.7%
Q3 2010+0.6%
Q2 2010-3.7%
Q1 2010+1.8%

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