NYSE$IE

Ivanhoe Electric Inc · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Ivanhoe Electric reported Q1 2026 revenue of $858K and net income of $81.4M ($0.26 diluted EPS) on Alacrán divestment gain.

Q1 2026 revenue was $0.9 million. Income from operations was $96.8 million including a $124.7 million gain on the Alacrán project divestment; net income was $81.4 million ($0.26 diluted EPS attributable to common) versus a $34.1 million loss. Exploration spend was $23.2 million on Typhoon and other projects.

  • Revenue $0.9M; exploration expense $23.2M.
  • Net income $81.4M on Alacrán gain.
  • Diluted EPS $0.26 vs $(0.24) loss prior year.
  • Warrant exercises raised $81.5M in Q1.
  • Core operations remain exploration-stage.

Headline financials

Total Revenue

$858K

Previous: $735K+16.7%
EPS (adj)

$0.26

Previous: -$0.23+213.0%
Capital Expenditures

-$597K

Previous: -$2K-29750.0%
Free Cash Flow

-$42.9M

No prior period
Net Income

$41.7M

Previous: -$34.1M+222.2%
Operating Income

$96.8M

Previous: -$27M+458.3%
Gross Profit

$505K

Previous: $442K+14.3%

Revenue & EPS history

Ivanhoe Electric · Revenue · Quarterly

$858K

Q1 2026+16.7%vs Q1 2025
Beat estimate in 0 of 13 quarters(0%)
ActualEstimate

Forward guidance

Filings focus on Typhoon CES exploration, VRB JV, and project pipeline rather than recurring earnings guidance.

Tailwinds

  • Balance sheet strengthened via warrant exercises.
  • Strategic divestment monetization.

Headwinds

  • Operating losses excluding one-time gain.
  • Exploration and development timing uncertainty.

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

+0.4%

Avg return

Earnings day

-2.2%

Avg return

5 days after

+1.5%

Avg return

30 days after

53%

10 / 19 earnings

Positive

+7.0%

Q1 2024

Best reaction

-7.6%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.4%+6.7%-16.4%
Q4 2025+5.1%+10.4%-30.6%
Q3 2025-2.4%-2.1%+14.7%
Q1 2025+0.0%-2.2%+15.5%
Q4 2024-0.9%-6.5%+5.6%
Q3 2024-3.5%-10.6%-20.8%
Q2 2024-1.0%+0.8%-6.9%
Q1 2024+7.0%+7.5%-19.0%
Q4 2023+0.3%-0.4%+18.8%
Q3 2023-3.0%-5.4%+1.9%
Q2 2023-4.5%-10.5%-5.3%
Q1 2023-0.4%-4.8%+9.0%
Q4 2022-7.6%-8.1%-3.5%
Q3 2021+4.2%-8.9%+3.8%
Q3 2022+4.2%-8.9%+3.8%
Q2 2021+2.3%+0.1%+14.3%
Q1 2022+2.3%+0.1%+14.3%
Q2 2022+2.3%+0.1%+14.3%
Q4 2021+2.3%+0.1%+14.3%
Q1 2021

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