NYSE$SCCO

Southern Copper Corp · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Southern Copper's earnings decreased due to lower metal prices and increased production costs.

Southern Copper reported a decrease in net income for Q2 2024 compared to Q2 2023, primarily driven by lower metal prices, particularly for copper, molybdenum, and silver, as well as higher production costs. Production volumes for copper, molybdenum, and zinc increased, while silver production decreased. Despite increased sales volumes, the overall financial performance was negatively impacted by market conditions and operational expenses.

  • Net income decreased to $443.8 million in Q2 2024 from $530.2 million in Q2 2023.
  • Net sales decreased to $2.44 billion in Q2 2024 from $2.56 billion in Q2 2023.
  • Copper production increased to 225,448 tons in Q2 2024 from 221,452 tons in Q2 2023.
  • Molybdenum production increased to 6,922 tons in Q2 2024 from 6,243 tons in Q2 2023.

Headline financials

Total Revenue

$3.12B

Previous: $2.3B+35.5%
EPS

$1.22

Previous: $0.70+74.3%
Copper Production (tons)

225.4K

No prior period
Capital Expenditures

-$332M

Previous: -$253M-31.4%
Free Cash Flow

$622M

Previous: $297M+109.4%
Net Income

$954M

Previous: $550M+73.5%
Operating Income

$1.61B

Previous: $901M+78.5%
Gross Profit

$1.87B

Previous: $1.15B+62.1%
Cash & Equivalents

$1.88B

Previous: $2.2B-14.7%
Total Assets

$17.8B

Previous: $16.9B+4.9%

Revenue & EPS history

Southern Copper · Revenue · Quarterly

$3.12B

Q2 2024+35.5%vs Q2 2023
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

Southern Copper · $4.68M total across 4 segments · Q3 2023

  • Silver Sales Volume (000sounces)
    $4.42M
  • Copper Sales Volume (tons)
    $225K
  • Zinc Sales Volume (tons)
    $24.9K
  • Molybdenum Sales Volume (tons)
    $6.94K

Forward guidance

Southern Copper anticipates continued volatility in metal prices and is focused on managing costs and increasing production efficiency. The company is progressing with its investment projects to expand production capacity and improve operational performance.

Tailwinds

  • Focus on cost control and efficiency improvements.
  • Advancing key investment projects to increase production capacity.
  • Commitment to shareholder value through dividends.
  • Strong financial position with substantial cash reserves.
  • Increased copper, molybdenum, and zinc production volumes.

Headwinds

  • Uncertainty in global economic conditions and metal demand.
  • Potential for further declines in metal prices.
  • Increased production costs affecting profitability.
  • Impact of adverse weather conditions on operations.
  • Geopolitical risks in operating regions.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+0.6%

Avg return

Earnings day

+0.1%

Avg return

5 days after

+1.8%

Avg return

30 days after

51%

37 / 73 earnings

Positive

+7.1%

Q2 2015

Best reaction

-6.5%

Q3 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.9%+1.5%+14.9%
Q4 2025-4.5%-1.0%+12.9%
Q3 2025+4.1%+4.4%+0.8%
Q2 2025-2.7%+1.0%+3.1%
Q1 2025+0.1%-1.8%+2.1%
Q4 2024+0.2%+3.4%+2.0%
Q3 2024+1.5%+2.2%-8.2%
Q2 2024+1.2%-2.9%+0.9%
Q1 2024+7.1%+6.8%+7.6%
Q4 2023-4.9%-2.1%-3.7%
Q3 2023-0.9%+1.9%+7.2%
Q2 2023+1.4%+1.0%-7.4%
Q1 2023-0.1%+1.8%-11.0%
Q4 2022-3.4%-4.6%+0.3%
Q3 2022-4.2%+1.7%+19.5%
Q2 2022-1.8%+1.2%+2.9%
Q1 2022+0.8%-1.4%-0.4%
Q4 2021+0.2%-1.1%+17.7%
Q3 2021-6.5%-8.5%-9.6%
Q2 2021+0.7%+1.5%-5.4%
Q1 2021+0.2%-4.8%-5.1%
Q4 2020-1.8%-6.5%+10.5%
Q3 2020+0.0%+0.8%+15.5%
Q2 2020-3.9%-5.1%+0.5%
Q1 2020+5.5%+12.2%+13.9%
Q4 2019-3.0%-6.9%-21.4%
Q3 2019-0.3%+1.8%+5.0%
Q2 2019+0.1%-0.7%-19.8%
Q1 2019-1.3%-3.0%-12.3%
Q4 2018-1.8%+4.3%+19.0%
Q3 2018-0.6%-3.5%-13.6%
Q2 2018+6.9%+7.8%-2.6%
Q1 2018+2.4%-1.3%-4.8%
Q4 2017+3.1%+12.2%+20.0%
Q3 2017+0.3%+0.8%-0.8%
Q2 2017-0.1%-0.0%+3.5%
Q1 2017-0.6%-0.1%+1.9%
Q4 2016-0.4%-1.7%-3.5%
Q3 2016+0.8%-4.8%+19.3%
Q2 2016-1.7%-2.2%-1.2%
Q1 2016-0.1%
Q4 2015-2.9%
Q3 2015+1.5%
Q2 2015+7.1%
Q1 2015+4.0%
Q4 2014+2.9%
Q3 2014-0.7%
Q2 2014-1.2%
Q1 2014+1.6%
Q4 2013+5.9%
Q3 2013-0.2%
Q2 2013+4.3%
Q1 2013-2.0%
Q4 2012-1.5%
Q3 2012+2.9%
Q2 2012+3.7%
Q1 2012+0.2%
Q4 2011-0.7%
Q3 2011-3.2%
Q2 2011-1.3%
Q1 2011-1.0%
Q4 2010-1.0%
Q3 2010+3.0%
Q2 2010-2.1%
Q1 2010+3.5%
Q4 2009+4.3%
Q3 2008-2.9%
Q3 2009-2.9%
Q4 2008+5.3%
Q4 2007+5.3%
Q2 2008+5.3%
Q1 2009+5.3%
Q2 2009+5.3%

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