NYSE$SCCO

Southern Copper Corp · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Southern Copper Corporation reported a significant increase in net sales, net income, and adjusted EBITDA for the fourth quarter of 2024, driven by higher sales volumes and better prices for its main products.

Southern Copper Corporation achieved record-high net sales of $11,433.4 million for the full year 2024, a 15.5% increase from 2023. Fourth quarter net sales rose 21.3% to $2,784.3 million, with net income increasing 78.4% to $793.9 million. This strong performance was primarily due to higher sales volumes of copper, zinc, and silver, coupled with improved metal prices.

  • 4Q24 net sales increased by 21.3% to $2,784.3 million, primarily due to higher sales volumes of copper, zinc, and silver, and better prices for main products.
  • Net income for 4Q24 surged by 78.4% to $793.9 million, with the net income margin improving to 28.5% from 19.4% in 4Q23.
  • Adjusted EBITDA for 4Q24 grew by 42.7% to $1,506.7 million, resulting in an adjusted EBITDA margin of 54.1%.
  • Copper production increased by 2.1% in 4Q24, driven by higher production at Buenavista, IMMSA, and Cuajone mines due to better ore grades and recoveries.

Headline financials

Total Revenue

$2.78B

Previous: $2.3B+21.3%
EPS (adj)

$1.01

Previous: $0.57+77.2%
Net Income

$794M

Previous: $445M+78.4%
Operating Income

$1.31B

Previous: $869M+50.5%

Revenue & EPS history

Southern Copper · Revenue · Quarterly

$2.78B

Q4 2024+21.3%vs Q4 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

For 2025, Southern Copper Corporation expects to maintain current copper production levels while significantly increasing zinc and silver production, and slightly decreasing molybdenum production.

Tailwinds

  • Expected copper production of 967,000 tons in 2025, in line with 2024.
  • Anticipated 32% increase in zinc production to 171,700 tons in 2025.
  • Projected 10% increase in silver production to 23 million ounces in 2025.
  • Minera Mexico plans to invest over $600 million in 2025 for long-term operations, water usage improvements, and tailings management.
  • Tia Maria project construction expected to begin in 2025, generating significant jobs and revenues for the Arequipa region.

Headwinds

  • Expected 10% decrease in molybdenum production to 26,200 tons in 2025.
  • The El Pilar project is still evaluating optimization options, indicating potential delays in full operational ramp-up.
  • Los Chancas project operations are not expected to begin until 2031, indicating a long lead time for this significant copper and molybdenum deposit.
  • Michiquillay project production start-up is estimated for 2032, also a long-term outlook.
  • The company's forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially.

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 Q4 2024

Historical avgQ4 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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro