NYSE$TGB

Taseko Mines Ltd · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Taseko Mines reported strong fourth quarter 2025 results with higher copper production, improved cash flow and positive net income.

In Q4 2025, Taseko generated revenue of 243767000 with net income of 4454000 and Adjusted EBITDA of 116464000. Copper production increased to 30700000 pounds, supported by higher grades and recoveries, while C1 costs improved to 2.47 per pound.

  • Revenue increased to 243767000 driven by higher copper sales volumes and prices.
  • Net income was 4454000 while adjusted net income reached 41525000.
  • Copper production totaled 30700000 pounds with improved grades of 0.26% and recoveries of 80.9%.
  • Total operating costs (C1) decreased to 2.47 per pound in the quarter.

Headline financials

Total Revenue

$178M

Previous: $121M+47.4%
EPS (adj)

$0.08

Previous: -$0.05+260.3%
Cash flow from operations

$73.9M

No prior period
Molybdenum production (lbs)

830.0K

No prior period
Copper sales (lbs)

31.6M

No prior period
Copper head grade

0.3%

No prior period
Copper recovery

80.9%

No prior period
Tons milled

7.2M

No prior period
Tons mined

28.0M

No prior period
Adjusted EBITDA

$85.1M

No prior period
C1 Cost (US$/lb Cu)

$1.80

No prior period
Copper Production (lbs)

30.7M

No prior period
Net Income

$3.25M

Previous: -$15.2M+121.5%
Operating Income

$70.7M

Previous: $22M+222.2%

Revenue & EPS history

Taseko Mines · Revenue · Quarterly

$178M

Q4 2025+47.4%vs Q4 2024
Beat estimate in 6 of 9 quarters(67%)
ActualEstimate

Forward guidance

For 2026, Taseko expects higher copper production at Gibraltar of 110 to 115 million pounds and Florence Copper production of 30 to 35 million pounds as commercial ramp-up progresses.

Tailwinds

  • Gibraltar copper production expected to increase to 110 to 115 million pounds in 2026.
  • Florence Copper targeting 30 to 35 million pounds of copper cathode in 2026.
  • Molybdenum production expected to remain strong with supportive prices above 20 per pound.
  • Favorable offtake agreements with low TCRC rates for 2026.
  • Hedging program in place to protect minimum copper prices.

Headwinds

  • Head grades in Connector Pit have been lower than originally expected.
  • Recoveries expected to average between 75% to 80% in 2026 due to oxide and supergene ore.
  • Exposure to copper price volatility despite hedging.
  • Execution risks during Florence ramp-up phase.
  • Operational risks including mill downtime and site disruptions.

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 Q4 2025

Historical avgQ4 2025

-0.2%

Avg return

Earnings day

-0.6%

Avg return

5 days after

+1.2%

Avg return

30 days after

46%

30 / 65 earnings

Positive

+20.1%

Q2 2020

Best reaction

-12.8%

Q1 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-3.6%+5.5%
Q4 2025-4.4%+4.7%-28.6%
Q3 2025-11.9%-9.4%+13.4%
Q2 2025+0.3%+2.9%+10.4%
Q1 2025-11.3%-12.7%+0.9%
Q4 2024-0.5%+4.8%-12.9%
Q3 2024+10.3%-2.7%-11.3%
Q1 2024-2.4%-6.3%+9.7%
Q2 2024+2.4%-6.3%+9.7%
Q4 2023+8.1%+6.8%+47.8%
Q3 2023+16.7%+24.1%+17.6%
Q2 2023-2.8%-5.6%-0.7%
Q1 2023-12.8%-7.3%-14.6%
Q4 2022-3.6%+3.6%-8.5%
Q3 2022+15.9%+15.9%+35.5%
Q2 2022-3.8%+3.8%-1.0%
Q1 2022-2.7%-16.2%-10.8%
Q4 2021-3.7%-0.5%+22.0%
Q3 2021+0.5%+2.7%-7.3%
Q2 2021+0.6%-5.5%+6.6%
Q1 2021+4.8%+20.4%+17.5%
Q4 2020-7.1%-12.2%-12.2%
Q3 2020-8.8%-17.5%-21.9%
Q2 2020+20.1%+13.0%+49.3%
Q1 2020+8.9%+3.1%+25.0%
Q4 2019-7.6%-9.1%-50.0%
Q3 2019+5.5%+0.0%-6.8%
Q2 2019+2.1%+2.3%-2.3%
Q1 2019-4.8%-9.5%-22.2%
Q4 2018-5.0%-6.7%-3.3%
Q3 2018+10.4%+11.1%+1.6%
Q2 2018+3.5%+2.7%-2.7%
Q1 2018-0.9%-1.8%-1.8%
Q4 2017-11.0%-9.2%-32.9%
Q3 2017-9.6%-2.6%-4.4%
Q2 2017+3.4%+10.1%+35.6%
Q1 2017-8.6%-6.9%+7.8%
Q4 2016-2.8%-4.2%-12.7%
Q3 2016+3.7%+14.0%+53.5%
Q1 2016-2.0%-8.8%-21.1%
Q2 2016-5.3%-13.8%-24.6%
Q4 2015-4.7%
Q3 2015-5.6%
Q2 2015+0.9%
Q1 2015-1.1%
Q4 2014+2.7%
Q3 2014-3.4%
Q2 2014-0.8%
Q1 2014+0.5%
Q4 2013+3.8%
Q3 2013-1.5%
Q2 2013+6.4%
Q1 2013-2.5%
Q4 2012+7.0%
Q3 2012+0.9%
Q2 2012+0.4%
Q1 2012-0.3%
Q4 2011+4.8%
Q3 2011-4.7%
Q2 2011+2.1%
Q1 2011+1.2%
Q4 2010-0.6%
Q3 2010-7.2%
Q2 2010+4.3%
Q1 2010+4.3%

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