纽蒙特三季度调整后净利润23亿美元创三季度新高：每股2.20美元 黄金产量130万盎司 自由现金流19亿美元
丹佛——全球最大黄金生产商纽蒙特公司（Newmont，纽交所：NEM）10月22日北美盘后发布2026年三季度业绩。据公司经Business Wire发布的官方业绩稿，该季度归属股东净利润24.75亿美元、摊薄每股2.35美元；调整后净利润23.09亿美元、每股2.20美元，创三季度新高；调整后EBITDA为39.51亿美元。公司宣布三季度股息每股0.26美元，将于2026年12月21日支付给11月25日收市时在册的股东。
产量方面，该季度归属黄金产量1,302,000盎司，环比增长1%——Cadia矿在二季度地震事件后恢复、Brucejack与Peñasquito产量上升，抵消了Lihir与Boddington计划性检修及Yanacocha采矿顺序带来的减产；合并黄金销量为1,211,000盎司。铜产量环比增长35%至23,000吨，白银产量增长57%至1,100万盎司。平均实现金价为每盎司4,317美元，环比下降97美元。
成本方面，黄金副产品销售成本（CAS）为每盎司832美元，环比下降20%；黄金副产品全部维持成本（AISC）为每盎司1,454美元，环比下降10%。经营活动净现金流27.68亿美元，自由现金流19.12亿美元。季末现金88亿美元、总流动性128亿美元，净现金头寸32亿美元。
总裁兼首席执行官娜塔莎·维尔容（Natascha Viljoen）说：「纽蒙特有望实现2026年全年产量指引并改善全年成本展望，三季度严谨的运营执行证明了我们世界级资产组合的实力与韧性。我们生产了约130万盎司归属黄金，产生19亿美元自由现金流。」业绩稿称，公司自上次业绩电话会以来已回购16亿美元普通股，现行60亿美元回购授权还剩28亿美元；自2024年2月以来股数减少逾1.15亿股、约10%。
全年指引方面，公司维持2026年归属黄金产量约526万盎司的指引，并把全年单位成本指引改善至副产品CAS每盎司925美元、AISC每盎司1,520美元，预计四季度将是全年产量最强的季度。公司还宣布修订内华达金矿合资企业（NGM）协议，纳入此前排除的资产——巴里克的Fourmile与纽蒙特的Fiberline、Mike；按修订协议，公司预计在四季度向巴里克支付19.5亿美元。此外，Red Chris斑岩铜金矿区块崩落项目正推进至2027年初作出全额投资决定；Tanami Expansion 2竖井建设已完成，商业生产预计提前至2027年上半年。
Newmont Q3 Adjusted Net Income Hits Record $2.3 Billion at $2.20 a Share; Gold Output 1.30 Million Ounces, Free Cash Flow $1.9 Billion
DENVER — Newmont Corporation (NYSE: NEM), the world's largest gold producer, on October 22 reported third-quarter 2026 results after the North American market close. According to the company's official earnings release issued via Business Wire, net income attributable to Newmont stockholders was $2,475 million, or $2.35 per diluted share; adjusted net income was $2,309 million, or $2.20 per diluted share, a record for a third quarter; and adjusted EBITDA was $3,951 million. The company declared a third-quarter dividend of $0.26 per share, payable on December 21, 2026, to holders of record at the close of business on November 25, 2026.
Attributable gold production rose 1% from the prior quarter to 1,302 thousand ounces, driven by higher production at Cadia after its recovery from a second-quarter seismic event, higher output at Brucejack and higher throughput, grades and recoveries at Peñasquito, partly offset by planned maintenance at Lihir and Boddington and mine-plan sequencing at Yanacocha. Consolidated gold sales were 1,211 thousand ounces. Copper production rose 35% to 23 thousand tonnes and silver production rose 57% to 11 million ounces. The average realized gold price was $4,317 per ounce, down $97 from the prior quarter.
Gold by-product costs applicable to sales were $832 per ounce, down 20% from the prior quarter, and gold by-product all-in sustaining costs were $1,454 per ounce, down 10%. Net cash from operating activities was $2,768 million and free cash flow was $1,912 million. Newmont ended the quarter with $8.8 billion of cash, $12.8 billion of total liquidity and a net cash position of $3.2 billion.
"Newmont remains on track to achieve our full-year 2026 production guidance and improved full-year cost outlook, supported by disciplined operational execution in the third quarter, demonstrating the strength and resilience of our world-class portfolio," said Natascha Viljoen, Newmont's president and chief executive officer. "We produced approximately 1.3 million attributable gold ounces, and generated $1.9 billion of free cash flow." The release said the company has repurchased $1.6 billion of stock since the last earnings call, with $2.8 billion remaining under its $6.0 billion authorization, and has cut its share count by more than 115 million shares, about 10%, since February 2024.
For the full year, Newmont kept its attributable gold production guidance at about 5.26 million ounces and improved its unit-cost guidance to by-product CAS of $925 per ounce and AISC of $1,520 per ounce, expecting the fourth quarter to be its strongest production quarter of the year. The company also announced an amended Nevada Gold Mines joint-venture agreement bringing in previously excluded assets — Barrick's Fourmile and Newmont's Fiberline and Mike — under which it expects to pay Barrick $1.95 billion in the fourth quarter. The Red Chris block cave project is advancing toward a full-funds investment decision in early 2027, and shaft construction at Tanami Expansion 2 is complete, with commercial production now expected in the first half of 2027.
来源：GSM·美国（原文链接）
图片来源：图：纽蒙特旗下内华达州Gold Quarry金矿航拍（资料图）。照片：Uncle Kick-Kick，CC BY-SA 2.0，经Wikimedia Commons。Aerial view of Newmont's Gold Quarry mine in Nevada (file photo). Photo: Uncle Kick-Kick, CC BY-SA 2.0, via Wikimedia Commons.
