Brief: Pan American Silver Q2 Adjusted EPS USD 0.43 Vs. IBES Estimate USD 0.34

Pan American Silver

06/08/2025 22:04

Overview

Pan American Q2 revenue of $811.9 mln beats analyst expectations, per LSEG data

Adjusted EPS of $0.43 surpasses consensus estimates, per LSEG data

Record net earnings of $189.6 mln driven by high mine operating earnings

Outlook

Pan American reaffirms 2025 guidance for silver production of 20-21 mln ounces

Pan American maintains 2025 AISC guidance for silver at $16.25-$18.25/oz

Company anticipates MAG Silver acquisition to close in H2 2025

Result Drivers

MINE OPERATING EARNINGS - Record net earnings driven by high mine operating earnings of $273.3 mln

JUANICIPIO ACQUISITION - Expected to increase silver production by 35% and reduce all-in sustaining costs

DIVIDEND INCREASE - 20% increase in dividend reflects confidence in financial position

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$811.90 mln
$700.50 mln (2 Analysts)
Q2 Adjusted EPS
Beat
$0.43
$0.34 (5 Analysts)
Q2 EPS
$0.52
Q2 Net Income
$189.60 mln
Q2 Dividend
$0.1


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the non-gold precious metals & minerals peer group is "buy"

The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 17 three months ago

Press Release: ID:nBw9f2Pm3a

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)