Gold Fields Limited is a prominent global gold mining enterprise, holding significant reserves and resources across diverse regions including Chile, South Africa, ...
$2.14 주당
예상 EPS $4.94 · 매출 $12.00B · 3 명의 애널리스트
예상 EPS $5.22 · 매출 $12.41B · 4 명의 애널리스트
예상 EPS $5.04 · 매출 $12.50B · 3 명의 애널리스트
EPS $2.06 · 매출 $5.95B
$2.14 주당
EPS $3.94 · 매출 $8.78B
EPS $1.14 · 매출 $3.49B
EPS $1.38 · 매출 $5.20B
EPS $0.43 · 매출 $2.12B
| 지표 | 최신 | 전년 대비YoY는 Year-over-Year(전년 대비)를 의미합니다. 최근 연도 값을 이전 연도 값과 비교하여 장기 추세의 강도를 보여줍니다. | 전분기 대비QoQ는 Quarter-over-Quarter(전분기 대비)를 의미합니다. 최근 분기를 직전 분기와 비교하여 단기 모멘텀 변화를 보여줍니다. |
|---|---|---|---|
| 매출고객에게 물건을 판매하여 청구서가 지급되기 전까지 들어온 총 금액입니다. 고객의 모든 카드 결제의 총합이라고 보시면 됩니다. (YoY는 올해를 작년 성과와 비교하며, QoQ는 최근 3개월을 이전 3개월과 비교합니다). | $8.8B | +68.8% | +12.5% |
| 순이익절대적인 최종 이익입니다. 회사가 모든 공급업체, 직원, 은행, 세무 당국에 비용을 지불하고 남은 실제 금액입니다. | $3.6B | +187.4% | -27.1% |
| 매출총이익률기본적인 마진입니다. 100달러짜리 운동화를 판매한다면, 이 비율은 원료와 끈 비용을 지불한 직후의 이익이 가격의 얼마인지를 나타내며, 매장 임대료나 TV 광고 같은 비용은 제외됩니다. | +55.1% | +29.7% | +2.0% |
| 영업이익률본업의 효율성 점수입니다. 고객이 지불하는 1달러 중에서 제품을 만들고 모든 일상적인 회사 운영비(급여, 마케팅, 임대료 등)를 지불한 후 회사가 보유하는 금액을 나타냅니다. | +48.4% | +20.3% | +7.2% |
| 순이익률최종 이익 비율입니다. 모든 비용, 세금, 이자를 차감한 후, 매출 1달러 중 회사가 실제로 보유하는 정확한 액수입니다. | +40.8% | +70.3% | -35.2% |
| 잉여현금흐름기업 현금흐름의 핵심입니다. 일상적인 운영비를 지불하고 생존에 필요한 큰 설비(공장, 서버 등)에 투자한 후 남은 사용 가능한 실제 현금입니다. 배당금이나 자사주 매각에 사용될 수 있는 '자유' 현금입니다. | $3.1B | +340.1% | +105.3% |
| FCF 마진궁극의 현금 전환율입니다. 일반 매출을 즉시 사용 가능한 현금으로 얼마나 잘 전환하는지를 나타냅니다. 비율이 높을수록 현금 창출 능력이 우수합니다. | +35.6% | +160.8% | +82.6% |
| 부채/자본재무 리스크 지표입니다. 차입금으로 구축된 자산과 주주의 자기자본 비율을 비교합니다. 높으면 레버리지가 크고 위험이 큽니다. | 38.2% | -32.6% | -9.0% |
| 유동비율12개월 생존 점검입니다. 현재 보유한 현금과 즉시 현금화 가능한 자산으로 1년 내 갚아야 할 즉시 청구서를 갚을 수 있는지를 비교합니다. 1 이상이면 당장 지급에 충분합니다. | 1.75x | +53.5% | -7.3% |
| 총자산회사의 절대적인 규모입니다. 계산대의 현금, 창고의 재고, 소프트웨어 특허, 공장 등 회사가 보유한 모든 가치 있는 자산을 합친 것입니다. | $15.2B | +50.1% | +40.2% |
| 지표 | 연간 (실적 vs 추정치) | 연간 서프라이즈 | 분기 (실적 vs 추정치) | 분기 서프라이즈 |
|---|---|---|---|---|
| EPS 서프라이즈 | 3.94 vs 3.31 | +19.2% | 2.06 vs 0.97 | +112.4% |
| 매출 서프라이즈 | $8.8B vs $8.6B | +2.0% | $5.9B vs $2.7B | +118.7% |
| 날짜 | 임원 | 직책 | 증권 | 구분 | 주식 수 | 가격 |
|---|---|---|---|---|---|---|
| Aug 1, 2029 | Gratias Christopher | officer: EVP Strategy and Corp. Dev. | Matching Share Rights | — | 10,494 | — |
| Mar 1, 2028 | Steyn Mariette | officer: EVP People and Sustainability | Restricted Share Rights | — | 4,451 | — |
| Mar 1, 2028 | Magagula Jongisa | officer: EVP IR and Corporate Affairs | Restricted Share Rights | — | 2,893 | — |
| Mar 1, 2028 | Fraser Michael John | director, officer: Chief Executive Officer | Restricted Share Rights | — | 13,312 | — |
| Mar 1, 2028 | Dall Alexander Thomas | director, officer: Chief Financial Officer | Restricted Share Rights | — | 3,317 | — |
Michael Fraser: Good day, everybody, and thank you for joining us for the presentation of Gold Fields results for the 6 months to 30th of June 2026. My name is Mike Fraser, and joined today in our Johannesburg office is Alex Dall, our Chief Financial Officer; and Jongisa Magagula, EVP of External Affairs. So today, our message is very simple. Our operations delivered a solid first half performance. We converted this in conjunction with a higher and supportive gold market into very strong cash flows. And that, in turn, it allowed us to deliver higher returns to our shareholders. I wanted to just bring your attention to the forward-looking statements, which include some non-IFRS measures, and I ask you to take note of the slide on Page 2. So in terms of the agenda for today, I will cover the highlights and the operational performance. Alex will cover the financials and capital allocation, and we'll also touch on some of the transformation initiatives underway to create a more reliable and agile organization. And finally, I'll close on growth strategy and the outlook before we open for questions. So turning to the highlights of the first half. So firstly, we had a strong half. And most importantly, we had no fatalities and no serious injuries across the group. This is a real manifestation of the fact that our safety improvement program that we launched in 2024, is really gaining momentum and delivering encouraging results across our business. We were also able to deliver a 12% increase in attributable production to 1.267 million ounces. This was firstly led by Salares Norte, which really delivered 173% increase on the equivalent period, which was an extremely strong performance as well as strong delivery from Granny Smith. Importantly, South Deep also continued to demonstrate productivity improvements in the underground and delivered 151,000 ounces in line with its plan. This was supported by improved distress mining, improved development as well as improved stope turnover. Our sales volumes in the 6 months was 18% higher, and our average realized gold price was 51% higher at $4,678. This drove adjusted free cash flow of $2.225 billion, more than double the prior period, and this translates into a free cash flow yield of 11%. Our cash costs rose 10% and all-in sustaining costs were up 13% to $1,893 an ounce. This was mainly driven by external factors, including royalties, stronger producing currencies and inflation. This also -- the cash costs were reflected the higher discretionary capital that we flagged at our Capital Markets Day in November. Alex will unpack the movements in costs a little bit further when he presents. Just moving to our transformation program. We acknowledge that we can't stand still. And so our transformation program is really driving a focus on productivity, improving efficiencies, cost competitiveness and organizational resilience and simplicity. We believe that this focus on the transformation will really ultimately …
| 이름 | 직함 | 보수 | 성별 | 출생 연도 | 상태 |
|---|---|---|---|---|---|
Michael John Fraser | Chief Executive Officer & Executive Director | USD 2,742,200 | Male | 1965 | Active |
Mariette Steyn | Executive Vice President of People & Sustainability | USD 1,310,600 | Female | 1974 | Active |
Francois Swanepoel | Chief Operating Officer | USD 1,290,000 | Male | 1974 | Active |
Chris Gratias | Executive Vice President of Strategy, Planning & Corporate Development | USD 1,105,800 | Male | 1973 | Active |
Kelly Carter | Executive Vice President and Group Head of Legal & Compliance | USD 1,058,500 | Female | 1979 | Active |
Alex Dall | Chief Financial Officer & Executive Director | USD 913,200 | Male | 1989 | Active |
Jongisa Magagula | Executive Vice-President of Investor Relations & Corporate Affairs | USD 790,200 | Female | 1982 | Active |
Jason Sander | Acting Chief Technical Officer | — | Male | — | Active |
Peter Andrews | Group Head of Geotechnical & Vice President | — | — | — | Active |
Shyam Jagwanth | Vice President & Group Head of Internal Audit | — | — | — | Active |
Assenagon Asset Management S.A. bought a new position in shares of Gold Fields Limited (NYSE: GFI) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 239,144 shares of the company's stock, valued at approximately $8,033,000. Several other institutional investors
Gold Fields Limited (NYSE: GFI - Get Free Report) saw unusually large options trading activity on Monday. Traders acquired 3,535 put options on the stock. This represents an increase of 71% compared to the average volume of 2,066 put options. Institutional Inflows and Outflows Institutional investors and hedge funds have recently bought and sold shares of
Bad news was once again good news for Wall Street.
Investors looking for top-rated dividend and value equities in the commodities sector are staring at a structural disconnect right now. Physical gold has established a floor near $4,000 an ounce amid sustained central bank accumulation and escalating geopolitical friction.
Allspring Global Investments Holdings LLC lifted its position in Gold Fields Limited (NYSE: GFI) by 62.3% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 2,371,649 shares of the company's stock after purchasing an additional 910,580 shares during
