Franco-Nevada Corporation operates as a royalty and stream company focused on precious metals in South America, Central America, Mexico, the United States, ...
Plutux is not an investment adviser. Market data and AI-generated analysis are for information and education only, not investment advice. Disclaimer
$1.64 per share
$1.64 per share
Est. EPS $2.02 · Revenue $619.26M · 4 analysts
Est. EPS $2.26 · Revenue $691.67M · 2 analysts
EPS $1.83 · Revenue $580.90M
EPS $2.39 · Revenue $650.70M
EPS $5.86 · Revenue $1.82B
EPS $1.49 · Revenue $487.70M
EPS $1.28 · Revenue $369.40M
EPS $1.09 · Revenue $368.40M
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $1.8B | +63.7% | -10.7% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $1.1B | +101.4% | -24.5% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +73.9% | +8.4% | -4.0% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +71.4% | +9.7% | -2.3% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +61.0% | +23.1% | -15.4% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $1.5B | +253.2% | +477.9% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +81.7% | +115.8% | +547.4% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 0.1% | — | — |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 8.30x | -67.4% | +52.4% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $8.2B | +30.0% | +1.1% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 5.86 vs 5.41 | +8.3% | 1.83 vs 2.02 | -9.4% |
| Revenue Surprise | $1.8B vs $1.7B | +4.3% | $580.9M vs $619.3M | -6.2% |
Operator: Good morning, and welcome to Franco-Nevada Corporation's Second Quarter 2026 Results Conference Call and Webcast. This call is being recorded on August 12, 2026. [Operator Instructions] I would now like to turn the conference over to your host, Bonavie Tek, VP, Finance and Investor Relations. Please go ahead. Bonavie Tek: Thank you, [ Anis ]. Good morning, everyone. Thank you for joining us today to discuss Franco-Nevada's Second Quarter 2026 results. Accompanying this call is a presentation, which is available on our website at franco-nevada.com, where you will also find our full financial results. The presentation is also available to view on the webcast. During our call this morning, Paul Brink, President and CEO of Franco-Nevada, will provide introductory remarks; followed by Sandip Rana, Chief Financial Officer, who will provide a brief review of our results. This will be followed by a Q&A period. Our executive team is available to answer any questions. Participants may submit questions by telephone or via the webcast. We would like to remind participants that some of today's commentary may contain forward-looking information, and we refer you to our detailed cautionary note on Slide 2 of this presentation. I will now turn over the call to Paul Brink, President and CEO of Franco-Nevada. Paul Brink: Thank you, Bonavie, and good morning. We had a strong second quarter with GEOs sold up 18% year-over-year due to higher production at Antapaccay, Antamina, and South Arturo, new contributions from the recently acquired Côté Gold and Casa Berardi interests and start of production at Valentine Gold. In addition to record gold prices in the quarter, we saw strong oil prices. With the higher energy contribution and the processing of stockpiles at Cobre Panamá, we're tracking towards the upper half of our annual guidance range for 2026. At Cobre Panamá, the environmental audit was completed, indicating no major findings and an overall compliance rate by the operation of 87.7%. The government then established a commission of senior ministers to evaluate both the environmental aspects and the economic contribution of a potential mine restart. Simply put in our business, you want to grow through acquisition in the bear market and organically in a bull market. In particular, with our deep royalty portfolio, that organic growth can be very powerful. Q2 is the spring quarter, and we saw green shoots across the portfolio. We received good news on future mine expansions at all of Côté, Detour, Magino, Valentine, Condestable, Caserones and Séguéla. At Candelaria, we had news of a potential pit pushback. And at Porcupine, we had the Kidd acquisition that may ultimately allow a doubling of output. Guadalupe, Hemlo, Bullabulling and AurMac all announced resource expansions. There was positive progress on mine development at Copper World and Stibnite Gold. Crawford Nickel received its federal approval and PSJ Mendocino, previously San Jorge, its …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Paul Brink | President, Chief Executive Officer & Director | USD 1,999,611 | Male | 1968 | Active |
Sandip Rana | Chief Financial Officer | USD 1,240,692 | Male | 1973 | Active |
Eaun Harrison Gray | Chief Investment Officer | USD 1,167,351 | Male | 1983 | Active |
Lloyd Hyunsoo Hong | Chief Legal Officer & Corporate Secretary | USD 1,068,294 | Male | 1973 | Active |
John Blanchette | President of International | USD 420,695 | Male | 1978 | Active |
Pierre Paul Lassonde | Co-Founder & Chair Emeritus | USD 33,944 | — | 1948 | Active |
Chris Bell | Vice President of Geology | — | Male | — | Active |
Bonavie Tek | Vice President of Finance & Investor Relations | — | — | — | Active |
Kevin McElligott | Managing Director of Australia | — | Male | — | Active |
Traci Schweikert | Chief Talent Officer | — | Female | — | Active |
BlackRock Inc. acquired a new stake in Franco-Nevada Corporation (NYSE: FNV) (TSE: FNV) during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm acquired 253,389 shares of the basic materials company's stock, valued at approximately $52,816,000. BlackRock Inc. owned about 0.13% of Franco-Nevada as of its
Beacon Pointe Advisors LLC acquired a new position in shares of Franco-Nevada Corporation (NYSE: FNV) (TSE: FNV) in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 43,183 shares of the basic materials company's stock, valued at approximately $9,001,000. Other large investors have also recently
Bitcoin exposure has powered early gains in the Porter & Company Porter Portfolio Index ETF (PCPP). The fund has grown to $23.9 million in assets less than three months after its launch, according to ETF Database data.
Franco-Nevada, Centerra, Novagold, Northern Dynasty and Dakota have been highlighted in this Industry Outlook article.
Recent dip in gold prices and cost pressures weigh on the Zacks Mining - Gold industry. We suggest adding stocks like FNV, CGAU, NG, NAK and DC, which are poised for growth.
