ERO COPPER CORP. Aktie

Ero Copper reported adjusted EPS of $0.69 and revenue of $263.2m for Q1 2026, both below analysts' expectations, while the stock rose 7.5% to $33.35. Consolidated copper production was 17,287 t, adjusted EBITDA $125.2m and operating cash flow $92.8m. Net leverage fell year‑on‑year from 2.4x to 1.0x thanks to consistent debt reduction. Despite operational setbacks, management reaffirmed the full‑year guidance and expects stronger production in the second half of 2026. » Plus sur de.investing.com

Bullish analysis highlights Ero Copper's 2025 record output driven by the Tucumã ramp-up, 63% revenue growth year‑over‑year for the first nine months of 2025, and low C1 cash costs from high‑grade Brazilian assets. Analysts point to strong secular copper demand from EVs, renewables, data centers and defense, plus constrained supply, as drivers for long‑term price upside. The Furnas project and Pilar shaft add optionality while liquidity improvement and shifting to free cash‑flow generation reduce leverage; risks include Chinese slowdown, regulatory delays and operational setbacks. » Plus sur finance.yahoo.com

Ero Copper reported consolidated Q4 2025 production of 19,706 t of copper and 13,837 ounces of gold, adjusted EBITDA of $186.7m and operating cash flow of $129.1m. EPS of $1.04 missed analyst expectations, but revenue of $320.2m beat forecasts and the stock fell. The PEA for the Furnas project forecasts a 24‑year average annual production of 81,000 t copper equivalent and extremely low C1 costs of $0.30/lb, with an after‑tax NPV of $2.0bn (8%) and an IRR of 27% on initial capex of $1.3bn. Management highlights balance‑sheet strengthening, declining net debt (1.2x) and planned 50,000 m of drilling in 2026 to advance the feasibility study. » Plus sur de.investing.com