Royal Gold

Royal Gold reported robust second-quarter results with revenue up 56.5% to $450 million and adjusted EPS of $2.56, while record operating cash flow rose to $335.2 million. The company's streams and royalties benefited from rising metal prices, with revenue mix of 76% gold, 12% silver and 8% copper. Management and the author cite continued demand for copper and silver from AI/data-center buildouts and macro drivers for gold as reasons to expect further upside in commodity prices. » Plus sur finance.yahoo.com

Royal Gold reported Q2 2026 revenue of $451 million, operating cash flow of $335 million and net income of $236 million, increases of 115%, 119% and 79% year‑over‑year, respectively. Management raised dividends, repurchased $30 million of shares and is rapidly paying down revolver debt with liquidity of $1.2 billion at quarter end. The company says 2025 acquisitions have diversified revenue, but depreciation, depletion and amortization, higher G&A and interest expenses, plus a $22 million advance from the Relief Canyon settlement and temporary Chilean mine disruptions, cloud repeatability. Hedge fund ownership increased and the stock trades at a forward P/E of about 21.5, implying the market prices continued earnings growth rather than a deep discount. » Plus sur finance.yahoo.com

Royal Gold reported adjusted EPS of $2.56 for Q2 2026 (expectation $2.62) and revenue of $450.54m (expectation $457.97m), but recorded an operating record cash flow of $335m and a 115% year‑over‑year revenue increase. Results were supported by 2025 acquisitions and higher metal prices; gold remains dominant with a 76% revenue share. The company repaid $200m of revolver debt and, assuming stable metal prices, expects to fully repay debt in Q4 2026 while continuing dividend payments and share buybacks. » Plus sur de.investing.com