-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：南方銅業公司公佈了2026年第一季創紀錄的業績，淨利潤年增67%至15.8億美元，每股收益1.92美元，超出市場預期0.11美元，這主要得益於白銀價格飆升158%，銅價上漲38%至每磅5.83美元。淨銷售額較去年同期成長36%至42.5億美元，調整後EBITDA成長55%至27.1億美元，利潤率提升至63.8%。儘管財務表現強勁，但由於秘魯礦區礦石品位下降，銅產量較去年同期下降4%至230,544噸。不過，由於副產品價格上漲，營運現金成本由上年同期的每磅0.77美元轉為負值，為每磅-0.11美元。 管理層預計礦石品位將在2026年底及之後幾年內恢復。營運現金流年增135%至16.9億美元，為4.42億美元的資本支出提供了資金，這是該公司雄心勃勃的205億美元投資計畫的一部分。蒂亞瑪麗亞計畫已完成32.5%，並仍按計畫於2027年第三季投產。萊昂納多·孔特雷拉斯·萊爾多·德·特哈達接替了領導公司長達五十年的前任首席執行官奧斯卡·岡薩雷斯·羅查，擔任首席執行官一職。
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