Coeur Mining Delivers Record $1.1B in Q2 Revenue, Lifts Full-Year Outlook, and Boosts Shareholder Returns
CDE sits 85% above its 52-week low of $9.11.
Summary
Coeur Mining posted record Q2 2026 results with $1.1B in revenue and $513M in operating cash flow, raised full-year guidance, and returned $131M to shareholders via buybacks and its first dividend. Multiple executives, including the CEO, adopted pre-arranged stock trading plans.
Key Events · Earnings and Guidance · CDE
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Record Q2 Revenue and Cash Flow
Revenue hit $1.1B, up 126% year-over-year, while operating cash flow reached $513M, driven by the first full quarter of contributions from New Afton and Rainy River.
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Raised Full-Year Guidance
Adjusted EBITDA guidance for 2026 was raised to ~$2.3B and free cash flow to ~$1.5B; production guidance was refined to 630K-750K oz gold, 18.7M-21.9M oz silver, and 40M-50M lbs copper.
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Capital Returns Accelerate
Under an expanded $750M program, $110M of stock was repurchased; the inaugural $0.02/share semi-annual dividend totaled ~$21M.
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Executive 10b5-1 Trading Plans Adopted
CEO Krebs adopted a plan for up to 250K shares; other officers adopted plans for up to 240K, 30K, and 20K shares — pre-planned sales, not a signal of near-term concern.
Analysis · CDE · Energy & Transportation
The quarter marked Coeur's strongest performance ever, with revenue doubling year-over-year to $1.1 billion and operating cash flow surging to $513 million — both fueled by the first full quarter of contributions from the New Afton and Rainy River mines acquired in March. Reflecting confidence in the combined portfolio despite slightly lower assumed metal prices, management raised full-year adjusted EBITDA guidance to approximately $2.3 billion and free cash flow to $1.5 billion. At the same time, the company returned $131 million to shareholders through buybacks and its inaugural dividend, while multiple executives, including the CEO, adopted 10b5-1 trading plans for future share sales — a move that signals orderly personal liquidity management against a backdrop of operational strength.
At the time of this filing, CDE was trading at $16.88 on NYSE in the Energy & Transportation sector, with a market capitalization of approximately $18B. The 52-week trading range was $9.11 to $27.77. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.