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Mar 31

Royal Gold Q1 2025 Earnings Report

Royal Gold reported record earnings and strong financial results in Q1 2025, driven by high gold prices and robust portfolio performance.

Key Takeaways

Royal Gold delivered record quarterly net income of $113.5 million and revenue of $193.4 million in Q1 2025, driven by favorable metal prices and solid stream and royalty contributions. The company maintained strong margins and liquidity, and increased its dividend payout.

Recorded net income of $113.5 million and adjusted EPS of $1.51 for Q1 2025.

Revenue reached $193.4 million, driven by 75% gold, 12% silver, and 9% copper sales.

Free cash flow of $78.1 million and $136.4 million in operating cash flow supported a strong balance sheet.

Declared $0.45 per share dividend, a 12.5% increase over the prior year.

Total Revenue
$193M
Previous year: $149M
+29.9%
EPS
$1.51
Previous year: $0.91
+65.9%
Dividends paid
$29.6M
Previous year: $26.3M
+12.6%
Cash and Equivalents
$241M
Previous year: $138M
+74.5%
Free Cash Flow
$78.1M
Previous year: $137M
-43.1%
Total Assets
$3.46B
Previous year: $3.31B
+4.4%

Royal Gold

Royal Gold

Royal Gold Revenue by Segment

Forward Guidance

Royal Gold reiterated its 2025 production guidance across key assets and highlighted stable performance and development progress in its portfolio, supported by robust liquidity and a diversified asset base.

Positive Outlook

  • 2025 guidance maintained across major assets like Mount Milligan, Cortez, and Pueblo Viejo.
  • Ongoing development and exploration initiatives at key projects including Goldrush and Great Bear.
  • Additional gold stream acquired at Xavantina mine with significant long-term potential.
  • Record earnings and strong free cash flow support continued shareholder returns.
  • Maintained robust liquidity with $1.25 billion available including $250 million in working capital.

Challenges Ahead

  • Economic uncertainty and market volatility could affect metal prices.
  • Lower gold production from Cortez and Xavantina impacted revenue mix.
  • Silver deliveries from Pueblo Viejo continue to be deferred.
  • Copper stream sales declined slightly from Mount Milligan.
  • Future benefits from stream expansions depend on feasibility outcomes and permitting progress.