Core Insights - Nexa Resources S.A. reported quarterly earnings of $0.6 per share, exceeding the Zacks Consensus Estimate of $0.45 per share, and a significant improvement from a loss of $1 per share a year ago, resulting in an earnings surprise of +34.83% [1] - The company achieved revenues of $903 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 9.04% and showing an increase from $740.92 million in the same quarter last year [2] - Nexa Resources shares have increased by approximately 37.4% since the beginning of the year, significantly outperforming the S&P 500's gain of 1.5% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.33 on revenues of $783.72 million, while for the current fiscal year, the estimate is $1.48 on revenues of $2.99 billion [7] - The estimate revisions trend for Nexa Resources was favorable prior to the earnings release, leading to a Zacks Rank 1 (Strong Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Mining - Miscellaneous industry, to which Nexa Resources belongs, is currently ranked in the top 21% of over 250 Zacks industries, suggesting a positive outlook for stocks within this sector [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Key Takeaways Rio Tinto and BHP boost copper and iron ore output while advancing major growth projects.Rio Tinto achieved its first copper at Johnson Camp and sees 20.2% EPS growth for 2026.BHP raised fiscal 2026 copper guidance and advances Jansen potash toward 2027 start.Rio Tinto Group (RIO) and BHP Group Limited (BHP) are both familiar names operating in the Zacks Mining - Miscellaneous industry. As rivals, the companies are focused on the extraction of minerals including copper, zinc and iron, etc., an ...

分组1 - HudBay Minerals reported quarterly earnings of $0.22 per share, missing the Zacks Consensus Estimate of $0.40 per share, representing an earnings surprise of -44.40% [1] - The company posted revenues of $732.9 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 4.05%, compared to year-ago revenues of $584.9 million [2] - The stock has increased approximately 24.6% since the beginning of the year, outperforming the S&P 500's gain of 0.2% [3] 分组2 - The earnings outlook for HudBay Minerals is mixed, with the current consensus EPS estimate for the coming quarter at $0.39 on revenues of $688.78 million, and $1.57 on revenues of $2.79 billion for the current fiscal year [7] - The Zacks Industry Rank for Mining - Miscellaneous is currently in the top 21% of over 250 Zacks industries, indicating a favorable outlook for the sector [8]

Core Insights - Teck Resources Ltd reported quarterly earnings of $0.98 per share, exceeding the Zacks Consensus Estimate of $0.59 per share, and showing a significant increase from $0.33 per share a year ago, resulting in an earnings surprise of +67.38% [1] - The company achieved revenues of $2.19 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 8.63% and up from $1.99 billion year-over-year [2] - Teck Resources has outperformed the S&P 500, gaining approximately 24% since the beginning of the year compared to the S&P 500's gain of 0.5% [3] Earnings Outlook - The future performance of Teck Resources' stock will largely depend on management's commentary during the earnings call and the company's earnings outlook, including current consensus earnings expectations for upcoming quarters [4][6] - The current consensus EPS estimate for the next quarter is $0.49 on revenues of $2 billion, while for the current fiscal year, the estimate is $2.12 on revenues of $8.27 billion [7] Industry Context - The Mining - Miscellaneous industry, to which Teck Resources belongs, is currently ranked in the top 22% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors or through tools like the Zacks Rank [5]

Core Viewpoint - Ivanhoe Mines Ltd. reported quarterly earnings of $0.04 per share, matching the Zacks Consensus Estimate, but down from $0.07 per share a year ago, indicating a decrease in profitability [1] Financial Performance - The company posted revenues of $138.44 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 19.2%, compared to $40.82 million in the same quarter last year [2] - Over the last four quarters, Ivanhoe Mines has surpassed consensus EPS estimates two times and topped revenue estimates only once [2] Stock Performance - Ivanhoe Mines shares have increased approximately 3.7% since the beginning of the year, contrasting with the S&P 500's zero return [3] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.08 on revenues of $212.21 million, and for the current fiscal year, it is $0.44 on revenues of $855.28 million [7] - The estimate revisions trend for Ivanhoe Mines was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, suggesting expected outperformance in the near future [6] Industry Context - The Mining - Miscellaneous industry, to which Ivanhoe Mines belongs, is currently in the top 22% of over 250 Zacks industries, indicating a favorable industry outlook [8]

分组1 - Reliance reported quarterly earnings of $2.4 per share, missing the Zacks Consensus Estimate of $2.8 per share, representing an earnings surprise of -14.36% [1] - The company posted revenues of $3.5 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 3.44%, compared to year-ago revenues of $3.13 billion [2] - Reliance has topped consensus revenue estimates four times over the last four quarters, while it has surpassed consensus EPS estimates just once during the same period [2] 分组2 - The stock has added about 17.8% since the beginning of the year, outperforming the S&P 500, which has returned zero [3] - The current consensus EPS estimate for the coming quarter is $4.70 on revenues of $3.79 billion, and for the current fiscal year, it is $18.17 on revenues of $14.84 billion [7] - The Mining - Miscellaneous industry, to which Reliance belongs, is currently in the top 22% of over 250 Zacks industries, indicating a favorable outlook [8]

Core Viewpoint - Globe Specialty Metals reported a quarterly loss of $0.06 per share, slightly better than the Zacks Consensus Estimate of a loss of $0.07, compared to earnings of $0.03 per share a year ago [1] Financial Performance - The company experienced an earnings surprise of +14.29% for the quarter, having previously been expected to post earnings of $0.05 per share but instead reported a loss of $0.02, resulting in a surprise of -140% [2] - Revenues for the quarter were $329.38 million, exceeding the Zacks Consensus Estimate by 12.19%, but down from $367.51 million in the same quarter last year [3] Stock Performance - Globe Specialty Metals shares have increased by approximately 13.8% since the beginning of the year, while the S&P 500 has declined by 0.1% [4] Future Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.05 on revenues of $332.4 million, and for the current fiscal year, it is $0.12 on revenues of $1.59 billion [8] - The estimate revisions trend for Globe Specialty Metals was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [7] Industry Context - The Mining - Miscellaneous industry, to which Globe Specialty Metals belongs, is currently ranked in the top 23% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [9]

Group 1 - Nexa Resources S.A. (NEXA) is a notable stock in the Basic Materials sector, currently outperforming its peers with a year-to-date return of 34.8% compared to the sector average of 21.3% [4] - The Zacks Rank for Nexa Resources S.A. is 1 (Strong Buy), indicating strong analyst sentiment and an improving earnings outlook [3] - The Zacks Consensus Estimate for NEXA's full-year earnings has increased by 100.4% over the past three months, reflecting positive analyst revisions [4] Group 2 - Nexa Resources S.A. is part of the Mining - Miscellaneous industry, which ranks 55 in the Zacks Industry Rank, with an average year-to-date return of 22.5% [6] - Another stock in the Basic Materials sector, Wheaton Precious Metals Corp. (WPM), has also shown strong performance with a year-to-date increase of 24.2% and a Zacks Rank of 2 (Buy) [5] - Investors should monitor both Nexa Resources S.A. and Wheaton Precious Metals Corp. for potential continued strong performance in the Basic Materials sector [7]

Company Performance - First Majestic Silver (AG) has returned approximately 37.8% year-to-date, outperforming the average gain of 21.3% in the Basic Materials sector [4] - The Zacks Consensus Estimate for AG's full-year earnings has increased by 4% over the past quarter, indicating an improving earnings outlook [4] - First Majestic Silver holds a Zacks Rank of 2 (Buy), suggesting a favorable investment opportunity [3] Industry Context - First Majestic Silver is part of the Mining - Silver industry, which consists of 9 individual stocks and currently ranks 13 in the Zacks Industry Rank [6] - The Mining - Silver industry has gained an average of 21.3% this year, with First Majestic Silver performing better than this average [6] - Another stock in the Basic Materials sector, McEwen (MUX), has also outperformed the sector with a year-to-date increase of 38.9% [5]

Core Viewpoint - HudBay Minerals (HBM) is expected to report a year-over-year increase in earnings and revenues for the quarter ended December 2025, with the consensus outlook being crucial for assessing the company's earnings picture [1] Earnings Expectations - The consensus EPS estimate for HudBay Minerals is $0.40 per share, reflecting a year-over-year increase of +122.2% [3] - Revenues are anticipated to reach $763.56 million, which is a 30.6% increase from the same quarter last year [3] Estimate Revisions - The consensus EPS estimate has been revised 25.9% higher in the last 30 days, indicating a reassessment by analysts [4] - The Most Accurate Estimate aligns with the Zacks Consensus Estimate, resulting in an Earnings ESP of 0% [12] Earnings Surprise Prediction - A positive Earnings ESP reading is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10] - HudBay Minerals currently holds a Zacks Rank of 3, making it challenging to predict a consensus EPS beat [12] Historical Performance - In the last reported quarter, HudBay Minerals was expected to post earnings of $0.06 per share but only achieved $0.03, resulting in a surprise of -50.00% [13] - Over the past four quarters, the company has beaten consensus EPS estimates two times [14] Industry Comparison - Teck Resources Ltd (TECK), a peer in the mining industry, is expected to report earnings of $0.59 per share for the same quarter, indicating a year-over-year change of +78.8% [18] - Teck Resources has a higher Earnings ESP of +14.69% and has beaten consensus EPS estimates in each of the trailing four quarters [20]