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Dec 31, 2025
Osisko Q4 2025 Earnings Report
Osisko reported record quarterly revenues, cash flow and earnings in Q4 2025, driven by strong royalty and stream performance.
Key Takeaways
In Q4 2025, Osisko generated revenues of 90465000 and net earnings of 65245000, reflecting continued strength across its royalty and stream portfolio. The Company delivered operating income of 70136000 and strong operating cash flows of 83538000, ending the year debt-free with a solid cash balance.
Quarterly revenues increased to 90465000 from 56742000 year-over-year
Net earnings rose to 65245000 compared to 7105000 in Q4 2024
Operating cash flows reached 83538000 in the quarter
Company ended the year debt-free with 142131000 in cash
Forward Guidance
For 2026, Osisko expects GEO deliveries between 80000 and 90000 with an average cash margin of approximately 97%, supported by ramp-ups at key assets including Namdini, Dalgaranga and San Gabriel, and anticipates portfolio growth to 120000–135000 GEOs by 2030.
Positive Outlook
- 2026 GEO guidance range of 80000 to 90000
- Average cash margin expected around 97%
- Production ramp-ups at Namdini, Dalgaranga and San Gabriel
- Portfolio expected to generate up to 135000 GEOs by 2030
- Company remains debt-free entering 2026
Challenges Ahead
- Conservative GEO assumptions for CSA during ownership transition
- No GEO contribution from Eagle Gold included in outlook
- Guidance dependent on partner public forecasts
- Commodity price assumptions may impact GEO conversions
Historical Earnings Impact
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Avg. Return Before/After Earnings
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