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Pilbara Minerals Earnings Calls
| Release date | Feb 17, 2026 |
| EPS estimate | $0.0189 |
| EPS actual | $0.0067 |
| EPS Surprise | -64.36% |
| Revenue estimate | 420.242M |
| Revenue actual | 416.503M |
| Revenue Surprise | -0.89% |
| Release date | Jun 30, 2025 |
| EPS estimate | -$0.0061 |
| EPS actual | -$0.0264 |
| EPS Surprise | -330.18% |
| Revenue estimate | 228.92M |
| Revenue actual | 304.347M |
| Revenue Surprise | 32.95% |
| Release date | Feb 20, 2025 |
| EPS estimate | -$0.0142 |
| EPS actual | -$0.0142 |
| EPS Surprise | -0.0703% |
| Revenue estimate | 263.357M |
| Revenue actual | 263.472M |
| Revenue Surprise | 0.0436% |
| Release date | Nov 22, 2024 |
| EPS estimate | - |
| EPS actual | - |
| Revenue estimate | - |
| Revenue actual | - |
Last 4 Quarters for Pilbara Minerals
Below you can see how PILBF performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Nov 22, 2024 |
| Price on release | $1.71 |
| EPS estimate | - |
| EPS actual | - |
| Date | Price |
|---|---|
| Nov 18, 2024 | $2.00 |
| Nov 19, 2024 | $1.90 |
| Nov 20, 2024 | $1.92 |
| Nov 21, 2024 | $1.83 |
| Nov 22, 2024 | $1.71 |
| Nov 25, 2024 | $1.68 |
| Nov 26, 2024 | $1.60 |
| Nov 27, 2024 | $1.60 |
| Nov 29, 2024 | $1.56 |
| 4 days before | -14.50% |
| 4 days after | -8.77% |
| On release day | -1.75% |
| Change in period | -22.00% |
| Release date | Feb 20, 2025 |
| Price on release | $1.39 |
| EPS estimate | -$0.0142 |
| EPS actual | -$0.0142 |
| EPS surprise | -0.0703% |
| Date | Price |
|---|---|
| Feb 13, 2025 | $1.41 |
| Feb 14, 2025 | $1.36 |
| Feb 18, 2025 | $1.35 |
| Feb 19, 2025 | $1.28 |
| Feb 20, 2025 | $1.39 |
| Feb 21, 2025 | $1.31 |
| Feb 24, 2025 | $1.26 |
| Feb 25, 2025 | $1.27 |
| Feb 26, 2025 | $1.27 |
| 4 days before | -1.42% |
| 4 days after | -8.63% |
| On release day | -4.32% |
| Change in period | -9.93% |
| Release date | Jun 30, 2025 |
| Price on release | $0.89 |
| EPS estimate | -$0.0061 |
| EPS actual | -$0.0264 |
| EPS surprise | -330.18% |
| Date | Price |
|---|---|
| Jun 24, 2025 | $0.82 |
| Jun 25, 2025 | $0.80 |
| Jun 26, 2025 | $0.87 |
| Jun 27, 2025 | $0.89 |
| Jun 30, 2025 | $0.89 |
| Jul 01, 2025 | $0.85 |
| Jul 02, 2025 | $0.92 |
| Jul 03, 2025 | $1.01 |
| Jul 07, 2025 | $0.96 |
| 4 days before | 8.19% |
| 4 days after | 7.21% |
| On release day | -4.09% |
| Change in period | 15.99% |
| Release date | Feb 17, 2026 |
| Price on release | $3.00 |
| EPS estimate | $0.0189 |
| EPS actual | $0.0067 |
| EPS surprise | -64.36% |
| Date | Price |
|---|---|
| Feb 10, 2026 | $2.97 |
| Feb 11, 2026 | $3.11 |
| Feb 12, 2026 | $2.93 |
| Feb 13, 2026 | $2.98 |
| Feb 17, 2026 | $3.00 |
| Feb 18, 2026 | $3.10 |
| Feb 19, 2026 | $2.83 |
| Feb 20, 2026 | $3.00 |
| Feb 23, 2026 | $3.14 |
| 4 days before | 1.01% |
| 4 days after | 4.67% |
| On release day | 3.33% |
| Change in period | 5.72% |
Pilbara Minerals Earnings Call Transcript Summary of Q4 2025
FY '25 was a transformational year for Pilbara Minerals (PLS). Operationally the company delivered record production of 755,000 t and completed its major capital cycle (P680, P1000) including commissioning the world's largest lithium ore sorter and implementing the P850 operating model. Unit costs fell materially (FOB unit cost AUD 627/t; CIF AUD 735/t) driven by higher scale, P850 efficiencies and the Cost Smart program. Financially the business remained resilient despite a sharp fall in prices (realized SC5.3 price down 43% to USD 672/t): revenue was AUD 769m, underlying EBITDA AUD 97m and the underlying loss after tax AUD 88m. PLS finished FY '25 with strong liquidity (≈AUD 1.0bn cash, AUD 1.6bn total liquidity and an undrawn AUD 625m on the RCF) and emphasizes capital discipline going into FY '26. FY '26 guidance: production 820–870kt, unit operating costs AUD 560–600/t (management midpoint ~AUD 580/t), and CapEx AUD 300–330m. Strategic priorities are operational excellence, cost control, capital efficiency, selective chemicals/downstream participation (18% stake in Gwangyang hydroxide JV) and diversification (100% owned Colina project in Brazil). Management retains latent capacity at Ngungaju to enable rapid scale-up (~4 months to restart) if market conditions (sustained pricing and/or offtake support) justify it. The company views current market dynamics as volatile but believes structural demand (EVs, energy storage) points to a tightening supply outlook over time, positioning PLS to benefit as the cycle recovers.
