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PAAS 资讯
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Nasdaq 100 Contract Down 0.2%, Cisco Down 4.1%
Index futures are mixed in the opening hours of the evening session, with S&P e-minis flat, Dow Industrials up marginally, and Nasdaq 100 contract down by 0.2%. Softer than expected inflation data compressed yields and helped to propel the AI trade on Wednesday with many of this year's winners in Semiconductors, Semi Equipment, Memory, and Hardware leading the charge. The momentum of that exuberance could be fleeting however after post-earnings selloffs in some of the larger AI-themed stocks - Cisco slid 4% while Cerebras Systems retreated 16% afterhours.In commodities, WTI Crude Oil has continued to consolidate this month's advance with a 1% decline below $82.70. Precious metals are rangebound, though traders are positioning for renewed interest as expectations of Fed tightening recedes following the latest tamer inflation and softer labor economic reports.Check out this evening's top movers from around Wall Street, compiled by The Fly.HIGHER AFTER EARNINGS -Harmonicup 19.2%Omerosup 18.7%EnerSysup 11.4%Grocery Outletup 10.6%Jack in the Boxup 5.2%DOWN AFTER EARNINGS -Cerebras Systemsdown 16.1%StubHub Holdingsdown 13.7%Resideo Technologiesdown 7.6%Pan American Silverdown 5.5%Coherentdown 4.2%Cisco Systemsdown 4.1%
Pan American Reports Q2 Revenue of $1.1B
Reports Q2 revenue $1.1B vs. $811.9M last year. "Pan American delivered another quarter of strong financial results, generating $344M in Attributable free cash flow," said CEO Michael Steinmann. "We produced 6.5 million ounces of silver, at the upper end of our quarterly guidance, driven by continued strong performance at La Colorada and Juanicipio. Gold production was 166K ounces in Q2 and we expect production to increase over the balance of the year across our operations, weighted to the fourth quarter, as we had guided last quarter...We reiterate our 2026 Operating Outlook for production and costs, and remain focused on disciplined cost management and improving operating efficiencies. We returned a record $300M to shareholders in Q2 through dividends and share repurchases. We are delivering on the enhanced shareholder return framework we announced in May, repurchasing over seven million shares to date in 2026 under our Normal Course Issuer Bid. Our financial position remains robust. We ended the quarter with $1.8B in cash and investments...In July, we renewed and amended our five-year senior unsecured revolving credit facility, doubling the size to $1.5B with an additional $750M accordion feature, thereby increasing our total available liquidity to $3.2B. We reached an important milestone at the La Colorada Skarn project in Mexico, completing the first cut of the 588 Decline in early August 2026. This marks a significant step forward in advancing this world-class silver project".
Sees 2026 Silver Production at 25M-27M Ounces
Sees 2026 silver production 25M-27M ounces. Q3 gold production 3K-6K ounces below the low end of the guidance range of 178.5K-192.0K ounces.
Company Raises 2026 Project Capital Expenditures to $240M-$255M
Prior view was $195M-$210M. Based on production and costs to date, the company reaffirms its 2026 Operating Outlook for silver and gold production, zinc, lead and copper production, Silver Segment and Gold Segment AISC, and sustaining capital expenditures, as provided in the Company's MD&A dated February 18, 2026. Following the release of a revised Preliminary Economic Assessment for the La Colorada Skarn Project in Q1 2026, the company now anticipates spending between $92 to $95 million in 2026 to advance the La Colorada Skarn Project, an increase of $45 million from the original $47 to $50 million guidance, as described in the "Project Updates" section, thus is increasing full year consolidated project capital expenditures to be between $240 and $255 million from the original $195 to $210 million guidance. The company reiterates its production and cost guidance, but now expects gold production to be more heavily weighted to the fourth quarter of 2026 than originally indicated in its 2026 Quarterly Operating Outlook, as some production from the second quarter is expected to be deferred to the fourth quarter.
Company Reports Q1 Revenue of $1.15B
Reports Q1 revenue $1.15B, attributable revenue $1.33B, consensus $1.22B. "Q1 delivered solid results, driven by strong production, disciplined cost management, and improved quarter-over-quarter silver and gold prices," said Michael Steinmann, President and CEO. "We are firmly on track to achieve our 2026 guidance, supporting continued momentum in free cash flow generation. In Q1, operations generated $488 million in free cash flow, bringing our cash and short-term investments to a record $1.8 billion, including $199 million attributable to our interest in Juanicipio."
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