Newmont Corporation (NEM) Q3 FY2026 8-K Filings and Company Events

Filings that contain financial statements

Each earnings release furnished with a Form 8-K carries condensed consolidated statements of operations, balance sheets and statements of cash flows, with quarterly columns for the prior and current year.

• Form 8-K filed 2026-10-22, accession 0001164727-26-000041 (Exhibit 99.1): third quarter 2026 (quarter ended September 30, 2026, with nine-month year-to-date totals). Statements of operations, balance sheets and cash flows, plus non-GAAP reconciliations.
• Form 8-K filed 2026-07-23, accession 0001164727-26-000034 (Exhibit 99.1): second quarter 2026 (quarter ended June 30, 2026, with six-month totals). Statements of operations, balance sheets and cash flows.
• Form 8-K filed 2026-04-23, accession 0001164727-26-000017 (Exhibit 99.1): first quarter 2026 (quarter ended March 31, 2026). Statements of operations, balance sheets and cash flows.
• Form 8-K filed 2026-02-19, accession 0001164727-26-000009 (Exhibit 99.1): fourth quarter and full year 2025 (year ended December 31, 2025). Statements of operations, balance sheets and cash flows.

The figures in the earnings releases are unaudited and are presented in millions. The Form 10-Q for the third quarter of 2026 was filed the same day as the third quarter release, accession 0001164727-26-000043.

Earnings and guidance

• 2026-10-22, third quarter 2026 results (0001164727-26-000041). Net income attributable to Newmont stockholders was $2,475 million ($2.35 per diluted share); adjusted net income was $2,309 million ($2.20 per diluted share) and adjusted EBITDA was $3,951 million. Attributable gold production was 1.30 million ounces at gold by-product costs applicable to sales of $832 per ounce and gold by-product all-in sustaining costs (AISC) of $1,454 per ounce, at an average realized gold price of $4,317 per ounce. Net cash from operating activities was $2,768 million and free cash flow was $1,912 million. Cash at September 30, 2026 was reported at $8.8 billion with a net cash position of $3.2 billion.
• Guidance change (same release). Full-year 2026 attributable gold production guidance is unchanged at about 5.3 million ounces (5,260 thousand), and sustaining capital ($1,950 million) and development capital ($1,400 million) guidance are unchanged. Unit cost guidance was improved to gold by-product costs applicable to sales of $925 per ounce and AISC of $1,520 per ounce. Fourth quarter 2026 is expected to be the strongest production quarter of the year (1,365 thousand ounces), with unit costs expected to rise in the quarter; the release flags El Nino-related water supply risk at Lihir. For 2027 the company indicates low-to-mid single-digit percentage growth in attributable gold production, higher unit costs, and about $500 million more development capital than 2026.
• 2026-07-23, second quarter 2026 results (0001164727-26-000034). Net income attributable to Newmont stockholders was $2,202 million ($2.06 per diluted share), adjusted net income $2,246 million ($2.10 per share), gold by-product AISC $1,621 per ounce. The release says production was reduced by seismic events at Cadia (copper production fell 43 percent from the prior quarter), with operations back to normal levels as of mid-June. The company stated it remained on track for full-year guidance.
• 2026-04-23, first quarter 2026 results (0001164727-26-000017). Net income attributable to Newmont stockholders was $3,262 million ($3.00 per diluted share), adjusted net income $3,156 million ($2.90 per share), free cash flow $3,144 million, a record, and gold by-product AISC $1,029 per ounce.
• 2026-02-19, fourth quarter and full year 2025 results with 2026 guidance (0001164727-26-000009). Full-year 2025 net income attributable to Newmont stockholders was $7,085 million and free cash flow was a record $7.3 billion. Initial 2026 guidance: about 5.3 million attributable gold ounces, gold by-product AISC of about $1,680 per ounce, sustaining capital of about $1.95 billion and development capital of about $1.4 billion. The company also announced an enhanced capital allocation framework, a dividend of $0.26 per share for the fourth quarter of 2025, and the Lihir Nearshore Barrier mine life extension.

Capital returns and balance sheet

• Dividend. The framework targets a cash dividend of $1.1 billion per year, set each February and paid in four equal quarterly amounts. The company declared $0.26 per share for each of the first, second and third quarters of 2026; the third quarter dividend is payable December 21, 2026 to holders of record on November 25, 2026 (0001164727-26-000041; earlier declarations in 0001164727-26-000017 and 0001164727-26-000034).
• Share repurchases. With the first quarter release (2026-04-23) the Board authorized an additional $6.0 billion repurchase program after the prior programs were fully executed (0001164727-26-000017). As of the third quarter release, $1.6 billion was repurchased since July 23, 2026, $2.8 billion remains under the $6.0 billion authorization, and the company reports its share count down over 115 million shares (about 10 percent) since February 2024; it intends to seek additional Board approval as the authorization nears completion (0001164727-26-000041).
• Divestitures. The first quarter release reports about $321 million of net proceeds from sales of equity investments in SolGold and Greatland Resources and contingent payments tied to the earlier Musselwhite and Cripple Creek & Victor sales, with the non-core divestiture program described as completed (0001164727-26-000017; 0001164727-26-000009).

Nevada Gold Mines joint venture agreement with Barrick (signed, not yet closed)

• 2026-08-10 agreement, reported in Form 8-K filed 2026-08-13 (0001104659-26-095968). Newmont, Barrick Mining Corporation and Nevada Gold Mines LLC entered into a Second Amended and Restated LLC Agreement. Barrick's Fourmile project and Newmont's Fiberline and Mike projects are to be contributed to Nevada Gold Mines simultaneously "as soon as reasonably practicable". Newmont will pay Barrick $1.95 billion in cash within 30 days following the Fourmile contribution. The agreement also changes how future contributions are valued and how dilution is calculated, and amends governance approval rights over joint venture senior leadership. A confidential settlement agreement resolves all outstanding disputes related to the joint venture, and the joint press release states that Newmont consented to Barrick's proposed IPO of its North American gold assets.
• Status. The filing describes the agreement as signed; the contributions and the cash payment had not occurred as of the third quarter release (2026-10-22), which expects the payment in the fourth quarter of 2026, and the Form 10-Q (0001164727-26-000043) expects the contributions in the fourth quarter of 2026 with a gain on Fiberline and Mike when completed. The $8.8 billion cash balance and $3.2 billion net cash position are before this payment (0001164727-26-000041).

Projects

• Red Chris Block Cave (third quarter release, 0001164727-26-000041). The feasibility study is nearing completion and a full-funds investment decision is now expected in early 2027, subject to Newmont and Red Chris joint venture board approval (Newmont owns 70 percent). Estimated development capital is $4.2 to $4.8 billion (100 percent basis, real terms), net of an anticipated CAD$500 million Government of Canada contribution, with construction expected to start in 2027 and commercial production targeted for 2033. The first phase is expected to produce 3.0 million ounces of gold and over 850 thousand tonnes of copper over a thirteen-year cave life. Amended British Columbia approvals were received in June 2026 (also reported in the second quarter release, 0001164727-26-000034).
• Tanami Expansion 2. Shaft construction completed; commercial production now expected toward the end of the first half of 2027, earlier than previously anticipated (0001164727-26-000041).
• Cadia. Following the April 2026 seismic event, Cadia PC1-2 cave establishment resumed after regulatory approvals; PC2-3 is on track for completion by the end of 2026 (0001164727-26-000041).

Management and board changes

• 2025-09-29 (0001104659-25-094520), effective January 1, 2026. Chief Executive Officer transition: Tom Palmer retired as Chief Executive Officer and as a director on December 31, 2025, and Natascha Viljoen, previously President and Chief Operating Officer, became President and Chief Executive Officer and joined the Board as a non-independent director effective January 1, 2026. Palmer was to serve as a strategic advisor until March 31, 2026.
• 2026-04-28 (0001104659-26-050355). Chief Technical Officer Francois Hardy notified the company of his retirement effective June 30, 2026; Erin Workman became acting Chief Technical Officer from May 2026.
• 2026-06-15 (0001104659-26-074137). Effective July 1, 2026: Brian Tabolt became Executive Vice President and Chief Financial Officer (replacing interim CFO Peter Wexler, who returned to his role as Chief Legal Officer; per Form 8-K 0001104659-25-067786, Karyn Ovelmen resigned as CFO on July 11, 2025 and Wexler, then Executive Vice President and Chief Legal Officer, became interim CFO effective that date); Mark Rodgers became Chief Operating Officer; David Thornton became Chief Technical Officer; Joshua Cage became Chief Accounting Officer and Controller. The accompanying news release also reports the promotion of David Fry to Executive Vice President, Project Development.
• 2026-08-20 (0001104659-26-099237). Peter Beaven, former Group Chief Financial Officer of BHP, was appointed an independent director and Audit Committee member effective September 1, 2026.
• 2026-05-13 (0001104659-26-060260). At the May 12, 2026 annual meeting, all twelve director nominees were elected, say-on-pay received about 92.5 percent support, and the appointment of Ernst & Young LLP for 2026 was ratified.