Research analysts who have asked questions during RIO TINTO earnings calls.
AG
Alain Gabriel
Morgan Stanley
3 questions for RIO
Also covers: ERELY, GLNCY, MT
AS
Alan Spence
BNP Paribas Exane
3 questions for RIO
Also covers: FCX
Amos Fletcher
Barclays
3 questions for RIO
Also covers: VALE
Glyn Lawcock
Barrenjoey
3 questions for RIO
Also covers: AA, ALTM, BHP +1 more
JF
Jason Fairclough
Bank of America Merrill Lynch
3 questions for RIO
Also covers: BHP, ERELY, GLNCY
LF
Lyndon Fagan
JPMorgan Chase & Co.
3 questions for RIO
Also covers: BHP
MG
Matt Greene
Goldman Sachs
3 questions for RIO
Also covers: MT
MA
Myles Allsop
UBS Group AG
3 questions for RIO
Also covers: BHP, GLNCY, SCCO +2 more
Paul Young
Goldman Sachs
3 questions for RIO
Also covers: BHP, CODQL
Rahul Anand
Morgan Stanley
3 questions for RIO
Richard Hatch
Berenberg
3 questions for RIO
Also covers: WPM
RS
Robert Stein
Macquarie Group
3 questions for RIO
Also covers: ALTM, CODQL
Recent press releases and 8-K filings for RIO.
Rio Tinto Reports Solid Full Year 2025 Results
RIO
Earnings
Dividends
New Projects/Investments
- Rio Tinto reported solid financial results for the full year ended December 31, 2025, with underlying EBITDA up 9% to $25.4 billion and consolidated sales revenue up 7% to $57.6 billion.
- Net cash generated from operating activities increased 8% to $16.8 billion, while profit after tax attributable to owners was $10.0 billion.
- The company achieved an 8% uplift in copper equivalent (CuEq) production and declared an ordinary dividend of $6.5 billion, maintaining a 60% payout ratio.
- Key project milestones in 2025 included the completion of the Oyu Tolgoi copper underground development and the first ore shipment from Simandou.
- Net debt increased by 162% to $14.4 billion as of December 31, 2025, compared to $5.5 billion in 2024.
Feb 19, 2026, 1:58 PM
Rio Tinto Reports Strong H2 2025 Financial and Operational Results
RIO
Earnings
Dividends
New Projects/Investments
- Rio Tinto's Underlying EBITDA increased by 9% to $25.4 billion and underlying earnings were $10.9 billion in H2 2025. The company will return 60% of underlying earnings to shareholders, totaling $6.5 billion.
- The company achieved an 8% equivalent increase in copper equivalent production in 2025, setting annual records for copper and bauxite, and reduced copper equivalent unit costs by 5%. Rio Tinto expects to achieve a $650 million run rate in annualized productivity benefits by the end of Q1 2026.
- Oyu Tolgoi's underground development is complete, targeting 500,000 tonnes of copper per year between 2028 and 2036, and Simandou made its first iron ore shipment in December 2025, aiming for 60 million tons per annum. CapEx for 2025 was around $11 billion, with guidance of up to $11 billion for the next two years.
Feb 19, 2026, 8:30 AM
Rio Tinto Reports Strong H2 2025 Financials and Production Growth
RIO
Earnings
Dividends
New Projects/Investments
- Rio Tinto reported a 9% increase in underlying EBITDA to $25.4 billion and an 8% increase in copper equivalent production for 2025, with copper equivalent unit costs reduced by 5%.
- The company will return 60% of its $10.9 billion underlying earnings to shareholders, equating to $6.5 billion.
- Rio Tinto unlocked a $650 million run rate in annualized productivity benefits, which is expected to be achieved by the end of Q1 2026.
- Key growth projects are progressing, with Oyu Tolgoi's underground development complete and targeting 500,000 tonnes of copper per year between 2028 and 2036, and Simandou having made its first iron ore shipment, aiming for 60 million tons per annum at full ramp-up.
- Net debt increased to $14.4 billion following the Arcadium acquisition, with CapEx for 2025 at $11 billion and guided up to $11 billion for the next two years.
Feb 19, 2026, 8:30 AM
Rio Tinto Reports Strong 2025 Financials and Operational Growth, Highlights Project Progress
RIO
Earnings
Guidance Update
New Projects/Investments
- Rio Tinto reported a strong operational performance in 2025, with an 8% increase in copper equivalent production and record annual production for both copper and bauxite.
- Underlying EBITDA increased by 9% to $25.4 billion, and the company will return 60% of its $10.9 billion underlying earnings ($6.5 billion) to shareholders as dividends.
- The company achieved $650 million in annualized productivity benefits and is progressing major growth projects, including the completion of underground development at Oyu Tolgoi and the first iron ore shipment from Simandou.
- Net debt increased to $14.4 billion following the Arcadium acquisition, but the balance sheet remains strong with 18% gearing.
- Discussions with Glencore were constructive but did not lead to an agreement that would deliver value for Rio Tinto shareholders.
Feb 19, 2026, 8:30 AM
Rio Tinto Outlines 2025 Strategy, Growth Targets, and Cost Savings
RIO
Guidance Update
New Projects/Investments
Capital Discipline
- Rio Tinto is committed to achieving a 3% compound annual growth rate (CAGR) through to 2030, with project options to extend into the following decade, and expects 20% production growth by 2030.
- The company has taken action to deliver $650 million in productivity benefits and savings on an annual run rate basis and aims to release $5-$10 billion in cash proceeds from its asset base.
- The portfolio is streamlined to focus on iron ore, aluminum, lithium, and copper. Major growth projects, including Simandou, Oyu Tolgoi (OT), and Rincon, are being delivered.
- For 2025, the company lifted its full-year copper production guidance and achieved a second consecutive record year for bauxite production. Next year's global iron ore sales guidance is 343-366 million tons (100% basis), with the Pilbara specifically guided at 323-338 million tons.
Dec 4, 2025, 8:00 AM
Rio Tinto Outlines Strategic Priorities, Growth Targets, and Cost Reductions
RIO
Guidance Update
New Projects/Investments
Management Change
- Rio Tinto is focusing its portfolio on four core commodities: iron ore, aluminum, lithium, and copper, and aims to achieve a 3% compound annual growth rate (CAGR) through to 2030, equating to 20% production growth by that year.
- The company has initiated actions to deliver $650 million in productivity benefits and savings on an annual run rate basis, with a target to reduce unit costs by 4% annually, leading to a 20% reduction by 2030.
- Rio Tinto plans to release $5 billion to $10 billion in cash proceeds from its asset base and expects capital expenditure to decline to less than $10 billion annually from 2028 after peak years in 2025-2027.
- Major growth projects like Simandou, OT, and Rincon are progressing, with Simandou achieving first ore and expected to contribute 5 to 10 million tons in sales next year, followed by a 30-month ramp-up to full production.
- The lithium growth target for 2028 has been adjusted to 200,000 tons per annum, down from 225,000 tons, due to the placement of Jadar into care and maintenance and a focus on one spodumene mine in Canada.
Dec 4, 2025, 8:00 AM
Fintool News
In-depth analysis and coverage of RIO TINTO.
Deals & Capital Markets
Rio Tinto Takes Majority Control of Nemaska Lithium in $500M Quebec Push
Feb 19
Deals & Capital Markets
Rio Tinto Walks Away From $260 Billion Glencore Mega-Merger
Feb 5
Deals & Capital Markets
Rio Tinto-Glencore Deadline Tomorrow: $260 Billion Mining Mega-Merger Hangs in Balance
Feb 4
Markets
China Receives First Simandou Iron Ore Shipment, Reshaping Global Supply
Jan 19
Deals & Capital Markets
Rio Tinto and BHP Join Forces in Historic Pilbara Partnership
Jan 15
Deals & Capital Markets
Rio Tinto Assembles Dream Team of Bankers for $200B Glencore Pursuit
Jan 13
Quarterly earnings call transcripts for RIO TINTO.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more