Glencore plc

Informe acción LSE:GLEN

Capitalización de mercado: UK£69.1b

Glencore Resultados de beneficios anteriores

Pasado controles de criterios 2/6

Los beneficios de Glencore han disminuido a una tasa media anual de -27.3%, mientras que en la industria Metals and Mining los beneficios crecieron en un 6.1% anualmente. Los ingresos han ido creciendo a una tasa media de 6.2% al año. La rentabilidad financiera de Glencore es de 0.4%, y sus márgenes netos son de 0.1%.

Información clave

-27.32%

Tasa de crecimiento de los beneficios

-27.17%

Tasa de crecimiento del BPA

Crecimiento de la industria Metals and Mining 19.58%
Tasa de crecimiento de los ingresos6.22%
Rentabilidad financiera0.36%
Margen neto0.15%
Próxima actualización de resultados05 Aug 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Actualización de narrativa Jun 01

GLEN: Fair Outlook Will Balance Tighter Earnings Execution With Recent Production And Labor Developments

Analysts have nudged Glencore's fair value estimate higher, with the updated model pointing to roughly a £0.17 per share uplift, helped by slightly stronger revenue growth and profit margin assumptions alongside a modestly higher future P/E, in line with recent Street target moves toward £5.60 to £6.10. Analyst Commentary Street research on Glencore has leaned toward higher price targets in recent months, with a mix of upgrades and trims that leave the stock trading against a fairly tight valuation range in the £4.60 to £6.10 per share bracket.
Actualización de narrativa Apr 27

GLEN: Fair Outlook Balances Ended Megamerger Talks With Evolving Earnings Expectations

Glencore's analyst price target has been lifted by £0.13. Analysts point to updated assumptions for slightly higher revenue growth, a modestly higher fair value estimate and a somewhat richer future P/E multiple as key drivers of the change.
Actualización de narrativa Apr 12

GLEN: Fair Outlook Weighs Ended Megamerger Talks And Mixed Earnings Expectations

The analyst price target for Glencore has been revised higher, with recent moves such as Morgan Stanley’s £0.40 increase and several other target lifts pointing to analysts factoring in slightly stronger revenue growth, modestly higher profit margins and a marginally richer future P/E assumption, despite a higher discount rate. Analyst Commentary Recent research on Glencore shows a mix of optimism and caution, with several target changes and rating adjustments reflecting differing views on how execution, commodity exposure and capital allocation might influence the share price over time.
Actualización de narrativa Mar 28

GLEN: Fair Outlook Balances Ended Megamerger Talks And Evolving Earnings Expectations

Glencore's analyst price target has shifted within a relatively tight range, with moves such as JPMorgan trimming its view to £4.60 and Berenberg nudging its target to £6.00. Analysts are reassessing fair value using slightly lower discount rates, modestly different revenue growth assumptions, and small adjustments to expected profit margins and future P/E.
Actualización de narrativa Mar 12

GLEN: Fair Outlook Weighs Ended Megamerger Talks And Mixed Earnings Expectations

Glencore's updated analyst price target edges lower to £4.60, reflecting a mix of recent target cuts and raises as analysts factor in slightly higher discount rates, modestly softer revenue growth and profit margin assumptions, and a higher assumed future P/E multiple. Analyst Commentary Recent research on Glencore shows a split in views, with some high profile firms lifting their targets and others turning more cautious.
Actualización de narrativa Feb 26

GLEN: Fair Outlook Balances Ended Megamerger Talks With Refined Earnings Assumptions

Analysts have lifted their price target on Glencore to £5.50 per share from £5.25, citing updated assumptions around fair value, revenue growth, discount rate and future P/E that together support a modestly higher valuation. Analyst Commentary Recent Street research on Glencore has been active, with several major banks updating their price targets and ratings in quick succession.
Actualización de narrativa Feb 10

GLEN: Fair Outlook Weighs Ended Megamerger Talks Against Evolving Earnings Power

Analysts have lifted their Glencore price targets, citing updated assumptions that show fair value at 5.30, slightly higher discount rates at 9.03%, and modest adjustments to revenue growth, profit margin and future P/E expectations. Analyst Commentary Recent research on Glencore shows active debate around where fair value sits, with several price target changes and at least one downgrade shaping a mixed picture.
Actualización de narrativa Jan 27

GLEN: Fair Outlook Sees Megamerger Talks And Smelter Closure Reshape Risk Balance

Analysts have lifted their price targets on Glencore, with recent increases to £4.80 and £4.40 per share supporting a higher fair value estimate and slightly adjusted assumptions for the discount rate, revenue growth, profit margins and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts who set price targets at £4.80 and £4.40 per share are signaling confidence that their fair value assumptions support share levels above recent trading ranges.
Artículo de análisis Jan 14

Glencore plc's (LON:GLEN) Shares Bounce 25% But Its Business Still Trails The Industry

Despite an already strong run, Glencore plc ( LON:GLEN ) shares have been powering on, with a gain of 25% in the last...
Actualización de narrativa Jan 12

GLEN: Fair Outlook Balances Megamerger Talks With Mixed Production And Asset Closures

Narrative update Analysts have lifted their price targets on Glencore to a range of £4.40 to £4.80, supported by refreshed models that reflect adjusted discount rates, updated revenue growth assumptions and a slightly higher future P/E multiple. Analyst Commentary Recent research on Glencore points to a tighter cluster of price targets in the £4.40 to £4.80 range, as bullish analysts refresh their models and refine assumptions on earnings and valuation multiples.
Actualización de narrativa Dec 15

GLEN: Higher Share Price Is Expected To Follow Clear Operational Delivery

Our Glencore analyst price target has been raised modestly, reflecting incremental fair value and profit margin upside as analysts highlight a series of upward target revisions, including moves to 400 GBp and 440 GBp, despite only slightly higher discount rate assumptions and tempered revenue growth expectations. Analyst Commentary Recent research updates on Glencore point to a broadly constructive stance on the shares, with multiple upward revisions to sterling based price targets partially offset by a more cautious view on near term execution risk.
Actualización de narrativa Nov 30

GLEN: Higher Price Expectations Will Depend On Delivering Key Operational Improvements

The analyst consensus price target for Glencore has increased from 400 GBp to 440 GBp, as analysts cite improved valuation metrics and ongoing strength in the company’s fundamentals. Analyst Commentary Recent analyst reports have highlighted both positive developments and ongoing challenges regarding Glencore's outlook.
Artículo de análisis Nov 19

Calculating The Fair Value Of Glencore plc (LON:GLEN)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Glencore fair value estimate is UK£3.67 Glencore's UK£3.56...
Actualización de narrativa Nov 16

GLEN: Operational Delivery And Project Updates Will Shape Outlook Amid Market Caution

The consensus analyst price target for Glencore has been increased from £3.70 to £4.00, reflecting cautious optimism from analysts based on slightly higher valuations and the expectation of improved operational delivery. Analyst Commentary Recent analyst updates reflect a mix of optimism and caution regarding Glencore's outlook.
Actualización de narrativa Nov 02

GLEN: Operational Delivery And Asset Quality Will Shape Near-Term Performance

Glencore's analyst price target has been raised, increasing from £3.93 to £4.00 per share. Analysts cite improved market outlook and expectations for operational delivery, despite a marginal downgrade in projected growth and profit margins.
Actualización de narrativa Oct 18

Normalized Copper Production And Argentina Projects Will Shape Future Success

Glencore's analyst price target has been raised, with consensus estimates increasing to 400 GBp from 370 GBp. Analysts cite improved profit margins and the company's strong operational outlook despite recent calls for further delivery. Analyst Commentary Analyst sentiment towards Glencore remains mixed following the company’s recent target price revisions and ratings changes.
Actualización de narrativa Oct 04

Normalized Copper Production And Argentina Projects Will Shape Future Success

Glencore's analyst price target has increased to £3.77 from £3.66 per share, as analysts cite improved revenue growth and stronger profit margins as key factors supporting the revised valuation. Analyst Commentary Recent street research highlights a mix of both optimism and caution regarding Glencore's near-term performance and valuation.
Actualización de narrativa Sep 19

Normalized Copper Production And Argentina Projects Will Shape Future Success

Glencore’s consensus price target has edged lower to £3.66 as analysts react to near-term free cash flow pressure from coal price weakness and commodity market volatility, though confidence in the company’s diversified assets and long-term positioning has limited the downward revision. Analyst Commentary Analysts cite near-term pressure on Glencore's free cash flow due to weakness in coal prices, leading to more cautious stances.
Actualización de narrativa Sep 04

Normalized Copper Production And Argentina Projects Will Shape Future Success

Despite near-term concerns over coal price weakness and commodity volatility, analysts remain divided on Glencore, with operational resilience and medium-term prospects balancing cautious views and leaving the consensus price target unchanged at £3.71. Analyst Commentary Bearish analysts highlight near-term pressure on Glencore's free cash flow resulting from weakness in coal prices.
Artículo de análisis Jul 07

Investors Continue Waiting On Sidelines For Glencore plc (LON:GLEN)

With a price-to-sales (or "P/S") ratio of 0.2x Glencore plc ( LON:GLEN ) may be sending bullish signals at the moment...
Artículo de análisis Jun 16

Glencore (LON:GLEN) Is Doing The Right Things To Multiply Its Share Price

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
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Nueva narrativa Apr 22

Integration Of EVR And Rising Copper Output Will Drive Success

Integration of coal assets and supply discipline could drive earnings via synergies, cost reductions, and potentially higher pricing, boosting margins and revenues.

Desglose de ingresos y gastos

Cómo gana y gasta dinero Glencore. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

LSE:GLEN Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Dec 25247,5353632,5280
30 Sep 25239,392-8462,4820
30 Jun 25231,249-2,0562,4360
31 Mar 25231,097-1,8452,3230
31 Dec 24230,944-1,6342,2090
30 Sep 24229,225-1,0772,1300
30 Jun 24227,505-5212,0510
31 Mar 24222,6671,8802,0680
31 Dec 23217,8294,2802,0840
30 Sep 23223,3977,0422,2000
30 Jun 23228,9649,8032,3150
31 Mar 23242,47413,5622,5010
31 Dec 22255,98417,3202,6860
30 Sep 22250,18316,5512,5900
30 Jun 22244,38115,7822,4940
31 Mar 22224,06610,3782,3050
31 Dec 21203,7514,9742,1150
30 Sep 21184,4673,4741,9400
30 Jun 21165,1821,9741,7650
31 Mar 21153,760361,7230
31 Dec 20142,338-1,9031,6810
30 Sep 20160,491-2,5661,6870
30 Jun 20178,643-3,2301,6920
31 Mar 20196,877-1,8171,5420
31 Dec 19215,111-4041,3910
30 Sep 19217,2552271,3000
30 Jun 19219,3998581,2090
31 Mar 19219,9622,1331,2950
31 Dec 18220,5243,4081,3810
30 Sep 18217,1344,7561,4260
30 Jun 18213,7436,1031,4710
31 Mar 18209,6105,9401,3910
31 Dec 17205,4765,7771,3100
30 Sep 17194,6433,9421,2620
30 Jun 17183,8102,1071,2130
31 Mar 17168,3796821,1580
31 Dec 16152,948-7441,1020
30 Sep 16147,934-2,7901,0950
30 Jun 16142,919-4,8361,0870
31 Mar 16145,135-5,0281,0920
31 Dec 15147,351-5,2201,0960
30 Sep 15164,109-2,7081,1190
30 Jun 15180,866-1971,1420

Ingresos de calidad: GLEN tiene una única gran pérdida de $771.0M que afecta a sus resultados financieros de los últimos 12 meses de 31st December, 2025.

Margen de beneficios creciente: GLEN pasó a ser rentable.


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: GLEN ha pasado a ser rentable en los últimos 5 años, con un crecimiento de los beneficios de -27.3% al año.

Acelerando crecimiento: GLEN ha pasado a ser rentable en el último año, lo que dificulta la comparación de la tasa de crecimiento de los beneficios con su promedio de 5 años.

Beneficios vs. Industria: GLEN ha pasado a ser rentable en el último año, lo que es difícil comparar el crecimiento de sus beneficios en el último año con el de la industria Metals and Mining (60.2%).


Rentabilidad financiera

Alta ROE: La rentabilidad financiera de GLEN (0.4%) se considera baja.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/07 01:20
Precio de las acciones al final del día2026/06/05 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Glencore plc está cubierta por 31 analistas. 16 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Wade NapierAvior Capital Markets
David Simon ButlerBarclays
Izak RossouwBarclays