Rio Tinto Group

NYSE:RIO 주식 리포트

시가총액: US$179.1b

Rio Tinto Group 경영진

경영진 기준 점검 3/4

Rio Tinto Group CEO는 Simon Trott, Aug2025 에 임명되었습니다 의 임기는 1년 미만입니다. 총 연간 보상은 $6.36M, 18.9% 급여 및 81.1% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $4.41M 가치에 해당하는 회사 주식의 0.002% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3.6 년과 3.5 년입니다.

핵심 정보

Simon Trott

최고경영자

US$6.4m

총 보수

CEO 급여 비율18.94%
CEO 재임 기간less than a year
CEO 지분 보유율0.002%
경영진 평균 재임 기간3.6yrs
이사회 평균 재임 기간3.5yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha • May 02

Rio Tinto: Strong Operations, But Priced For Perfection Amid Rising Execution Risk

Summary Production was broadly in line with or ahead of expectations, yet achieving full-year guidance requires sustained elevated run rates at Pilbara, concentrating execution risk in the remaining quarters. Rising diesel, FX, and input costs are pushing margins toward the high end of guidance, while sell-side estimates are starting to move lower on weaker volumes and higher operating expenses. Despite supportive commodity prices, the stock appears priced to perfection, even accounting for a higher EV/EBITDA. Read the full article on Seeking Alpha
Seeking Alpha • Apr 27

Rio Tinto Vs. Vale: Inventory Doesn't Lie

Summary Since my last analysis, new tariffs announced by President Trump have added additional – and large – uncertainties to mining stocks. I expect high tariffs to disrupt global trade flows, decrease demand for basic metals, and increase operational costs for both RIO and VALE. As a reflection of these macroscopic pressures, the latest data show that both companies are experiencing elevated inventory. The inventory build up is even more concerning in the case of VALE. Read the full article on Seeking Alpha
Seeking Alpha • Apr 14

Rio Tinto: Debt Before Dividend

Summary Rio Tinto is diversifying from iron ore to copper and lithium to mitigate risks and capitalize on electrification, but this requires significant capital and increased debt. Iron ore's diminishing returns and reliance on China pose risks, leading to expected dividend reductions to service debt and fund diversification. I will hold Rio Tinto stock long-term, but won't reinvest dividends now, anticipating further stock price decline and lower dividends amidst diversification efforts. Read the full article on Seeking Alpha
Seeking Alpha • Mar 30

Rio Tinto: Underappreciated Copper Growth

Summary Rio Tinto has a supportive copper growth ahead, excluding M&A. China's economic activity started in 2025 with solid momentum. This will provide solid results on the iron ore EBITDA. A solid balance sheet, supportive shareholders' remuneration, and upside on critical metals make Rio Tinto a buy. Read the full article on Seeking Alpha
Seeking Alpha • Mar 12

Rio Tinto Has A Nice Blend Of Commodities At A Reasonable Price

Summary Rio Tinto's diversified portfolio, including its recent lithium acquisition, aims to reduce reliance on iron ore amid fluctuating Chinese demand and market dynamics. Despite low valuation metrics, Rio Tinto boasts strong profitability with a 20.25% ROE and a 6.45% dividend yield, appealing to income investors. The $6.7B Arcadium Lithium acquisition positions Rio Tinto as a top lithium producer, leveraging low market prices for future growth. Risks include heavy dependence on iron ore and the Chinese market, which could impact operations if market conditions remain unstable. Read the full article on Seeking Alpha
Seeking Alpha • Feb 23

Rio Tinto: Financial Weakness To Continue In 2025

Summary Rio Tinto's 2024 performance was weak, with a 1% decline in sales revenue and an 8% drop in underlying EPS due to challenges with its chief commodity, iron ore. The financial outlook for 2025 isn't positive either, with projected declines in revenue and EPS, and continued weakness in iron ore prices and limited expected change to production. Dividends can drop again in 2025, though the forward yield still isn't too bad at 5.5%. Despite high market multiples and unlikely price gains, RIO's consistent dividends still encourage a Hold rating on the stock. Read the full article on Seeking Alpha
Seeking Alpha • Jan 01

Rio Tinto: China's Economic Stimulus Is Failing To Save Iron And Copper

Summary Iron ore prices have fallen 22% in 2024 due to weaker demand from China, significantly impacting Rio Tinto's profit outlook. China's collapsing property market, driven by a massive bubble, poses a severe risk to Rio Tinto's iron ore sales and global metal prices. Despite efforts to diversify into other metals like lithium, Rio Tinto's profits are highly sensitive to declines in iron ore and copper prices. Due to China's economic crisis, I expect a significant and lasting decline in Rio Tinto's EBITDA, around 30-50%, making RIO a risky investment. China's recent stimulus efforts have likely slowed or delayed the impact of the property market crisis, but I expect commodity price pressures to return in early 2025. Read the full article on Seeking Alpha
Seeking Alpha • Nov 20

Rio Tinto: Depressed Environment, Still A Buy

Summary The acquisition of Arcadium Lithium, despite a high valuation, positions Rio Tinto as a top lithium producer, enhancing long-term growth and maintaining a stable dividend payout. Q3 2024 production results were aligned with guidance, except for the Iron Ore Company of Canada segment, which saw reduced output due to operational issues. Unchanged guidance and a depressed valuation make Rio Tinto a Buy. Read the full article on Seeking Alpha
Seeking Alpha • Oct 08

Update On Rio Tinto Before Earnings

Summary RIO shares are undervalued compared to competitors, offering a compelling buy opportunity, especially with potential price declines post earnings on Oct. 15. Despite a 10.8% share price drop in 2024, RIO remains a leading mining company with diverse capabilities and a strong market position. RIO's potential acquisition of a lithium producer at low prices could be highly accretive if lithium prices recover, enhancing its market position. The 6.55% dividend yield is attractive, though dividend safety is a concern. However, higher metal prices should boost earnings and support dividends. Read the full article on Seeking Alpha

CEO 보수 분석

Simon Trott의 보수는 Rio Tinto Group의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Dec 31 2025US$6mUS$1m

US$10b

Sep 30 2025n/an/a

US$10b

Jun 30 2025n/an/a

US$10b

Mar 31 2025n/an/a

US$11b

Dec 31 2024US$4mUS$833k

US$12b

Sep 30 2024n/an/a

US$11b

Jun 30 2024n/an/a

US$11b

Mar 31 2024n/an/a

US$10b

Dec 31 2023US$3mUS$772k

US$10b

Sep 30 2023n/an/a

US$9b

Jun 30 2023n/an/a

US$9b

Mar 31 2023n/an/a

US$10b

Dec 31 2022US$3mUS$749k

US$12b

Sep 30 2022n/an/a

US$15b

Jun 30 2022n/an/a

US$18b

Mar 31 2022n/an/a

US$19b

Dec 31 2021US$3mUS$781k

US$21b

Sep 30 2021n/an/a

US$20b

Jun 30 2021n/an/a

US$19b

Mar 31 2021n/an/a

US$14b

Dec 31 2020US$3mUS$704k

US$10b

Sep 30 2020n/an/a

US$8b

Jun 30 2020n/an/a

US$7b

Mar 31 2020n/an/a

US$8b

Dec 31 2019US$2mUS$691k

US$8b

보상 대 시장: Simon의 총 보수(USD6.36M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.74M)보다 낮습니다.

보상과 수익: Simon의 보상은 20% 이상 증가했지만 지난 1년 동안 회사 수익은 20% 이상 감소했습니다.

CEO

Simon Trott (50 yo)

less than a year
재임 기간
US$6,362,000
보수

Mr. Simon Callas Trott, BSc (Hon), GradDipFin, GAICD, is President at The Chamber of Minerals and Energy of WA Inc from April 2024. He has been with Rio Tinto for in a variety of operating, commercial and...

리더십 팀

이름직위재임 기간보수지분
Simon Trott
CEO & Executive Directorless than a yearUS$6.36m0.0025%
$ 4.4m
Peter Cunningham
CFO & Director5.3yrsUS$4.72m0.0049%
$ 8.7m
Jerome Pecresse
Chief Executive of Aluminium & Lithium2.6yrsUS$3.76m0.00032%
$ 573.1k
Katie Jackson
Chief Executive of Copper Business1.7yrsUS$2.93m0.00058%
$ 1.0m
Matthew Holcz
Chief Executive of Iron Oreless than a yearUS$1.54m0.00048%
$ 859.7k
Mark Davies
Chief Safety & Technical Officer4.6yrsUS$1.60m데이터 없음
Rachel Arellano
Head of Investor Relationsno data데이터 없음데이터 없음
Isabelle Deschamps
Chief Legal4.6yrs데이터 없음데이터 없음
Georgie Bezette
Chief People Officer1.3yrs데이터 없음데이터 없음
Bold Baatar
Chief Commercial Officer9.4yrsUS$5.31m0.0063%
$ 11.3m
Vivek Tulpule
Head of Economics & Marketsno data데이터 없음데이터 없음
Tim Paine
Company Secretary13.3yrs데이터 없음데이터 없음
3.6yrs
평균 재임 기간
56.5yo
평균 나이

경험이 풍부한 관리: RIO의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.6 년).

이사회 구성원

이름직위재임 기간보수지분
Simon Trott
CEO & Executive Directorless than a yearUS$6.36m0.0025%
$ 4.4m
Peter Cunningham
CFO & Director4.9yrsUS$4.72m0.0049%
$ 8.7m
Jennifer Nason
Independent Non-Executive Director6.2yrsUS$306.00k0.00013%
$ 232.8k
James O'Rourke
Independent Non-Executive Director2.6yrsUS$266.00k0.00018%
$ 322.4k
Susan Lloyd-Hurwitz
Independent Non-Executive Director2.9yrsUS$292.00k0.00015%
$ 268.7k
Diano Dalla Valle
Independent Non-Executive Director2.9yrsUS$385.00k0.00012%
$ 214.9k
Ngaire Woods
Independent Non-Executive Director5.7yrsUS$251.00k0.00014%
$ 250.7k
Dominic Barton
Chairman of the Board4.1yrsUS$1.10m0.00078%
$ 1.4m
Benjamin Wyatt
Senior Independent Non-Executive Director4.7yrsUS$405.00k0.000060%
$ 107.5k
Sharon Thorne
Independent Non-Executive Director1.8yrsUS$311.00k0.00016%
$ 286.6k
3.5yrs
평균 재임 기간
61.5yo
평균 나이

경험이 풍부한 이사회: RIO의 이사회는 경험이 있음으로 간주됩니다(평균 재임 3.5 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 02:00
종가2026/05/07 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Rio Tinto Group는 52명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
David ColemanArgus Research Company
Amos FletcherBarclays
Peter WardBarclays