Glencore plc

LSE:GLEN Voorraadrapport

Marktkapitalisatie: UK£66.5b

Glencore Inkomsten in het verleden

Verleden criteriumcontroles 2/6

De winst van Glencore is gedaald met een gemiddeld jaarlijks percentage van -27.3%, terwijl de winst van de Metals and Mining -industrie jaarlijks groeide met 5%. De inkomsten zijn groeide met een gemiddeld percentage van 6.2% per jaar. Het rendement op het eigen vermogen Glencore bedraagt 0.4% en de nettomarge bedraagt 0.1%.

Belangrijke informatie

-27.32%

Groei van de winst

-27.17%

Groei van de winst per aandeel

Metals and Mining Groei van de industrie19.58%
Inkomstengroei6.22%
Rendement op eigen vermogen0.36%
Nettomarge0.15%
Volgende winstupdate05 Aug 2026

Recente prestatie-updates uit het verleden

Recent updates

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.

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.

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.

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.

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.

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.

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.

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

Jan 14
Glencore plc's (LON:GLEN) Shares Bounce 25% But Its Business Still Trails The Industry

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.

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.

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.

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

Nov 19
Calculating The Fair Value Of Glencore plc (LON:GLEN)

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.

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.

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.

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.

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.

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.

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

Jul 07
Investors Continue Waiting On Sidelines For Glencore plc (LON:GLEN)

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

Jun 16
Glencore (LON:GLEN) Is Doing The Right Things To Multiply Its Share Price

Is There An Opportunity With Glencore plc's (LON:GLEN) 26% Undervaluation?

May 11
Is There An Opportunity With Glencore plc's (LON:GLEN) 26% Undervaluation?
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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.

Opbrengsten en kosten

Hoe Glencore geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.


Inkomsten en omzetgeschiedenis

LSE:GLEN Opbrengsten, kosten en inkomsten (USD Millions )
DatumInkomstenInkomstenG+A UitgavenR&D-uitgaven
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

Kwaliteitswinsten: GLEN heeft een grote eenmalige verlies van $771.0M wat gevolgen heeft voor de financiële resultaten van de laatste 12 maanden tot 31st December, 2025.

Groeiende winstmarge: GLEN is in het verleden winstgevend geweest.


Analyse vrije kasstroom versus winst


Analyse van de winstgroei in het verleden

Winsttrend: GLEN is de afgelopen 5 jaar winstgevend geworden en heeft de winst met -27.3% per jaar laten groeien.

Versnelling van de groei: GLEN is het afgelopen jaar winstgevend geworden, waardoor de winstgroei moeilijk te vergelijken is met het 5-jarig gemiddelde.

Winst versus industrie: GLEN is het afgelopen jaar winstgevend geworden, waardoor het lastig is om de winstgroei van het afgelopen jaar te vergelijken met die van de Metals and Mining -sector ( 126.8% ).


Rendement op eigen vermogen

Hoge ROE: Het Rendement op eigen vermogen ( 0.4% ) van GLEN wordt als laag beschouwd.


Rendement op activa


Rendement op geïnvesteerd vermogen


Ontdek sterk presterende bedrijven uit het verleden

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/04/30 14:54
Aandelenkoers aan het einde van de dag2026/04/30 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Glencore plc wordt gevolgd door 32 analisten. 17 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Wade NapierAvior Capital Markets
Izak RossouwBarclays
Izak RossouwBarclays