Ero Copper Corp.

NYSE:ERO Aktierapport

Börsvärde: US$2.8b

Ero Copper Förvaltning

Förvaltning kriterier kontrolleras 3/4

Ero Copper VD är Makko DeFilippo, utsedd i Jan 2021, har en mandatperiod på 5.5 år. totala årliga ersättningen är $ 2.77M, bestående av 20.8% lön 79.2% bonusar, inklusive företagsaktier och optioner. äger direkt 0.11% av företagets aktier, värda $ 3.09M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 4.5 år respektive 7.5 år.

Viktig information

Makko DeFilippo

Verkställande direktör

US$2.8m

Total ersättning

VD-lön i procent20.77%
Anställning som VD5.5yrs
Ägande av VD0.1%
Ledningens genomsnittliga anställningstid4.5yrs
Styrelsens genomsnittliga mandatperiod7.5yrs

Senaste uppdateringar av ledningen

Recent updates

Seeking Alpha • Jun 01

ERO Copper: Even After Doubling, Upside Remains

Summary Ero Copper (ERO) is ramping up production, with Q1 copper output up 39% year-on-year, driven by the Tucumã mine’s successful ramp-up. ERO’s transition from heavy investment to cash flow generation is underway, with rising copper prices and improved balance sheet metrics supporting future growth. Despite a doubling in share price, ERO trades at a forward EV/EBITDA discount to peers, with a 2027 target price of $37.76, 24% above current levels. I reiterate a buy rating, citing strong production growth, favorable copper market dynamics, and ongoing undervaluation relative to sector peers. Read the full article on Seeking Alpha
Seeking Alpha • Apr 27

Ero Copper: 2025 Could Be A Record Year For Profitability

Summary Ero Copper Corp. receives a "Buy" rating due to rising profitability, driven by strong metal prices and solid production from its Brazilian mines. Ero Copper seems undervalued and represents an attractive entry point given its growth potential, fantastic opportunities to improve financial metrics, and shares are 24% lower than previous analysis. The company is set for transformational growth in 2025, with significant increases in copper production and cash flow from operations, particularly from the Tucumã mine. Ero Copper's improved profitability and operational flexibility, alongside favorable market conditions for copper and gold, make its NYSE-listed shares a compelling investment. Read the full article on Seeking Alpha
Seeking Alpha • Feb 03

ERO Copper: Undervalued Growth Play As Copper Production Set To Double

Summary ERO Copper is undervalued with a 54% upside potential, driven by rising copper and gold prices, and production set to double in 2025. The new Tucumã mine will significantly boost copper output, complementing the existing Caraíba and Xavantina mines, enhancing overall production and revenue. Despite operating in Brazil, a non-Tier one mining jurisdiction, ERO Copper's growth prospects and low valuation compared to peers make it a compelling buy. Risks include commodity price volatility, operational disruptions, and jurisdictional uncertainties, but the long-term outlook for copper and gold remains bullish. Read the full article on Seeking Alpha
Seeking Alpha • Nov 16

Ero Copper: Attractive Price With Amazing Prospects For Copper And Gold

Summary Ero Copper Corp. upgraded to "Buy" due to promising copper and gold production prospects in Brazil and global market prices, despite short-term "Trump Trade" impacts. Copper demand is set to surge due to global electrification and AI data centers, positioning Ero Copper for significant future growth. Ero Copper's profitability is improving, driven by lower costs and higher metal prices, making current oversold share levels an attractive entry point. Bullish sentiment on gold due to the Fed's rate cut is being bolstered by investors flocking to the metal as a portfolio hedge. Investors should consider buying Ero Copper shares now, anticipating a strong rebound with expected interest rate cuts and favorable metals market conditions. Read the full article on Seeking Alpha
Seeking Alpha • Feb 03

Ero Copper: Wait For Better Entries In This Growing Player (Rating Downgrade)

Summary Ero Copper Corp. receives a "Hold" rating, downgraded from "Buy," due to current unattractive stock patterns. The company's growth prospects in the copper and gold mining sectors are positive, but the market value of shares is not the most favorable one. Ero Copper's performance has outperformed competitors and the materials sector in the long run, making it a very interesting investment option. Read the full article on Seeking Alpha
Seeking Alpha • Nov 11

Ero Copper: The Returns Could Be Staggering If Gold Soars (Rating Upgrade)

Summary Ero Copper Corp. receives a "Buy" rating which is an upgrade from the previous "Hold" rating. The company is well-positioned for future growth in copper and gold markets. The stock is currently trading at a cheap price compared to its growth opportunities. Read the full article on Seeking Alpha
Seeking Alpha • Aug 13

Ero Copper: Red Hot But Expensive [Rating Downgrade]

Summary I gave Ero Copper a buy rating almost a year ago, when it was trading at 5x earnings, despite major growth prospects, and the stock price has soared since. Ero missed its Q2 sales target by 4% after realized copper prices came in 15% lower than the market, which seemed to stun analysts on the earnings call. Although the growth prospects remain impressive, the stock may have run too hot, too fast. Read the full article on Seeking Alpha
Seeking Alpha • Jun 07

Ero Copper: Strong Prospects But Shares May Become Cheaper

Summary Ero Copper Corp. has attractive growth potential but could face near-term challenges due to an expected recession weighing on copper demand. The company's share price is likely to be negatively impacted by the recession, but this could create a more attractive entry point for investors. Ero's growth plans include doubling annual copper production and increasing gold production, making the company an attractive investment for exposure to both markets. Read the full article on Seeking Alpha

Analys av ersättningar till VD

Hur har Makko DeFilippo:s ersättning förändrats jämfört med Ero Copper:s resultat?
DatumTotal ersättningLönFöretagets resultat
Mar 31 2026n/an/a

US$292m

Dec 31 2025US$3mUS$575k

US$264m

Sep 30 2025n/an/a

US$138m

Jun 30 2025n/an/a

US$143m

Mar 31 2025n/an/a

US$19m

Dec 31 2024US$2mUS$475k

-US$68m

Sep 30 2024n/an/a

US$17m

Jun 30 2024n/an/a

-US$21m

Mar 31 2024n/an/a

US$62m

Dec 31 2023US$2mUS$456k

US$93m

Sep 30 2023n/an/a

US$78m

Jun 30 2023n/an/a

US$80m

Mar 31 2023n/an/a

US$74m

Dec 31 2022US$1mUS$365k

US$102m

Sep 30 2022n/an/a

US$139m

Jun 30 2022n/an/a

US$162m

Mar 31 2022n/an/a

US$221m

Dec 31 2021US$1mUS$345k

US$201m

Sep 30 2021n/an/a

US$207m

Jun 30 2021n/an/a

US$212m

Mar 31 2021n/an/a

US$136m

Dec 31 2020US$1mUS$340k

US$52m

Sep 30 2020n/an/a

US$31m

Jun 30 2020n/an/a

US$16m

Mar 31 2020n/an/a

US$24m

Dec 31 2019US$793kUS$265k

US$92m

Ersättning vs marknad: Makko s total kompensation ($USD 2.77M ) är under genomsnittet för företag av liknande storlek på US marknaden ($USD 6.91M ).

Ersättning vs inkomst: Ersättningen för Makko har ökat med mer än 20 % det senaste året.

VD OCH KONCERNCHEF

Makko DeFilippo (39 yo)

5.5yrs
Anställning
US$2,767,816
Kompensation

Mr. Makko DeFilippo is the Chief Executive Officer and Director of Ero Copper Corp. since January 1, 2025 and has been President since January 4, 2021. He served as Chief Operating Officer of Ero Copper Co...

Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
David Strang
Co-Founder & Executive Chairman10.2yrsUS$2.51m1.09%
$ 30.4m
Makko DeFilippo
President5.5yrsUS$2.77m0.11%
$ 3.1m
Wayne Drier
Executive VP & CFO9.3yrsUS$1.38m0.16%
$ 4.4m
Gelson da Batista
Executive VP & COO1.5yrsUS$1.79minga uppgifter
Courtney R. Lynn
Executive Vice President1.4yrsUS$1.15m0.014%
$ 382.6k
Farooq Hamed
Vice President of Investor Relationsno datainga uppgifteringa uppgifter
Deepk Hundal
Executive VP9yrsUS$1.23m0.035%
$ 985.1k
Brett Hannigan
Vice President of Corporate Development1.4yrsinga uppgifter0.0024%
$ 66.0k
Eduardo de Come
Executive Vice President of Brazil4.5yrsinga uppgifter0%
$ 0
4.5yrs
Genomsnittlig anställningstid
51.5yo
Genomsnittlig ålder

Erfaren ledning: ERO s ledningsgrupp anses vara erfaren ( 4.5 års genomsnittlig anställningstid).

Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
David Strang
Co-Founder & Executive Chairman10.2yrsUS$2.51m1.09%
$ 30.4m
Makko DeFilippo
President1.5yrsUS$2.77m0.11%
$ 3.1m
Robert Hinman Getz
Independent Director8.1yrsUS$209.38k0.096%
$ 2.7m
Steven Busby
Independent Director10yrsUS$192.36k0.28%
$ 7.9m
John Wright
Independent Lead Director10yrsUS$267.38k0.34%
$ 9.4m
Jill Angevine
Independent Director3.9yrsUS$216.37k0.024%
$ 669.9k
Chantal Gosselin
Independent Director6.9yrsUS$207.39k0.017%
$ 486.3k
Sally Eyre
Independent Director6.9yrsUS$207.38kinga uppgifter
Lyle Braaten
Independent Director10yrsUS$192.38k0.24%
$ 6.7m
Faheem Tejani
Independent Director2.7yrsUS$192.36k0.019%
$ 536.0k
7.5yrs
Genomsnittlig anställningstid
58yo
Genomsnittlig ålder

Erfaren styrelse: ERO s styrelse anses vara erfaren ( 7.5 års genomsnittlig mandatperiod).

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/07/06 20:31
Aktiekurs vid dagens slut2026/07/02 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Ero Copper Corp. bevakas av 32 analytiker. 12 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Stefan IoannouATB Cormark
Matthew MurphyBarclays
Alexander Robert PearceBMO Capital Markets Equity Research