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Fortescue
Fortescue (FMG) investor relations material
Fortescue H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary24 Feb, 2026
Executive summary
Achieved record first half iron ore shipments of 100.2Mt, supported by strong demand, higher realised prices, and operational excellence.
Net profit after tax attributable to equity holders rose 23% year-over-year to US$1,914 million, with earnings per share of 62 US cents.
Interim fully franked dividend of 62 Australian cents per share declared, representing a 65% payout ratio and returning AUD 1.9 billion to shareholders.
Significant progress in decarbonization, including construction of the Nullagine Wind Project, large-scale solar and battery installations, and electrification of mining operations.
Strategic acquisition of Alta Copper Corp. to support long-term copper growth and portfolio diversification.
Financial highlights
Operating sales revenue increased to US$8.439 billion, up 10% year-over-year, driven by higher iron ore prices and volumes.
Underlying EBITDA rose 23% to US$4.5 billion, with a margin of 53%.
Net operating cash flow was US$3.2 billion and free cash flow exceeded US$1.5 billion after US$1.7 billion in CapEx.
Hematite realised price increased 7% to US$91/dmt; C1 unit costs decreased 3% to US$18.64/wmt.
Gross debt to EBITDA at 0.7x and gearing at 22%, with US$4.7 billion cash on hand.
Outlook and guidance
FY26 iron ore shipment guidance is 195–205Mt, with Hematite C1 cost guidance of US$17.50–18.50/wmt at AUD 0.65 exchange rate.
Decarbonization CapEx expected to remain elevated, with a run rate of about US$1 billion per year to the end of the decade.
Forward-looking CapEx projected at US$4–4.5 billion annually, including replacement mines and new projects.
Iron Bridge Concentrate shipments expected at 10–12Mt (100% basis).
Ongoing disciplined capital allocation and project development aligned with market demand and policy frameworks.
Alta Copper acquisition's strategic value
Decarbonisation capital spend impact
Fortescue Zero's strategic pivot rationale
Decarb tech cost reduction drivers and outlook
Prioritization of critical mineral growth projects
China relationship evolution for green steel
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Next Fortescue earnings date
Q3 2026 TU22 Apr, 2026
Fortescue
Next Fortescue earnings date
Q3 2026 TU22 Apr, 2026
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Frequently asked questions
Fortescue Ltd (formerly Fortescue Metals Group Limited) engages in the exploration, development, production, processing, and sale of iron ore in Australia, China, and internationally. It has a portfolio of operations and development projects in the Pilbara region of northern Western Australia. Fortescue Metals Group Limited was incorporated in 1983 and is headquartered in East Perth, Australia.
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