Gold Fields is experiencing a powerful earnings inflection, with revenue growth accelerating to 70.6% YoY in 2026Q2 as the company captures favorable gold prices, driving a structural shift in profitability with operating margins expanding to 55.0%.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has accelerated sharply to 70.6% YoY in 2026Q2, driving a structural margin inflection with operating income scaling to $3.3B and an operating margin of 55.0%, demonstrating significant operating leverage.
Gold Fields Limited has provided a positive operational update for the quarter ended 31 March 2026, indicating robust performance.
The gold market is experiencing price fluctuations, with potential long-term support levels being tested, which could impact Gold Fields' revenue.
Investors are encouraged to review Gold Fields' fundamental analysis and financial health before making investment decisions.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 25, 2026 | $2.10-11.0% vs $2.36 | $5.9B+1.6% vs $5.8B |
Q1 2026 Feb 19, 2026 | $2.12-9.8% vs $2.35 | $5.3B+0.0% vs $5.3B |
Q3 2025 Aug 22, 2025 | $1.15-3.4% vs $1.19 | $3.5B-2.9% vs $3.6B |
Q1 2025 Feb 27, 2025 | $0.96+107.8% vs $0.46 | $3.1B-0.3% vs $3.1B |
BHP agrees to sell its Kambalda Nickel Concentrator to Gold Fields as it restructures its Western Australia nickel business, with remaining asset decisions due by February 2027.
Gold Fields NYSE: GFI CEO Mike Fraser said the gold producer is pursuing a proposed combination with Northern Star while maintaining that its standalone portfolio offers a fully funded path to production growth, cash generation and shareholder returns.
I reiterate a Strong Buy on Gold Fields as Salares Norte has exceeded expectations, becoming a dominant high-margin cash engine. GFI's balance sheet is robust, with net debt at $437 million (0.06x adjusted EBITDA) and increased shareholder returns to $1.25 billion. Group production guidance remains 2.4–2.6 Moz, with AISC at $1,800–$2,000/oz and capex reduced to $1.6–$1.8 billion.
What happened Gold Fields Limited (NYSE: GFI) put an acquisition proposal into public view on Monday, forcing investors to price new financing and dilution risk. Gold Fields Limited (NYSE: GFI) ADRs traded at $35.52 at 1:06 p.m. ET, down 12.04% from the prior close, according to Nasdaq. The drop followed the bid disclosure and rejection,
Benchmark GFI against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Gold Fields Limited (GFI)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $39.17 | $35.06B | 9.94 | 68.77% | 40.76% | 50.98% | 2.02% | |
| $120.91 | $127.4B | 13.75 | 22.16% | 35.05% | 26.32% | 0.83% | |
| $191.57 | $97B | 15.91 | 43.71% | 41.02% | 22.39% | 0.75% | |
| $22.24 | $26.56B | 8.38 | 39.34% | 37.68% | 33.35% | 0.56% | |
| $92.99 | $47.03B | 12.11 | 70.78% | 32.63% | 37.21% | 3.96% | |
| $35.58 | $7.58B | 14.09 | 39.93% | 31.73% | 11.88% | — |
Gold Fields Limited (GFI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Gold Fields Limited (GFI) stock FAQ — growth, dividends, profitability & financials explained
Gold Fields Limited (GFI) reported $8.78B in revenue in fiscal year 2025. That is 1502% more than the $547.9M of fiscal year 1996.
Gold Fields Limited (GFI) grew revenue by 68.8% in fiscal year 2025, compared with the prior fiscal year.
Yes. Gold Fields Limited (GFI) earned $3.58B in net income in fiscal year 2025 (a 40.8% net margin).
Yes. Gold Fields Limited (GFI) pays a dividend that yields 2.02% at the current price, a moderate yield.
Gold Fields Limited (GFI) had a return on equity (ROE) of 51.0% in fiscal year 2025. That is well above the market's typical 10-15%.
Gold Fields Limited (GFI) generated $3.12B in free cash flow in fiscal year 2025.
