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BHP Group

BHP · Materials

Last earnings Jun 18, 2026

AI analysis

Latest earnings event · reported Jun 18, 2026

Based on: Earnings release — transcript not held

No extracted figures held

The event-summary record for this company carries no extracted figures, so the brief and charts cannot be drawn yet. The summary below and the held documents are the record for this event.

Guidance · company-stated

capital expenditure

“guidance for FY2027 to remain at approximately US$11B”

Guidance stated in the release for FY2027; figures as stated.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Group capexUS$11B

In August 2025, BHP announced a two-year extension of Jansen Stage 2, shifting first production from FY2029 to FY2031 and confirmed that it expected to update the market on Jansen Stage 2 optimised capital expenditure estimate in H2 FY2026.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

In August 2025, BHP announced a two-year extension of Jansen Stage 2, shifting first production from FY2029 to FY2031 and confirmed that it expected to update the market on Jansen Stage 2 optimised capital expenditure estimate in H2 FY2026

Based on: Earnings release — transcript not held

Guidance & outlook

capital expenditure: “capital expenditure guidance for FY2027 to remain at approximately US$11B”

capital expenditure (“FY2027”)
“BHP expects its Group capital expenditure guidance for FY2027 to remain at approximately US$11B.”

Guidance stated in the release for FY2027; figures as stated.

Capital allocation

In August 2025, BHP announced a two-year extension of Jansen Stage 2, shifting first production from FY2029 to FY2031 and confirmed that it expected to update the market on Jansen Stage 2 optimised capital expenditure estimate in H2 FY2026.

SEC original ↗BHP Group — Earnings release (6-K report)6-KJun 18, 2026

BHP expects its Group capital expenditure guidance for FY2027 to remain at approximately US$11B.

SEC original ↗BHP Group — Earnings release (6-K report)6-KJun 18, 2026

Footnotes Investment expenditure includes: project capital expenditure, project operating expenditure, cost to construct right-of-use assets (i.

SEC original ↗BHP Group — Earnings release (6-K report)6-KJun 18, 2026

The Production Volume Estimate (PVE) model is a comprehensive dynamic simulation model of the entire value chain from which production capacity changes are weighed against capital expenditures (CAPEX) and operating expenses (OPEX) differentials to yield an incremental net present value.

SEC original ↗BHP Group — Earnings release (6-K report)6-KJun 18, 2026

Strategy & priorities

Once Jansen Stage 2 ramps up, we continue to expect that the combined Jansen mine will be the lowest unit cost Canadian potash mine at US$114-130/t3 in line with unit cost estimates at sanction, reinforcing Jansen s durable competitive advantage in the potash market and further supporting BHP s long-term growth strategy in future facing commodities.

SEC original ↗BHP Group — Earnings release (6-K report)6-KJun 18, 2026

BHP President Americas and CEO-elect, Brandon Craig said: BHP continues to invest in its long-term growth strategy.

SEC original ↗BHP Group — Earnings release (6-K report)6-KJun 18, 2026

Jansen is an important pillar of BHP s strategy and will deliver exposure to a future facing commodity with strong demand fundamentals and portfolio diversification benefits.

SEC original ↗BHP Group — Earnings release (6-K report)6-KJun 18, 2026

The Crown Subsurface Mineral Lease comprises an area covering the mine plan with a half mile buffer, known as the Core Lands and an additional area, known as Expansion Lands (Figure 2).

SEC original ↗BHP Group — Earnings release (6-K report)6-KJun 18, 2026

The Expansion Lands are located between the lease boundary and the Core Lands and are leased subject to a performance metric (built productive capacity of 3.2 Mt of potassium chloride (KCl) per annum by the 21st anniversary of the lease).

SEC original ↗BHP Group — Earnings release (6-K report)6-KJun 18, 2026

Risks & headwinds

6 Mineral Resource statement 6.1 Classification The classification of Mineral Resources takes in account two main factors: exploration data coverage (2D seismic, 3D seismic, and drill hole data) estimation uncertainty 15 The resource estimate is classified as Measured when it is based on a resource model that integrates 3D seismic and drill hole information and the estimated uncertainty of predicted tonnage and grade estimates are less than ±10 per cent over an approximate annual production area.

SEC original ↗BHP Group — Earnings release (6-K report)6-KJun 18, 2026

The resource estimate is classified as Indicated when it is based on a resource model that integrates 3D seismic and drill hole information and the estimated uncertainty of predicted tonnage and grade estimates are less than ±15 per cent over an approximate annual production area.

SEC original ↗BHP Group — Earnings release (6-K report)6-KJun 18, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Rio Tinto (RIO) MaterialsCemex Sab De Cv (CX) MaterialsWheaton Precious Metals (WPM) MaterialsNucor (NUE) MaterialsFranco-Nevada (FNV) MaterialsKinross Gold (KGC) MaterialsBarrick Mining (B) MaterialsCarpenter Technology (CRS) Materials
Documents

Filings

61 documents

Earnings releases

0 documents

No earnings releases for BHP Group are held in this edition of the library.

Presentations

0 documents

No presentations for BHP Group are held in this edition of the library.

Transcripts

0 documents

No transcripts for BHP Group are held in this edition of the library.

Mentioned by

17 companies

Other tracked companies whose held documents mention BHP Group by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.