CDE — what changed in the latest 10-Q
A section-by-section comparison of CDE's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-08-05 vs the prior 10-Q · 2026-05-06
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +84 | −77 | ~31 | 29 |
| Market risk (Item 3) | Text added/removed | 0 | 0 | ~7 | 6 |
| Controls & procedures | Text added/removed | 0 | 0 | ~1 | 2 |
| Risk factors | Text added/removed | 0 | −65 | ~1 | 0 |
| Other information | Text added/removed | +7 | −2 | 0 | 0 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Not shown (absent or not faithfully extractable): Legal proceedings
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-08-05
For the quarter, Coeur reported revenue of $1 billion and cash provided by operating activities of $513 million, driven by the first full quarter of contributions from New Afton and Rainy River. We reported GAAP net income of $122 million, or $0.12 per diluted share. On a non-GAAP adjusted basis, th…
•Record financial results despite lower realized prices – Record revenue of $1.1 billion increased 27% quarter over quarter and 126% year over year, record adjusted EBITDA of $478 million was slightly higher quarter over quarter and increased 124% year over year, and free cash flow of $388 million i…
•Solid production balanced across portfolio, including record gold output – Quarterly gold production reached a record 163,490 ounces, representing a 51% increase year over year and 69% increase quarter over quarter, reflecting the first full quarter of contributions from the recently-acquired New A…
•Growing liquidity and robust capital returns – Coeur’s $1.1 billion quarter-end cash balance was nearly ten times higher than the prior-year quarter-end and double the year-end 2025 cash balance. Since the commencement of the enhanced capital return program in mid-May, Coeur has repurchased $121 mi…
•Record expected full-year production and financial results; adjustments to partial-year guidance ranges at new Canadian operations – Based on the mid-point of refined 2026 guidance ranges and updated metals price assumptions, the Company now expects to produce approximately 690,000 ounces of gold, …
Text removed vs the prior filing · source: 10-Q · 2026-05-06
For the quarter, Coeur reported revenue of $856 million and cash provided by operating activities of $341 million. We reported GAAP net income of $247 million, or $0.35 per diluted share. On a non-GAAP adjusted basis1, the Company reported EBITDA of $475 million and net income of $254 million or $0.…
•Solid production and cost performance in line with 2026 guidance – Operating strength across the portfolio led to first quarter production of 96,503 ounces of gold and 4.4 million ounces of silver, representing year-over-year increases of 11% and 18%, respectively. Full-year 2026 production remains…
•Record financial results – First quarter free cash flow totaled $267 million despite several first-quarter specific outflows totaling over $200 million. Quarterly adjusted EBITDA1 increased 12% versus the prior quarter and nearly quadrupled year-over-year to a record $475 million, driving the last-…
•Strong financial position and growing liquidity resulting in updated financial policy – Cash and cash equivalents of $843 million represented an increase of 52% compared to the prior quarter and a near eleven-fold increase compared to the prior-year period. On March 23, 2026, Coeur announced an exp…
•New Gold transaction completed; integration efforts advancing on schedule – During the eleven days of the first quarter following completion of the New Gold transaction on March 20, 2026, New Afton and Rainy River contributed production of 14,145 ounces of gold, 22,989 ounces of silver and 1.4 mill…
Risk factors
Text removed vs the prior filing · source: 10-Q · 2026-05-06
Our results of operations, cash flows and operating costs are highly dependent upon the market prices of gold, silver, and copper and of key input commodities used in our business, which are volatile and beyond our control.
Gold, silver, and copper are actively traded commodities, and their prices are volatile. The high and low prices for each commodity during the 12 months ended December 31, 2025 are set forth in the following table:
Gold, silver, and copper prices are affected by many factors beyond the Company’s control, including U.S. dollar strength or weakness, speculation, global currency values, global and regional demand and production, political and economic conditions and other factors. In addition, Exchange Traded Fun…
Because we derive all of our revenues from sales of these metals, our results of operations and cash flows will fluctuate as the prices of these metals change. A period of significant and sustained lower prices would materially and adversely affect our results of operations and cash flows. In respon…
Operating costs at our mines are also affected by the price of input commodities, such as fuel, electricity, labor, chemical reagents, explosives, steel and concrete. Prices for these input commodities are volatile and can fluctuate due to conditions that are difficult to predict, including global c…
Other information
Text added vs the prior filing · source: 10-Q · 2026-08-05
On May 13, 2026, Kenneth J. Watkinson, the Company’s Vice President, Corporate Controller and Chief Accounting Officer informed the Company of his intention to retire in early 2027. Mr. Watkinson is expected to remain in his current role until August 10, 2026, thereafter continuing as Vice President…
Anne Beckhelheimer has been selected to assume the role of Senior Vice President, Tax, Corporate Controller and Chief Accounting Officer of the Company effective August 10, 2026. Ms. Beckelheimer, 46, joined the Company in June 2015 and has over 20 years of relevant experience. Ms. Beckelheimer has …
On May 11, 2026, Anne Beckelheimer, Senior Vice President, Tax and Treasurer, adopted a new trading arrangement for the sale of the shares of the Company’s common stock (the “Beckelheimer 10b5-1 Plan”). The Beckelheimer 10b5-1 Plan was entered into during an open trading window in accordance with th…
On May 19, 2026, Casey M. Nault, Executive Vice President, General Counsel and Secretary, adopted a new trading arrangement for the sale of the shares of the Company’s common stock (the “Nault 10b5-1 Plan”). The Nault 10b5-1 Plan was entered into during an open trading window in accordance with the …
On June 1, 2026, Mitchell J. Krebs, Chairman, President and Chief Executive Officer, adopted a new trading arrangement for the sale of the shares of the Company’s common stock (the “Krebs 10b5-1 Plan”). The Krebs 10b5-1 Plan was entered into during an open trading window in accordance with the Compa…
Text removed vs the prior filing · source: 10-Q · 2026-05-06
The Company’s common stock is traded on the New York Stock Exchange and the Toronto Stock Exchange under the ticker symbol CDE.
On March 19, 2026, Coeur’s certificate of incorporation was amended in connection with the New Gold Transaction (the “Certificate of Incorporation Amendment”), to increase the number of authorized shares of Coeur common stock from 900,000,000 shares to 1,300,000,000 shares, such share authorization …
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice