Summary
BHP: Decent Quarterly Results Tied To Copper, But Demand May Disappoint (Downgrade)
BHP Group Limited delivered continued improvement in FY2026 Q2, driven by strong copper segment performance. With BHP shares up over 40% in the past year, much of the positive outlook appears priced in. I now rate BHP a Hold, seeking a 15% pullback before reinitiating a position for better upside.
Forget Chips, Buy Wires: BHP Hits Highs as Copper Overtakes Iron
While investors obsess over the next fluctuation in chipmaker stock prices, a quiet revolution pushed the world's largest miner to a record high on Feb. 17, 2026. BHP Group NYSE: BHP rose to approximately $74.27, signaling that the digital economy has finally hit a physical constraint: electricity.
BHP Group Limited (BHP) M&A Call Transcript
BHP Group Limited (BHP) M&A Call Transcript
BHP Group Ltd. (BHP) FAQ
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BHP Group Ltd. Profile
| Metals & Mining Industry | Materials Sector | Mike Henry CEO | NYSE Exchange | 088606108 CUSIP |
| AU Country | 38,962 Employees | 6 Mar 2026 Last Dividend | 28 May 1987 Last Split | - IPO Date |
Overview
BHP Group Limited stands as a key resources entity, extending its operations extensively across various continents including Australia, Europe, China, Japan, India, South Korea, and other parts of Asia, as well as North and South America. This diversification highlights its global footprint in the mining sector. Founded in the year 1851 and with its headquarters rooted in Melbourne, Australia, BHP has a long-standing history and expertise in the resources industry. The company is structured into three main operational segments: Copper, Iron Ore, and Coal, through which it manages a wide array of mineral resources. Beyond direct mining activities, BHP takes on responsibilities that span from exploration to development, and into the realms of marketing and trading, showcasing its comprehensive engagement in the resources domain.
Products and Services
- Copper Mining
Engagement in the extraction of copper, coupled with the mining of silver, zinc, molybdenum, and uranium. This segment emphasizes BHP's participation in securing essential minerals vital for electrical wiring, plumbing, and other infrastructure needs globally.
- Gold Mining
Participation in the extraction and processing of gold, highlighting BHP's role in contributing to the global gold demand for investment, jewelry, and technological applications.
- Iron Ore Mining
Focuses on the extraction of iron ore and its processing into metals crucial for manufacturing and construction industries worldwide. BHP's iron ore mining activities underscore its importance in the global steel production chain.
- Metallurgical and Energy Coal Mining
Engages in the mining of coal used in steel production (metallurgical coal) and power generation (energy coal). This operation underlines BHP's contribution to two fundamental sectors: steel manufacturing and electricity generation.
- Nickel Mining
Involves in mining, smelting, and refining of nickel, a material that finds its applications in the production of stainless steel, batteries, and alloys. This division showcases BHP's role in supporting various manufacturing sectors.
- Potash Development Activities
Embarks on the exploration and potential to develop potash mines, signaling BHP's investment in agriculture through the provision of potash, a key fertilizer that aids in crop yield improvement globally.
- Additional Services
Provides a range of auxiliary services such as towing, freight, marketing and trading support, alongside essential finance, administrative, and other operational support services, indicating BHP's integrated approach in its business operations.
