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Companies Industrials AAL.L
AA
AAL.L London Stock Exchange Airlines

Anglo American PLC

$3 705,00
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USD
Set alert
LatestAnglo American reclassifies De Beers as held for use, complicating Teck merger path
Last 30 days
1D5D1M3M6MYTD1Y5YMax
Live price chart loads from the market-data widget.
Mcap
P/E
EV / Rev
Div yield
0,48 %
Op margin
ROE
Net margin
Debt / equity
Beta
52w range
Volume
307
Day range
Prev close
$15,43
Open
$15,08
Next earnings
Ex-dividend
TR 1Y
About

Anglo American PLC operates in the Diversified Mining industry, extracting and processing a range of minerals and metals, including iron ore, copper, and coal, and generates revenue primarily through the sale of these commodities.

Business. Anglo American PLC (AAL.L) is a company classified within the Industrials sector and the Airlines industry. The firm is primarily listed on the London Stock Exchange. Specific details regarding its operating segments, headquarters location, and geographic revenue mix are not provided in the available data. Consequently, the company is described at the industry level based on its sector classification.

Classification99 %
SectorIndustrials
Industry groupAirlines
Generated · model-assisted
Sell-side consensus
BUY19 analysts
10 buy8 hold1 sell
Avg 12m price target3 648,75

Analyst recommendations

19 analysts · consensus Buy
Buy10
Hold8
Sell1
12-month price target
3 648,75
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
19 analysts · indicative
Ownership
PNC Investments LLC
largest disclosed fund holder
Profitability
not yet wired
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

2
  • MARKETSAnglo American reclassifies De Beers as held for use, complicating Teck merger path2026-07-31
  • ENERGYAnglo American narrows H1 loss, raises dividend ahead of Teck merger2026-07-30
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,7 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Consumer Discretionary+0,4 %+7,7 %−0,2 %
    Information Technology+0,3 %+7,8 %−0,3 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials · THIS SECTOR−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to AAL.L. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR
    • Congressional trades
    • CongressLisa McClain — American Airlines Group, Inc.2025-06-11 · Republican · MI · Sale · $1,001 - $15,000
    • CongressLisa McClain — American Airlines Group, Inc.2025-06-09 · Republican · MI · Purchase · $1,001 - $15,000

    Pre-earnings brief

    Briefing · model-assisted

    Anglo American PLC (AAL.L) has recorded the cancellation of the Vedanta power station in South Africa, a 300 MW coal-fired facility. This notable asset event marks a definitive shift in the company’s energy infrastructure portfolio within the region, removing a significant capacity project from its active or proposed slate. The cancellation of the Vedanta power station, identified as a subcritical coal asset, underscores a strategic retreat from new coal-based power generation in South Africa. This move aligns with broader industry trends toward decarbonization and away from high-emission energy sources, potentially impacting the company’s long-term operational footprint in the country. In contrast to the South African divestment, Anglo American has added the Moranbah South Coal Project in Australia to its portfolio. This proposed underground coal mine, with a capacity of 18 million tonnes per annum, represents a continued commitment to thermal coal production in Australia, highlighting a geographic divergence in the company’s coal strategy. As this is the first analysis for Anglo American PLC, there is no prior basis for computing changes in analyst coverage or holder composition. The company currently has 10 analysts covering it and is a member of one index, with a single top holder identified, providing a baseline for future monitoring of these metrics.

    Signals & dispatch

    peak dispatch · 2026-07-30

    Composite-score breakdown

    Synthesis

    Business

    Anglo American PLC (AAL.L) is a company classified within the Industrials sector and the Airlines industry. The firm is primarily listed on the London Stock Exchange. Specific details regarding its operating segments, headquarters location, and geographic revenue mix are not provided in the available data. Consequently, the company is described at the industry level based on its sector classification.

    Classification99 %
    SectorIndustrials
    Industry groupAirlines
    AI synthesis
    GENERATED

    Anglo American PLC (AAL.L) has recorded the cancellation of the Vedanta power station in South Africa, a 300 MW coal-fired facility. This notable asset event marks a definitive shift in the company’s energy infrastructure portfolio within the region, removing a significant capacity project from its active or proposed slate. The cancellation of the Vedanta power station, identified as a subcritical coal asset, underscores a strategic retreat from new coal-based power generation in South Africa. This move aligns with broader industry trends toward decarbonization and away from high-emission energy sources, potentially impacting the company’s long-term operational footprint in the country. In contrast to the South African divestment, Anglo American has added the Moranbah South Coal Project in Australia to its portfolio. This proposed underground coal mine, with a capacity of 18 million tonnes per annum, represents a continued commitment to thermal coal production in Australia, highlighting a geographic divergence in the company’s coal strategy. As this is the first analysis for Anglo American PLC, there is no prior basis for computing changes in analyst coverage or holder composition. The company currently has 10 analysts covering it and is a member of one index, with a single top holder identified, providing a baseline for future monitoring of these metrics.

    Key takeaways
    • Anglo American PLC has a basic and diluted share count of 1,178,050,272 shares, indicating no immediate dilution pressure.
    • The company's liquidity risk remains unassessed due to the absence of balance-sheet inputs and no going-concern language in the source documents.
    • Profitability metrics for Anglo American PLC are expected to be benchmarked against industry standards, but specific data is not available in the current dataset.
    • The company's growth trajectory and revenue history are not quantified, limiting the ability to assess its growth potential.
    • Risk factors include unassessed liquidity risk and potential dilution, with the latter currently rated as low.
    • Recent events and filings are not detailed, limiting the ability to incorporate recent developments into the analysis.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Annual
    ANNUALFiled 2026-02-20
    FY 2026 · Full-year highlights

    Revenue $18.55B, +4,5% YoY; Operating income +229,3% YoY.

    Revenue$18.55B+4,5 % YoY
    Operating income$1.31B+229,3 % YoY
    Net income-$3.74B−21,9 % YoY
    Free cash flow-$2.30B+69,2 % YoY
    EPS
    Operating cash flow$5.51B−32,0 % YoY
    Financials
    Income statement
    Revenue$18.55B
    Gross profit$9.59B
    Operating income$1.31B
    Net income-$3.74B
    Margins
    Gross margin51.7%
    Operating margin7.1%
    Net margin-20.2%
    FCF margin-12.4%
    Balance sheet
    Total assets$55.99B
    Total liabilities$38.02B
    Total equity$17.98B
    Cash & equivalents$6.14B
    Long-term debt$15.48B
    Cash flow
    Operating cash flow$5.51B
    CapEx-$3.38B
    Free cash flow-$2.30B
    SBC
    P&L flow · revenue → net income
    Revenue $18.55BOperating costs $17.24BTax $5.05BNet income $3.74B
    Highlights
    • Revenue $18.55B, +4,5% YoY
    • Operating income +229,3% YoY
    • Net income −21,9% YoY
    • Free cash flow +69,2% YoY
    • Net margin -20.2%

    Valuation FY

    Market price
    $3 705,00
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    Net cash
    Current ratio
    Debt / equity
    ROA
    ROE
    Cash conversion
    CapEx / revenue
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    INDUSTRYSEGMENTCOMPANYIndustrialsIndustryAirlines258,4B node revenueDAL 24,5%UAL 22,9%AAL 21,1%LUV 10,9%RYAAY 6,1%LTM 5,5%ALK 5,5%SKYW 1,6%Other 1,9%
    Source: company disclosures · own-taxonomy revenue-covered set · attribution: collision-suspect (indicative)AAL 21,1% · rank #3 of 13

    Business relationships

    Business relationships34 disclosed relationships · 1 type · extracted from filings & disclosures
    Subsidiaries34
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    Supply chain

    — missing data

    Peer comparison

    Peer comparison7 peers · vs AAL · multiples and returns
    DA
    DAL
    Delta Air Lines Inc
    $91,59
    60,2B USD
    P/E
    11,6x
    -69,3 vs self
    Div yield
    0,8 %
    vs self
    ROE
    22,9 %
    +25,7 vs self
    UA
    UAL
    UNITED AIRLINES, INC.
    $128,15
    41,9B USD
    P/E
    11,5x
    -69,3 vs self
    Div yield
    vs self
    ROE
    21,1 %
    +23,9 vs self
    LU
    LUV
    Southwest Airlines Co
    $47,00
    23,6B USD
    P/E
    54,4x
    -26,5 vs self
    Div yield
    1,5 %
    vs self
    ROE
    6,4 %
    +9,2 vs self
    RY
    RYAAY
    Ryanair Holdings Public Limited Company
    $61,05
    P/E
    vs self
    Div yield
    vs self
    ROE
    vs self
    LT
    LTM
    Latam Airlines Group SA
    $55,00
    P/E
    vs self
    Div yield
    vs self
    ROE
    vs self
    AL
    ALK
    Alaska Air Group Inc
    $50,12
    5,7B USD
    P/E
    54,7x
    -26,1 vs self
    Div yield
    vs self
    ROE
    2,7 %
    +5,5 vs self
    SK
    SKYW
    Skywest Inc
    $111,38
    4,4B USD
    P/E
    7,8x
    -73,0 vs self
    Div yield
    vs self
    ROE
    15,6 %
    +18,4 vs self

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    1,67
    Predicted surprise
    -0,00
    Beat probability
    45 %
    Analysts
    19
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-01 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate1,67
    Revenueno estimateno estimate21,0B USD
    Operating incomeno estimateno estimate5,4B USD
    Full-year consensus mean (period as reported by source) · consensus in USD. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution19 analysts
    Strong buy3
    Buy7
    Hold8
    Sell1
    Strong sell0
    12-month price target$3 648,75 · Median $3 900,00
    Low $2 000,00High $4 500,00
    Operating income · consensus5,4B USD
    EPS surprise
    −68,0 %
    reported vs consensus · miss
    Revenue surprise
    +9,8 %
    reported vs consensus · beat

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$2 000,00
    Mean$3 648,75
    Median$3 900,00
    High$4 500,00
    Spot$3 705,00
    −1.5 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskUnknown

    Benchmarks vs cohort

    No cohort benchmark data available for this issuer yet.

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Physical assets

    40 tracked
    AssetTypeCommodityCountryRole
    Anglo American Minas-Rio MineIron ore mineIron OreBrazilParent
    Barro AltoMineNickelBrazilOperating company
    Barro AltoOtherNickelBrazilOperating company
    CodeminOtherNickelBrazilOperating company
    CodeminMineNickelBrazilOperating company
    CollahuasiMineCopperChileOperating company
    CollahuasiOtherMolybdenumChileOperating company
    CollahuasiMineSilverChileOperating company
    CollahuasiOtherCopperChileOperating company
    CollahuasiOtherSilverChileOperating company
    CollahuasiMineMolybdenumChileOperating company
    Collahuasi Phase III ExpansionMineCopperChileOperating company
    Collahuasi Phase III ExpansionOtherCopperChileOperating company
    El ArcaOtherSilverMexicoOperating company
    El ArcaMineSilverMexicoOperating company
    El SoldadoMineCopperChileOperating company
    El SoldadoOtherCopperChileOperating company
    Grosvenor Coal MineCoal mineCoalAustraliaParent
    JacareMineNickelBrazilOperating company
    JacareOtherNickelBrazilOperating company
    Lake Vermont Coal MineCoal mineCoalAustraliaParent
    Moranbah North Coal MineCoal mineCoalAustraliaParent
    Moranbah South Coal ProjectCoal mineCoalAustraliaParent
    Morro Sem BoneMineNickelBrazilOperating company
    Morro Sem BoneOtherNickelBrazilOperating company
    NiquelandiaMineNickelBrazilOperating company
    NiquelandiaOtherNickelBrazilOperating company
    QuellavecoOtherCopperPeruOperating company
    QuellavecoMineCopperPeruOperating company
    Quellaveco Copper DepositOtherMolybdenumPeruOperating company
    Quellaveco Copper DepositMineMolybdenumPeruOperating company
    Roman Mountain Coal MineCoal mineCoalCanadaParent
    Vedanta power stationPowerPowerSouth AfricaRegistered owner
    Vedanta power stationPowerCoalSouth AfricaParent
    Vedanta power stationPowerPowerSouth AfricaRegistered owner
    Vedanta power stationPowerCoalSouth AfricaRegistered owner
    Vedanta power stationPowerCoalSouth AfricaRegistered owner
    Vedanta power stationPowerCoalSouth AfricaParent
    Vedanta power stationPowerPowerSouth AfricaParent
    Vedanta power stationPowerPowerSouth AfricaParent
    Tracked physical assets associated with this issuer (operated, managed, or owned).

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    Source documents
    • Anglo American PLC Market data — financials · 2026-05-27
    • Anglo American PLC Market data — analyst estimates · 2026-05-27

    Ownership & reference

    Top holders

    • PNC Investments LLCInvestment Managers · as of 2026-03-310,00 %$0M

    Insider activity

    — missing data

    Short positioning

    — missing data
    Index membership
    FTSE 100

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    AAL.LCanonical
    London Stock Exchange · USD

    Intel & risk

    PredictorBeat prob45 %Surprise-0,00Full forecast →
    peak dispatch · 2026-07-30
    OSINT findings
    Dilution riskLow
    Liquidity riskUnknown
    Relationship graph
    AALEX21:088EX21:105EX21:180EX21:1ecEX21:2daEX21:344EX21:35aEX21:430EX21:48eEX21:495Airlines
    This companySectorSubsidiaries

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-10-28EVENTUpcomingQ3 2026 earnings (expected) estimated date
    2026-07-31INSIDEROwens Angela sold 40.1k sh — SVP Corporate Controller ~$612k
    2026-07-29INSIDERJohnson Stephen L sold 30.0k sh — Vice Chair ~$450k
    2026-07-28INSIDEROwens Angela sold 39.2k sh — SVP Corporate Controller ~$601k
    2026-07-28INSIDERJohnson Stephen L sold 30.0k sh — Vice Chair ~$455k
    2026-07-27INSIDERJohnson Stephen L sold 30.0k sh — Vice Chair ~$440k
    2026-07-23 11:15 UTCNEWSAmerican Airlines cuts 2026 outlook as fuel costs mount → Shares fell sharply in premarket trading after the carrier lowered its full-year guidance, highlighting the persistent margin pressure from elevated jet fuel prices.
    2026-07-23 00:00 UTCTRANSCRIPTEarnings call — Q3 2026
    2026-07-15INSIDERDIETRICH JOHN W transacted 8.7k sh — Director
    2026-07-12INSIDERSeymour David transacted 4.8k sh — EVP Chief Operating Officer ~$81k
    2026-07-01 03:10 UTCHOLDER1 institutional position change flagged (1 major)
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: ma_probability (180d)
    2026-06-28 03:14 UTCHOLDER1 institutional position change flagged (1 major)
    2026-06-25 00:00 UTCINSIDER14 insider transactions — 2026-06 · net sell $2.2M
    2026-06-25 00:00 UTCINSIDER14 insider transactions — 2026-06 · net sell $2.2M
    2026-06-25INSIDERSeymour David sold 56.5k sh — EVP Chief Operating Officer ~$1.02M
    2026-06-24INSIDERSeymour David sold 69.3k sh — EVP Chief Operating Officer ~$1.18M
    2026-06-21 02:57 UTCHOLDER3 institutional position changes flagged
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 00:43 UTCANALYSTAnalyst coverage initiated
    2026-06-20 00:43 UTCANALYSTAnalyst coverage initiated
    2026-06-16FILING8-K 06.14.26 →
    2026-06-10INSIDERBrown Adriane M transacted 11.2k sh — Director
    2026-06-10INSIDERKRONICK SUSAN D transacted 11.2k sh — Director
    2026-06-10INSIDERSTEENLAND DOUGLAS M transacted 11.2k sh — Director
    2026-06-10INSIDERReynal Vicente transacted 11.2k sh — Director
    2026-06-10INSIDERNesbitt Martin H. transacted 11.2k sh — Director
    2026-06-10INSIDERHART MATTHEW J transacted 11.2k sh — Director
    2026-06-10INSIDERFarmer Kathryn M transacted 11.2k sh — Director
    2026-06-10INSIDERSmith Gregory D transacted 26.1k sh — Director
    Showing the 40 most recent of 71 entries.
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage