MUXHIGH SIGNALOPERATIONAL10-K

MUX underwent a major transformation including a corporate name change, significant acquisition of Canadian Gold Corp, and dramatic financial turnaround from a $462K loss to $34.4M profit.

The company executed a substantial strategic pivot with the Canadian Gold Corp acquisition and expansion of operations, evidenced by the 10x increase in capital expenditure to $62.3M and quadrupling of revenue. However, the 77% decline in operating cash flow despite strong profitability suggests the company may be investing heavily in growth at the expense of near-term cash generation, requiring close monitoring of execution risk.

Comparing 2026-03-17 vs 2025-03-14View on EDGAR →
FINANCIAL ANALYSIS

MUX delivered exceptional financial results with revenue nearly quadrupling to $197.6M and swinging from a loss to $34.4M profit, while cash reserves increased 273% to $51.0M. However, the company significantly increased debt by 215% to $126.2M and saw operating cash flow decline 77% to $6.9M despite strong profitability. The massive 1,128% increase in capital expenditure to $62.3M signals aggressive expansion investments that are currently pressuring cash generation, creating a mixed picture of strong growth but potential liquidity concerns.

FINANCIAL STATEMENT CHANGES
Net Income
P&L
+7553.2%
-$462K$34.4M

Net income grew 7553.2% — bottom-line growth signals improving overall business health.

Capital Expenditure
Cash Flow
+1127.9%
$5.1M$62.3M

Capital expenditure jumped 1127.9% — major investment cycle underway; assess returns on deployment.

Gross Profit
P&L
+508.5%
$7.8M$47.6M

Gross profit expanding — improving pricing power or product mix shift toward higher-margin offerings.

Revenue
P&L
+290.9%
$50.5M$197.6M

Strong top-line growth of 290.9% — accelerating demand or successful expansion into new markets.

Cash & Equivalents
Balance Sheet
+272.6%
$13.7M$51.0M

Cash position surged 272.6% — strong cash generation or capital raise providing significant financial cushion.

Total Debt
Balance Sheet
+215.4%
$40.0M$126.2M

Debt increased 215.4% — substantial leverage increase; assess whether deployed for growth or covering losses.

Current Assets
Balance Sheet
+161.9%
$41.2M$107.9M

Current assets grew 161.9% — improving short-term liquidity or inventory/receivables build.

Operating Income
P&L
+105.2%
-$50.6M$2.7M

Operating leverage kicking in — revenue growth outpacing cost growth, a hallmark of scaling businesses.

Operating Cash Flow
Cash Flow
-76.7%
$29.5M$6.9M

Operating cash flow fell 76.7% — earnings quality concerns; investigate working capital changes and non-cash items.

Share Buybacks
Cash Flow
-67.1%
$1.8M$582K

Buyback activity reduced 67.1% — capital being redeployed elsewhere or cash conservation underway.

LANGUAGE CHANGES
NEW — 2026-03-17
PRIOR — 2025-03-14
ADDED
There were 59,452,799 shares of common stock outstanding on March 16, 2026.
Effective July 7, 2025, the Company changed its name from McEwen Mining Inc.
We own 100% of the Froome mine and Stock mill in Ontario, Canada; 100% of the Gold Bar Mine Complex in Nevada; 100% of El Gallo (previously known as the Fenix Project) in Sinaloa, Mexico; a 46.3% interest in McEwen Copper Inc., the owner of the Los Azules copper project ( Los Azules ) in San Juan, Argentina; and a 49% interest in MSC, the owner and operator of the San Jos mine in Santa Cruz, Argentina.
In January 2026, we closed the acquisition of Canadian Gold Corp.
which holds a number of exploration-stage assets, including the Tartan Lake project in Manitoba.
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REMOVED
There were 53,934,510 shares of common stock outstanding on March 14, 2025.
We own 100% of the Froome mine and Stock mill in Ontario, Canada, 100% of the Gold Bar mine in Nevada, 100% of the Fenix Project in Sinaloa, Mexico, a 46.4% interest in McEwen Copper Inc., the owner of the Los Azules copper project ( Los Azules ) in San Juan, Argentina, and a 49% interest in MSC, the owner and operator of the San Jos mine in Santa Cruz, Argentina.
At the El Gallo mine in Sinaloa, Mexico, mining and crushing activities ceased during the second quarter of 2018, with production activities since that time limited to residual leaching up to the third quarter of 2022.
The Company is currently reviewing reprocessing heap leach material at the El Gallo mine ( HLM ) and silver processing operations ( El Gallo Silver ) as part of its Fenix Project.
Our principal executive office is located at 150 King Street West, Suite 2800, Toronto, Ontario, Canada M5H 1J9 and our telephone number is (866) 441-0690 Our website is www.mcewenmining.com.
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