SCCOHIGH SIGNALOPPORTUNITY10-K

SCCO delivered exceptional financial performance with net income surging 252% to $2.3B and gross profit jumping 287% to $2.9B, while dramatically reducing share buybacks by 93% despite maintaining their repurchase program.

The massive profitability gains across all key metrics signal strong operational execution and likely benefited from favorable copper market conditions. The sharp reduction in actual share buybacks despite maintaining the program suggests management is prioritizing capital allocation toward growth investments rather than returning cash to shareholders in the near term.

Comparing 2026-02-27 vs 2025-03-03View on EDGAR →
FINANCIAL ANALYSIS

SCCO demonstrated exceptional financial strength with revenue growing 24% to $6.7B while profitability metrics exploded higher—gross profit increased 287% and net income surged 252%—indicating significant margin expansion. The company strengthened its balance sheet with cash rising 32% to $4.3B and stockholders' equity growing 20% to $11.0B, while increasing capital expenditures 29% to $1.3B and dramatically reducing share buybacks by 93%. This financial profile suggests a company in a strong growth phase, generating substantial cash flows while reinvesting heavily in expansion rather than returning capital to shareholders.

FINANCIAL STATEMENT CHANGES
Gross Profit
P&L
+287.2%
$752.7M$2.9B

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

Net Income
P&L
+252.3%
$663.1M$2.3B

Net income grew 252.3% — bottom-line growth signals improving overall business health.

Share Buybacks
Cash Flow
-92.9%
$1.0B$71.7M

Buyback activity reduced 92.9% — capital being redeployed elsewhere or cash conservation underway.

Accounts Receivable
Balance Sheet
+64%
$1.2B$2.0B

Receivables surged 64% — revenue recognized but not yet collected; watch for collection issues or channel stuffing.

Current Assets
Balance Sheet
+35.3%
$6.2B$8.4B

Current assets grew 35.3% — improving short-term liquidity or inventory/receivables build.

Cash & Equivalents
Balance Sheet
+32.1%
$3.3B$4.3B

Cash position surged 32.1% — strong cash generation or capital raise providing significant financial cushion.

Capital Expenditure
Cash Flow
+29%
$1.0B$1.3B

Capex increased 29% — ongoing investment in capacity or infrastructure for future growth.

Operating Income
P&L
+26.1%
$5.6B$7.0B

Operating income improving — cost discipline or growing revenue base absorbing fixed costs.

Revenue
P&L
+23.7%
$5.4B$6.7B

Revenue growing 23.7% — solid top-line momentum, watch margins for quality of growth.

Stockholders Equity
Balance Sheet
+20.4%
$9.2B$11.0B

Equity base grew 20.4% — retained earnings accumulation or equity issuance strengthening the balance sheet.

LANGUAGE CHANGES
NEW — 2026-02-27
PRIOR — 2025-03-03
ADDED
Market for Registrant s Common Equity, Related Stockholder Matters and Issuer Purchases of Equity Securities 97 - 98 Item 7.
Management s Discussion and Analysis of Financial Condition and Results of Operations 99 - 125 Item 7A.
Security Ownership of Certain Beneficial Owners and Management and Related Stockholder Matters 194 - 196 Item 13.
Through December 31, 2025, we have repurchased an aggregate of 119.5 million shares of our common stock for an aggregate cost of $2.9 billion.
These repurchased shares may be used for general corporate purposes.
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REMOVED
Market for Registrant s Common Equity, Related Stockholder Matters and Issuer Purchases of Equity Securities 95 - 96 Item 7.
Management s Discussion and Analysis of Financial Condition and Results of Operations 97 - 123 Item 7A.
Security Ownership of Certain Beneficial Owners and Management and Related Stockholder Matters 188 - 190 Item 13.
Pursuant to this program, through December 31, 2024 we have purchased 119.5 million shares of our common stock at a cost of $2.9 billion.
We may purchase additional shares from time to time, based on market conditions and other factors.
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