Rio Tinto: Excellent Q2 Results, Undervalued Based On Its Potential

Rio Tinto remains a buy, trading at a forward P/E of 11, 27% below the sector average, despite a 35.5% share price rise since November 2025. Strong 2026 H1 results show free cash flow up 75% to $3.8B and underlying earnings up 43% to $6.9B, enabling a $3.4B dividend payout. AI infrastructure demand is driving copper and aluminium EBITDA to 57% of total, with copper EBITDA up 84% and aluminium up 38%, reducing reliance on iron ore.

Seeking Alpha • Jul 30, 2026

Rio Tinto Group (RIO) Q2 2026 Earnings Call Transcript

Rio Tinto Group (RIO) Q2 2026 Earnings Call Transcript

Seeking Alpha • Jul 29, 2026

Rio Tinto Group Is Positioned Just Right For More Upside

Rio Tinto Group remains a compelling buy, driven by strong segment performance and attractive valuation after a 49.9% share price surge. Recent results show significant revenue and profitability growth, notably in Aluminum & Lithium and Copper, supported by tight supply and rising prices. RIO's diversified exposure to iron ore, aluminum, lithium, and copper positions it to benefit from structural supply deficits and energy transition trends.

Seeking Alpha • Jul 29, 2026

ALB vs. RIO: Which Lithium Producer Deserves a Spot in Your Portfolio?

ALB and RIO ramp lithium strategies, highlighting growth plans, capacity expansion and rising demand from EV and storage markets.

Zacks Investment Research • Jul 29, 2026

Rio Tinto's First-Half Profit Rises 47%, Raises Interim Dividend

The world's second-biggest miner by market value raised its interim dividend as it reported a 47% rise in first-half profit, supported by higher commodity prices and production.

WSJ • Jul 29, 2026

Rio Tinto H1 Earnings Call Highlights

Rio Tinto NYSE: RIO reported a stronger first half of 2026, with underlying EBITDA rising 28% to $14.8 billion and free cash flow increasing 75%, as higher copper and aluminium prices combined with productivity gains and operational improvements.

MarketBeat • Jul 29, 2026

Rio Tinto: Step-change in performance delivering higher shareholder returns

SYDNEY, Australia--(BUSINESS WIRE)--Rio Tinto Chief Executive Simon Trott said: "We achieved a step-change in performance in the first half, which, alongside favourable commodity prices, delivered a 28 per cent increase in underlying EBITDA and a 75 per cent rise in free cash flow. "Our continued investment in growth drove a 3 per cent increase in copper equivalent production¹ and further strengthened our portfolio diversification, with Copper, Aluminium and Lithium contributing more than 50 pe.

Business Wire • Jul 28, 2026

Rio Tinto and WA Government sign agreements with Yindjibarndi WaterCo for proposed sale of Dampier Seawater Desalination Plant

KARRATHA, Australia--(BUSINESS WIRE)--Rio Tinto and the Western Australian Government have signed non-binding agreements for a proposed sale of their respective joint venture shares in the Dampier Seawater Desalination Plant to Yindjibarndi WaterCo. Rio Tinto and the WA Government are 50:50 joint venture partners in the Dampier Seawater Desalination Plant. The agreements establish a framework for the parties to pursue a transaction for Yindjibarndi WaterCo to acquire and operate the plant, whic.

Business Wire • Jul 27, 2026

5 High-Yield Picks To Pair With SCHD: One Yields 8%

The Schwab U.S. Dividend Equity ETF serves as a core portfolio holding, focusing on sustainable dividend payers but lacking Real Estate and Materials sector exposure. Adding Realty Income (O) enhances Real Estate sector allocation and income, with a 4.99% forward yield and a sustainable 73.9% AFFO payout ratio. Including Rio Tinto (RIO) increases Materials sector exposure and dividend income, offering a 5.70% forward yield and trading at a 34.62% discount to sector median P/E.

Seeking Alpha • Jul 22, 2026

Bradda Head raises £2.12 million to fund Rio Tinto joint venture drilling

Bradda Head Lithium Ltd (AIM:BHL), the AIM-quoted lithium developer focused on North America, has raised approximately £2.12 million through a placing and subscription of 94.3 million new shares at 2.25 pence each. The issue price represents a discount of about 2% to the closing price of 2.3 pence on 16 July.

Proactive Investors • Jul 17, 2026