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Just reported
Q3 2026 results
From USA Rare Earth's results release of 2026年11月9日. These are the company's first figures; its 10-Q or 10-K replaces them when filed.
Revenue
Actual
$3M
-48% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
-$141.4M
Guided
—
No guide given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
The full earnings report →Keep exploring
The themes USA Rare Earth is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
Highest-graded in Other Industrial Metals and Mining
Graded A or B and worth $2B or more: A first, then the largest.
All 20 graded companies in its industry
Grade rose recently in Materials
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
FCXFreeport-McMoRan Inc.2026年11月6日CAGraded C, now A
NUENucor Corporation2026年10月26日CBGraded C, now B
STLDSteel Dynamics, Inc.2026年10月20日CBGraded C, now B
CFCF Industries Holdings, Inc.2026年11月4日CBGraded C, now B
AAAlcoa Corp.2026年10月29日BAGraded B, now A
どうやって稼いでいるか
- Rare-earth metals, alloys and thin alloy flakes made by Less Common Metals100%
売上構成比はsix months ended June 30, 2026の推計であり、提出された報告書の数字ではありません。
競合
- MPMP MaterialsD
- 規模
- $6.9B
- 利益率
- -9.9%
- Chinese rare-earth and magnet producers
- Noveon Magnetics
- VACUUMSCHMELZE GmbH & Co. KG
- LYSCFLynas Rare Earths
何を売っているか5
Rare-earth metals
High-purity metals such as neodymium, praseodymium, dysprosium, terbium and yttrium, used in magnets and other industrial applications.
Rare-earth master alloys and strip-cast alloy flakes
Custom mixtures of rare-earth metals and other metals, made into thin flakes that magnet manufacturers use as raw material.
Sintered neodymium-iron-boron magnets
Powerful permanent magnets planned in blocks and finished shapes for uses including motors, defense equipment and medical devices. The Oklahoma production line had been commissioned, but magnet sales had not begun by June 30, 2026.
さらに2件を表示
Separated rare-earth oxides
Materials being developed through the Colorado separation work. In July 2026, the company reported producing samples of dysprosium oxide and neodymium-praseodymium oxide from recycled magnet scrap.
Round Top minerals
Planned products from the Texas deposit include heavy rare-earth elements such as dysprosium, terbium and yttrium, as well as other minerals. Commercial mining had not begun by June 30, 2026.
誰が買っているか4
- Permanent magnet manufacturers, including Permag LLC and Arnold Magnetic Technologies; Less Common Metals supplies metals to them through a strategic arrangement with Solvay.
- Defense contractors in Europe, Japan and North America.
- Mobility manufacturers that use rare-earth materials in motors.
- Industrial automation companies and other specialty industrial users.
何に支えられ、何に崩されうるか
事業が頼っているもの
- 1Until its Texas mine can supply material, the company needs outside sources of rare-earth oxides and metals at usable prices and in sufficient quantities.
- 2Building its mines, processing plants and magnet factories requires substantial capital; the government funding arrangements include milestones and conditions, and the company has said it expects to need additional financing.
- 3The planned operations depend on government permits and approvals covering mining, chemical processing, water, emissions, waste and workplace safety.
- 4The company depends on retaining Less Common Metals' existing customers and suppliers and developing relationships with new buyers.
うまくいかなくなる可能性
- 1Construction, equipment commissioning or separation research may take longer or cost more than planned, or fail to produce reliable commercial-scale mining, processing or magnet operations.
- 2The company may not secure enough outside feedstock at workable prices, meet customer specifications, or turn customer discussions into lasting sales; rare-earth prices and competition can also affect its sales.
- 3The company needs substantial funding to build its planned operations. Funding tied to government agreements depends on conditions and milestones, and additional financing may not be available on acceptable terms.
USA Rare Earth, Inc.について
Its current sales come from Less Common Metals, its United Kingdom subsidiary, which turns rare-earth oxides into metals, alloys and thin flakes used to make magnets. USA Rare Earth is also developing a rare-earth mine and processing plant in Texas, a separation demonstration facility in Colorado, and magnet production sites in Oklahoma and South Carolina. It had not yet earned revenue from mining or magnet sales by June 30, 2026.
- 本社
- Stillwater, Oklahoma, United States
- 設立
- 2023 (originally incorporated as Inflection Point Acquisition Corp. II)
- 従業員数
- 132 (December 31, 2025, high)
- 上場市場
- Nasdaq
- 決算期
- December 31
USA Rare Earth, Inc. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。 これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。
