기업 정보 불러오는 중
Just reported
Q3 2026 results
From USA Rare Earth's results release of 2026년 11월 9일. These are the company's first figures; its 10-Q or 10-K replaces them when filed.
Revenue
Actual
US$3M
-48% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
-US$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.
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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.2026년 11월 6일CAGraded C, now A
NUENucor Corporation2026년 10월 26일CBGraded C, now B
STLDSteel Dynamics, Inc.2026년 10월 20일CBGraded C, now B
CFCF Industries Holdings, Inc.2026년 11월 4일CBGraded C, now B
AAAlcoa Corp.2026년 10월 29일BAGraded B, now A
어떻게 돈을 버는가
- Rare-earth metals, alloys and thin alloy flakes made by Less Common Metals100%
매출 비중은 six months ended June 30, 2026 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.
경쟁 상대
- MPMP MaterialsD
- 규모
- US$6.9B
- 이익률
- -9.9%
- Chinese rare-earth and magnet producers
- Noveon Magnetics
- VACUUMSCHMELZE GmbH & Co. KG
- LYSCFLynas Rare Earths
무엇을 파는가5
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.
2개 더 보기
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.
누가 사는가4
- 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.
무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가
사업이 기대고 있는 것
- 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.
잘못될 수 있는 일
- 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. 소개
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.
- 본사
- Stillwater, Oklahoma, United States
- 설립
- 2023 (originally incorporated as Inflection Point Acquisition Corp. II)
- 임직원 수
- 132 (December 31, 2025, high)
- 상장 시장
- Nasdaq
- 회계연도 종료
- December 31
USA Rare Earth, Inc.이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.
