Just reported
From USA Rare Earth's results release of November 9, 2026. These are the company's first figures; its 10-Q or 10-K replaces them when filed.
Actual
$3M
-48% q/q
Guided
—
No guide given
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 →Shares of revenue are estimates for six months ended June 30, 2026, not figures from a filing.
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.
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.
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.
Built from USA Rare Earth, Inc.’s own filings with the U.S. Securities and Exchange Commission (SEC). Figures are as reported, with per-share history restated onto today’s share basis. This describes a business — it is not investment advice and not a recommendation to buy or sell anything.
$8.16+1.1%Nov 13 close
The latest quarter (ended September 30, 2026) is from USA Rare Earth’s earnings press release of November 9, 2026. It will be replaced by the official quarterly report (10-Q) once USA Rare Earth files it.
USA Rare Earth sells rare-earth metals and alloys to magnet makers, defense contractors and industrial manufacturers.
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.
Graded A or B and worth $2B or more: A first, then the largest.
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
Grade D-
The band under the price shows the grade on each date, built only from filings that were public by then.
Showing 2 of 3 quarters of USA Rare Earth, Inc.’s grade history. The other 1 go back to May 2026.
