tiprankstipranks
Trending News
More News >
Usa Rare Earth, Inc. (USAR)
:USAR
US Market
Advertisement

USA Rare Earth (USAR) Earnings Dates, Call Summary & Reports

Compare
1,410 Followers

Earnings Data

Report Date
May 20, 2026
After Close (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
Last Year’s EPS
-0.19
Same Quarter Last Year
Based on 5 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 06, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call conveys a mostly positive sentiment with significant highlights such as a strong cash position, strategic acquisition, and operational progress in manufacturing and recycling. Despite the reported net loss, the company is positioned well financially and strategically to execute its plans.
Company Guidance
During the 2025 Third Quarter Earnings Conference Call, USA Rare Earth provided guidance on multiple metrics and strategic initiatives. The company reported a strong cash position of over $400 million as of November 3, 2025, with an additional $123 million expected from investor warrants. The focus is on ramping up their magnet production capacity to meet the growing demand projected for 2026 and beyond. The company is accelerating its investment in manufacturing capabilities, including enhancing magnet finishing capabilities and ramping Line 1 to 1,200 metric tons with an investment of approximately $100 million. USA Rare Earth is also advancing its acquisition of Less Common Metals (LCM), expected to close by year-end, which will enhance their supply chain capabilities. The company is progressing with a pre-feasibility study for the Round Top development project, targeting completion by Q3 2026, and plans to begin pilot scale testing for swarf recycling in early 2026. Additionally, they anticipate adjusted operating expenses of $13 million to $15 million for Q4 2025. The company reported a net loss of $156.7 million, including a noncash adjustment, with an adjusted net loss of $14.3 million. Overall, USA Rare Earth is focused on disciplined execution and scaling their operations to meet future demand.
Strong Cash Position
USA Rare Earth has over $400 million in cash as of November 3, 2025, providing flexibility and liquidity to execute their strategy. Additional $123 million expected from warrant exercises.
LCM Acquisition
The acquisition of Less Common Metals (LCM) enhances revenue-generating ability and establishes a fully integrated rare earth supply chain, expected to close by the end of 2025, subject to regulatory approval.
Magnet Manufacturing Progress
Commissioning of Line 1a at the Stillwater magnet manufacturing plant is on track for Q1 2026, with plans to expand capacity significantly.
Recycling and Mining Milestones
Progress in swarf recycling flow sheet and pre-feasibility study phase for Round Top development project, with hafnium extraction expanding offerings.
Operating Expense Management
Ongoing adjusted operating expenses for Q3 2025 were $8.9 million, adjusted for M&A-related expenses, stock-based compensation, and severance costs.

USA Rare Earth (USAR) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

USAR Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
May 20, 2026
2026 (Q1)
- / -
-0.19
Nov 06, 2025
2025 (Q3)
-0.10 / -1.64
0.048-3516.67% (-1.69)
Aug 11, 2025
2025 (Q2)
-0.10 / -0.08
0.097-182.47% (-0.18)
May 14, 2025
2025 (Q1)
-0.04 / 0.58
0.093523.66% (+0.49)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

USAR Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 06, 2025
$15.82$17.36+9.73%
Aug 11, 2025
$15.44$19.04+23.32%
May 14, 2025
$8.89$9.46+6.41%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Usa Rare Earth, Inc. (USAR) report earnings?
Usa Rare Earth, Inc. (USAR) is schdueled to report earning on May 20, 2026, After Close (Confirmed).
    What is Usa Rare Earth, Inc. (USAR) earnings time?
    Usa Rare Earth, Inc. (USAR) earnings time is at May 20, 2026, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is USAR EPS forecast?
          Currently, no data Available
          What am I Missing?
          Make informed decisions based on Top Analysts' activity
          Know what industry insiders are buying
          Get actionable alerts from top Wall Street Analysts
          Find out before anyone else which stock is going to shoot up
          Get powerful stock screeners & detailed portfolio analysis