5E Advanced Materials, Inc. (FEAM)
NASDAQ:FEAM
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Earnings Data
Report Date
Sep 30, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
-0.32Last Year’s EPS
-16.75Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Q3 2026
Earnings Call Date:May 12, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call highlighted multiple substantive operational and commercial milestones — a signed offtake heads of agreement (7,500 t/yr, optional to 10,000 t/yr), development and provisional patent filing for a higher-grade meta boric acid (~80% B2O3), initiation of ferroboron trials, a $36M equity raise that was 4x oversubscribed, and active EXIM loan diligence. These accomplishments materially advance commercialization and financing readiness. However, key limitations remain: the offtake is not yet a definitive purchase contract, product qualifications and ferroboron trials are ongoing, and project financing has not been finalized. Overall the progress significantly derisks the project but important execution and financing steps still need to be completed.Company Guidance
First Offtake Heads of Agreement Executed
Signed a long-term offtake heads of agreement for 7,500 tons/year of boric acid with optionality to increase to 10,000 tons/year (+33.3% optional increase). Agreement includes fixed pricing, annual escalation, an initial 5-year term with automatic renewal up to 10 years. Represents a bankable commercial milestone to support lender diligence.
Meta Boric Acid Development and IP Protection
Developed a stable, free-flowing meta boric acid with ~80% B2O3 equivalent vs standard boric acid at 56.3% (increase of ~23.7 percentage points, ~+42.1% relative B2O3 content). Filed a provisional patent. Company estimates an intermediary stochiometric price (example given: ~$1,750/ton vs $1,000/ton for boric acid), which in a hypothetical 10,000-ton contract would increase annual revenue from $10.0M to ~$17.5M (+75% in the example). Samples provided to end users for qualification.
Ferroboron Trial Program Launched
Initiated magnet-grade ferroboron crucible testing with the expectation of producing samples for customers in coming weeks. Program targets high-value markets (specialty steel and permanent magnets) to diversify product mix and address domestic magnet supply chain resilience.
Strong Capital Raise Strengthening Balance Sheet
Closed a $36 million public equity offering in early February that was 4x oversubscribed, demonstrating strong investor support and bolstering cash to fund commercial and financing readiness activities.
Active Commercial Engagement and Market Positioning
Completed a March roadshow meeting with 12 end users and distributors; multiple customers requested proposals. Management expects an expanding pipeline of additional offtakes and will begin marketing in Asia in June to replicate U.S. engagement amid a tightening domestic supply deficit.
Progress on Financing Diligence with Export-Import Bank
Engaged EXIM delegates and reported active diligence for an E&P loan with biweekly calls; pursuing EXIM engineering multiplier program eligibility to apply loan proceeds to FEED-level engineering — advancing project finance pathways for Fort Cady Phase 1.
FEAM Earnings History
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
FEAM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 12, 2026 | $1.51 | $1.99 | +31.79% |
Feb 17, 2026 | $2.06 | $1.84 | -10.68% |
Nov 06, 2025 | $4.13 | $4.63 | +12.11% |
Sep 29, 2025 | $3.67 | $3.49 | -4.90% |
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 5E Advanced Materials, Inc. (FEAM) report earnings?
5E Advanced Materials, Inc. (FEAM) is schdueled to report earning on Sep 30, 2026, After Close (Confirmed).
What is 5E Advanced Materials, Inc. (FEAM) earnings time?
5E Advanced Materials, Inc. (FEAM) earnings time is at Sep 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is FEAM EPS forecast?
FEAM EPS forecast for the fiscal quarter 2026 (Q4) is -0.32.