Lithium Americas (Argentina) Corp. (LAAC)
NYSE:LAAC
Earnings Data
Report Date
May 18, 2026Before Open (Not Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
―Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights strong operational execution (production at the high end of guidance, Q4 at ~97% capacity), meaningful and structural cost declines (cash costs down ~30% and revised long-term cost to ~$5,400/tonne), healthy near-term cash generation ($56M adjusted EBITDA, $85M distributed) and a clear growth roadmap supported by resource upgrades (+~42% M&I) and regulatory progress (RIGI applications). Key risks discussed include a weak/volatile lithium price environment, dependence on partner financing and technology (Ganfeng), and pending approvals/financing for large expansions (Stage 2 and PPG). On balance, operational, financial and resource positives materially outweigh the risks, though execution and market-price volatility remain important caveats.Company Guidance
Strong 2025 Production and Q4 Operating Performance
Full-year 2025 production exceeded 34,000 tonnes (high end of guidance) with fourth-quarter production at ~9,700 tonnes and operating at ~97% capacity, demonstrating consistent near-nameplate operation.
Substantial Cost Reductions and Improved Cost Guidance
Cash operating costs declined ~30% since Q1 2024 from over $8,000/tonne to around $5,600/tonne in Q4; long-term full-capacity cost forecast revised down to ~$5,400/tonne from $6,500/tonne (a 17% reduction versus prior estimate).
Positive 2025 Adjusted EBITDA from Asset
Cauchari-Olaroz generated $56 million in adjusted EBITDA in 2025 despite a weak lithium price environment, showing resilient cash generation from the operation.
Strong Cash Generation and Balance Sheet Actions
Operation distributed $85 million in cash post-year-end (Lithium Argentina share ~$42 million), corporate cash position increased to ~$95 million, and the company closed a $130 million 6-year loan facility, strengthening liquidity and balance sheet flexibility.
Attractive Cash Flow Outlook for 2026
2026 production guidance of 35,000–40,000 tonnes; using a market price of ~$20,000/tonne, midpoint production implies ~ $460 million EBITDA for Cauchari-Olaroz in 2026; sustaining capex expected to be low (~$15–$20 million/year) supporting strong cash conversion.
Material Resource Upside and Large-Scale Growth Platform
Measured and indicated resources at Cauchari-Olaroz increased by approximately 42%, positioning it among the largest lithium brine assets globally; PPG holds >15 million tonnes M&I LCE. The platform targets growth from ~40,000 tpa to 200,000+ tpa across staged expansions (Cauchari Stage 2 = 45,000 tpa; PPG target = 150,000 tpa).
Operational Improvements and Process Optimization
Improvements in brine management, well-field optimization, plant process stability and reduced reagent usage led to more reliable operating performance and lower variable costs quarter-over-quarter.
Regulatory and Investment Environment Progress
RIGI applications submitted for Cauchari Stage 2 and PPG; Argentina’s RIGI program has attracted significant interest (>$70 billion of investment applications submitted or approved), improving project economics and the financing backdrop.
Lithium Americas (Argentina) Corp. (LAAC) Earnings, Revenues Date & History
LAAC 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
LAAC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 07, 2023 | $5.95 | $6.07 | +2.02% |
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 Lithium Americas (Argentina) Corp. (LAAC) report earnings?
Lithium Americas (Argentina) Corp. (LAAC) is schdueled to report earning on May 18, 2026, Before Open (Not Confirmed).
What is Lithium Americas (Argentina) Corp. (LAAC) earnings time?
Lithium Americas (Argentina) Corp. (LAAC) earnings time is at May 18, 2026, Before Open (Not Confirmed).
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What is LAAC EPS forecast?
Currently, no data Available