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Lynas Rare Earths Limited Sponsored ADR (LYSDY)
OTHER OTC:LYSDY
Earnings Data
Report Date
Sep 02, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.16Last Year’s EPS
<0.01Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The briefing presented substantial positive developments: strong NdPr price momentum (moving from US$49/kg to US$74/kg in a year and then to >US$110/kg), successful commissioning of major capital projects (Mt Weld expansion and hybrid power station), stable Malaysia operations with HRE separation and a funded path for the announced HRE expansion (~US$180m), and a strengthened balance sheet with >US$1bn in cash. Key challenges remain: Kalgoorlie’s ramp‑up and external power disruptions constrained near‑term volumes, some process bottlenecks persist, G&A and depreciation increased (A$20–25m impact cited), and there are ongoing regulatory and supply‑chain risks to monitor. Overall, the positive operational and market progress and strong financial position outweigh the operational setbacks and risks, but continued execution at Kalgoorlie and supply‑chain/regulatory management are critical.Company Guidance
Strong NdPr pricing momentum
NdPr benchmark price rose from US$49/kg in Dec 2024 to US$74/kg in Dec 2025 (+51% year‑on‑year) and has since firmed to over US$110/kg (a further ~+49% from Dec 2025 and ~+124% vs Dec 2024), providing a material market tailwind to revenue and margins.
Mt Weld expansion largely commissioned
Mt Weld expansion has been largely commissioned with the new flotation circuit operating at ~70% of nameplate capacity; project commissioning milestones achieved and remaining capital roll‑off beginning as Lynas moves from capex into operations.
Hybrid renewable power station operational and exceeding targets
65 MW hybrid power station (4 wind turbines, ~2,500 solar panels, gas back‑up and batteries) is operational; December generation was ~92% renewable (vs initial target of 70%), materially lowering variable electricity costs compared with prior diesel power.
Malaysia separation and HRE capability ramping
Lynas completed its first full six months of HRE (dysprosium and terbium) separation in Malaysia; separation circuits are stable and producing, samarium expected before year‑end, and a new Heavy Rare Earths facility in Malaysia was announced (US$180m investment disclosed).
Balance sheet strengthened by capital raise
Equity raise left the company with over US$1 billion (or >$1bn) in cash and short‑term deposits, providing funding for ‘Towards 2030’ initiatives and flexibility for project spending or shareholder returns.
Safety and major maintenance execution
Major maintenance in Malaysia involved >100,000 work hours and 30+ subcontractors and was executed to schedule without injury; Mt Weld and Kalgoorlie employees recorded 12 months without any recordable injuries as of Dec 2025.
Operational throughput roadmap and upcoming capacity
Company targeting 10.5 ktpa NdPr (c.30 t/day) as the near‑term production objective; current heavy‑element circuit capacity ~1,500 t throughput with planned new HRE facility designed for ~5,000 t throughput, showing clear capacity growth pathway.
Provisional pricing and working capital tailwind
Provisional pricing tailwind of approximately US$20 million in the half (positive impact on reported revenue ahead of cash collection), with typical 2–3 month lag from invoicing to final pricing/cash realization for modeling.
Lynas Rare Earths Limited Sponsored ADR (LYSDY) Earnings, Revenues Date & History
LYSDY 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
LYSDY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 04, 2026 | $13.37 | ― | ― |
Aug 27, 2025 | $9.55 | $9.63 | +0.74% |
Feb 25, 2025 | $4.41 | $4.33 | -1.97% |
Aug 27, 2024 | $4.60 | $4.77 | +3.54% |
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 Lynas Rare Earths Limited Sponsored ADR (LYSDY) report earnings?
Lynas Rare Earths Limited Sponsored ADR (LYSDY) is schdueled to report earning on Sep 02, 2026, After Close (Confirmed).
What is Lynas Rare Earths Limited Sponsored ADR (LYSDY) earnings time?
Lynas Rare Earths Limited Sponsored ADR (LYSDY) earnings time is at Sep 02, 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 LYSDY EPS forecast?
LYSDY EPS forecast for the fiscal quarter 2026 (Q4) is 0.16.