The earnings call presented a mixed sentiment. While there were significant achievements in production and strategic positioning, challenges such as halted shipments to China and declines in EBITDA and EPS were noted. However, the company's position as a national leader and its engagement with government and industry partners suggests a positive long-term outlook.

Company Guidance -

Q2 2025

During the MP Materials First Quarter 2025 Earnings Call, the company provided guidance on its recent strategic and operational advancements. MP Materials reported a record production of NdPr oxide at 563 metric tons, a 36% sequential increase, and achieved its second highest quarterly production of REO. The company emphasized the geopolitical importance of establishing a domestic rare earth supply chain due to China's recent tariffs and export restrictions. MP Materials halted shipments of rare earth concentrate to China, focusing instead on non-Chinese markets like Japan and Korea. They also recorded $5.2 million in revenue from initial metal production for General Motors, marking a significant milestone for domestic NdPr metal production. The company highlighted a 25% year-over-year increase in consolidated revenue, driven by a 246% rise in NdPr sales volumes, despite an adjusted EBITDA decline of $1.5 million to negative $2.7 million. MP Materials is actively discussing partnerships with major commercial and government stakeholders to accelerate its mission, leveraging its vertically integrated model to enhance the U.S. rare earth magnetic supply chain.

Record NdPr Oxide Production

Achieved record NdPr oxide production of 563 metric tons, a 36% sequential increase from the previous quarter.

Revenue Growth

Consolidated revenue increased by 25% year-over-year, driven by a 246% increase in NdPr sales volumes.

Magnetics Division Milestone

Began initial on-spec metal production for General Motors, marking a significant milestone as the first NdPr metal production at scale in the U.S.

Strategic National Positioning

Positioned as America's national champion in rare earth magnetics, with increased engagement from both government and industry.

Magnetic Division Performance

Magnetics Division recorded $5.2 million in revenue and turned EBITDA positive in the quarter.

MP Materials (MP) 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

Daily Earnings Calendar >

MP Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 07, 2025	2025 (Q2)	-0.19 / -	-0.17	―	―	―
May 08, 2025	2025 (Q1)	-0.13 / -0.12	-0.04	-200.00% (-0.08)
Feb 20, 2025	2024 (Q4)	-0.13 / -0.12	-0.02	-500.00% (-0.10)
Nov 07, 2024	2024 (Q3)	-0.13 / -0.12	0.04	-400.00% (-0.16)
Aug 01, 2024	2024 (Q2)	-0.09 / -0.17	0.09	-288.89% (-0.26)
May 02, 2024	2024 (Q1)	-0.03 / -0.04	0.27	-114.81% (-0.31)
Feb 22, 2024	2023 (Q4)	-0.04 / -0.02	0.42	-104.76% (-0.44)
Nov 02, 2023	2023 (Q3)	<0.01 / 0.04	0.36	-88.89% (-0.32)
Aug 03, 2023	2023 (Q2)	0.06 / 0.09	0.43	-79.07% (-0.34)
May 04, 2023	2023 (Q1)	0.19 / 0.27	0.5	-46.00% (-0.23)

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

MP Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 08, 2025	$23.85	$21.95	-7.97%
Feb 20, 2025	$23.18	$24.30	+4.83%
Nov 07, 2024	$19.98	$19.50	-2.40%
Aug 01, 2024	$12.68	$11.17	-11.91%

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 MP Materials (MP) report earnings?

MP Materials (MP) is schdueled to report earning on Aug 07, 2025, After Close (Confirmed).

What is MP Materials (MP) earnings time?

MP Materials (MP) earnings time is at Aug 07, 2025, 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 MP EPS forecast?

MP EPS forecast for the fiscal quarter 2025 (Q2) is -0.19.

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