The earnings call highlighted Neo's strong financial performance, successful strategic initiatives, and raised guidance, with minimal lowlights primarily related to normalized hafnium pricing. The company's strategic focus on growth and operational improvements has been well-received, indicating a strong business outlook.

Company Guidance

In the second quarter of 2025, Neo Performance Materials exceeded financial expectations with an adjusted EBITDA of $19 million, prompting an increase in their full-year EBITDA guidance to a range of $64 million to $68 million, up from the previous $55 million to $60 million. Neo's revenue for the quarter reached $115 million, marking a 7% year-over-year increase, driven by higher volumes in their Magnequench segment and an improved product mix in rare metals. The company reported a solid adjusted EBITDA margin of 16.5% for the quarter, benefiting from operational efficiencies that included a 400 basis point margin expansion. Neo also highlighted strategic advancements, including the construction of a European permanent magnet facility and securing significant new awards in the EV traction motor market. Their financial position remains strong, with $80 million in cash and a healthy debt-to-EBITDA ratio, allowing flexibility for future growth initiatives.

Strong Financial Performance

Neo Performance Materials delivered $19 million in adjusted EBITDA for the second quarter of 2025, a 42% increase from the same period last year. Year-to-date adjusted EBITDA is $36 million, up 50% from the previous year.

Raised Full-Year EBITDA Guidance

The company raised its full-year EBITDA guidance to $64 million to $68 million from the previous $55 million to $60 million due to stronger than expected performance.

Progress in Strategic Initiatives

Construction of Neo's European permanent magnet facility remains on schedule with the grand opening set for September. The facility is expected to achieve 5,000 tons of annual capacity in Phase 1B.

Significant New Awards

Neo secured a significant new award from a European Tier 1 supplier for EV traction motors, expected to generate $50 million in cumulative revenue.

Operational Improvements and Customer Wins

Operational performance has improved with new customer wins and continued success at the emissions catalyst facility. Magnequench volumes increased 31% year-over-year.

Strong Balance Sheet

As of June 30, 2025, Neo holds $80 million in cash and cash equivalents, with additional loan capacity and government grant support.

Neo Performance Materials Inc (TSE:NEO) 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 >

TSE:NEO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 07, 2025	2025 (Q3)	0.07 / -	0.041	―	―	―
Aug 12, 2025	2025 (Q2)	0.16 / 0.25	0.166	50.00% (+0.08)	―	―
May 09, 2025	2025 (Q1)	0.04 / 0.11	0.014	700.00% (+0.10)	―	―
Mar 18, 2025	2024 (Q4)	0.11 / -0.17	0.028	-700.00% (-0.19)	―	―
Nov 14, 2024	2024 (Q3)	0.14 / 0.04	0.124	-66.67% (-0.08)	―	―
Aug 09, 2024	2024 (Q2)	0.07 / 0.17	0.069	140.00% (+0.10)	―	―
May 10, 2024	2024 (Q1)	0.06 / 0.01	-0.262	105.26% (+0.28)	―	―
Mar 15, 2024	2023 (Q4)	0.16 / 0.03	-0.179	115.38% (+0.21)	―	―
Nov 10, 2023	2023 (Q3)	0.16 / 0.12	-0.055	325.00% (+0.18)	―	―
Aug 11, 2023	2023 (Q2)	0.02 / 0.07	0.538	-87.18% (-0.47)	―	―

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

TSE:NEO Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 12, 2025	C$17.11	C$18.26	+6.72%
May 09, 2025	C$11.74	C$11.02	-6.13%
Mar 18, 2025	C$7.64	C$8.60	+12.57%
Nov 14, 2024	C$7.69	C$7.77	+1.04%

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 Neo Performance Materials Inc (TSE:NEO) report earnings?

Neo Performance Materials Inc (TSE:NEO) is schdueled to report earning on Nov 07, 2025, Before Open (Confirmed).

What is Neo Performance Materials Inc (TSE:NEO) earnings time?

Neo Performance Materials Inc (TSE:NEO) earnings time is at Nov 07, 2025, Before Open (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 TSE:NEO EPS forecast?

TSE:NEO EPS forecast for the fiscal quarter 2025 (Q3) is 0.07.

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