{"filings":[{"id":95551,"accession_number":"0001801368-26-000027","cik":1801368,"company_name":"MP Materials Corp. / DE","ticker":"MP","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"MP Materials Q1 2026: NdPr sales up 117% to record 1,006 MT; revenue $90.6M (+49% YoY)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record NdPr production of 917 MT (+63% YoY); NdPr sales of 1,006 MT (+117% YoY); REO production 12,983 MT (+6% YoY).","Revenue $90.6M (+49% YoY); PPA income $42.3M; net loss improved to $(8.0M) from $(22.6M).","Adjusted EBITDA $36.6M (vs. $(2.7M) YoY); adjusted net income $6.7M (vs. $(19.9M) loss).","Materials: $72.2M revenue, $42.3M PPA income, $36.7M Adj. EBITDA. Magnetics: $21.1M revenue, $9.6M Adj. EBITDA.","Ground broken on 10X magnetics facility; heavy RE separation commissioning imminent at Mountain Pass."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":90649000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":11827794903.811686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108702,"accession_number":"0001801368-26-000007","cik":1801368,"company_name":"MP Materials Corp. / DE","ticker":"MP","form_type":"8-K","filed_at":"2026-02-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"MP Materials Reports Q4 and Full Year 2025 Results; Records Net Income of $9.4M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Produced first NdFeB magnets on commercial equipment at Independence","Awarded $200M incentive package for new 10X magnetics facility in Northlake, Texas","Record NdPr oxide production of 2,599 MT in 2025, a 101% increase year-over-year","Record REO concentrate production of 50,692 MT in 2025, up 12% YoY","Signed NdPr oxide offtake agreement with new strategic OEM and partnership with U.S. Department of War"],"consensus_eps_estimate":null,"consensus_eps_actual":-0.5,"consensus_revenue_estimate":null,"consensus_revenue_actual":224441000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":11827794903.811686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125151,"accession_number":"0001193125-25-287046","cik":1801368,"company_name":"MP Materials Corp. / DE","ticker":"MP","form_type":"8-K","filed_at":"2025-11-19T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"MP Materials partners with U.S. Department of War and Maaden to develop rare earth refinery in Saudi Arabia","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["MP Materials, U.S. Department of War, and Maaden signed binding agreement for rare earth refinery JV in Saudi Arabia.","JV structure: MP and DoW hold 49% equity (DoW provides non-recourse financing), Maaden holds 51%.","Facility will process rare earth feedstock from Saudi Arabia and globally, producing separated rare earth oxides for U.S., Saudi, and allied defense.","Agreement follows U.S.-Saudi critical minerals cooperation framework signed this week in Washington, D.C.","MP contributes technical expertise and global sourcing in capital-light structure; expands MP's global footprint."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.95,"calibrated_materiality_score":0.95,"market_cap_usd":11827794903.811686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125150,"accession_number":"0001801368-25-000052","cik":1801368,"company_name":"MP Materials Corp. / DE","ticker":"MP","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"MP Materials Q3 net loss widens to $41.8M; record NdPr production up 51% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record NdPr oxide production of 721 MT (+51% YoY); second best total REO output of 13,254 MT.","Revenue of $53.6M, down 15% YoY; net loss of $41.8M ($0.24 diluted loss per share).","Magnetics segment revenue $21.9M with $9.5M Adjusted EBITDA; first commercial magnet output from Independence targeted by year-end.","Heavy rare earth separation facility at Mountain Pass commissioning mid-2026; Dy/Tb nameplate 200 MT/year.","DoW Price Protection Agreement started Oct 1; management expects return to profitability in Q4 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.57,"consensus_revenue_estimate":null,"consensus_revenue_actual":171756000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":11827794903.811686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125149,"accession_number":"0001801368-25-000048","cik":1801368,"company_name":"MP Materials Corp. / DE","ticker":"MP","form_type":"8-K","filed_at":"2025-10-17T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"MP Materials grants $28M performance-based PRSUs to execs tied to U.S. DoD milestones","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO James Litinsky receives $15M target PRSUs; COO $7.5M, CFO $3.5M, GC $2M.","PRSUs vest over 5 years with milestones at 3yr (50%), 4yr (25%), 5yr (25%).","Milestones include heavy REE refinement, magnet production at Independence and 10X facilities, NdPr oxide output.","Grant stems from July 10, 2025 definitive agreement with U.S. Department of War.","Vesting contingent on continued service; termination subject to employment agreements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":11827794903.811686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141862,"accession_number":"0001193125-25-187776","cik":1801368,"company_name":"MP Materials Corp. / DE","ticker":"MP","form_type":"8-K","filed_at":"2025-08-25T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"MP Materials signs $275M revolver, $200M LC sublimit, 5-year term","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$275M revolving credit facility with 5-year maturity from JPMorgan-led syndicate.","Pricing: SOFR + 1.75%-2.50% margin; commitment fee 0.20%-0.35% on unused portion.","Facility includes $200M letter of credit sublimit; secured by substantially all assets.","Financial covenant: total leverage ≤ 4.00x and interest coverage ≥ 3.00x after trigger event.","Proceeds for general corporate purposes, including working capital and capex."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":11827794903.811686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141861,"accession_number":"0001193125-25-181948","cik":1801368,"company_name":"MP Materials Corp. / DE","ticker":"MP","form_type":"8-K","filed_at":"2025-08-15T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"MP Materials files resale prospectus for up to 24.5M shares held by U.S. DoD","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Filed prospectus supplement to register resale of up to 24,521,672 common shares by U.S. Department of Defense.","Shares issuable upon conversion of preferred stock and/or exercise of warrant from prior July 2025 agreement.","Company will not receive any proceeds from any sales by DoD.","Filing does not indicate DoD intends to convert/exercise; registration fulfills contractual obligation.","Legal opinion on share validity attached as Exhibit 5.1."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":11827794903.811686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141860,"accession_number":"0001801368-25-000025","cik":1801368,"company_name":"MP Materials Corp. / DE","ticker":"MP","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"MP Materials Q2 revenue up 84% YoY to $57.4M, record NdPr production; announces DoD and Apple partnerships","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $57.4M, up 84% YoY; net loss narrowed to $30.9M from $34.1M.","Record NdPr production of 597 metric tons, up 119% YoY; NdPr sales tripled to 443 metric tons.","Magnetics segment revenue $19.9M and Adj. EBITDA $8.1M as ramp continues.","Adj. EBITDA loss improved 54% to $(12.5)M; Adj. net loss $(21.4)M, improved 24%.","Announced strategic partnerships with U.S. DoD and Apple in July 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.33,"consensus_revenue_estimate":null,"consensus_revenue_actual":118203000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":11827794903.811686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141859,"accession_number":"0001193125-25-161255","cik":1801368,"company_name":"MP Materials Corp. / DE","ticker":"MP","form_type":"8-K","filed_at":"2025-07-18T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"MP Materials prices upsized $650M public offering of 11.8M shares at $55/share","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["11,818,181 shares sold at $55.00 each; over-allotment of 1,772,727 shares exercised in full.","Gross proceeds ~$650M; net proceeds expected ~$724.2M after underwriting discounts.","Net proceeds to fund acceleration and expansion of operations, including the 10X Facility.","Offering led by J.P. Morgan, Goldman Sachs, and Morgan Stanley; closed July 18, 2025.","Company intends to use funds for strategic growth opportunities and general corporate purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":11827794903.811686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141858,"accession_number":"0001193125-25-159093","cik":1801368,"company_name":"MP Materials Corp. / DE","ticker":"MP","form_type":"8-K","filed_at":"2025-07-15T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"MP Materials signs $500M long-term recycled rare earth magnet supply deal with Apple","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Agreement value $500 million; Apple makes $200 million prepayment for magnet purchases.","MP will supply magnets from 100% recycled materials, processed at Mountain Pass and manufactured at Fort Worth.","Magnet shipments expected to begin in 2027, supporting hundreds of millions of Apple devices.","MP to significantly expand Fort Worth magnetics facility capacity in connection with the deal."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":11827794903.811686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141857,"accession_number":"0001193125-25-157310","cik":1801368,"company_name":"MP Materials Corp. / DE","ticker":"MP","form_type":"8-K","filed_at":"2025-07-10T23:59:59+00:00","items":["1.01","2.03","3.02","3.03","5.03","7.01","9.01"],"status":"ready","headline":"MP Materials and DoD form $900M+ public-private partnership for rare earth magnet supply chain","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["DoD invests $400M in Series A Preferred Stock (7% PIK dividend) with up to $350M additional equity and a $150M loan for samarium separation.","10-year price floor on NdPr at $110/kg and 10-year offtake for all magnets from the new 10X Facility; 10X Facility targets $140M+ annual EBITDA.","Company secured $1B+ committed debt financing from JPMorgan and Goldman Sachs for the 10X Facility and other projects.","Company will use up to $600M of existing cash; share buyback terminated; Shenghe offtake agreement ended (expires Jan 2026, not renewed).","DoD receives warrant for 11.2M shares at $30.03; convertible preferred initially represents ~15% of outstanding common stock."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":11827794903.811686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159796,"accession_number":"0001801368-25-000021","cik":1801368,"company_name":"MP Materials Corp. / DE","ticker":"MP","form_type":"8-K","filed_at":"2025-06-11T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"MP Materials shareholders elect 3 Class II directors, approve say-on-pay, ratify KPMG","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Elected Connie K. Duckworth (67.8M for, 21.1M withheld), Maryanne R. Lavan (71.6M for, 17.3M withheld), Richard B. Myers (71.6M for, 17.3M withheld) as Class II directors.","Advisory vote on named executive officer compensation approved: 79.8M for, 8.4M against, 0.6M abstentions.","Ratification of KPMG LLP as independent auditor for FY2025 approved: 120.3M for, 1.1M against, 0.2M abstentions.","Terms of Arnold Donald, James H. Litinsky, Andrew A. McKnight, Randall J. Weisenburger continued after the meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":11827794903.811686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159795,"accession_number":"0001801368-25-000017","cik":1801368,"company_name":"MP Materials Corp. / DE","ticker":"MP","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"MP Materials Q1 revenue +25% to $60.8M; net loss $22.6M vs prior-year profit","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $60.8M, up 25% YoY; net loss widened to $22.6M from $16.5M income in Q1 2024.","Record NdPr oxide production of 563 MT (36% sequential rise); NdPr sales volumes more than doubled to 464 MT.","Magnetics division made first metal deliveries, generating $5.2M revenue and positive Adjusted EBITDA.","Received third $50M customer prepayment on April 1, underscoring demand for rare earth magnetics.","Adjusted EBITDA loss $2.7M; adjusted diluted EPS -$0.12 vs -$0.04 in prior-year quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.14,"consensus_revenue_estimate":null,"consensus_revenue_actual":60810000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":11827794903.811686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159794,"accession_number":"0001193125-25-073437","cik":1801368,"company_name":"MP Materials Corp. / DE","ticker":"MP","form_type":"8-K","filed_at":"2025-04-04T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"MP Materials appoints David Infuso as Chief Accounting Officer, effective April 4, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["David G. Infuso appointed Chief Accounting Officer, replacing Ryan Corbett as principal accounting officer.","Infuso will earn a $315,000 annual base salary and be eligible for discretionary bonuses.","Infuso received a grant of 9,932 restricted stock units vesting over four years under the 2020 Stock Incentive Plan.","Infuso, age 41, joined MP Materials in November 2020; previously SVP of Financial Reporting and Technical Accounting.","Infuso is a licensed CPA with over 17 years of accounting experience; began career at Deloitte & Touche."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":11827794903.811686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":178166,"accession_number":"0001801368-25-000005","cik":1801368,"company_name":"MP Materials Corp. / DE","ticker":"MP","form_type":"8-K","filed_at":"2025-02-20T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"MP Materials Q4 revenue up 48% to $61M; net loss widens to $22.3M; begins commercial NdPr metal","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record REO concentrate production 45,455 metric tons in 2024, up from prior year.","Q4 revenue $61.0M (+48% YoY); net loss $22.3M vs $16.3M loss in Q4 2023.","Commenced commercial NdPr metal production and trial automotive-grade magnet production at Independence.","Received $50M customer prepayment in Q4, total $100M for magnetic precursor production.","Repurchased 8.6% of shares ($225.1M at avg $14.76); extended debt maturities to 2030."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.57,"consensus_revenue_estimate":null,"consensus_revenue_actual":203855000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":11827794903.811686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":178165,"accession_number":"0001628280-25-002096","cik":1801368,"company_name":"MP Materials Corp. / DE","ticker":"MP","form_type":"8-K","filed_at":"2025-01-22T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"MP Materials starts commercial NdPr metal and trial magnet production at Texas facility","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Commercial NdPr metal production and trial NdFeB magnet production underway at Independence, Texas.","Facility targets ~1,000 metric tons of finished NdFeB magnets per year, ramp starting late 2025.","2024 record at Mountain Pass: >45,000 metric tons REO concentrate and ~1,300 metric tons NdPr oxide.","Magnets will supply General Motors and other manufacturers, sourced from Mountain Pass.","Achievement marks first fully integrated U.S. rare earth magnet supply chain in decades."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":11827794903.811686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194829,"accession_number":"0001801368-24-000092","cik":1801368,"company_name":"MP Materials Corp. / DE","ticker":"MP","form_type":"8-K","filed_at":"2024-12-17T23:59:59+00:00","items":["1.01","2.03","3.02","9.01"],"status":"ready","headline":"MP Materials exchanges $142.3M of 0.25% notes due 2026 for $115.3M of 3.00% notes due 2030","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Exchanged ~$142.3M of 2026 0.25% green convertible notes for ~$115.3M of 2030 3.00% convertible notes.","Net debt reduction of ~$27M, extending maturity profile by four years.","Additional 2030 notes are fungible with existing series, up to 7.42M common shares issuable upon conversion.","Private exchange increases from prior $131.6M-to-$106.6M announced; securities unregistered."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":11827794903.811686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194828,"accession_number":"0001193125-24-273726","cik":1801368,"company_name":"MP Materials Corp. / DE","ticker":"MP","form_type":"8-K","filed_at":"2024-12-10T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"MP Materials exchanges $131.6M of 0.25% notes due 2026 for $106.6M of 3.00% notes due 2030","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Exchange reduces outstanding principal by ~$25M and extends debt maturity from 2026 to 2030.","New 3.00% convertible notes due 2030 issued in private exchange to institutional holders.","Closing expected December 16, 2024; no registration under Securities Act.","Transaction reduces near-term refinancing risk and interest rate step-up from 0.25% to 3.00%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":11827794903.811686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194827,"accession_number":"0001801368-24-000085","cik":1801368,"company_name":"MP Materials Corp. / DE","ticker":"MP","form_type":"8-K","filed_at":"2024-11-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"MP Materials Q3 revenue $62.9M (+20% YoY), net loss widens to $25.5M, record NdPr production","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $62.9M (+20% YoY); net loss $25.5M vs $4.3M loss last year.","Record REO production 13,742 MT (+28% YoY); record NdPr production 478 MT (+76% sequential).","NdPr sales volume 404 MT (nearly tripled sequentially) at realized price $47/kg.","Adjusted EBITDA -$11.2M vs +$15.6M last year; diluted EPS -$0.16 vs -$0.02.","Fort Worth metal facility in commissioning; deliveries expected by year-end."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.44,"consensus_revenue_estimate":null,"consensus_revenue_actual":142869000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":11827794903.811686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":211121,"accession_number":"0001801368-24-000073","cik":1801368,"company_name":"MP Materials Corp. / DE","ticker":"MP","form_type":"8-K","filed_at":"2024-09-03T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"MP Materials boosts share repurchase program by $300M to $600M, extends through Aug 2026","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved $300M increase, raising total authorization to $600M; program extended to August 30, 2026.","Since Aug 1, 2024, repurchased ~2.2M shares (1.4% of company) at avg price of $10.84.","Total 2024 repurchases: ~8.6% of shares outstanding for $225.1M.","CEO cites confidence in long-term asset value and fortress balance sheet for opportunistic buybacks."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":11827794903.811686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":211120,"accession_number":"0001801368-24-000062","cik":1801368,"company_name":"MP Materials Corp. / DE","ticker":"MP","form_type":"8-K","filed_at":"2024-08-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"MP Materials Q2 net loss $34M; revenue down 51% YoY; NdPr production doubles QoQ to 272 MT","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $31.3M (-51% YoY); net loss $34.1M vs $7.4M income; adj. EBITDA -$27.1M.","REO production 9,084 MT (-16% YoY); realized price $4,183/MT (-33%).","NdPr output 272 MT (2x QoQ); sales 136 MT at $48/kg; expect 50% Q3 sequential growth.","Signed NdPr deal with global automaker; awarded DoD contract; received $50M customer prepayment."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.28,"consensus_revenue_estimate":null,"consensus_revenue_actual":79942000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.78,"calibrated_materiality_score":0.78,"market_cap_usd":11827794903.811686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":229655,"accession_number":"0001801368-24-000057","cik":1801368,"company_name":"MP Materials Corp. / DE","ticker":"MP","form_type":"8-K","filed_at":"2024-06-12T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"MP Materials shareholders elect directors, approve say-on-pay, ratify KPMG at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Elected James H. Litinsky (66.4M for) and Andrew A. McKnight (66.2M for) as Class I directors.","Advisory say-on-pay proposal passed with 54.6M for, 21.9M against, 5.6M abstentions.","KPMG LLP ratified as independent auditor for FY2024 with 114.7M for, 1.5M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":11827794903.811686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":229654,"accession_number":"0001801368-24-000042","cik":1801368,"company_name":"MP Materials Corp. / DE","ticker":"MP","form_type":"8-K","filed_at":"2024-05-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"MP Materials Q1 revenue falls 49% to $48.7M; repurchases 7.3% of shares, refinances debt","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $48.7M (-49% YoY); net income $16.5M (-56% YoY); diluted EPS -$0.08 vs $0.20.","Adjusted EBITDA -$1.2M vs +$58.7M; adjusted net loss -$7.5M vs +$51.3M.","REO production 11,151 MT (+4% YoY); realized price per REO MT $4,294, down 54%.","Repurchased 13M shares (7.3% of outstanding) for $15.43/sh; issued $747.5M new 3% convertible notes due 2030; repurchased $480M of existing notes for $428.6M.","Awarded $58.5M tax credit to advance U.S. rare earth magnet manufacturing; magnetics facility capacity fully committed."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":48684000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":11827794903.811686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":248169,"accession_number":"0001801368-24-000023","cik":1801368,"company_name":"MP Materials Corp. / DE","ticker":"MP","form_type":"8-K","filed_at":"2024-03-22T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"MP Materials elects cash-and-stock settlement for 2026 convertible notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Irrevocably elected Combination Settlement for 0.25% Convertible Senior Notes due 2026, effective March 20, 2024.","Per $1,000 principal, converting noteholders receive up to $1,000 in cash plus shares for any excess conversion value.","Election applies to all conversion dates on or after March 20, 2024; no change to interest rate or principal.","Settlement method change implemented under Section 14.02(a)(vi) of the Indenture."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":11827794903.811686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":248168,"accession_number":"0001193125-24-062495","cik":1801368,"company_name":"MP Materials Corp. / DE","ticker":"MP","form_type":"8-K","filed_at":"2024-03-08T23:59:59+00:00","items":["1.01","2.03","3.02","8.01","9.01"],"status":"ready","headline":"MP Materials closes $747.5M 3.00% convertible note offering; repurchases shares and 2026 notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $747.5M aggregate principal of 3.00% Convertible Senior Notes due 2030 at 100% of par.","Entered capped call transactions covering ~34.4M shares with initial strike ~$21.74 and cap ~$31.06 to reduce dilution.","Used ~$191.6M of proceeds to repurchase 12.3M shares at $15.53 per share in private transactions.","Used ~$358.4M to repurchase $400M aggregate principal of its 0.25% green convertible notes due 2026.","Net proceeds of ~$731.1M after discounts and costs; remaining funds for general corporate purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":11827794903.811686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":248167,"accession_number":"0001193125-24-056846","cik":1801368,"company_name":"MP Materials Corp. / DE","ticker":"MP","form_type":"8-K","filed_at":"2024-03-04T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"MP Materials announces $500M convertible note offering and $300M share buyback","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$500M convertible senior notes due 2030 offered privately to QIBs; initial purchasers may buy additional $75M.","Up to $300M share repurchase authorized, effective for 1 year with no minimum purchase.","Net proceeds to fund capped call costs, repurchase $300M in stock, and buy back a portion of 0.25% 2026 convertible notes.","Notes mature March 1, 2030; interest payable semi-annually; convertible into cash, shares, or combination at MP's election.","Capped call transactions entered to reduce potential dilution upon conversion; derivative activity may affect stock price."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":11827794903.811686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":248166,"accession_number":"0001801368-24-000006","cik":1801368,"company_name":"MP Materials Corp. / DE","ticker":"MP","form_type":"8-K","filed_at":"2024-02-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"MP Materials Q4 revenue $41.2M (-56% YoY), net loss $16.3M; FY2023 net income $24.3M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2023 revenue $41.2M, down 56% YoY; net loss $16.3M vs net income $67M in Q4 2022.","Full year 2023 revenue $253.4M, net income $24.3M, Adjusted EBITDA $102.5M; produced 41,557 MT REO.","Produced 200 MT of NdPr oxide in 2023; sold 10 MT NdPr oxide in Q4 at $70/kg.","Began trial production of NdPr metal at Fort Worth magnetics facility; installation of production equipment underway.","Ended 2023 with $997.8M cash & short-term investments, $307.8M net cash."],"consensus_eps_estimate":null,"consensus_eps_actual":0.14,"consensus_revenue_estimate":null,"consensus_revenue_actual":253445000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":11827794903.811686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}