earnings
confidence high
sentiment negative
materiality 0.80
US Antimony Q2 revenue down 25% YoY; operating loss $7M; DLA deliveries ramping
UNITED STATES ANTIMONY CORP
2026-Q2 EPS
reported -$0.08
vs consensus $0.00
▼ miss
(-2452.9%)
- Q2 revenue $7.9M, down 25% YoY; antimony avg price down 52% to $13.70/lb, pounds up 26%.
- Operating loss $7.0M incl. $2.9M SBC; net income $0.1M helped by $6.8M Larvotto gain.
- Cash + Treasuries $62.2M at June 30; inventory up to $21.6M; DLA orders $57.3M cumulative.
- First two DLA shipments (~82k lbs) delivered in June; ~$2.6M revenue recognized in Q3.
- DLA contract $245M; expects first $9.9M order ahead of schedule; reduced FY revenue guidance.