earnings
confidence high
sentiment positive
materiality 0.65
Lithium Americas Q2 2026 net income $1.7M; Thacker Pass on track for late 2027 completion
LITHIUM AMERICAS CORP.
2026-Q2 EPS reported
-$0.07
- Q2 2026 net income $1.7M vs $13.2M loss in Q2 2025; basic EPS $0.01, diluted -$0.02.
- Cash and restricted cash $1.28B at June 30, 2026; DOE loan advances total $1.209B.
- Thacker Pass construction: 1,600 workers on site, mechanical completion late 2027; 2026 capex guidance $1.3-1.6B.
- Tariff exposure estimated $80-100M, mostly in 2026; steel re-routed via Port of Jeddah.
- Entered Yorkville convertible debenture agreement up to $175M, initial $150M.