earnings
confidence high
sentiment positive
materiality 0.80
MP Materials Q2 2026: Revenue $108.5M (+89% YoY); NdPr sales up 127% to 1,006 MT
MP Materials Corp. / DE
- Revenue $108.5M, PPA income $17.6M; net loss $20.3M vs $30.9M loss a year ago.
- NdPr production 840 MT (+41% YoY); NdPr sales 1,006 MT (+127% YoY).
- Materials Segment revenue $95.6M, Adj. EBITDA $32.5M; Magnetics Segment revenue $16.5M, Adj. EBITDA $7.5M.
- Signed long-term offtake for gadolinium with new U.S. aerospace/defense customer; launched Project Swarm for drone industry.
- Adjusted EBITDA $28.5M vs ($12.5M) a year ago; Adjusted Diluted EPS ($0.01) vs ($0.13).