secwatch.observer — SEC 8-K summary
======================================

Issuer:     MP Materials Corp. / DE (MP)
CIK:        0001801368
Form:       8-K
Filed at:   2026-08-06T20:04:33+00:00
Accession:  0001801368-26-000047
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

MP Materials Q2 2026: Revenue $108.5M (+89% YoY); NdPr sales up 127% to 1,006 MT
--------------------------------------------------------------------------------

- 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).

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1801368/000180136826000047/0001801368-26-000047-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1801368/000180136826000047/mp-20260806.htm
  HTML page:      https://secwatch.observer/filing/0001801368-26-000047

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer