{"schema_version":"secwatch.filing_event.v1","accession":"0001970622-26-000034","form_type":"8-K","ticker":"USAR","cik":"0001970622","company_name":"USA Rare Earth, Inc.","filed_at":"2026-05-13T20:48:11+00:00","discovered_at":"2026-05-13T20:49:00.384993+00:00","generated_at":"2026-05-13T21:07:39.336030+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.95,"calibrated_materiality_score":0.95,"confidence":"high","headline":"USA Rare Earth posts $0.34 diluted EPS loss; $1.75B cash; announces $2.8B Serra Verde deal","bullets":["Q1 net loss of $67.0M ($0.34 diluted EPS loss); adjusted diluted EPS loss of $0.12.","Cash balance of $1.75B after closing $1.5B common stock PIPE in January 2026.","Commissioned Phase 1A at Stillwater magnet facility, targeting 600 MTPA run-rate by Q4 2026.","Subsequent to Q1, announced definitive agreement to acquire Serra Verde Group for ~$2.8 billion.","Announced $1.6B proposed funding from US Department of Commerce CHIPS program (definitive documentation expected May 2026)."],"urls":{"canonical":"https://secwatch.observer/filing/0001970622-26-000034","json":"https://secwatch.observer/filing/0001970622-26-000034.json","markdown":"https://secwatch.observer/filing/0001970622-26-000034.md","text":"https://secwatch.observer/filing/0001970622-26-000034.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1970622/000197062226000034/0001970622-26-000034-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1970622/000197062226000034/usar-20260513.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-13T21:07:39.336030+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"83aadc328610d65b17c14482e4aa774dde3f8ba3","claim":"USA Rare Earth, Inc. reported the first quarter ended March 31, 2026 results: revenue $5.7 million.","evidence_excerpt":"for Western industrial leadership.” First Quarter Highlights Financial Highlights • The Company’s cash balance as of March 31, 2026 was approximately $1.75 billion • Revenues of $5.7 million • Net cash used in operating activities of $18.6 million • Capital expenditures of $38.6 million Business Highlights • Proposed U.S. Government collaboration : In January 2026,","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1970622/000197062226000034/0001970622-26-000034-index.htm","confidence":0.92,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the first quarter ended March 31, 2026"},{"label":"Revenue","value":"$5.7 million"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}