1Gยท

MP Materials Q2โ€™25 Earnings Highlights

$MP (+1,54%)


๐Ÿ”น Adj. EPS: $(0.13) (Est. $(0.18)) ๐ŸŸข

๐Ÿ”น Revenue: $57.4M (Est. $46.3M) ๐ŸŸข; UP +84% YoY

๐Ÿ”น Adj. EBITDA: $(12.5M); improved from $(27.1M) YoY

๐Ÿ”น Net Loss: $(30.9M); improved from $(34.1M) YoY

๐Ÿ”น Adj. Net Loss: $(21.4M); improved from $(28.0M) YoY


Q2 Segment:


Materials Segment

๐Ÿ”น Revenue: $37.5M; UP +20% YoY

๐Ÿ”น NdPr Revenue: $25.0M; UP +283% YoY

๐Ÿ”น Rare Earth Conc. Revenue: $11.9M; DOWN -51% YoY

๐Ÿ”น Adj. EBITDA: $(12.7M); improved +28% YoY


Magnetics Segment

๐Ÿ”น Revenue: $19.9M (vs. $0M YoY)

๐Ÿ”น Adj. EBITDA: $8.1M (vs. $(2.8M) YoY)


Production & Sales Metrics

๐Ÿ”น REO Production: 13,145 MT; UP +45% YoY

๐Ÿ”น REO Sales: 2,658 MT; DOWN -54% YoY

๐Ÿ”น NdPr Production: 597 MT; UP +119% YoY

๐Ÿ”น NdPr Sales: 443 MT; UP +226% YoY

๐Ÿ”น Realized NdPr Price: $57/kg; UP +19% YoY


Strategic Updates

๐Ÿ”ธ Announced partnerships with Apple & U.S. Department of Defense

๐Ÿ”ธ Transitioning to refined NdPr oxide and metal; ceased RE concentrate exports to China

๐Ÿ”ธ Magnetics segment began profitable production of magnetic precursor products


CEO Commentary โ€“ James Litinsky

๐Ÿ”ธ โ€œWe achieved record NdPr production and our second-highest REO output.โ€

๐Ÿ”ธ โ€œMagnetics segment advanced commissioning and began profitable metal ramp.โ€

๐Ÿ”ธ โ€œPartnerships with DoD and Apple position MP for long-term growth in physical AI.โ€

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