USA Rare Earth Publishes Q3 2026 Earnings Call Transcript

PUBT · 20h ago
USA Rare Earth Publishes Q3 2026 Earnings Call Transcript
  • USA Rare Earth’s third-quarter 2026 earnings call featured CEO Thras Moraitis and CFO Rob Steele.
  • Revenue fell sequentially to $3 million as raw material shortages constrained production; adjusted net loss totaled $126 million.
  • Serra Verde expects fourth-quarter sales of at least 325 tons of total rare earth oxides, with quarter-to-date net pricing around $97 per kilogram.
  • Production targets reach 4,000 tons annually in the second quarter of 2027, rising to around 6,400 tons by year-end.
  • Stillwater recorded its first commercial magnet sales in September; capacity is expected to double to 1,200 tons annually in the second quarter of 2027.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. USA Rare Earth Inc. published the original content used to generate this news brief on November 13, 2026, and is solely responsible for the information contained therein.