USA Rare Earth is building a vertically integrated rare-earth supply chain focused on sintered NdFeB permanent magnets and related critical materials. The strategy spans mining and processing (including the Round Top deposit in Texas), metals and alloys production, and magnet manufacturing in the United States, with international processing links. End markets include defense, aerospace, electronics, energy and mobility applications that rely on high-performance magnets.
| Quarter | Revenue | YoY % | Earnings | YoY % |
|---|---|---|---|---|
| Q2 2025 | 0 | — | -142.5 | — |
| Q3 2025 | 0 | — | -168 | — |
| Q4 2025 | 1.6 | — | -54.1 | — |
| Q1 2026 | 5.7 | — | -67.7 | — |
| Q2 2026 | 5.8 | — | -10.3 | — |
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