Q2 FY2026 EarningsQ2 FY26 results beat consensus on the top line with revenue of $108.5M vs. $95.9M expected, driven by a 127% YoY surge in NdPr sales volume. Despite the revenue beat, GAAP EPS of -$0.11 missed the mean estimate of -$0.05 due to elevated start-up costs for magnetics and a $8.8M legal settlement. The Magnetics segment contributed $16.5M in precursor revenue, while the new Price Protection Agreement added $17.6M in income, stabilizing volatility.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: MP Materials(MP) the Revenue is 108.49 M (+89.03%), Beat estimate;the EBIT is -32.03 M (+27.01%), Miss estimate;the EPS is -0.11 (+42.11%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.11B89.03%
0.10B67.17%
+0.01B21.86%
EBITMiss expectations
-0.03B27.01%
-0.02B45.84%
-0.01B18.83%
EPSMiss expectations
-0.1142.11%
-0.046275.67%
-0.063833.56%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf