Q2 FY2026 EarningsQ2 FY26 results beat revenue expectations but missed significantly on bottom-line and margin metrics. Revenue reached $0.80M vs. $0.71M expected, driven by PMTCM's rare earth metal sales. However, GAAP EPS was -$0.59 vs. -$0.05 expected, and gross margin of 59.1% missed the aggressive 52.30% consensus. The variance was primarily driven by $32.1M in non-cash stock-based compensation following the reverse recapitalization. Cash from operations of -$8.17M was worse than the -$4.13M consensus due to heavy advances for the SRC development projects.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: REalloys(ALOY) the Revenue is 804 K (--%), Beat estimate;the EBIT is -36.8 M (--%), Miss estimate;the EPS is -0.59 (--%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.00B--
0.00B--
+0.00B--%
EBITMiss expectations
-0.04B--
-0.00B--
-0.03B--%
EPSMiss expectations
-0.59--
-0.05--
-0.5400--%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf