NASDAQ$PLL
Piedmont Lithium Inc · Q4 2025 earnings
Q4 2025 earnings · · Before market open · Investor relations
Briefing
PLL Q4 2025 — $60.1M revenue, 19.00 EPS
Improved profitability was also the result of consolidation of shipments with Sayona Quebec, which reduced transportation costs. Piedmont Lithium Inc reported Q4 2025 results. Diluted EPS came in at $19.00. Net income of $64.8M. Headline numbers extracted from the Form 10-K press release; narrative is light because this row was processed without an LLM call.
- Revenue: $60.1M.
- Diluted EPS: $19.00.
- Net income: $64.8M.
- Operating income: $56K.
- Gross profit: $11K.
Headline financials
Revenue & EPS history
Piedmont Lithium · Revenue · Quarterly
$60.1M
Forward guidance
Piedmont expects to ship approximately 113,000 to 130,000 dmt of spodumene concentrate in 2025. Capital expenditures are expected to be $6-9 million and Investments in and advances to affiliates $7 - $13 million.
Tailwinds
- Shipments in 2025 are expected to be long-term customer shipments or spot shipments structured to minimize downside risk.
- Production at North American Lithium supports the Company’s 2025 shipment guidance.
- Piedmont and Sayona Mining are continuing to explore commingling shipments to achieve material transport cost savings and improve profitability.
- Prioritizing contract customer shipments and structuring spot shipments to limit downside exposure.
- Continued operational discipline at NAL and approvals at Ewoyaa ongoing, we expect payments to affiliates to substantially reduce in 2025.
Headwinds
- Lithium markets remain challenging.
- The timing of shipments is subject to shipping logistics, port and weather conditions, and customer requirements.
- Our outlook for forecasted capital expenditures and investments in and advances to affiliates is subject to market conditions.
- Development of the Ewoyaa Lithium Project remains subject to the outcome of the mining lease ratification, ongoing design work, additional regulatory approvals, prevailing market conditions, and project financing.
- We are carrying our cost and investment discipline into 2025 as we manage through the current lithium market downcycle.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 6 quarterly earnings reports · overlaid with Q4 2025
-1.7%
Avg return
Earnings day
+0.2%
Avg return
5 days after
-12.9%
Avg return
30 days after
59%
10 / 17 earnings
Positive
+9.9%
Q3 2024
Best reaction
-26.7%
Q1 2022
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q3 2025 | — | — | — | |
| Q2 2025 | +2.5% | +10.7% | — | |
| Q1 2025 | +2.8% | -1.3% | -12.5% | |
| Q4 2025 | +3.7% | -6.1% | -13.0% | |
| Q3 2024 | +9.9% | -3.8% | -5.8% | |
| Q2 2024 | -7.3% | -12.2% | -25.2% | |
| Q1 2024 | +0.7% | +19.2% | -7.6% | |
| Q4 2023 | -13.9% | -5.0% | -13.6% | |
| Q3 2023 | +0.5% | — | — | |
| Q2 2023 | -3.8% | — | — | |
| Q1 2023 | +9.1% | — | — | |
| Q4 2022 | -3.6% | — | — | |
| Q3 2022 | +0.2% | — | — | |
| Q2 2022 | +3.6% | — | — | |
| Q1 2022 | -26.7% | — | — | |
| Q4 2021 | +1.1% | — | — | |
| Q1 2021 | -2.1% | — | — | |
| Q2 2021 | -4.6% | — | — | |
| Q2 2015 | — | — | — |
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