NYSE$LAC

Lithium Americas Corp · Q4 2026 earnings

Q4 2026 earnings · · Before market open · Investor relations

Briefing

Lithium Americas reported Q4 2026 net income of $4.6M with Thacker Pass development ongoing.

For the three months ended March 31, 2026, Lithium Americas reported net income of $4.6 million versus a net loss of $11.5 million in the prior-year quarter, including gains on convertible debt and warrant obligations. Net income attributable to common stockholders was near breakeven ($(0.4)M). The company continues advancing Thacker Pass while holding significant non-controlling interests in JV entities.

  • Consolidated net income $4.6M vs $(11.5)M prior-year quarter.
  • Fair value gains on convertible debt and JV warrants benefited other income.
  • No operating revenue; pre-production lithium developer.
  • Non-controlling interest share of income $5.0M.
  • Thacker Pass construction and financing remain strategic focus.

Headline financials

EPS (adj)

$0.00

No prior period
Net Income

$4.63M

No prior period

Revenue & EPS history

Lithium Americas · Revenue · Quarterly

$0

Q3 2025
Beat estimate in 0 of 4 quarters(0%)
ActualEstimate

Forward guidance

Development-stage lithium producer; production timing and offtake financing drive outlook rather than quarterly EPS guidance.

Tailwinds

  • Quarterly profitability aided by fair value and financing gains.
  • Thacker Pass asset strategic for U.S. lithium supply.
  • Improved equity story versus prior-year loss.

Headwinds

  • Results volatile due to non-operating fair value items.
  • No recurring product revenue yet.
  • Capital intensity and permitting timelines for Thacker Pass.

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 2026

Historical avgQ4 2026

+2.3%

Avg return

Earnings day

-0.1%

Avg return

5 days after

-8.5%

Avg return

30 days after

56%

35 / 62 earnings

Positive

+27.8%

Q4 2010

Best reaction

-11.6%

Q3 2011

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+0.8%-15.0%-17.0%
Q3 2025-5.5%+2.5%+5.1%
Q2 2025-3.1%-4.7%-3.1%
Q1 2025+1.6%-8.8%-14.0%
Q3 2024-3.0%+3.5%-11.9%
Q4 2023+7.6%+20.7%+16.0%
Q1 2024+4.5%+1.5%-34.4%
Q3 2023-5.8%
Q2 2023+5.0%
Q1 2023+0.3%
Q4 2022-5.9%
Q3 2022+2.2%
Q2 2022-1.8%
Q1 2022+5.7%
Q4 2021+4.1%
Q3 2021+7.7%
Q2 2021+3.1%
Q1 2021+10.7%
Q4 2020+10.8%
Q3 2020+17.8%
Q2 2020+13.5%
Q1 2020-8.4%
Q4 2019+3.9%
Q3 2019-2.4%
Q2 2019-1.2%
Q1 2019+11.2%
Q4 2018+9.2%
Q3 2018-1.0%
Q2 2018-1.8%
Q1 2018-5.5%
Q4 2017+2.8%
Q3 2017+0.8%
Q2 2017+1.5%
Q1 2017-7.9%
Q4 2016+0.0%
Q3 2016+4.3%
Q2 2016+11.9%
Q1 2016+17.1%
Q4 2015-4.0%
Q3 2015+9.5%
Q2 2015-1.9%
Q1 2015+4.3%
Q4 2014+11.4%
Q3 2014+0.0%
Q2 2014+4.4%
Q1 2014+8.8%
Q4 2013+0.0%
Q3 2013+3.8%
Q2 2013-6.7%
Q1 2013+5.9%
Q4 2012+0.0%
Q3 2012-11.1%
Q2 2012-5.9%
Q1 2012-3.7%
Q4 2011+7.7%
Q3 2011-11.6%
Q2 2011+9.3%
Q1 2011-2.4%
Q4 2010+27.8%
Q3 2010-0.9%
Q2 2010-5.8%
Q1 2010+2.2%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro