NYSE$MP

MP Materials Corp. · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

MP Materials reported a 48% YoY increase in Q4 2024 revenue, but higher costs led to a net loss.

MP Materials reported Q4 2024 revenue of $61.0 million, up 48% year-over-year. The company produced 11,478 metric tons of REO in concentrate and sold 7,803 metric tons. NdPr oxide and metal sales significantly increased, with 468 metric tons sold, but higher production costs and lower realized prices led to a net loss of $22.3 million and an adjusted net loss of $18.9 million. The company also commenced commercial production of NdPr metal and trial production of automotive-grade magnets.

  • Q4 2024 revenue increased 48% YoY to $61.0 million.
  • Net loss widened to $22.3 million due to increased costs and lower realized prices.
  • REO production reached 11,478 metric tons, while sales were 7,803 metric tons.
  • NdPr oxide and metal sales surged, with 468 metric tons sold.

Headline financials

Total Revenue

$61M

Previous: $41.2M+48.0%
EPS (adj)

-$0.12

Previous: -$0.02-500.0%
REO Production Volume (MTs)

11.5K

No prior period
NdPr Production Volume (MTs)

413

No prior period
NdPr Sales Volume (MTs)

468

No prior period
Net Income

-$22.3M

Previous: -$16.3M-37.4%
Operating Income

-$44M

Previous: -$33.6M-30.7%

Revenue & EPS history

MP Materials · Revenue · Quarterly

$61M

Q4 2024+48%vs Q4 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

MP Materials expects continued growth in NdPr sales and further ramp-up in separated product production, but cost pressures and pricing challenges remain key risks.

Tailwinds

  • Commercial production of NdPr metal has commenced.
  • Automotive-grade magnet production is progressing as planned.
  • Expansion in separated product sales expected to drive higher revenues.
  • Strategic partnerships with major automakers and the Department of Defense.
  • Strong cash position supports continued investment in capacity expansion.

Headwinds

  • Lower realized prices for REO may continue to pressure margins.
  • Elevated production costs impacting profitability.
  • Increased depreciation expenses due to capital investment.
  • Higher interest expenses from new 2030 convertible notes.
  • Market volatility in rare earth pricing presents challenges.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

-0.7%

Avg return

Earnings day

-1.6%

Avg return

5 days after

+1.4%

Avg return

30 days after

54%

13 / 24 earnings

Positive

+14.7%

Q4 2021

Best reaction

-19.8%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-5.0%-10.0%-18.6%
Q4 2025-1.8%+2.7%-13.7%
Q3 2025+12.9%+15.0%+19.5%
Q1 2025-7.7%-11.6%+7.8%
Q4 2024+4.8%+2.5%+11.7%
Q3 2024-0.9%+0.9%+0.2%
Q2 2024-17.4%-18.8%-4.6%
Q1 2024-3.1%+1.8%+1.9%
Q4 2023-6.8%-2.9%-15.1%
Q3 2023+4.1%+3.6%+7.2%
Q2 2023+5.4%+2.5%-2.9%
Q1 2023+0.4%+8.5%+7.2%
Q4 2022+4.8%+11.1%-17.7%
Q3 2022+9.0%+9.8%+16.5%
Q2 2022+11.0%+8.0%-7.4%
Q1 2022-7.1%-11.1%-4.6%
Q4 2021+14.7%+0.5%+34.2%
Q3 2021+4.8%+21.8%+18.7%
Q2 2021+4.2%+6.0%-3.5%
Q1 2021-12.1%-15.3%+0.5%
Q2 2020-19.8%-23.9%-36.9%
Q4 2019-19.8%-23.9%-36.9%
Q4 2020+4.3%-16.3%-30.5%
Q3 2020+4.1%+0.0%+101.2%
Q1 2020
Q3 2019
Q2 2019
Q1 2019

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