NYSE$UAMY

United States Antimony Corporation · Q4 2025 earnings

Q4 2025 earnings · · After market close

Briefing

United States Antimony reported fiscal 2025 revenue of $39.3M (+163% YoY) with a net loss of $4.3M and diluted EPS of ($0.04).

For the year ended December 31, 2025, sales reached $39.3 million, up 163% from the prior year, with gross profit up 185% and gross margin expanding to 25% from 23%. Net loss widened to $4.3 million from $1.7 million, including $6.7 million of non-cash stock compensation; diluted EPS was ($0.04). Cash and securities totaled $91.3 million versus $18.2 million a year earlier, supported by new DLA and industrial antimony contracts, vertical integration progress, and strategic acquisitions including the Fostung tungsten project.

  • Fiscal 2025 sales $39.3M (+163% YoY); gross profit up 185% with margin at 25%.
  • Net loss $4.3M; diluted EPS ($0.04); $6.7M of non-cash compensation in the loss.
  • Cash and securities $91.3M; working capital $44.6M at year-end.
  • $248M DLA antimony contract and $106.7M industrial supply agreement anchor 2026 deliveries.
  • Stibnite Hill mine restart, Mexico smelter ramp, and Fostung tungsten resource advance the platform.

Headline financials

Total Revenue

$39.3M

No prior period
EPS (adj)

-$0.04

No prior period
Gross margin

25.0%

No prior period
Cash and securities

$91.3M

No prior period
Net Income

-$4.34M

No prior period
Gross Profit

$9.81M

No prior period

Revenue & EPS history

United States Antimony Corporation · Revenue · Quarterly

$39.3M

Q4 2025
Beat estimate in 0 of 2 quarters(0%)
ActualEstimate

Revenue by segment

United States Antimony Corporation · $6.57M total across 2 segments · Q1 2026

  • Antimony
    $5.55M
  • Zeolite
    $1.02M

Forward guidance

Management expects roughly $75M of DLA antimony ingot deliveries in fiscal 2026, revenue to roughly triple versus 2025, and continued investment in smelter expansion, Alaska mining, and the Fostung tungsten development.

Tailwinds

  • Sole-source $248M U.S. government antimony contract over five years.
  • $106.7M industrial antimony supply agreement and expanding ore procurement.
  • Liquidity strengthened to $91.3M; low balance-sheet debt.
  • Thompson Falls smelter expansion and Stibnite Hill production ramp.

Headwinds

  • Reported net loss widened on higher non-cash stock compensation.
  • Commodity and project execution risk across mining and smelting assets.
  • Heavy reliance on contract fulfillment and integration of recent acquisitions.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

-0.3%

Avg return

Earnings day

-1.4%

Avg return

5 days after

+11.2%

Avg return

30 days after

22%

7 / 32 earnings

Positive

+19.0%

Q1 2024

Best reaction

-10.4%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-3.8%-25.5%-29.5%
Q4 2025-10.4%+8.3%+16.0%
Q3 2025-5.6%-7.1%-26.5%
Q2 2025+0.8%+12.7%+21.1%
Q1 2025-7.1%-31.9%-11.1%
Q3 2024-8.8%-23.5%+145.6%
Q2 2024+9.1%+15.2%+112.1%
Q1 2024+19.0%+23.8%+76.2%
Q3 2023-3.2%-3.2%-22.6%
Q2 2023+0.0%-2.9%-17.1%
Q1 2023-2.8%-2.8%-8.3%
Q3 2022+0.0%-8.1%+21.6%
Q2 2022-4.1%+0.0%-14.3%
Q1 2022+7.9%+13.2%+5.3%
FY 2021-1.7%-8.3%-30.0%
Q3 2021-1.1%-16.1%-35.6%
Q2 2021-4.3%-9.6%-5.3%
Q1 2021+0.0%+6.8%+27.0%
Q3 2020+0.0%+13.9%+19.4%
Q2 2020+0.0%-12.0%-4.0%
Q1 2020-2.8%-5.6%+30.6%
Q3 2019-4.4%+11.1%-17.8%
Q2 2019-2.5%-13.9%-22.8%
Q1 2019+0.0%+5.8%+13.5%
Q3 2018-2.9%+7.4%-7.4%
Q2 2018+0.0%+0.0%+17.2%
Q1 2018+0.0%+6.9%+58.6%
Q3 2017+0.0%-8.0%+12.0%
Q2 2017+15.2%+6.1%-9.1%
Q1 2017+4.7%+4.7%-7.0%
Q3 2016-9.5%-31.0%-28.6%
Q2 2016+9.7%+29.0%+80.6%

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