MP Materials fuels EV and defense supply chains; Sherwin-Williams boasts global scale and strong cash flow. Which business model stands out in today's market?

USA Rare Earth Inc (USAR) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
while the company's current ratio of 36.29 provides an exceptional liquidity cushion, the lack of operational profitability and a -6.4% operating margin suggest that the firm remains in a high-risk development stage.
USA Rare Earth Inc (USAR) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
USA Rare Earth Inc (USAR) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 13, 2026 | $0.12vs $0.13+7.7% | $6Mvs $4M+34.6% |
| Q2 2026 | Mar 30, 2026 | $0.19vs $0.12-58.3% | $2Mvs $3M-44.9% |
| Q4 2025 | Nov 6, 2025 | $0.25vs $0.06-316.7% | — |
| Q3 2025 | Aug 11, 2025 | $0.08vs $0.13+38.5% | — |
Recent stock market news and headlines for USA Rare Earth Inc (USAR)
MP Materials fuels EV and defense supply chains; Sherwin-Williams boasts global scale and strong cash flow. Which business model stands out in today's market?

TMC The Metals Company is attempting to build a mining operation under the ocean. USA Rare Earth has rare-earth metals processing assets and is looking to build a rare-earth metals mine.

Elroy Air, Inc., a leading U.S.-based technology developer of autonomous heavy-cargo drones for defense, rapid response and commercial logistics, and Columbus

USA Rare Earth, Inc. is positioned as a future rare earth industry leader with a developing mine-to-magnet supply chain. The company now plans to control 2 rare earth mines by the end of the decade. The business is forecast to throw off $1.8+ billion in adjusted EBITDA by FY29 when expansion plans are fully operational, while the Serra Verde mine adds $600 million in 2028.

USA Rare Earth has federal backing to produce and supply rare-earth magnets. Archer Aviation could win the race to put eVTOL aircraft in U.S. skies.

Key metrics vs top competitors for USA Rare Earth Inc (USAR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $20.00 | $1.93B | -6.04 | — | -18110.71% | -22.81% | — | |
| $54.28 | $9.66B | -108.56 | 35.12% | -20.48% | -3.49% | — | |
| $14.22 | $3.55B | -38.43 | -15.61% | -82.7% | -10.16% | — | |
| $4.82 | $656.25M | -13.39 | — | — | -21.45% | — | |
| $46.72 | $1.16B | 65.80 | 13.19% | 0.08% | 1.78% | — | |
| $3.83 | $855.16M | -7.51 | — | — | -8.28% | — |
USA Rare Earth Inc (USAR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
USA Rare Earth Inc (USAR) SEC filings — annual & quarterly reports (10-K, 10-Q)
May 13, 2026·SEC
May 13, 2026·SEC
Apr 23, 2026·SEC
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USA Rare Earth Inc (USAR) stock FAQ — growth, dividends, profitability & financials explained
USA Rare Earth Inc (USAR) reported $7.3M in revenue for fiscal year 2025.
USA Rare Earth Inc (USAR) reported a net loss of $416.4M for fiscal year 2025.
USA Rare Earth Inc (USAR) has a return on equity (ROE) of -22.8%. Negative ROE indicates the company is unprofitable.
USA Rare Earth Inc (USAR) had negative free cash flow of $131.1M in fiscal year 2025, likely due to heavy capital investments.