USA Rare Earth is Set to Report Q3 Earnings: Here's What to Expect

Core Insights - USA Rare Earth Inc. (USAR) is scheduled to report its third-quarter 2025 results on November 6, with a consensus estimate indicating a loss of six cents per share, which has improved by 40% over the past 60 days [1][7]. Financial Performance - The current consensus loss estimate for Q3 2025 is -0.06, unchanged from the previous week, but improved from -0.10 two months ago, reflecting a 40% upward revision [2]. - The company has a trailing four-quarter earnings surprise average of 38.46% [2]. Earnings Prediction - The earnings prediction model indicates a potential earnings beat for USAR, supported by an Earnings ESP of +81.82% and a Zacks Rank of 3 (Hold) [3][4][7]. Operational Factors - USAR is developing a rare earth sintered neo magnet manufacturing plant in Stillwater, Oklahoma, expected to commence production in early 2026. The company holds mining rights to the Round Top Mountain deposit in Texas but has not yet started mineral extraction [5]. - The company has not generated any revenue since its inception and continues to incur operational losses [5]. Expense Overview - Selling, general and administrative expenses (SG&A) are anticipated to be higher due to increased consulting and legal costs. Research and development (R&D) expenses are also expected to rise due to higher consulting fees related to feasibility studies [6]. Market Performance - Year-to-date, USAR shares have increased by 42.4%, outperforming the industry growth of 27.6%, the Basic Materials sector's rise of 18.9%, and the S&P 500's increase of 18.1% [9].