MP Materials(MP) - 2025 Q2 - Earnings Call Presentation

Financial Performance - Q2 2025 revenue was $574 million, compared to $313 million in Q2 2024 [13] - Adjusted EBITDA for Q2 2025 was -$125 million, compared to -$271 million in Q2 2024 [13] - Adjusted diluted EPS for Q2 2025 was -$013, compared to -$017 in Q2 2024 [13] Materials Segment - Record NdPr oxide production of 597 metric tons in Q2 2025, a 119% year-over-year increase [11] - REO production volumes increased to 13145 metric tons in Q2 2025 from 9084 metric tons in Q2 2024 [17] - NdPr sales volumes were 443 metric tons in Q2 2025, compared to 136 metric tons in Q2 2024 [17] - Materials Segment revenue was $375 million in Q2 2025, compared to $313 million in Q2 2024 [21] - Materials Segment Adjusted EBITDA was -$127 million in Q2 2025, compared to -$176 million in Q2 2024 [21] Magnetics Segment - Magnetics Segment revenue was $199 million in Q2 2025 [21] - Magnetics Segment Adjusted EBITDA was $81 million in Q2 2025 [21]