Welcome to our dedicated page for Iperionx SEC filings (Ticker: IPX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
IperionX Limited filings document foreign private issuer reports, operating updates, governance actions, and market disclosures for a Nasdaq and ASX-listed titanium technology company. Form 6-K exhibits include quarterly reports on titanium powder production and component manufacturing, shareholder letters, investor presentations, meeting materials, ASX correspondence, and notices of company secretary and registered-office changes.
The filings describe the company’s HAMR™ and HSPT™ technologies, Virginia Titanium Manufacturing Campus, Titan critical minerals project, U.S. Department of War grant programs, reimbursement mechanics, equipment procurement treatment, and customer-related manufacturing activity. Governance and ownership disclosures cover shareholder meeting results, equity incentive approvals, director and officer ownership changes, and communications between the company and ASX.
IperionX Limited uses this shareholder letter to outline its 2026 strategy to build a fully integrated, American titanium supply chain. The company highlights commercial-scale operations in Virginia that use its patented HAMR™ and HSPT™ technologies to produce high-performance titanium from domestic scrap and minerals at substantially lower costs.
IperionX emphasizes national security and industrial goals, aiming to reshore titanium for aerospace, defense, shipbuilding, and advanced industries. Its 100% owned Titan Critical Minerals Project in Tennessee is fully permitted and moving toward a Definitive Feasibility Study in Q2 2026, targeting low-cost feedstock and potential production of heavy rare earths Dysprosium and Terbium.
The company also introduces GenX™, a next-generation continuous HAMR™ platform being advanced in Virginia. It expects key commercial-scale validation milestones in 2026 to underpin capital-efficient scaling of low-cost, American-made titanium through 2030 and beyond.
IperionX Limited reports progress on its titanium metal operations and strong liquidity for the quarter ended December 31, 2025. Titanium powder and component manufacturing equipment at its Virginia campus is commissioned, with additional presses and furnaces scheduled for delivery through 2026 to support a planned expansion to 1,400 tons per year of titanium capacity.
The company is advancing sales agreements across defense, aerospace, automotive and industrial markets, including initial purchase orders from Carver Pump for naval components and American Rheinmetall for 700 lightweight parts for U.S. Army ground systems. IperionX also achieved ISO 9001 certification for its manufacturing operations.
As of December 31, 2025, IperionX held US$65.8 million in cash and has been awarded US$59.8 million in U.S. Government grants, of which US$13.3 million has been reimbursed and US$46.5 million remains available. Quarterly operating cash outflow was US$8.9 million, and the company estimates about seven quarters of funding at the current burn rate.
IperionX Limited has received a prototype purchase order worth approximately US$0.3 million from American Rheinmetall to produce 700 lightweight titanium components for U.S. Army heavy ground combat systems. This initial order may lead to a significantly larger agreement if the first scope of work is delivered successfully.
The components will be made in the U.S. using 100% recycled titanium feedstock via IperionX’s patented HAMR™ and HSPT™ technologies, which enable high-performance titanium at materially lower cost than conventional production. Replacing steel with titanium is expected to cut component weight by about 40–45%, reducing vehicle weight by several hundred kilograms per vehicle and improving acceleration, agility, range, survivability and mobility. The order aligns with U.S. efforts to reshore critical materials, as IperionX is described as the only domestic commercial-scale primary titanium producer.
IperionX Limited reports that the U.S. Department of War, through its IBAS program, has obligated the final US$4.6 million of a previously awarded US$47.1 million package. This funding will support scaling titanium production and advanced manufacturing at the company’s Titanium Manufacturing Campus, with capacity targeted at up to 1,400 metric tons per year.
The U.S. Government has also transferred about 290 metric tons of high-quality titanium alloy scrap to IperionX at no cost, equal to roughly 1.5 years of feedstock at the current full operating capacity of 200 metric tons per year. IperionX already holds about 90 metric tons of titanium scrap in inventory, strengthening its raw material position for key U.S. defense and advanced manufacturing supply chains.
IperionX Limited (IPX) submitted a Form 6-K as a foreign private issuer, primarily to provide investors with its 2025 Sustainability Report. The filing itself is brief and mainly serves as a cover document, listing the sustainability report as Exhibit 99.1.
The report is signed on behalf of IperionX by Chief Financial Officer Marcela Castro, confirming it as an official company communication. Investors interested in the company’s environmental, social, and governance practices would need to review the attached 2025 Sustainability Report for the detailed information.