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MP Materials Corp., a major U.S. rare earth producer, reported Q2 2026 revenue of $108,490 (thousand), up from $57,393 (thousand) a year earlier, driven mainly by NdPr oxide and metal sales. It also recorded $17,580 (thousand) of Price Protection Agreement income, narrowing the quarterly net loss to $20,296 (thousand), or $0.11 per share.
For the first half of 2026, revenue reached $199,139 (thousand) and net loss improved to $28,264 (thousand). Cash, cash equivalents and short‑term investments totaled $1,452,639 (thousand) at June 30, 2026 after significant capital spending, including $287.5 million of capitalized property, plant and equipment to expand the Independence Facility, build the 10X magnet plant in Texas, and advance the Mountain Pass HREE and chlor‑alkali projects. The DoW partnership adds support through a NdPr price floor, a Samarium Project Loan, preferred equity and warrants, while long‑term supply agreements with GM and Apple underpin growing magnetics demand.
MP Materials reported strong second-quarter 2026 growth while remaining loss-making. Revenue for the three months ended June 30, 2026 rose 89% year over year to $108.5 million, driven by higher sales of NdPr oxide and metal and stronger pricing, with additional $17.6 million of price protection agreement income. NdPr production reached 840 metric tons, up 41%, and NdPr sales volume was 1,006 metric tons, up 127%.
Adjusted EBITDA improved to $28.5 million from a loss of $12.5 million, and Adjusted Net Loss narrowed to $2.1 million, aided by higher revenues and PPA income, partly offset by higher costs and SG&A. GAAP net loss improved to $20.3 million from $30.9 million, with diluted loss per share at $(0.11). The Materials segment more than doubled revenue to $95.6 million and generated $32.5 million of Segment Adjusted EBITDA, while the Magnetics segment delivered $16.5 million of revenue and $7.5 million of Segment Adjusted EBITDA. Strategically, MP Materials signed a significant long-term offtake agreement with a new American aerospace and defense customer for separated gadolinium and launched Project Swarm to aggregate demand and standardize magnet specifications for the drone industry.
MP Materials director Connie K. Duckworth reported an acquisition of 624 deferred stock units (DSUs) of common stock on June 30, 2026. The award reflects her election to defer cash retainers into stock-based compensation and carries no cash purchase price.
Each DSU is fully vested at grant and represents the right to receive one MP Materials common share. The DSUs will be settled in stock upon the earlier of a specified June 15 settlement date tied to when retainers are earned, certain changes in control of the company, or Duckworth’s separation from service. Following this grant, she directly holds 41,774 shares and DSUs in total.
MP Materials director Connie K. Duckworth exercised previously granted equity awards to receive common shares. On June 15, 2026, 3,998 restricted stock units converted into 3,998 shares of common stock on a one-for-one basis. These RSUs were originally granted on November 17, 2020, vested on June 1, 2021, and delivery of the shares was deferred until June 15, 2026. Following this deferred settlement, Duckworth directly holds 41,150 shares of MP Materials common stock. The filing reflects an exercise and settlement of compensation awards, not an open-market purchase or sale.
MP Materials director Randall J. Weisenburger acquired 3,998 shares of common stock through the settlement of previously granted restricted stock units. These units were granted on November 17, 2020, vested on June 1, 2021, and delivery of the shares was deferred until June 15, 2026. After this equity award settled, he directly holds 150,899 shares of MP Materials common stock, and no shares were sold in this transaction.
MP Materials director Maryanne Lavan converted previously granted restricted stock units into 3,998 shares of common stock. These RSUs were granted on November 17, 2020, vested on June 1, 2021, and delivery of the shares was deferred until June 15, 2026.
After this derivative exercise, she holds 23,753 shares of MP Materials common stock directly. This is a compensation-related equity delivery rather than an open-market purchase or sale.
MP Materials Corp. director Richard B. Myers exercised previously granted restricted stock units and received common shares. On June 15, 2026, 3,998 restricted stock units converted into 3,998 shares of common stock on a one-for-one basis, increasing his direct holdings to 7,792 shares.
The RSUs were originally granted on November 17, 2020, vested on June 1, 2021, and delivery of the underlying shares was deferred until June 15, 2026. This filing reflects a compensation-related share delivery, with no open-market buying or selling reported.
WEISENBURGER RANDALL J reported acquisition or exercise transactions in this Form 4 filing.
MP Materials Corp. director Randall J. Weisenburger received a grant of 3,038 restricted stock units, each tied to one share of common stock. This is a compensation award, not an open‑market purchase or sale.
The RSUs vest on the earlier of June 15, 2027 or the next annual stockholder meeting, as long as he continues serving as a director through that date. Settlement into shares occurs on the earlier of June 15 following the fifth anniversary of vesting, a qualifying change in control event, or his separation from service. The RSUs fully vest if there is a change in control of MP Materials or if his board service ends due to death or disability.
MYERS RICHARD B reported acquisition or exercise transactions in this Form 4 filing.
MP Materials Corp. director Richard B. Myers received a grant of 3,038 restricted stock units (RSUs), each representing one share of common stock. This award increases his directly held RSUs to 3,038.
The RSUs vest on the earlier of June 15, 2027 or the company’s next annual stockholder meeting, subject to his continued board service. Once vested, the units are generally settled in shares on the earlier of June 15 following the fifth anniversary of vesting, a qualifying change in control event, or his separation from service, and they fully vest upon a change in control or termination of service due to death or disability.
Lavan Maryanne reported acquisition or exercise transactions in this Form 4 filing.
MP Materials Corp. director Maryanne Lavan received a grant of 3,038 restricted stock units, each representing one share of Class A common stock. The units were awarded at no cost as equity compensation and bring her directly held RSU balance to 3,038.
These RSUs vest on the earlier of June 15, 2027 or the next annual stockholder meeting, if she continues serving as a director through that date. Once vested, they are settled in shares upon the earlier of a June 15 date following the fifth anniversary of vesting, a qualifying change in control event, or her separation from service, with full vesting upon a change in control or termination due to death or disability.