Welcome to our dedicated page for Mp Materials Corporation SEC filings (Ticker: MP), 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.
MP Materials Corp. filings document the regulatory record for an integrated rare earth producer with Materials and Magnetics operations. Reports and exhibits cover operating results, NdPr oxide and REO production, price protection agreement income, segment performance, and magnet manufacturing activities at Independence and the 10X magnetics facility.
The filing record also includes proxy disclosures on governance and executive compensation; 8-K disclosures for material agreements, strategic partnerships and other events; credit facility terms; resale registration materials tied to preferred stock and warrants; and NYSE-listed common stock information. These documents describe capital structure, financing arrangements, equity awards and risk-related disclosures for MP's rare earth supply chain business.
MP Materials Corp submitted a Form 144 reporting proposed sales of Common Stock. The excerpt lists vested restricted shares of 3,093 on 01/12/2026 and 3,865 on 01/13/2026. It also shows a prior sale by Elliot Hoops of 13,914 shares on 03/16/2026 for $835,031.53.
Ryan Corbett filed a Form 144 notifying a proposed sale of 20,000 shares of Common Stock. The notice lists the shares as RSUs that vested on 11/17/2020 and was filed with a broker, RBC Capital Markets. The Form also shows 46,000 shares sold on 03/17/2026 in the prior three months.
MP Materials Corp. reported first-quarter 2026 results showing higher revenue but a continued net loss as it builds out its rare earth supply chain. Revenue rose to $90.6 million from $60.8 million, helped by magnetics growth and a new NdPr offtake agreement. A new Price Protection Agreement with the Department of War contributed $42.3 million of income, cushioning commodity price volatility.
The company posted a net loss of $8.0 million, improving from a $22.6 million loss a year earlier, as depreciation, start-up and project costs increased with expansion. MP ended the quarter with $1.74 billion in cash, cash equivalents and short-term investments and long-term debt of about $1.0 billion, supporting large capital projects in Texas and at Mountain Pass.
MP Materials Corp. reported sharply improved first-quarter 2026 results, combining strong growth with record operating metrics. Revenue rose 49% year over year to $90.6 million, helped by higher sales of separated neodymium-praseodymium (NdPr) oxide and metal and stronger market pricing. The company also recognized $42.3 million of price protection agreement income, bringing consolidated revenue and PPA income to $132.9 million.
Adjusted EBITDA swung from a loss to a profit, reaching $36.6 million compared with a $(2.7) million loss a year earlier. Adjusted Net Income improved to $6.7 million from a $(19.9) million loss, while GAAP net loss narrowed to $(8.0) million. Diluted loss per share improved to $(0.04), and Adjusted Diluted EPS turned positive at $0.03.
Operationally, NdPr Production Volume increased 63% to 917 metric tons, and NdPr Sales Volume more than doubled to 1,006 metric tons. Total rare earth oxide (REO) Production Volume grew 6% to 12,983 metric tons. The Materials segment generated $72.2 million in revenue, $42.3 million of PPA income, and $36.7 million in Segment Adjusted EBITDA. The Magnetics segment produced $21.1 million in revenue and $9.6 million in Segment Adjusted EBITDA, supported by increased magnetic precursor production and progress at the Independence and 10X facilities.
MP Materials Corp. will hold its 2026 Annual Meeting of Stockholders virtually on June 9, 2026, at 8:00 a.m. Pacific Time. Stockholders of record on April 13, 2026 can vote online on three items: electing two Class III directors, an advisory vote on executive pay, and ratifying KPMG LLP as auditor for 2026.
The proxy highlights MP Materials as a leading rare earth producer in North America, operating the Mountain Pass mine and its Independence magnet facility. In 2025 the company produced 50,692 metric tons of rare earth oxides in concentrate and 2,599 metric tons of NdPr oxide, ended the year with $1.8 billion in cash, cash equivalents and short-term investments, and $750.0 million of net cash, and completed a 13.6 million share offering generating $724.2 million in net proceeds.
MP Materials Corp. Chairman and CEO James H. Litinsky reported open-market sales of common stock through his revocable trust under a pre-arranged Rule 10b5-1 trading plan adopted on September 16, 2025. The trust sold 259,179 shares on April 20, 2026 at a weighted average price of about $64.03 per share and 40,821 shares on April 17, 2026 at about $64.05 per share, in multiple trades within disclosed price ranges around $64.00 per share. After these transactions, indirect holdings through the trust were 12,505,965 shares, and direct holdings were 216,397 shares of common stock.
James Henry Litinsky Revocable Trust reported a sale of 40,821 shares of Common stock under a 10b5-1 plan on 04/17/2026, producing proceeds of $2,614,744.25. Morgan Stanley Smith Barney LLC is listed as the broker/executing firm.
MP Materials Chief Accounting Officer David Gregory Infuso reported a routine tax-related share disposition. On April 1, 2026, 804 shares of common stock were withheld at $48.41 per share to satisfy tax obligations on vested restricted stock units. Following this withholding, he directly owns 48,442 shares of MP Materials common stock. This was not an open-market sale but an automatic share withholding for taxes tied to equity compensation.