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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.
DUCKWORTH CONNIE K reported acquisition or exercise transactions in this Form 4 filing.
MP Materials Corp. director Connie K. Duckworth received an award of 725 deferred stock units (DSUs) of common stock as compensation, with no cash paid per share. Following this grant, she directly holds 37,152 shares and DSUs in total.
The DSUs are fully vested on grant and each unit represents the right to receive one share of MP Materials common stock. Settlement will occur upon the earlier of a specified June 15 date tied to the year the retainers are earned, certain change-in-control events, or Duckworth’s separation from service.
MP Materials Corp Schedule 13G/A Amendment No. 2 shows The Vanguard Group reporting 0 shares beneficially owned and 0% of the class after an internal realignment. The filing states certain Vanguard subsidiaries now report separately in reliance on SEC Release No. 34-39538 (January 12, 1998).
The form lists 0 sole and shared voting and dispositive powers and cites the Vanguard internal realignment. The filing is signed by Ashley Grim, Head of Global Fund Administration, dated 03/27/2026.
MP Materials Corp. General Counsel and Secretary Elliot Dean Hoops sold 13,914 shares of Common Stock in an open-market transaction. The shares were sold on March 16, 2026 at a weighted average price of $60.01 per share, with individual trades ranging from $60.00 to $60.10.
The sale was executed under a pre-arranged Rule 10b5-1 trading plan adopted on November 20, 2025. After this sale, Hoops directly holds 61,053 shares of MP Materials common stock, and an additional 1,000 shares are held indirectly by his spouse.