United States Antimony (UAMY) Earnings Date & Reports

For the fiscal year ended December 31, 2025, United States Antimony reported revenues of $39.26 million, a 163% increase from $14.94 million in 2024, primarily from the antimony segment ($35.9 million) where average sales prices rose to $25.12 per pound. Gross profit surged 185% to $9.87 million (25% margin), reflecting operational leverage despite higher costs. The net loss expanded to $4.34 million ($0.04 EPS, basic and diluted), compared to $1.73 million last year, driven by $12.5 million in operating expenses including $7.1 million non-cash share-based compensation and $27.8 million capital expenditures.

In Q4 2025, revenue hit $13.03 million, exceeding estimates of $11.75 million, with EPS of -$0.01 aligning with consensus. Zeolite sales grew 14% to $3.36 million, turning profitable, while precious metals remained stable. Inventory swelled to $12 million in antimony products, supporting future sales. No forward guidance was issued in the release, but management highlighted strategic progress.

AI Screener

Tickeron’s AI Screener is an AI-powered stock and ETF discovery tool that helps traders and investors filter the market based on technical patterns, fundamentals, trends, volatility, and AI-driven signals. Users can scan thousands of stocks and ETFs using customizable filters such as industry, market capitalization, technical indicators, price patterns, and performance metrics. The screener identifies trade ideas, trending stocks, breakout candidates, and market opportunities more efficiently than manual screening. Explore it today to enhance your research workflow.

Market Reaction and Investor Sentiment

UAMY shares declined sharply post-earnings, dropping 10.4% from $9.11 on March 19 to $8.16 on March 20, closely matching the 10.7% implied volatility from options. Premarket trading saw a 3.3% dip, reflecting investor focus on the widened net loss despite revenue beats and growth metrics. Sentiment remains cautious yet optimistic, with emphasis on long-term contracts and expansions outweighing near-term costs for some analysts.

Forward Outlook and Key Factors to Monitor

Following Fiscal Year 2025 results, United States Antimony eyes significant scaling in 2026, targeting $125 million in revenues through expanded production and contracts. Key is the $248 million indefinite delivery/indefinite quantity (IDIQ) contract with the Defense Logistics Agency (DLA) for antimony ingots through 2030, with $12 million in initial orders. A $27 million Department of Defense Title III grant under the Defense Production Act supports smelter upgrades at Thompson Falls, Montana, aiming to triple capacity.

Investors should track resumption of mining at Stibnite Hill, Montana, planned for spring 2026 pending permits and assays, alongside diversified ore supply from new international and renewed Canadian sources. Zeolite operations at Bear River, Idaho, benefit from a lease extension to 2034. Margin pressures from inventory net realizable value adjustments and capex will be critical, as will progress on M&A like the Larvotto Resources stake and new claims in Alaska and Ontario.

Broader dynamics include antimony market prices (Rotterdam at $23.88/lb end-2025) and U.S. critical minerals policy. Cash position of $30.5 million and $44.6 million working capital provide runway, with no debt outstanding.

Disclaimer

The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations