USA Rare Earth, Inc. is classed by the SEC under Metal Mining (industry code 1000), based in Stillwater, OK. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $2 million and a loss of $299 million (its filed statements).
Commodity producerMetal MiningStillwater, OKfilings since 20235 of 9 filed, 4 estimated
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a commodity producer: prior from its industry code (SEC 1000, Metal Mining); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 2.7 out of ten, 5 of 9 metrics filed and 4 estimated: past 2.6 out of ten, present 1.5 out of ten, future 4.6 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
Surviving crises (past): 1.4 out of ten. 3 warning events since 2023; the latest 2025-11-06. 14th percentile among 44 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Track record (past): 5.7 out of ten. CrossAssetData estimate 5.7/10, confidence 20 of 100 (family median). 50th percentile among 22 sector filers. A CrossAssetData estimate, not a filed reading: family median, confidence 20 of 100; its next annual report on file with the inputs replaces this estimate with the filed reading.
Shareholder treatment (past): 0.4 out of ten. CrossAssetData estimate 0.4/10, confidence 35 of 100 (one part). 4th percentile among 35 sector filers. A CrossAssetData estimate, not a filed reading: one part, confidence 35 of 100; a filing that carries the missing parts replaces this estimate with the filed reading.
Financial health (present): 2.5 out of ten. ROE -60%: lost 60¢ per shareholder dollar. Leverage 29%: owes 29¢ per asset dollar. 25th percentile among 35 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Industry position (present): 0.9 out of ten. bottom 9% of 24 in its family; net margin -18110.7%. 9th percentile among 24 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Leadership (present): 0.6 out of ten. bottom 6% of 15 in its family for leadership; chief executive since 2026. 6th percentile among 15 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
Room to expand (future): 5.0 out of ten. bottom 50% of 20 in its family for room to expand. 50th percentile among 20 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Growth drivers (future): 4.7 out of ten. CrossAssetData estimate 4.7/10, confidence 20 of 100 (family median). 50th percentile among 21 sector filers. A CrossAssetData estimate, not a filed reading: family median, confidence 20 of 100; its next annual report on file with the inputs replaces this estimate with the filed reading.
Expectations vs reality (future): 4.4 out of ten. CrossAssetData estimate 4.4/10, confidence 20 of 100 (family median). 50th percentile among 18 sector filers. A CrossAssetData estimate, not a filed reading: family median, confidence 20 of 100; its next annual report on file with the inputs replaces this estimate with the filed reading.
The filing record
Newest annual report: Form 10-K filed 2026-03-30 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-10 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-08-10 (on EDGAR). Newest filing: Form 4, 2026-10-05. Filings on record since 2023. Read from EDGAR 2026-10-12.
Where the revenue comes from
By geography: International 94%, United States 6%. As tagged in its annual report (Form 10-K, filed 2026-03-30).
Who runs it
Humpton, Barbara (Former Chief Executive Officer); Moraitis, Thrasyvoulos (Chief Executive Officer); Blitzer, Michael (Chairman and CEO); Ballard, Joshua (Chief Executive Officer); Steele, William Robert Jr (Chief Financial Officer); Jacob, Valerie (Chief Legal Officer); Kronenfeld, David Thomas (Chief Legal Officer); Inflection, Point Holdings II Llc (Inflection Point Holdings II LLC may be deemed a director by deputization by virtue of its representation on the board of directors of the I); Caulfield, Thomas (director); Davis, Michael Lawrence (director); and 6 more. 16 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-10-05.
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