LYC.AX Lynas Rare Earths
Largest non-China rare-earth separator
Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.
LYC.AX · price with what management and the data said
Timeline: management commentary, data & earnings
3 events-
3
2025-08-27EarningsMiss / cut
Reported EPS 0.01 vs 0.05 expected (-83.0% surprise).
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2
2022-10-11EarningsMiss / cut
Reported EPS 0.13 vs 0.21 expected (-38.1% surprise).
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1
2022-02-23EarningsMiss / cut
Reported EPS 0.05 vs 0.17 expected (-70.6% surprise).
Latest headlines
Auto-updated dailyEarnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2025-08-27 | 0.05 | 0.01 | −83.0% |
| 2022-10-11 | 0.21 | 0.13 | −38.1% |
| 2022-02-23 | 0.17 | 0.05 | −70.6% |
About Lynas Rare Earths
Website ↗Lynas Rare Earths Limited, together with its subsidiaries, engages in the exploration, development, mining, extraction, and processing of rare earth minerals in Australia and Malaysia. The company holds interests in the Mt Weld rare earths mine located in Laverton Western Australia; a rare earths processing facility in Kalgoorlie, Western Australia; and an advanced materials plant in Gebeng Industrial Estate, Malaysia. It also offers light rare earths, including lanthanum, cerium, praseodymium, and neodymium; heavy rare earth comprising of samarium, europium, gadolinium, terbium, and dysprosium; and SEGH, a mixed heavy rare earth compound containing mixed samarium, europium, gadolinium, holmium, dysprosium, and terbium. In addition, the company develops and operates advanced material processing and concentration plants; and develops processing opportunities, as well as offers corporate s…
China controls most rare-earth separation and magnet production and has used export licensing. Every motor, robot and drone depends on it.
What would prove us wrong. Weakens if non-China separation and magnet plants reach nameplate on schedule.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| MP MP Materials | US rare-earth mine and magnet plant | $37.91 | −1.03% | −22.4% | −25.0% | |
| 600111.SS China Northern Rare Earth | Largest light rare-earth producer | ¥36.29 | −0.66% | −1.2% | −21.1% | |
| ILU.AX Iluka Resources | Rare-earth refinery under construction | A$5.07 | +2.22% | −13.6% | −11.7% | |
| NEO.TO Neo Performance Materials | Magnet plant in Estonia | C$24.80 | +1.81% | −23.4% | +61.0% | |
| USAR USA Rare Earth | US magnet manufacturing | $9.16 | −1.77% | −39.6% | −23.0% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.