Overview
- Quarterly revenue reached about $39.25 million versus $11.9 million expected, while a loss of $0.04 per share missed a $0.02 profit forecast.
- Antimony revenue rose roughly 219% year over year to $35.4 million driven by a sharp jump in average selling prices on tight supply and strong demand.
- The company ended the year with $91.3 million in cash and investments compared with $18.2 million a year earlier.
- Management highlighted $354 million in multi‑year antimony agreements, including a sole‑source Defense Logistics Agency deal of about $248 million and a five‑year industrial contract worth $106.7 million.
- U.S. Antimony reported $27 million in Defense Production Act funding for domestic capacity projects and is targeting about $125 million in 2026 revenue with plans to restart North American tungsten production.