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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
AMG Critical Materials
AMG Critical Materials (AMG) investor relations material
AMG Critical Materials Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary1 Sep, 2026
Investment case highlights
Unique portfolio of conflict-free critical materials and technologies, with 10 materials essential for energy transition and aerospace in the EU and US.
Strategic focus on import substitution, recycling, and backward integration into refining technology for critical metals, including rare earths.
Established high-quality platform with significant expansion potential.
Business segments and operations
Three main segments: Vanadium (recycling and alloys), Technologies (advanced metallurgy, engineering, LIVA batteries), and Lithium (mining to battery-grade products).
Vanadium segment is a global leader in recycling from oil refining residues and is expanding into chrome production in the US and the Middle East.
Technologies segment provides critical equipment and services for aerospace, nuclear, and rare earths, with strong order intake and a growing LIVA battery business.
Lithium segment spans mining in Brazil to refining in Germany, with strategic holdings in Portugal and Germany, and new plant developments.
Financial performance and outlook
Q2 2026 revenue rose 19% year-over-year to $523 million, with adjusted EBITDA up 30% to $92 million, driven by strong Vanadium and Lithium results.
Net income attributable to shareholders more than doubled to $28 million in Q2 2026, aided by a lithium inventory write-up.
FY 2025 revenue was $1.7 billion, with an adjusted EBITDA margin of 14%.
Capex guidance for 2026 is $70–90 million, focused on Vanadium and Lithium growth investments.
Adjusted EBITDA guidance for 2026 raised to $230–250 million.
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Latest events from AMG Critical Materials
- Q2 2026 adjusted EBITDA up 30% to $92M; guidance raised on strong lithium and vanadium growth.AMG
Q2 2026 - Q1 2026 revenue rose 15% as lithium and vanadium projects fueled growth and expansion.AMGInvestor presentation
- Strong 2025 results driven by Technologies, lithium and vanadium growth, and strategic investments.AMGAGM 2026 presentation
- Q1 2026 saw 15% revenue growth, doubled net income, and strong vanadium and lithium results.AMGQ1 2026
- 2026 adjusted EBITDA is guided at $210–240 million, with Q4 2025 revenue up 24% YoY.AMGQ4 2025
- Q2 2024 saw lower metal prices but strong profitability, liquidity, and expansion progress.AMGQ2 2024
- Q3 EBITDA hit $40M, 2024 guidance raised, but lithium and vanadium prices remain weak.AMGQ3 2024
- Q1 2025 delivered record EBITDA growth and raised 2025 guidance to $170M+ amid strong liquidity.AMGQ1 2025
- 2025 EBITDA guidance raised to at least $150 million, driven by record Technologies results.AMGQ4 2024
Next AMG Critical Materials earnings date
Q3 20266 Nov, 2026
AMG Critical Materials
Next AMG Critical Materials earnings date
Q3 20266 Nov, 2026
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Frequently asked questions
AMG Critical Materials NV, formerly AMG Advanced Metallurgical Group NV is a Netherlands-based specialty metals company offering engineered metallurgical products and vacuum furnace systems to a range of industries. The Company is active in three reporting segments: AMG Clean Energy Materials (CEM), which combines recycling and mining operations, producing materials: the vanadium, lithium, and tantalum for infrastructure and energy storage solutions; AMG Critical Minerals (CMI), which consists of mineral processing operations in graphite, silicon metal and antimony; AMG Critical Materials Technologies segment (CMT) consist of vacuum furnace technology line with high-purity materials and produces titanium aluminides, titanium alloys, and chrome metal. The Company’s products are used for critical components in the aerospace, energy, electronics, optics, chemical, construction, and transportation industries.