Logotype for Neo Performance Materials Inc

Neo Performance Materials (NEO) investor relations material

Neo Performance Materials Q3 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Neo Performance Materials Inc
Q3 2025 earnings summary14 Nov, 2025

Executive summary

  • Achieved strong Q3 2025 results with Adjusted EBITDA of $19.2M (up 29% year-over-year) and revenue between $112.2M and $122.2M, advancing growth strategy in rare-earth magnetics and critical materials.

  • Opened a new European permanent magnet facility with initial 2,000 MT capacity and plans to expand to 5,000 MT, strengthening regional supply chains.

  • Expanded multi-year strategic partnership with Bosch, securing dedicated magnet production for e-mobility and energy-efficient motors.

  • Advanced heavy rare earth separation line in Europe, with pilot line commissioning expected by early 2026.

  • Focused on operational excellence, portfolio simplification, and capital allocation to high-value segments.

Financial highlights

  • Q3 2025 revenue ranged from $112.2M to $122.2M, with YTD revenue at $358.5M, both up year-over-year.

  • Q3 2025 Adjusted EBITDA was $19.2M (15.7% margin), YTD Adjusted EBITDA $55.3M (15.4% margin), and full-year 2025 guidance raised to $67–$71M.

  • Adjusted net income for Q3 2025 was $8.5M ($0.20 EPS); Q3 operating income was $8.4M.

  • Cash and equivalents at September 30, 2025: $61.5M; net debt or net cash position of $28M.

  • Maintained regular dividend and share buyback (NCIB), with $9.1M in dividends paid YTD and $3.9M in share repurchases.

Outlook and guidance

  • Raised 2025 Adjusted EBITDA guidance to $67–$71M, reflecting confidence in continued strong performance.

  • Strategic targets include 10% annual SG&A reduction for three years, commercial production at the European magnet facility in 2026, and new automotive agreements.

  • Heavy rare earth pilot line in Europe on track for early 2026 commissioning, supporting future magnet facility ramp-up.

  • Well-positioned for profitable growth and long-term value creation, supported by a strong balance sheet and robust customer demand.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Neo Performance Materials earnings date

Logotype for Neo Performance Materials Inc
Q4 202513 Mar, 2026
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Neo Performance Materials earnings date

Logotype for Neo Performance Materials Inc
Q4 202513 Mar, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Neo Performance Materials Inc. is a global producer of advanced materials, specializing in rare earths and rare metal-based products. The company operates through multiple business segments, including magnetic materials, chemicals and oxides, and engineered metals. Its products are used in a variety of industries, such as automotive, electronics, aerospace, renewable energy, and healthcare. Neo Performance Materials Inc. is headquartered in Toronto, Canada, and its shares are listed on the TSX.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage