Lynas Rare Earths Limited (LYC.AX)
Perth, WA, AU
Lynas Rare Earths Limited, along with its subsidiary companies, is actively involved in the entire process of rare earth mineral extraction and refinement, spanning exploration, development, mining, and processing, predominantly within Australia and Malaysia. A key asset for the firm is its stake in the Mount Weld project, located in Western Australia. Its extensive product range encompasses numerous rare earth elements, such as yttrium, lanthanum, cerium, praseodymium, neodymium, promethium, samarium, europium, gadolinium, terbium, dysprosium, holmium, erbium, thulium, ytterbium, and lutetium. The company also engineers and operates sophisticated facilities for material processing and concentration, and provides various corporate services. Established in 1983, the entity was previously known as Lynas Corporation Limited until its rebranding to Lynas Rare Earths Limited in November 2020. Its headquarters are situated in East Perth, Australia.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.27% | +1.11% | +0.95% | +1.11% | +32.62% | +54.26% | +143.22% | +151.84% | +247.64% | +2,761.10% | +4,676.60% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | -1 |
| Buy | 7 | -1 |
| Hold | 3 | -1 |
| Sell | 3 | 0 |
| Strong Sell | 0 | 0 |
-
Revenue growth Industrial Materials: +4.8%+16.8% ★ Q4'25: +76.2% (vs Q4'23)
-
EPS growth Industrial Materials: +16.2%-90.6% Q4'25: +93.4% (vs Q4'23)
-
FCF margin FCF growth · Industrial Materials: +3.3%+9.2% ★ Q4'25: +21.4% (vs Q4'23)
-
EBIT margin Industrial Materials: +3.1%+3.9% ★ Q4'25: +19.5% (vs Q4'23)
-
ROIC Industrial Materials: +2.2%+0.7% Q4'25: +11.4% (vs Q4'23)
-
Share dilution Industrial Materials: -0.2%-0.3% ★ Q4'25: +4.8% (vs Q4'23)
-
Debt / EBITDA Net debt/EBITDA · Industrial Materials: 0.52×1.74× ★ Q4'25: 0.45× (vs Q4'23)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Jun 2015 actual |
Jun 2016 actual |
Jun 2017 actual |
Jun 2018 actual |
Jun 2019 actual |
Jun 2020 actual |
Jun 2021 actual |
Jun 2022 actual |
Jun 2023 actual |
Jun 2024 actual |
Jun 2025 actual |
Jun 2026 12 Rev. Ana. 11 EPS Ana. |
Jun 2027 13 Rev. Ana. 11 EPS Ana. |
Jun 2028 12 Rev. Ana. 8 EPS Ana. |
Jun 2029 10 Rev. Ana. 5 EPS Ana. |
Jun 2030 6 Rev. Ana. 5 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
144.60M
est: 145.57M (-0.7%)
|
190.96M
est: 207.82M (-8.1%)
|
256.98M
est: 264.00M (-2.7%)
|
374.11M
est: 380.43M (-1.7%)
|
363.54M
est: 365.77M (-0.6%)
|
314.09M
est: 315.10M (-0.3%)
|
489.02M
est: 504.63M (-3.1%)
|
920.01M
est: 937.00M (-1.8%)
|
739.28M
est: 769.54M (-3.9%)
|
464.45M
est: 471.30M (-1.5%)
|
542.67M
est: 546.45M (-0.7%)
|
1.07B
1.01B – 1.18B
+95.1% YoY
|
1.79B
1.49B – 2.30B
+67.7% YoY
|
2.25B
2.25B – 2.25B
+25.8% YoY
|
2.45B
2.15B – 2.99B
+9.1% YoY
|
2.32B
2.03B – 2.82B
-5.6% YoY
|
| EBITDA |
-41.66M
est: 66.94M (-162.2%)
|
-13.90M
est: 95.56M (-114.5%)
|
56.77M
est: 121.39M (-53.2%)
|
93.41M
est: 174.93M (-46.6%)
|
146.49M
est: 168.19M (-12.9%)
|
70.55M
est: 144.89M (-51.3%)
|
239.28M
est: 232.04M (+3.1%)
|
607.80M
est: 430.85M (+41.1%)
|
416.61M
est: 353.84M (+17.7%)
|
172.44M
est: 216.71M (-20.4%)
|
116.30M
est: 251.27M (-53.7%)
|
490.17M
465.63M – 542.05M
+95.1% YoY
|
822.18M
686.00M – 1.06B
+67.7% YoY
|
1.03B
1.03B – 1.04B
+25.8% YoY
|
1.13B
990.24M – 1.37B
+9.1% YoY
|
1.07B
934.66M – 1.30B
-5.6% YoY
|
| EBIT |
-80.77M
est: 48.87M (-265.3%)
|
-56.50M
est: 69.76M (-181.0%)
|
8.62M
est: 88.62M (-90.3%)
|
85.35M
est: 127.70M (-33.2%)
|
102.18M
est: 122.78M (-16.8%)
|
-3.82M
est: 105.77M (-103.6%)
|
169.16M
est: 169.40M (-0.1%)
|
545.05M
est: 314.54M (+73.3%)
|
349.11M
est: 258.32M (+35.1%)
|
107.09M
est: 158.21M (-32.3%)
|
21.31M
est: 183.43M (-88.4%)
|
357.84M
339.93M – 395.71M
+95.1% YoY
|
600.22M
500.80M – 771.24M
+67.7% YoY
|
754.90M
753.91M – 755.89M
+25.8% YoY
|
823.91M
722.91M – 1.00B
+9.1% YoY
|
777.66M
682.34M – 947.36M
-5.6% YoY
|
| Net Income |
-118.69M
est: -345.39M (+65.6%)
|
-94.08M
est: -267.47M (+64.8%)
|
-534.0K
est: -47.04M (+98.9%)
|
53.12M
est: 91.65M (-42.0%)
|
80.03M
est: 62.52M (+28.0%)
|
-19.40M
est: -6.81M (-184.9%)
|
157.08M
est: 173.17M (-9.3%)
|
540.82M
est: 559.28M (-3.3%)
|
310.67M
est: 310.67M (+0.0%)
|
84.51M
est: 84.51M (+0.0%)
|
7.99M
est: 32.09M (-75.1%)
|
294.50M
199.17M – 373.56M
+817.8% YoY
|
708.91M
392.43M – 897.05M
+140.7% YoY
|
1.01B
637.68M – 1.16B
+42.3% YoY
|
871.21M
732.38M – 1.12B
-13.6% YoY
|
785.16M
660.04M – 1.01B
-9.9% YoY
|
| SGA |
40.92M
est: 11.94M (+242.6%)
|
34.79M
est: 17.05M (+104.0%)
|
21.28M
est: 21.66M (-1.8%)
|
27.33M
est: 31.22M (-12.5%)
|
28.71M
est: 30.01M (-4.4%)
|
43.50M
est: 25.86M (+68.3%)
|
24.19M
est: 41.41M (-41.6%)
|
38.86M
est: 76.89M (-49.5%)
|
45.78M
est: 63.14M (-27.5%)
|
55.14M
est: 38.67M (+42.6%)
|
74.84M
est: 44.84M (+66.9%)
|
87.47M
83.09M – 96.73M
+95.1% YoY
|
146.72M
122.42M – 188.52M
+67.7% YoY
|
184.53M
184.29M – 184.77M
+25.8% YoY
|
201.40M
176.71M – 245.35M
+9.1% YoY
|
190.09M
166.79M – 231.57M
-5.6% YoY
|
| EPS |
-0.20
est: -0.37 (+45.9%)
|
-0.16
est: -0.29 (+44.1%)
|
0.00
est: -0.05 (+98.2%)
|
0.09
est: 0.10 (-11.0%)
|
0.12
est: 0.07 (+79.5%)
|
-0.03
est: -0.01 (-279.1%)
|
0.18
est: 0.19 (-2.8%)
|
0.60
est: 0.60 (+0.3%)
|
0.34
est: 0.32 (+7.0%)
|
0.09
est: 0.07 (+27.3%)
|
0.01
est: 0.03 (-73.7%)
|
0.29
0.21 – 0.40
+794.1% YoY
|
0.70
0.42 – 0.96
+143.0% YoY
|
0.96
0.68 – 1.24
+36.2% YoY
|
0.93
0.78 – 1.20
-2.5% YoY
|
0.84
0.71 – 1.08
-9.9% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | B- | 2/5 | 1/5 | 3/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-28 | B- | 2/5 | 1/5 | 3/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-27 | B- | 2/5 | 1/5 | 3/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-26 | B- | 2/5 | 1/5 | 3/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-25 | B- | 2/5 | 1/5 | 3/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-22 | B- | 2/5 | 1/5 | 3/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-21 | B- | 2/5 | 1/5 | 3/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-20 | B- | 2/5 | 1/5 | 3/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-19 | B- | 2/5 | 1/5 | 3/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-18 | B- | 2/5 | 1/5 | 3/5 | 4/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-15 | C+ | 2/5 | 1/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-14 | C+ | 2/5 | 1/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-13 | C+ | 2/5 | 1/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-12 | C+ | 2/5 | 1/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-11 | C+ | 2/5 | 1/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-08 | C+ | 2/5 | 1/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-07 | C+ | 2/5 | 1/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-06 | C+ | 2/5 | 1/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-05 | C+ | 2/5 | 1/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-04 | C+ | 2/5 | 1/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-01 | C+ | 2/5 | 1/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-30 | C+ | 2/5 | 1/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-29 | B- | 2/5 | 1/5 | 3/5 | 5/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-28 | B- | 2/5 | 1/5 | 3/5 | 5/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-27 | B- | 2/5 | 1/5 | 3/5 | 5/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-24 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-23 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-22 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-21 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-20 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-17 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-16 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-15 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 1/5 | 1/5 | 2/5 |
Owner Earnings
Ownership Overview
No beneficial ownership filings recorded.
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | COMPREHENSIVE FINANCIAL PLANNING, INC./PA | 4.5K +— (+0.0%) | 37.4K -12.7K (-25.3%) | 0.00% +0.000 pp | 0.02% -0.010 pp | AUD6.43 +93.5% | 5 qtrs — |
| 2 | MOTIV8 INVESTMENTS LLC | 400.00 +400.0 (+100.0%) | 3.0K +3.0K (+100.0%) | 0.00% +0.000 pp | 0.00% +0.002 pp | AUD12.44 +0.0% | 1 qtrs NEW |
Insider Activity
No insider activity available.
Insider history not available.
No recent insider transactions.
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Amanda Lacaze ATCL | MD, Chief Executive Officer & Director | 2M | female |
| Pol Le Roux | Chief Operating Officer | 1M | male |
| Chris Jenney | Vice President Sales & Market Development | 959.4K | male |
| Gaudenz Sturzenegger | Chief Financial Officer | 793.1K | male |
| Sarah Leonard | General Counsel & Company Secretary | 657.8K | female |
| Mashal Ahmad | Vice President of Malaysia | 621.9K | male |
| Mimi Afzan Afza | Vice President of People & Culture | 472.5K | female |
| Jennifer Parker | Vice President of Corporate Affairs | — | female |
| Ivo John Polovineo FIPA | Consultant | — | male |
| Daniel Havas | Vice President of Strategy & Investor Relations | — | male |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for LYC.AX
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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