Westwater Resources
Develops battery-grade graphite anode materials through a planned Alabama mine-to-plant system.
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Profile
Develops battery-grade graphite products for direct sale to battery makers, automakers, and other end users under procurement or offtake agreements. Its model pairs planned Coosa feedstock with processing at Kellyton, while both assets remain pre-revenue and commercial output depends on construction, qualification, and financing.
Develops a domestic battery-grade graphite business linking the Coosa Graphite Deposit to the Kellyton Graphite Plant in Alabama. Kellyton is designed to turn natural-flake concentrate into ULTRA-CSPG active anode material and SG Fines through sizing, spheroidization, purification, and coating. The commercial focus is U.S. and allied battery, vehicle, electronics, defense, aerospace, and energy-storage markets.
Operates a qualification line and R&D laboratory that produce samples for customer testing, process development, and workforce training while the commercial plant is unfinished. The planned mine-to-market model aims to bring internal Coosa feedstock to Kellyton, but the plant needs financing and future operations depend on qualification, contracts, and third-party concentrate until the mine is developed. Coosa has mineral resources but no mineral reserves, and its schedule is subject to mine permitting and access rights.
Company facts
Key statistics
Year to date −30.6% · Average volume (30d) 6.3M
Analysts
No analyst consensus on record.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 12, 2026Q2 FY26 | −$0.03 | −$0.03 | 0.0% | — | — | — | +4.97% |
| Aug 10, 2026Q2 FY26 | −$0.03 | −$0.03 | 0.0% | — | — | — | −18.87% |
| May 12, 2026Q1 FY26 | −$0.04 | −$0.04 | 0.0% | — | — | — | +0.16% |
| Mar 19, 2026Q4 FY25 | — | −$0.10 | — | — | — | — | −10.02% |
Financial highlights
| 11 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $0 | $0 | $0 | $0 | $0 | $0 | |
| Gross profit | −$152.0K | −$164.0K | −$257.0K | −$211.0K | −$190.0K | $0 | |
| Operating income | −$2.6M | −$3.6M | −$4.1M | −$4.2M | −$4.6M | −$4.4M | |
| Net income | −$2.7M | −$3.9M | −$9.8M | −$10.9M | −$4.7M | −$4.3M | |
| Diluted EPS | −$0.04 | −$0.05 | −$0.12 | −$0.10 | −$0.04 | −$0.03 | |
| Gross margin | — | — | — | — | — | — | |
| Operating margin | — | — | — | — | — | — |
Fiscal years (4-quarter sums)FY24 $0 · FY25 $0
Balance sheet, Jun 30, 2026Cash & short-term investments $38.2M · Total debt $132.0K · Total assets $186.0M · Shareholders' equity $177.0M
Dividends
No dividends on record.
Ownership
Shares outstanding 127.13M · Float 115.92M · 91.2% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Vanguard Capital Management LLC | 4.35M | 3.42% | 13F | May 15, 2026 |
| Renaissance Technologies LLC | 1.69M | 1.33% | 13F | May 14, 2026 |
| BlackRock, Inc. | 1.48M | 1.17% | 13F | May 13, 2026 |
| Geode Capital Management, LLC | 1.31M | 1.03% | 13F | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | 1.21M | 0.95% | 13F | Apr 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 7, 2026 | Karli S. Anderson | director | −50,000 | $0.7604 |
| Aug 10, 2026 | Tracy D. Pagliara | director | −48,000 | $0.6477 |
| Aug 7, 2026 | Tracy D. Pagliara | director | −50,000 | $0.5742 |
Peers
- NOVONIX (ADR)
Synthetic-graphite AAM supplier serving North American cell makers.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Westwater Resources | $0.5780 | +0.38% | $73.5M | — | — | — | — |
| NOVONIX (ADR) | $3.25 | −6.34% | $73.7M | — | — | 15.5 | +46.0% |
| Median | — | — | 15.5 | +46.0% |