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IperionX
IperionX (IPX) investor relations material
IperionX Q2 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 TU earnings summary29 Jan, 2026
Executive summary
Completed commissioning of titanium powder production and component manufacturing systems in Virginia, expanding advanced manufacturing capabilities with new presses and additive manufacturing equipment.
Achieved ISO 9001 certification for quality management, supporting customer qualification across defense, aerospace, automotive, and electronics sectors.
Secured initial sales orders from Carver Pump and American Rheinmetall for titanium components for U.S. Navy and Army applications.
Building inventory for mass distribution channels, including standard and military-dedicated titanium fasteners.
Financial highlights
Held cash balance of $65.8 million as of December 31, 2025.
Awarded $59.8 million in U.S. Government grants, with $13.3 million reimbursed and $46.5 million available for future reimbursement.
Net cash used in operating activities for the quarter was $8.9 million; net cash used in investing activities was $5.6 million.
Net cash from financing activities was $0.9 million for the quarter.
Outlook and guidance
Manufacturing capacity targeted to reach 1,400 tpa by 2027, with further expansion to over 10,000 tpa by 2030.
Next-generation continuous production process under development, with pilot-scale validation expected in 2026.
Titan Project Definitive Feasibility Study on track for completion by mid-2026.
Impact of continuous production on unit economics
Titan Project's HREE supply chain impact
Cash runway considering grant reimbursement model
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Next IperionX earnings date
H1 202610 Mar, 2026
IperionX
Next IperionX earnings date
H1 202610 Mar, 2026
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Frequently asked questions
IperionX Limited is a materials technology company specializing in the development and production of sustainable, low-carbon titanium metals. The company’s focus is on advanced manufacturing methods, including titanium powder production and 3D printing, which serve applications across the aerospace, defense, automotive, and consumer goods industries. IperionX’s proprietary technologies aim to create a circular, environmentally friendly supply chain for titanium, reducing dependency on traditional titanium extraction and processing methods. The company is headquartered in Charlotte, North Carolina, and its shares are listed on the NASDAQ.
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