Lynas Rare Earths (LYC.AX) Stock Price
Lynas Rare Earths Price
Revenue has compounded at 163.4% per year over the past 19 years to 977.95 M AUD. Earnings per share have grown at 14.5% per year over the last 8 years. Lynas Rare Earths's net margin stands at 22.7%, down from 58.8% several years earlier. Analysts set a median price target of 18.00 AUD, implying 26.6% above the current price. Of 18 analysts, 11 rate the stock a buy — an overall Buy consensus. The stock trades about 17% above its 52-week low.
Lynas Rare Earths stock price
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Stock Price
ⓘHow to Read This Chart
This chart tracks the historical stock price of Lynas Rare Earths over time. You can switch between daily, weekly, and monthly views and select custom time ranges — from a single day to the full available history. Use the toggle to view price changes in absolute currency terms or as a percentage change relative to the starting date.
Total Return vs. Price Return
The "Total Return" toggle includes reinvested dividends on top of the pure price movement. This is critical because dividends can account for a significant portion of long-term returns. Historically, roughly 40 % of the S&P 500's total return has come from dividends. Always compare total return when evaluating a stock's real performance against a benchmark.
Intraday Price Data
When viewing a one-day time frame, the chart displays real-time intraday price movements. This is useful for observing how Lynas Rare Earths stock reacts to market openings, earnings releases, or breaking news throughout the trading session.
What to Look For
Look for long-term trends (sustained upward or downward movements over months and years), support and resistance levels (price zones where the stock repeatedly bounces or reverses), and volatility (how much the price fluctuates day to day). Comparing Lynas Rare Earths's price chart to a market index like the S&P 500 can reveal whether the stock is outperforming or underperforming the broader market.
| Date | Lynas Rare Earths Price |
|---|---|
| 9/25/2026 | 14.22 AUD |
| 9/24/2026 | 14.39 AUD |
| 9/23/2026 | 14.73 AUD |
| 9/22/2026 | 14.50 AUD |
| 9/21/2026 | 14.02 AUD |
| 9/18/2026 | 14.28 AUD |
| 9/17/2026 | 13.68 AUD |
| 9/16/2026 | 13.82 AUD |
| 9/15/2026 | 13.91 AUD |
| 9/14/2026 | 13.95 AUD |
| 9/11/2026 | 14.23 AUD |
| 9/10/2026 | 14.93 AUD |
| 9/9/2026 | 15.47 AUD |
| 9/8/2026 | 15.50 AUD |
| 9/7/2026 | 15.46 AUD |
| 9/4/2026 | 15.14 AUD |
| 9/3/2026 | 15.56 AUD |
| 9/2/2026 | 15.12 AUD |
| 9/1/2026 | 15.31 AUD |
| 8/31/2026 | 16.03 AUD |
| 8/28/2026 | 16.22 AUD |
| 8/27/2026 | 16.22 AUD |
| 8/26/2026 | 15.94 AUD |
| 8/25/2026 | 16.33 AUD |
| 8/24/2026 | 16.60 AUD |
| 8/21/2026 | 16.11 AUD |
| 8/20/2026 | 16.19 AUD |
| 8/19/2026 | 16.28 AUD |
| 8/18/2026 | 16.50 AUD |
| 8/17/2026 | 16.97 AUD |
Lynas Rare Earths Revenue, EBIT, Net Income
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Lynas Rare Earths Income Statement, Balance Sheet, Cash Flow Statement
| REVENUEB AUD |
|---|
| REVENUE GROWTH% |
| GROSS MARGIN% |
| GROSS INCOMEM AUD |
| EBITB AUD |
| EBIT MARGIN% |
| NET INCOMEB AUD |
| NET INCOME GROWTH% |
| SHARESB |
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027e | 2028e | 2029e | 2030e | 2031e |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0.19 | 0.26 | 0.37 | 0.36 | 0.31 | 0.49 | 0.92 | 0.74 | 0.46 | 0.54 | 0.98 | 1.62 | 2.10 | 2.52 | 2.49 | 2.54 |
| 31.94 | 34.74 | 46.09 | -2.94 | -13.50 | 55.73 | 88.14 | -19.67 | -37.21 | 16.81 | 80.26 | 65.51 | 29.99 | 19.74 | -0.95 | 1.76 |
| -10.53 | 5.47 | 32.35 | 35.54 | 34.39 | 36.61 | 62.07 | 43.98 | 39.66 | 33.03 | 34.80 | 34.80 | 34.80 | 34.80 | 34.80 | 34.80 |
| -20.00 | 14.00 | 121.00 | 129.00 | 108.00 | 179.00 | 571.00 | 325.00 | 184.00 | 179.00 | 340.00 | 562.72 | 731.50 | 875.93 | 867.57 | 882.89 |
| -0.06 | 0.01 | 0.08 | 0.08 | -0.01 | 0.17 | 0.54 | 0.28 | 0.06 | 0.01 | 0.24 | 0.66 | 0.95 | 1.29 | 1.22 | 1.37 |
| -29.47 | 3.13 | 21.66 | 20.94 | -1.91 | 34.15 | 58.70 | 37.75 | 13.36 | 1.29 | 24.67 | 40.69 | 45.34 | 51.05 | 48.98 | 53.80 |
| -0.09 | – | 0.05 | 0.08 | -0.02 | 0.16 | 0.54 | 0.31 | 0.08 | 0.01 | 0.22 | 0.54 | 0.81 | 1.05 | 0.99 | 1.11 |
| -20.34 | – | – | 50.94 | -123.75 | -926.32 | 243.95 | -42.59 | -72.90 | -91.67 | 3,071.43 | 142.79 | 50.65 | 29.56 | -5.80 | 11.91 |
| 0.41 | 0.64 | 0.72 | 0.71 | 0.84 | 0.91 | 0.91 | 0.94 | 0.94 | 0.98 | 1.02 | 1.02 | 1.02 | 1.02 | 1.02 | 1.02 |
Details
Income Statement Key Figures
ⓘRevenue and Revenue Growth
Revenue is the starting point of every income statement — it measures the total sales Lynas Rare Earths generates from its core business. Revenue growth (expressed as year-over-year percentage change) is one of the most important indicators of business momentum. Sustained growth above 10 % annually is generally considered strong, while declining revenue is a serious warning sign that demands investigation.
Gross Margin
Gross margin = (Revenue − Cost of Goods Sold) ÷ Revenue. It reveals what percentage of each dollar of revenue Lynas Rare Earths retains after direct production costs. High gross margins (above 50 %) are typical of asset-light businesses like software and brands, while capital-intensive industries like manufacturing often operate below 30 %. Compare Lynas Rare Earths's gross margin to industry peers and track it over time to spot improving or deteriorating pricing power.
EBIT and EBIT Margin
EBIT measures operating profit — what remains after subtracting all operating expenses (including R&D, sales, and administrative costs) from gross profit. The EBIT margin shows this as a percentage of revenue. Because it excludes interest and taxes, EBIT allows fair comparisons between companies with different debt levels and tax jurisdictions. A rising EBIT margin indicates improving operational efficiency.
Net Income and Earnings Per Share (EPS)
Net income is the company's final profit after all expenses, interest, and taxes. Dividing net income by the number of shares outstanding gives you EPS — the single most influential metric in stock valuation. Consistent EPS growth is the primary driver of long-term stock price appreciation. Always check whether EPS growth comes from genuine profit improvement or from share buybacks reducing the share count.
Shares Outstanding
The total number of shares Lynas Rare Earths has issued. A declining share count (through buybacks) boosts EPS and signals management confidence. A rising share count (through stock issuance) dilutes existing shareholders. Always monitor this number alongside EPS to get the full picture of per-share value creation.
Analyst Estimates
The projected figures represent consensus estimates from professional analysts. Compare these forecasts against Lynas Rare Earths's historical growth rates to assess whether expectations are realistic. A company that consistently beats consensus estimates tends to see its stock price rewarded over time, while repeated misses erode investor confidence.
Lynas Rare Earths stock margins
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Lynas Rare Earths Stock Revenue, EBIT, Earnings per Share
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Lynas Rare Earths business model & stock analysis
Lynas Rare Earths SWOT Analysis
Strengths
Lynas Rare Earths Ltd possesses advanced and proprietary rare earths extraction technology, allowing them to efficiently refine and produce high-quality rare earth metals. This distinctive process gives the company a competitive advantage and positions them as a leader in the industry.
Lynas Rare Earths Ltd holds a significant market share in the global rare earths industry. Their established presence and strong customer base provide stability and sustainable revenue streams.
The company offers a wide range of rare earth products catering to various industries such as electronics, automotive, renewable energy, and more. This diversification reduces dependency on specific market segments and enhances revenue potential.
Weaknesses
Lynas Rare Earths Ltd heavily relies on Chinese demand for its rare earth products, exposing them to potential disruptions due to geopolitical tensions or changes in Chinese policies. Diversifying their customer base should be a priority to mitigate this risk.
The company faces criticism and regulatory challenges regarding its environmental impact in the extraction and processing of rare earths. Adhering to strict environmental standards and actively addressing sustainability issues will be vital for long-term success.
Opportunities
The increasing adoption of renewable energy technologies, electric vehicles, and advancements in electronic devices contribute to the growing demand for rare earths. Lynas Rare Earths Ltd can leverage this opportunity by expanding production capacity and capturing new market segments.
Forming strategic alliances with key players in related industries can enable Lynas Rare Earths Ltd to access new markets, enhance distribution channels, and foster innovation. Collaboration with technology companies and governments can create synergistic opportunities.
Threats
The rare earths industry is highly competitive, with numerous global and domestic players vying for market share. Lynas Rare Earths Ltd must continually invest in research and development, innovation, and operational efficiency to stay ahead of the competition.
Fluctuations in rare earth prices can significantly impact the company's revenue streams and profitability. Maintaining strong relationships with customers, implementing risk management strategies, and exploring price hedging opportunities can help mitigate this risk.
Lynas Rare Earths Eulerpool Fair Value
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Fair Value Estimate
ⓘWhat Is Fair Value?
Fair value is an estimate of what a stock is truly "worth" based on its financial fundamentals, independent of the current market price. If the calculated fair value is above the current share price, the stock may be undervalued — and vice versa. This chart shows three different fair value approaches so you can cross-check them against each other.
Earnings-Based Fair Value
Calculated by multiplying the current earnings per share (EPS) by the average historical P/E ratio over a selected multi-year period. The smoothing over several years filters out temporary spikes or dips. If this fair value exceeds the market price, it suggests the stock is cheap relative to its earning power.
Example: Fair Value (Earnings) 2022 = EPS 2022 × Average P/E 2019–2021
Revenue-Based Fair Value
Derived by multiplying revenue per share by the average historical price-to-sales ratio. This method is particularly useful for companies with volatile or temporarily depressed earnings, as revenue tends to be more stable than profits. It answers: "At what price has the market historically valued each dollar of this company's sales?"
Example: Fair Value (Revenue) 2022 = Revenue per Share 2022 × Average P/S 2019–2021
Dividend-Based Fair Value
Calculated by dividing the dividend per share by the average historical dividend yield. This approach is most relevant for mature, consistently dividend-paying companies. If the resulting fair value is higher than the current price, it implies the stock offers a better yield than its historical average.
Example: Fair Value (Dividend) 2022 = Dividend per Share 2022 ÷ Average Yield 2019–2021
How to Use This Chart
When all three fair value lines converge above the current price, it strengthens the case that the stock is undervalued. When they diverge, investigate why — it may indicate a structural shift in margins, payout policy, or growth rate. The forward estimates on the right extend the analysis using projected fundamentals, helping you assess whether the current price already reflects future growth expectations.
Lynas Rare Earths historical P/E ratio, EBIT multiple, and P/S ratio
Lynas Rare Earths annual returns
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Annual Return
ⓘWhat This Chart Shows
This chart breaks down Lynas Rare Earths's total annual return into two components: price return (gains or losses from stock price movement) and dividend return (income received from dividend payments). Together, they represent the total return an investor would have earned in each calendar year.
Price Return
Price return measures the percentage change in Lynas Rare Earths's stock price from January 1st to December 31st of each year. Positive bars indicate the stock appreciated; negative bars show a decline. This is the component most investors focus on, but it tells only part of the story — especially for dividend-paying stocks.
Dividend Return
Dividend return represents the income generated from dividends paid during the year, expressed as a percentage of the starting stock price. While it may seem small in any single year (typically 1–4 % for established companies), dividends compound significantly over decades and have historically contributed roughly 40 % of total stock market returns.
What to Look For
Examine how many years showed positive vs. negative returns to gauge consistency. A stock with mostly positive years and small drawdowns suggests lower risk. Also compare Lynas Rare Earths's annual returns to a benchmark index — consistently outperforming the market is a hallmark of a strong investment. Pay attention to the worst years: understanding downside risk is just as important as chasing upside potential.
Lynas Rare Earths shares outstanding
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Lynas Rare Earths stock splits
Since 1998, a total of 0.022000000000000002 shares have been converted from one Lynas Rare Earths share.
Current Lynas Rare Earths forecasts and price targets in September 2026
Analyst Price Targets 2026Lynas Rare Earths Earnings Calls
Lynas Rare Earths Earnings Estimates & Surprises
| Date | EPS estimate | EPS Actual | Revenue Estimate | Price reaction | Quarterly report |
|---|---|---|---|---|---|
| 2/19/2027 | 0.27AUD | - | 831.83 MAUD | - | 2026 Q4 |
| 8/25/2026 | 0.16AUD | 0.14AUD | 564.26 MAUD | - | 2026 Q2 |
| 2/25/2026 | 0.08AUD | 0.08AUD | 399.55 MAUD | - | 2025 Q4 |
| 8/27/2025 | 0.02AUD | 0.00AUD | 285.97 MAUD | - | 2025 Q2 |
| 2/24/2025 | 0.03AUD | 0.01AUD | 123.00 MAUD | - | 2024 Q4 |
| 8/28/2024 | 0.03AUD | 0.05AUD | 227.53 MAUD | - | 2024 Q2 |
| 2/25/2024 | 0.00AUD | 0.04AUD | 240.73 MAUD | - | 2023 Q4 |
| 8/29/2023 | 0.21AUD | 0.17AUD | 412.80 MAUD | - | 2023 Q2 |
| 2/27/2023 | 0.17AUD | 0.17AUD | 392.83 MAUD | - | 2022 Q4 |
| 8/25/2022 | 0.44AUD | 0.43AUD | 622.24 MAUD | - | 2022 Q2 |
EESG©
Eulerpool ESG Scorecard© for the Lynas Rare Earths stock
EEnvironment
Environment
SSocial
Social
GGovernance (Corporate Governance)
Governance (Corporate Governance)
The Eulerpool ESG Scorecard© is the strictly copyrighted intellectual property of Eulerpool Research Systems. Any unauthorized use, imitation, or infringement will be actively pursued and may lead to significant legal consequences. For licenses, collaborations, or usage rights, please contact us directly via our contact form. Contact Form to us.
Lynas Rare Earths Beneficial Ownership Filings (SEC 13D/G)
Lynas Rare Earths Executives and Management Board
11 members · avg. age 67 · 27 % women
Ms. Amanda Lacaze
Chief Executive Officer, Managing Director, Executive Director · since 2014
3.48 M AUD
Management
Mr. Pol Roux
Chief Operating Officer
Mr. Chris Jenney
Vice President - Major Projects
Mr. Gaudenz Sturzenegger
Chief Financial Officer
Ms. Sarah Leonard
General Counsel, Company Secretary
Dato' Mashal Ahmad
Vice President - Malaysia
Board of Directors
Prof. John Humphrey (68)
Non-Executive Independent Chairman of the Board
Mr. Grant Murdoch (71)
Non-Executive Independent Director
Mr. Philippe Etienne
Non-Executive Independent Director
Dr. Vanessa Guthrie (63)
Non-Executive Independent Director
Mr. John Beevers
Non-Executive Director
Frequently asked questions about Lynas Rare Earths
The business model of Lynas Rare Earths Ltd is focused on the exploration, mining, and processing of rare earth minerals. Lynas strives to become a reliable and sustainable supplier of rare earth elements, essential for various industries including technology, renewable energy, and defense. By strategically investing in research and development, Lynas aims to develop innovative solutions for rare earth processing while maintaining a strong commitment to environmental sustainability. With their integrated operations, Lynas ensures a secure and reliable supply chain, supporting the global demand for rare earth minerals.
Lynas Rare Earths Ltd is primarily active in the mining and production of rare earth materials. As one of the world's largest producers, Lynas plays a crucial role in supporting various industries, including technology, electronics, renewable energy, and automotive. With its advanced extraction and processing technologies, Lynas supplies essential rare earth elements that are used in the production of smartphones, electric vehicle components, wind turbines, and high-performance magnets. The company's dedication to sustainability and responsible practices makes it a reliable source for industries seeking environmentally friendly and ethically sourced rare earth materials.
The main competitors of Lynas Rare Earths Ltd in the market are China Northern Rare Earth Group High-Tech Co., Ltd and Inner Mongolia Baotou Steel Rare-Earth (Group) Hi-Tech Co., Ltd.
Lynas Rare Earths Ltd. is an Australian-based rare earth mining and processing company. Founded in 1983, Lynas has emerged as a global leader in rare earth production. The company's primary focus is on the exploration, extraction, and processing of rare earth minerals, which are essential in various high-tech applications such as electronics, renewable energy, and automotive industries. Over the years, Lynas has significantly expanded its operations, establishing mining facilities in Australia and a processing plant in Malaysia. With its commitment to sustainable practices and vertical integration, Lynas is playing a crucial role in ensuring a stable supply of rare earths, thus supporting numerous industries worldwide.
Some significant milestones achieved by Lynas Rare Earths Ltd include the successful construction and operation of the Lynas Advanced Materials Plant in Malaysia, which is one of the largest and most advanced rare earths processing facilities in the world. The company has also secured long-term partnerships with major customers in various industries, ensuring a stable and growing demand for its rare earth products. Additionally, Lynas Rare Earths Ltd has achieved regulatory compliance and has been recognized for its commitment to environmental sustainability. The company continues to explore new opportunities for growth and innovation in the rare earths industry.
Lynas Rare Earths Ltd is primarily present in two countries, Malaysia and Australia. In Malaysia, the company operates its main processing facility in Kuantan, which is responsible for the production of rare earth products. Additionally, Lynas maintains a headquarters and corporate office in Sydney, Australia. These two key locations strategically position Lynas to access the abundant rare earth resources in Australia while benefiting from Malaysia's well-established infrastructure for processing and refining. With a strong presence in these countries, Lynas Rare Earths Ltd is able to efficiently contribute to the global rare earth supply chain.
Lynas Rare Earths Ltd represents strong values and a focused corporate philosophy. As a leading rare earths company, Lynas is committed to sustainable development and responsible mining practices. The company prioritizes environmental stewardship, community engagement, and ethical conduct in all operations. Lynas places a great emphasis on safety, integrity, and transparency, striving to deliver value to its stakeholders. With an unwavering dedication to excellence, Lynas aims to be a trusted global supplier of rare earths while contributing to a greener, more sustainable future.
Analysts currently set an average price target of 16.89 AUD for the Lynas Rare Earths stock (median: 18.00 AUD), implying +17.8 % versus the latest price. The consensus is based on 18 analyst ratings.
18 analysts currently rate the Lynas Rare Earths stock: 11 recommend buying, 4 holding and 3 selling.
Converted at the current exchange rate, the Lynas Rare Earths share trades at 8.77 EUR (14.22 AUD).
The Lynas Rare Earths share (LYC.AX) is listed on 10 stock exchanges, including: London (0A2N.L), ASX (LYC.AX), Frankfurt (LYI.F), München (LYI.MU), Stuttgart (LYI.SG), Düsseldorf (LYI.DU), Berlin (LYI.BE), Hamburg (LYI.HM).
Lynas Rare Earths Ltd is an Australian company specializing in the extraction, mining, and processing of rare earths. Lynas is the largest integrated producer of rare earths outside of China and operates mines in Australia and Malaysia. The company's business model includes mining and processing rare earths, which are used in various industries and electronic devices. Lynas operates a mine called Mount Weld in Western Australia, where the rare earths are extracted and then sent to a processing plant in Malaysia. The company has been successfully running a processing plant in Malaysia since 2012, which handles the entire process of separating and purifying the rare earths. Lynas produces a variety of rare earth materials, including cerium, lanthanum, neodymium, and praseodymium. The company also offers a wide range of products, such as magnets, catalysts, and phosphors, as well as specialized items like fluorescent lights and glass. Lynas is committed to sustainability and has a recycling facility in Malaysia that uses recycled metals in rare earth production. The company also has a research and development program focused on advancing rare earths, with several patents filed for different rare earths and their applications. Overall, Lynas is a leading provider of rare earths, with mining and processing facilities in Australia and Malaysia, offering a diverse range of products for various industries. Its commitment to recycling, research, and innovation demonstrates a strong dedication to sustainability.
The revenue of Lynas Rare Earths is 977.95 M AUD. This figure is based on current financial data and reflects the company's business performance.
The profit of Lynas Rare Earths is 222.35 M AUD. The net profit reflects the company's profitability after deducting all expenses.
The price-to-earnings ratio (P/E) of Lynas Rare Earths is currently 65.38. The P/E ratio compares the current share price to the earnings per share and helps investors assess the valuation of the Lynas Rare Earths stock.
The price-to-sales ratio (P/S) of Lynas Rare Earths is currently 14.87. The P/S ratio compares the market capitalization to the annual revenue and serves as a valuation metric for the Lynas Rare Earths stock.
The Eulerpool Quality Score for Lynas Rare Earths is 5/10.
The ISIN of Lynas Rare Earths is AU000000LYC6. The ISIN (International Securities Identification Number) is a globally unique identifier for securities.
The WKN of Lynas Rare Earths is 871899. The WKN (Wertpapierkennnummer) is a six-digit German security identification number.
The ticker of Lynas Rare Earths is LYC.AX. The ticker symbol is used to trade Lynas Rare Earths shares on the stock exchange.
Lynas Rare Earths paid dividends every year for the past 0 years.
Lynas Rare Earths is assigned to the 'Commodities' sector.
The dividends of Lynas Rare Earths are distributed in AUD.
Lynas Rare Earths stock
Lynas Rare Earths Peer Group
Lynas Rare Earths Ticker
Lynas Rare Earths FIGI
All fundamentals and in-depth analysis of Lynas Rare Earths
Our stock analysis for Lynas Rare Earths stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of Lynas Rare Earths. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.