USA Rare Earth, Inc.

NasdaqGM:USAR Stock Report

Market Cap: US$3.7b

USA Rare Earth Management

Management criteria checks 0/4

We currently do not have sufficient information about the CEO.

Key information

Barbara Humpton

Chief executive officer

US$12.2m

Total compensation

CEO salary percentage1.37%
CEO tenureless than a year
CEO ownershipn/a
Management average tenureless than a year
Board average tenure1.1yrs

Recent management updates

Recent updates

USA Rare Earth Inc. (USAR): Building the "Mine-to-Magnet" Fortress for U.S. National Security

USA Rare Earth Inc. (USAR) , a development-stage leader in the domestic critical minerals sector, closed the April 8, 2026, session at $16.78 USD on the NASDAQ.

Magnet Capacity Expansion And Heavy Rare Earth Supply Will Reshape Long Term Ex China Chain

Catalysts About USA Rare Earth USA Rare Earth is building an integrated rare earth mining, processing, metals and magnet manufacturing platform focused on ex China supply for the U.S. and allies. What are the underlying business or industry changes driving this perspective?

USA Rare Earth: Buying The Pullback Ahead Of Key Catalysts

Apr 02

Heavy Rare Earth Supply Risks Will Test Magnet Ramp Before Long Term Potential Emerges

Catalysts About USA Rare Earth USA Rare Earth is building an integrated rare earth mining, processing, metals, and magnet manufacturing platform focused on ex China supply for U.S. and allied customers. What are the underlying business or industry changes driving this perspective?

Magnet Capacity Ramp And Vertical Integration Will Reshape Long Term Rare Earth Supply Chains

Catalysts About USA Rare Earth USA Rare Earth is building an integrated rare earth supply chain, from mining and processing to metal, alloy and magnet manufacturing, focused on ex China customers. What are the underlying business or industry changes driving this perspective?

CEO Compensation Analysis

How has Barbara Humpton's remuneration changed compared to USA Rare Earth's earnings?
DateTotal CompensationSalaryCompany Earnings
Dec 31 2025US$12mUS$167k

-US$325m

Compensation vs Market: Barbara's total compensation ($USD12.21M) is above average for companies of similar size in the US market ($USD6.93M).

Compensation vs Earnings: Insufficient data to compare Barbara's compensation with company performance.


CEO

Barbara Humpton (63 yo)

less than a year
Tenure
US$12,206,578
Compensation

Ms. Barbara W. Humpton is CEO & Director of USA Rare Earth, Inc. from October 1, 2025. Ms. Humpton was President of Siemens USA of Siemens Corporation until October 1, 2025. Ms. Humpton is Director of MARA...


Leadership Team

NamePositionTenureCompensationOwnership
Barbara Humpton
CEO & Directorless than a yearUS$12.21mno data
William Steele
Chief Financial Officer1.1yrsUS$4.67mno data
David Kronenfeld
Company Secretaryno dataUS$2.11m0.035%
$ 1.3m
Patricia Ost
Vice President of Business Operations & Strategyno datano datano data
Christopher Boling
Corporate Controller & Principal Accounting Officer1.1yrsno datano data
Valerie Jacob
Chief Legal Officer & Corporate Secretaryless than a yearno datano data
Ronan Fogarty
Vice President of Salesno datano datano data
Victoria Sprenger
Head of People & Cultureno datano datano data
Matt Westbrook
Head of Government Operationsno datano datano data
David Bushi
Senior Vice President of Manufacturingless than a yearno datano data
Gregory Bowman
Chief Global Policy Officer & Head of External Relationsless than a yearno datano data
0.7yrs
Average Tenure
59yo
Average Age

Experienced Management: USAR's management team is not considered experienced ( 0.7 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
Barbara Humpton
CEO & Directorless than a yearUS$12.21mno data
Otto Schwethelm
Independent Director1.1yrsUS$680.81kno data
Mordechai Gutnick
Independent Directorno dataUS$662.85k6.27%
$ 229.4m
Paul Kern
Independent Directorno dataUS$668.83k0.077%
$ 2.8m
Thomas Caulfield
Independent Directorless than a yearno data0.024%
$ 881.1k
Michael Senft
Independent Director1.1yrsUS$674.82kno data
Carolyn Trabuco
Independent Director1.1yrsUS$678.81k0.00060%
$ 21.9k
Michael Blitzer
Independent Chairman1.1yrsUS$702.77k0.39%
$ 14.2m
1.1yrs
Average Tenure
64.5yo
Average Age

Experienced Board: USAR's board of directors are not considered experienced ( 1.1 years average tenure), which suggests a new board.


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/04/09 22:32
End of Day Share Price 2026/04/09 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

USA Rare Earth, Inc. is covered by 5 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Subhasish ChandraBenchmark Company
George GianarikasCanaccord Genuity
Derek SoderbergCantor Fitzgerald & Co.