American Battery Technology Company Common Stock (ABAT) Earnings
ABAT has beaten EPS estimates in 0 of its last 6 reported quarters (average surprise -232.9% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 11, 2026 | $-0.08 | $-0.26 | -225.0% | $8M | +111.1% |
| Feb 5, 2026 | $-0.05 | $-0.07 | -40.0% | $5M | +42.0% |
| Nov 6, 2025 | — | $-0.09 | — | $937589 | -53.4% |
| Feb 14, 2025 | $-0.03 | $-0.18 | -500.0% | $332440 | -98.3% |
| Nov 14, 2024 | $-0.06 | $-0.16 | -166.7% | $201960 | -98.5% |
| Jun 29, 2024 | — | $-0.45 | — | $343500 | — |
| Feb 14, 2024 | $-0.06 | $-0.21 | -250.0% | — | — |
| Nov 15, 2023 | $-0.09 | $-0.16 | -77.8% | — | — |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q2 FY2026 · February 5, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
- The company has two main business units: lithium-ion battery recycling and primary claystone to lithium hydroxide. - New CFO Alex Flores joined, with over 20 years of experience in battery and automotive sectors. - Record revenue of $5.1 million in the quarter ending December (including $4.8 million product sales and $300,000 interest income). - Operating costs at the first recycling facility increased less than revenue, moving towards breakeven. - Cash balance of $48.7 million as of end of December, used to scale operations and move new facilities forward. - Paid off remaining debt, strong cash position. - Progress on second recycling facility in Southeast US and Tonopah Flats Lithium Project, including being a priority project with accelerated permitting. - Received material from Moss Landing project as part of $30 million EPA cleanup agreement.
Guidance
- Ramping up operations at the first recycling plant with additional efficiencies. - Using cash balance to expand current facilities and break ground on new facilities. - Moving forward with the two new facilities, including the second recycling plant and Tonopah Flats project.
Segment performance
The company has two main business segments. The lithium-ion battery recycling segment had a record quarter ending in December with revenue of about $4.8 million from product sales and $300,000 in interest income, totaling $5.1 million. The primary claystone to lithium hydroxide segment is in development, with a Pre-Feasibility Study published showing a 30,000 tonne per year facility with a 45-year life-of-mine, net present value after-tax of about 8%, and production cost of just over $4,300 per ton of product.
Analyst Q&A
Q: Can you discuss progress related to the ramp-up of the $30 million EPA cleanup agreement?
A: Yes. That's in reference to the Moss Landing project in Northern California. That has been going through decommissioning for many months. We have been receiving material from that facility since the end of the summer. That represents a substantial portion of the feed into our factory, but we do have several other sources from the stationary market as well as the automotive market and the consumer electronics field. So we received large amounts of material from that project. We are still on pace to receive substantially more material and are happy to be working with them as partners.