REalloys Inc.

Customer concentration risk is High given primary revenue dependency on U.S. defense industrial base. All major end-customers (Lockheed, Raytheon, Northrop) are defense primes, creating single-sector exposure. EV and wind diversification remains unproven at commercial scale.

Foundry

High

Processing concentration: 80% of SRC's separated REE oxide output is committed to REalloys via 5-year offtake, creating feedstock dependency. Alternative sources (Tanbreez, USCM, Patriot) are at earlier development stages.

Customer

Medium

Defense sector revenue concentration ahead of 2027 DoD deadline creates timing risk. If capacity ramp delays, defense customers face supply gaps.

Revenue mix

How the target's revenue mix translates into supply-chain leverage and dependency.

Rare Earth Metals

33.0%

$0.0B

Core upstream product driving Tier 1 OEM demand; Nd, Pr, Dy, Tb metals for magnets and defense applications. Minimal current revenue indicates pre-commercial scale-up phase.

Permanent Magnets

67.0%

$0.0B

NdFeB, SmFe12, and MnBi magnets for defense, EV, and wind sectors. Magnet deliveries began Q2 2026; full commercial scale-up targeted 2027.

Total Company Revenue

100.0%

$0.0B

Early-stage company in capital-intensive buildout phase. Revenue expected to scale significantly with 2027 metallization facility completion and tariff-protected market access.

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