American Battery Technology Q4 gross profit up 86% to $1.3M; black mass export rule looms
American Battery Technology reported preliminary, unaudited results for the quarter ended June 30, 2026, with revenue up 5.1% to $8.2 million and gross profit up 86% to $1.3 million from the prior quarter. The company also warned that a federal directive taking effect August 27, 2026 could block most of its foreign black mass sales, which it says make up the majority of total revenue and could have a material adverse effect.
Key points
- Q4 FY26 revenue of $8.2 million, up 5.1% from $7.8 million in Q3 FY26
- Gross profit of $1.3 million, up 86% from $0.7 million in Q3 FY26; cost of goods sold fell 2.8% to $6.9 million
- Department of Commerce directive requires U.S. black mass sellers to allocate 100% of sales to U.S. persons, effective August 27, 2026; public comment period open until November 4, 2026
- Company has submitted an exception request to BIS; there is no assurance it will be granted
The filing
Written by AI on Nov 9, 2026, 8:38 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 20, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.