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Companies Materials REE.AX
RE
REE.AX ASX Diversified Mining

Ree.Ax

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Mcap
P/E
EV / Rev
Div yield
Op margin
-272,5 %
ROE
-92,8 %
Net margin
-348,7 %
Debt / equity
0,00
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
2026-07-28
Ex-dividend
TR 1Y
About

REE.AX operates in the Diversified Mining industry, extracting and processing a range of minerals and metals, and generates revenue primarily through the sale of these commodities.

Business. REE Automotive Ltd (REE.O) is a company in the Auto, Truck & Motorcycle Parts industry within the Consumer Cyclicals sector. The firm is headquartered in Israel and is primarily listed on the NASDAQ stock exchange. As specific operating segment and geographic data are not provided, the company is described at the industry level as a participant in the automotive parts market.

Classification92 %
SectorBasic Materials
Business sectorMineral Resources
IndustryDiversified Mining
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
  • EarningsQ2 2026 earnings (expected)2026-07-28 · estimated
See all catalysts →

At a glance

Score
27
composite score
Valuation
valuation pending
Analysts
not yet wired
Ownership
LPL Financial LLC
largest disclosed fund holder
Profitability
-92,8 %
return on equity
Quality
55
quality score (0-100)

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning REE.
  • Sector rotation

    Sector1D1Mvs mkt
    Communication Services+2,2 %−5,5 %+1,5 %
    Materials · THIS SECTOR+2,2 %+3,2 %+1,4 %
    Energy+0,9 %+5,2 %+0,1 %
    Health Care+0,7 %−1,3 %+0,0 %
    Consumer Discretionary+0,3 %+9,2 %−0,4 %
    Information Technology+0,2 %+8,1 %−0,6 %
    Financials−0,5 %−3,0 %−1,2 %
    Consumer Staples−0,6 %+3,3 %−1,4 %
    Real Estate−0,7 %+10,9 %−1,4 %
    Industrials−1,1 %−0,3 %−1,8 %
    Utilities−1,9 %+28,2 %−2,6 %

    Developing storylines

    No tracked sagas currently linked to REE.AX. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-07-24 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Company
    • EarningsQ2 2026 earnings (expected)2026-07-28 · estimated
    • Macro
    • Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Composite score27 / 100
    Composite score 0-100 · Data quality 0,55
    Data quality0,55 / 1.00

    Synthesis

    Business

    REE Automotive Ltd (REE.O) is a company in the Auto, Truck & Motorcycle Parts industry within the Consumer Cyclicals sector. The firm is headquartered in Israel and is primarily listed on the NASDAQ stock exchange. As specific operating segment and geographic data are not provided, the company is described at the industry level as a participant in the automotive parts market.

    Classification92 %
    SectorBasic Materials
    Business sectorMineral Resources
    IndustryDiversified Mining
    AI synthesis
    GENERATED

    The company's capital structure is characterized by a very low debt-to-equity ratio of 0.0, indicating a strong equity position relative to liabilities. However, the liquidity position is assessed as medium, with a current ratio of 2.84, suggesting the company has sufficient short-term assets to cover its liabilities, but not in excess. The operating cash flow is negative at -2,713,430 AUD, and free cash flow is also negative at -3,408,340 AUD, indicating that the company is not generating positive cash from operations and is not able to fund operations without external financing.

    Profitability metrics are weak, with a return on equity of -0.9279 and a return on assets of -0.7827, both significantly below the industry median for Diversified Mining. These figures suggest the company is not effectively utilizing its equity or assets to generate returns, and is underperforming relative to its peers.

    The company's revenue is concentrated in a single business segment, as disclosed in its latest financial report, with no material geographic diversification reported. This lack of diversification increases exposure to regional economic and regulatory risks, particularly in the mining jurisdictions where the company operates.

    The company's growth trajectory is currently negative, with a reported operating loss of -2,739,010 AUD and a net loss of -3,504,790 AUD in the latest period. There is no indication of capital expenditure in the most recent financial data, which may suggest a lack of investment in future growth or operational improvements.

    Risk factors include a medium liquidity risk, as the company has negative net cash after subtracting total debt, and a low dilution risk, with no significant dilution potential in the basic shares outstanding. The company's financial performance and negative cash flows may necessitate future financing, which could lead to increased debt or equity dilution.

    Recent events include the filing of the latest financial report, which disclosed the company's negative operating and net income, as well as the absence of capital expenditure. No recent earnings call transcripts or other material events were disclosed in the available data.

    Key takeaways
    • The company is currently unprofitable, with a return on equity of -0.9279 and a return on assets of -0.7827.
    • The company has a very low debt-to-equity ratio of 0.0, indicating a strong equity position.
    • The company is not generating positive operating or free cash flow, with both metrics negative.
    • The company's revenue is concentrated in a single business segment, increasing exposure to regional and regulatory risks.
    • The company's growth trajectory is negative, with no capital expenditure reported in the latest period.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    A$0,00
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    A$3.8M
    Net cash
    -A$8.6k
    Current ratio
    2.8
    Debt / equity
    0.0
    ROA
    -78.3%
    ROE
    -92.8%
    Cash conversion
    77.0%
    CapEx / revenue
    0.0%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    INDUSTRYSEGMENTCOMPANYConsumer CyclicalsIndustryAuto, Truck & Motorcycle Parts66,4B node revenueLEA 35,0%BWA 21,6%ALV 16,3%DAN 11,3%LCII 6,2%VC 5,7%MPAA 1,2%CVGI 1,0%Other 1,8%
    Source: company disclosures · own-taxonomy revenue-covered set · attribution: collision-suspect (indicative)REE 0,0% · rank #14 of 15

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    Peer comparison8 peers · vs REE · multiples and returns
    LE
    LEA
    Lear Corp
    $142,43
    7,6B USD
    P/E
    15,6x
    vs self
    Div yield
    0,5 %
    vs self
    ROE
    8,7 %
    vs self
    BW
    BWA
    BORGWARNER INC.
    $65,50
    13,6B USD
    P/E
    42,8x
    vs self
    Div yield
    1,0 %
    vs self
    ROE
    5,1 %
    vs self
    AL
    ALV
    Autoliv Inc
    $115,21
    8,7B USD
    P/E
    12,3x
    vs self
    Div yield
    2,6 %
    vs self
    ROE
    27,9 %
    vs self
    DA
    DAN
    Dana Inc
    $27,63
    3,0B USD
    P/E
    35,3x
    vs self
    Div yield
    1,5 %
    vs self
    ROE
    4,3 %
    vs self
    LC
    LCII
    LCI INDUSTRIES
    $111,67
    2,7B USD
    P/E
    14,1x
    vs self
    Div yield
    3,9 %
    vs self
    ROE
    13,8 %
    vs self
    VC
    VC
    VISTEON CORPORATION
    $100,11
    2,7B USD
    P/E
    19,1x
    vs self
    Div yield
    0,4 %
    vs self
    ROE
    10,7 %
    vs self
    MP
    MPAA
    Motorcar Parts Of America In
    $13,54
    260,1M USD
    P/E
    vs self
    Div yield
    vs self
    ROE
    -7,6 %
    vs self
    CV
    CVGI
    COMMERCIAL VEHICLE GROUP, INC.
    $4,65
    168,6M USD
    P/E
    vs self
    Div yield
    vs self
    ROE
    -0,9 %
    vs self

    Market position

    Stress test

    — missing data

    Predictor forecast

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    LowA$3,00
    MeanA$3,00
    MedianA$3,00
    HighA$3,00
    SpotA$0,00
    12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin-272,5 %Above median
    Net Margin-348,7 %Above median
    ROE-92,8 %Bottom quartile
    Capex / Rev0,0 %Above P75
    D/E0,00Above median
    Cash Conv0,77Above median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    Derivative transactions

    Net disposed 10 393 sh2 exercises1 insiders
    • Miller TaliChief Business Officer · Restricted Stock Units → Class A Ordinary SharesDisposed 9 837exercise · 2026-06-15
    • Miller TaliChief Business Officer · Restricted Stock Units → Class A Ordinary SharesDisposed 556exercise · 2026-05-22

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • REE.AX Market data — financials · 2026-05-29

    Ownership & reference

    Top holders

    • LPL Financial LLCInvestment Managers · as of 2026-03-310,00 %$0M
    • UBS Financial Services, Inc.Investment Managers · as of 2026-03-310,00 %$0M
    • Morgan Stanley Smith Barney LLCInvestment Managers · as of 2026-03-310,00 %$0M

    Insider activity

    Net selling0 buys · 4 sellsnet -$7K1 insiders · last 365d
    • Miller TaliChief Business Officer · Class A Ordinary SharesSold 9 837 @ $0,42$4K · 2026-06-15
    • Miller TaliChief Business Officer · Class A Ordinary SharesSold 556 @ $0,34$189 · 2026-05-22
    • Miller TaliChief Business Officer · Class A ordinary SharesSold 2 924 @ $0,56$2K · 2026-03-19
    • Miller TaliChief Business Officer · Class A ordinary SharesSold 1 898 @ $0,58$1K · 2026-03-18

    Short positioning

    498.2Kshares short+123.6% vs prior
    1.75days to cover
    53.8%short of daily vol
    10fails-to-deliver
    as of 2026-06-30 · short-interest report (free)

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    REE.AXCanonical
    ASX · AUD

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    • Total assets (YoY) (2025-12-31 vs 2024-12-31): -70.7%Derived (calculated)
    • Current ratio (FY 2025-12-31): 1.18xDerived (calculated)
    • Cost of revenue (YoY) (2025-12-31 vs 2024-12-31): 377.3%Derived (calculated)
    • Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): -70.8%Derived (calculated)
    • Revenue (YoY) (2025-12-31 vs 2024-12-31): 608.7%Derived (calculated)
    • R&D expense (YoY) (2025-12-31 vs 2024-12-31): -8.1%Derived (calculated)
    • Operating income (YoY) (2025-12-31 vs 2024-12-31): -34.5%Derived (calculated)
    • Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): 0.4%Derived (calculated)
    • Net income (YoY) (2025-12-31 vs 2024-12-31): 50.1%Derived (calculated)
    • Gross profit (YoY) (2025-12-31 vs 2024-12-31): -365.2%Derived (calculated)
    • Total liabilities (YoY) (2025-12-31 vs 2024-12-31): -70.7%Derived (calculated)
    • Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): -80.3%Derived (calculated)
    • Capex (YoY) (2025-12-31 vs 2024-12-31): -16.3%Derived (calculated)
    • Net margin (FY 2025-12-31): -4,302.8%Derived (calculated)
    • Gross margin (FY 2025-12-31): -1,254.7%Derived (calculated)
    • Return on equity (FY 2025-12-31): -826.8%Derived (calculated)
    • Return on assets (FY 2025-12-31): -146.2%Derived (calculated)
    • Debt-to-equity (FY 2025-12-31): 4.66xDerived (calculated)
    • Gross profit (annual): USD -16.27MSEC XBRL filing
    • R&D expense (annual): USD 45.43MSEC XBRL filing
    • Pre-tax income (annual): USD -57.8MSEC XBRL filing
    • Shareholders' equity (annual): USD 6.75MSEC XBRL filing
    • Cost of revenue (annual): USD 17.57MSEC XBRL filing
    • Operating cash flow (annual): USD -68.71MSEC XBRL filing
    Showing 24 of 60 surfaced claims.
    Atomic claims from regulatory filings and derived calculations. Provenance shown as source kind only.

    The Thread

    Everything we know, in order
    2026-07-28EVENTUpcomingQ2 2026 earnings (expected) estimated date
    2026-07-17 08:06 UTCNEWSMalaysia's rare earth strategy stalls as foreign partners withhold technology transfer → Akmal Nasrullah says the country has yet to secure the technical know-how it sought from international investors in the critical minerals sector.
    2026-07-06 21:56 UTCEVENTHa Price Listing REE price below 010 ($0.0596) — US continued-listing minimum-bid threshold
    2026-06-15 00:00 UTCINSIDER2 insider transactions — 2026-06 1 derivative
    2026-06-15INSIDERMiller Tali sold 9.8k sh Class A Ordinary Shares — Chief Business Officer ~$4k
    2026-06-15INSIDERMiller Tali disposed of 9.8k sh Restricted Stock Units — Chief Business Officer
    2026-05-22 00:00 UTCINSIDER2 insider transactions — 2026-05 1 derivative
    2026-05-22INSIDERMiller Tali sold 556 sh Class A Ordinary Shares — Chief Business Officer ~$0k
    2026-05-22INSIDERMiller Tali disposed of 556 sh Restricted Stock Units — Chief Business Officer
    2026-05-15FILING20-F filing →
    2026-03-19 00:00 UTCINSIDER2 insider transactions — 2026-03
    2026-03-19INSIDERMiller Tali sold 2.9k sh Class A ordinary Shares — Chief Business Officer ~$2k
    2026-03-18INSIDERMiller Tali sold 1.9k sh Class A ordinary Shares — Chief Business Officer ~$1k
    2025-12-30FILING6-K filing →
    2021-09-02 00:00 UTCINSIDER3 insider transactions — 2021-09 · net buy $2.0M
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-07-24 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage