The earnings call highlights Cameco's strong financial performance, strategic positioning, and growth prospects in the nuclear market. However, there are significant challenges related to production risks and uncertainties in uranium market demand and transportation. The sentiment is balanced with optimism about future opportunities.

Company Guidance

During the Second Quarter 2025 Results Conference Call, Cameco Corporation shared guidance highlighting its strong financial performance and strategic positioning within the nuclear industry. The company reported improved expectations for 2025, driven by a rise in market prices and a notable increase in its share of Westinghouse's adjusted EBITDA, projected between USD 525 million and USD 580 million. This improvement was largely attributed to Westinghouse's participation in a Czech Republic nuclear project, contributing an additional USD 170 million to revenue. Despite challenges, Cameco maintained its production guidance, expecting McArthur River/Key Lake and Cigar Lake to each produce 18 million pounds and JV Inkai in Kazakhstan to produce 8.3 million pounds on a 100% basis. The company underscored its disciplined marketing strategy, emphasizing long-term contracting to mitigate market vulnerabilities, while maintaining a strong balance sheet with $716 million in cash and equivalents, $1 billion in debt, and an undrawn $1 billion revolving credit facility.

Strong Financial Performance by Westinghouse

Cameco's 49% share of Westinghouse's adjusted EBITDA is expected to be between USD 525 million and USD 580 million, driven by a USD 170 million increase in Q2 revenue.

Increased Long-term Uranium Prices

Long-term uranium prices are near decade-long highs, indicating strong market conditions and demand for nuclear energy.

Strategic Positioning in the Nuclear Market

Cameco is recognized as a key player in the nuclear fuel supply chain with significant uranium resources and strategic investments, positioning it well for future demand.

Strong Balance Sheet

Cameco reports a strong financial position with $716 million in cash and cash equivalents, $1 billion in total debt, and a $1 billion undrawn revolving credit facility.

Potential Growth Opportunities for Westinghouse

Numerous international projects, including reactors in Poland, Czech Republic, and the U.S., indicate significant growth opportunities for Westinghouse.

Cameco (CCJ) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

CCJ Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	0.28 / -	-0.007	―	―	―
Jul 31, 2025	2025 (Q2)	0.37 / 0.51	0.101	407.14% (+0.41)
May 01, 2025	2025 (Q1)	0.13 / 0.12	0.094	23.08% (+0.02)
Feb 20, 2025	2024 (Q4)	0.24 / 0.26	0.151	71.43% (+0.11)
Nov 07, 2024	2024 (Q3)	0.19 / >-0.01	0.231	-103.13% (-0.24)
Jul 31, 2024	2024 (Q2)	0.18 / 0.10	-0.007	1500.00% (+0.11)
Apr 30, 2024	2024 (Q1)	0.25 / 0.09	0.195	-51.85% (-0.10)
Feb 08, 2024	2023 (Q4)	0.18 / 0.15	0.065	133.33% (+0.09)
Oct 31, 2023	2023 (Q3)	0.09 / 0.23	0.022	966.67% (+0.21)
Aug 02, 2023	2023 (Q2)	0.09 / >-0.01	0.13	-105.56% (-0.14)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

CCJ Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$77.75	$74.93	-3.63%
May 01, 2025	$45.15	$45.51	+0.80%
Feb 20, 2025	$46.55	$46.54	-0.02%
Nov 07, 2024	$51.21	$53.58	+4.63%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Cameco Corp (CCJ) report earnings?

Cameco Corp (CCJ) is schdueled to report earning on Nov 05, 2025, After Close (Confirmed).

What is Cameco Corp (CCJ) earnings time?

Cameco Corp (CCJ) earnings time is at Nov 05, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is CCJ EPS forecast?

CCJ EPS forecast for the fiscal quarter 2025 (Q3) is 0.28.

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