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Lightbridge (LTBR)
NASDAQ:LTBR
Earnings Data
Report Date
May 13, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
-0.24Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong technical progress and a materially improved financial position, highlighted by the start of ATR irradiation testing, validated fabrication milestones, expanded INL scope and technical publications, and a cash balance that increased to $201.9 million (approximately +405% year-over-year) funded largely by a $176.0 million equity raise. At the same time, the company remains pre-commercial with significant regulatory, testing, and licensing work still required, used $14.3 million in operations in fiscal 2025, and faces timeline and execution risks tied to future post-irradiation examination and NRC engagement. Overall, positive execution and funding momentum outweigh near-term development and regulatory uncertainties.Company Guidance
Irradiation Testing Commenced at Idaho National Laboratory
Began irradiation testing of enriched uranium-zirconium alloy fuel material samples in the Advanced Test Reactor (ATR) at Idaho National Laboratory (November 2025). This is a pivotal technical milestone to generate burnup-dependent data for fuel behavior modeling and regulatory licensing; initial partially irradiated samples expected to be removed in April–May for post-irradiation examination.
Successful Fabrication Milestone and FAST Test Method
Achieved production of enriched uranium-zirconium alloy coupon samples using the proprietary co-extrusion process (June–July 2025). Adopted the Fission Accelerated Steady State Test (FAST) method using higher enrichment (26%–30%) to accelerate test timelines and reach target burnup levels more efficiently for NRC-relevant data.
Expanded Technical Workstream at INL and Validation via Publications
Significantly expanded scope of work at Idaho National Laboratory (review of fuel qualification plan, RELAP5-3D code development, Python code development, and post-irradiation examination). Presented three technical papers at TopFuel 2025 demonstrating safety margins, favorable transient behavior versus conventional UO2, and validated modeling of the co-extrusion fabrication process—strengthening the technical case with regulators, production partners, and utilities.
Talent and Program Build-Out
Substantially beefed up the in-house fuel development team across neutronics, thermal-hydraulics, safety analysis, fuel performance, mechanical engineering, materials, regulatory licensing, and program management to support upcoming phases, regulatory engagement with the U.S. Nuclear Regulatory Commission, and co-extrusion process scale-up.
Strong Cash Position and Successful Equity Financing
Cash and cash equivalents of approximately $201.9 million as of 12/31/2025, up from $40.0 million a year earlier (approximately +405% year-over-year). Raised $176.0 million in net proceeds through an aftermarket equity offering to fund fuel development and program milestones.
Increased Interest Income and Prudent Capital Allocation
Generated approximately $3.6 million in interest income in fiscal 2025, up from $1.3 million in the prior year (approximately +177%), reflecting deployment of cash into U.S. Treasury bills and bank savings. Management emphasized a disciplined, milestone-driven capital allocation strategy focused on licensing and commercialization objectives.
Debt-Free Balance Sheet
Maintained a debt-free capital structure with no convertible securities or other dilutive debt instruments, positioning the company with financial flexibility to pursue strategic opportunities and nondilutive funding sources.
Favorable Macro and Policy Tailwinds
Cited significant U.S. policy support (four executive orders in May 2025) prioritizing nuclear projects and activities aligned with Lightbridge’s offerings (power uprates, plutonium disposition, nuclear for critical infrastructure). Market context: nuclear ~18% of U.S. electricity (2024), ~440 operable reactors globally, ~70 under construction, and >120 in advanced planning—policy pledges to materially expand nuclear capacity by 2050 create potential demand opportunities for fuel that enables higher output and improved economics.
LTBR Earnings History
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
LTBR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | $13.78 | $13.87 | +0.65% |
Nov 05, 2025 | $23.19 | $17.99 | -22.42% |
Aug 11, 2025 | $13.50 | $17.11 | +26.74% |
May 12, 2025 | $9.54 | $10.93 | +14.63% |
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 Lightbridge (LTBR) report earnings?
Lightbridge (LTBR) is schdueled to report earning on May 13, 2026, TBA (Confirmed).
What is Lightbridge (LTBR) earnings time?
Lightbridge (LTBR) earnings time is at May 13, 2026, TBA (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 LTBR EPS forecast?
Currently, no data Available