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Paladin Energy Ltd (PALAF)
OTHER OTC:PALAF
US Market

Paladin Energy Ltd (PALAF) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
May 18, 2026
TBA (Confirmed)
Period Ending
2026 (Q3)
Consensus EPS Forecast
Last Year’s EPS
-0.06
Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings

Earnings Call Summary

Q2 2026
Earnings Call Date:Feb 12, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call conveyed strong operational and financial performance this quarter — with significant production growth (16%), improved recovery (91%), lower unit costs (USD 39.70/lb), robust realized pricing (USD 71.80/lb) and a solid cash position (USD 278M plus a USD 70M undrawn facility). Management balanced these positives with reminders that FY2026 is a ramp-up year, fleet commissioning and mine-plan optimization remain ongoing, and near-term cost and sequencing uncertainty persists. Overall, highlights (robust production, recovery, pricing, margin and liquidity) materially outweigh the manageable ramp-up and timing risks.
Company Guidance
Management maintained FY2026 guidance of 4.0–4.4 million pounds U3O8 and said production is trending toward the upper end, after producing 1.23 million pounds in the December quarter (up 16% QoQ) and delivering 1.43 million pounds of sales at an average realized price of USD 71.80/lb; operational metrics improved with average ore feed grade of 524 ppm and plant recovery at 91% (above the 85–90% target), while unit production cost fell to USD 39.70/lb but is expected to rise next quarter as mining increases (overall cost guidance unchanged). Management reiterated the ramp‑up will complete by the end of FY2026 with full mining operations in FY2027 as the new fleet (currently 49% on site, moving toward ~110% before optimizing to 100%) is commissioned in H1 calendar year, FY2027 guidance will be provided in July, and the company enters the period with USD 278 million of cash and investments, a fully undrawn USD 70 million revolver, inventories around 1.6–1.8 (≈4 months of production), and a trailing‑12‑month TRIF of 2.9% with no serious environmental or radiation incidents.
Quarterly Production Increase
Langer Heinrich produced 1.23 million pounds of U3O8 in the quarter, a 16% increase versus the prior quarter, reflecting ramp-up momentum.
Strong Sales and Realized Price
Sales of 1.43 million pounds at an average realized price of USD 71.80 per pound, delivering a gross margin of approximately USD 32.10 per pound (about 44.7% of realized price).
Guidance Trending Higher
Based on first-half performance, management expects full-year production to trend toward the upper end of the 4.0–4.4 million pound FY2026 guidance range, with goal to reach full mining/production capacity by end of FY2026 and full mining operations in FY2027.
Improved Plant Performance
Average ore feed grade increased to 524 ppm and plant recovery reached 91%, a roughly 5 percentage-point improvement noted as the highest recovery since restart and above the 85%–90% target range.
Lower Unit Production Cost
Cash cost of production reduced to USD 39.70 per pound for the quarter, supporting strong per-pound margins versus realized pricing.
Solid Safety and Environmental Record
Trailing 12-month average total recordable injury frequency of 2.9% and no serious environmental or radiation incidents during the quarter.
Strengthened Balance Sheet and Liquidity
Ended the quarter with USD 278 million of cash and investments and a fully undrawn USD 70 million revolving credit facility, providing flexibility to advance PLS and complete ramp-up.
Operational Progress — Fleet and Canada Project
Half of the new mining fleet arrived before Christmas with the remainder due on-site soon; PLS (Patterson Lake South) winter drilling commenced with focus on resource conversion and extension, and constructive engagement on EIS with regulators and indigenous partners.

Paladin Energy Ltd (PALAF) 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

PALAF Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
May 18, 2026
2026 (Q3)
- / -
-0.064
Feb 12, 2026
2026 (Q2)
<0.01 / 0.01
-0.011227.27% (+0.03)
Nov 12, 2025
2026 (Q1)
- / -0.01
-0.01-50.00% (>-0.01)
Aug 28, 2025
2025 (Q4)
<0.01 / -0.04
-0.01-260.00% (-0.03)
May 12, 2025
2025 (Q3)
- / -0.06
0.21-130.48% (-0.27)
Feb 25, 2025
2025 (Q2)
-0.01 / -0.01
0.21-105.24% (-0.22)
Aug 23, 2024
2024 (Q4)
-0.09 / -0.01
-0.02965.52% (+0.02)
Feb 22, 2024
2024 (Q2)
-0.04 / 0.21
-0.021150.00% (+0.23)
Aug 25, 2023
2023 (Q4)
-0.03 / -0.02
-0.07372.12% (+0.05)
Feb 23, 2023
2023 (Q2)
- / -0.02
-0.01-100.00% (-0.01)
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

PALAF Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 12, 2026
$8.64$8.35-3.36%
Nov 12, 2025
$5.25$5.01-4.57%
Aug 28, 2025
$4.79$4.80+0.21%
May 12, 2025
$4.20$4.14-1.43%
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 Paladin Energy Ltd (PALAF) report earnings?
Paladin Energy Ltd (PALAF) is schdueled to report earning on May 18, 2026, TBA (Confirmed).
    What is Paladin Energy Ltd (PALAF) earnings time?
    Paladin Energy Ltd (PALAF) earnings time is at May 18, 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 PALAF EPS forecast?
          Currently, no data Available