UR-Energy Inc (TSE:URE)
XASE:URE
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Earnings Data
Report Date
Aug 12, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.04Last Year’s EPS
-0.08Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated clear operational progress (material increases in resin capture, higher monthly drumming, lower cash cost per pound, sizable inventory and a strong cash position) and a near-term commercial milestone with Shirley Basin beginning production. These positives are tempered by operational challenges at Lost Creek related to fines that require expedited filtration capital, a widened CAPEX range for water treatment, and a lumpy, second-half-weighted delivery schedule that depends on continued successful ramp-up. On balance, the company presented multiple concrete improvements and a solid balance sheet while acknowledging manageable execution risks.Company Guidance
Strong Q1 Production Momentum
Captured 110,000 pounds on resin in Q1 (up 41% sequentially and up 48% versus 2025); drummed and packaged 96,000 pounds during the quarter; drummed 57,000 pounds in April (highest monthly total since 2023 ramp-up).
Inventory and Balance Sheet Strength
Finished inventory at the conversion facility exceeded 417,000 pounds (a 14% increase since year-end). Ended the quarter with approximately $122–$123 million of unrestricted cash.
Improved Cost and Pricing
Average cash cost per pound sold declined 13% quarter-over-quarter to $30 per pound (includes ad valorem and severance tax). Average sales price realized in Q1 was $71 per pound (a 12% increase versus 2025).
Near-Term Commercialization of Shirley Basin
Commenced initial mining operations at Shirley Basin in April with first header house online and uranium being captured on resin; infrastructure substantially complete and shipments of loaded resin to Lost Creek expected in summer pending pre-operational inspection. 2026 Shirley Basin capital commitment remains $25.5 million.
Production Plan and Sales Commitments
Company reiterated committed delivery target of 1.3 million pounds for 2026 and disclosed expected realized revenue from those deliveries of $83.2 million (implying a blended realized price for the committed pounds of roughly $64 per pound). Majority of deliveries are scheduled in the second half to align with ramp-up.
Advancing Wyoming Growth Portfolio
Exploration and development progress: Lost Soldier aquifer testing commenced with baseline environmental studies planned and an updated technical report targeted by year-end; North Hassel completed 33 drill holes with 13 ore-grade intercepts; a ~120-hole drill program planned at Lost Creek South later this summer.
Operational Initiatives and Safety
Operational optimization efforts underway at Lost Creek including improved maintenance and procurement processes, installation of new sand filter system (scheduled to come online this quarter), and continued improvements in safety culture and performance.
TSE:URE 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
TSE:URE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 08, 2026 | C$2.47 | C$2.39 | -3.24% |
Mar 10, 2026 | C$2.08 | C$2.10 | +0.96% |
Nov 03, 2025 | C$2.27 | C$2.04 | -10.13% |
Aug 05, 2025 | C$1.63 | C$1.73 | +6.13% |
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 UR-Energy Inc (TSE:URE) report earnings?
UR-Energy Inc (TSE:URE) is schdueled to report earning on Aug 12, 2026, TBA (Confirmed).
What is UR-Energy Inc (TSE:URE) earnings time?
UR-Energy Inc (TSE:URE) earnings time is at Aug 12, 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 TSE:URE EPS forecast?
TSE:URE EPS forecast for the fiscal quarter 2026 (Q2) is -0.04.