Uranium Energy (UEC)
XASE:UEC
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Earnings Data
Report Date
Sep 25, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
-0.04Last Year’s EPS
-0.06Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong strategic and operational momentum — a major greenfield production start (Burke Hollow), industry-leading cumulative unit costs, substantial liquidity with no debt, accelerated project activity across ISR and conventional assets, staffing and in-house construction scale-up, and regulatory/licensing progress for a domestic conversion initiative (URNC). Near-term challenges include a quarter-specific spike in unit costs (to $54.61/lb) driven by regulatory timing and higher state taxes, limited Q3 volumes (32k lbs) that produced temporary cost volatility, and mark-to-market equity volatility (~$19M). Given that most negatives were characterized as temporary/timing-related and management highlighted multiple durable strategic positives (asset base, liquidity, no debt, production ramp underway, and policy alignment), the overall tone is Positive.Company Guidance
Burke Hollow Production Commenced
Commenced production at Burke Hollow on 04/08/2026 — the largest greenfield ISR uranium project in the U.S. in over a decade; expected to contribute to fiscal Q4 2026 volumes and expand UEC's hub-and-spoke platform to 2 of 3 U.S. hubs operating.
Strong Balance Sheet and Inventory Position
Ended the quarter with $794 million in liquid assets (including $488 million in cash), no debt, and 1.4 million pounds of U3O8 inventory valued at approximately $127 million (excluding ~277k lbs precipitated/dried at Irigaray).
Industry-Leading Cumulative Unit Costs
Since commissioning, cumulative total cost per pound is $39.30 and cumulative cash cost per pound is $32.40 across ~276,000 lbs produced, positioning UEC as a low-cost domestic producer.
Q3 Production and Unit-Rate Detail
Produced 32,000 lbs of uranium concentrate in the quarter; management attributes near-term cost volatility to timing/regulatory delays rather than structural issues.
URNC and Licensing Progress
United States Uranium Refining & Conversion Corp (URNC) advanced: received a U.S. NRC docket number (first NRC licensing milestone), developed a final shortlist of candidate locations, and accelerated engineering with Fluor; conversion/class of cost study targeted in H1 2027.
Asset and Project Development Momentum
Significant drilling and construction progress: Ludeman 240-hole delineation drilling completed; Sweetwater 200-hole program completed (second 200-hole program scheduled for July 2026); Rough Rider >80% of core drilling for a 35k-meter program completed to support a planned PFS (targeting end of calendar 2026).
Critical Minerals and Strategic Fit
Independent report found Alto Parana (Paraguay) to be a globally significant critical-minerals platform for titanium and vanadium; critical-mineral portfolio (including West Bear) aligns with U.S. supply-chain/security priorities.
Operational Capacity and Workforce Scaling
Expanded operations team in Wyoming and Texas from 103 to 185 employees year-over-year (~+80%), increased in-house construction/drilling capacity, and have multiple header houses under construction (5 under construction; several near completion).
Market/Shareholder Performance
Company stock cited as up ~68% year-over-year on management/analyst question; management maintained an unhedged sales strategy, preserving inventory to capture opportunistic realized pricing.
UEC 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
UEC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 09, 2026 | $12.61 | $10.65 | -15.54% |
Mar 10, 2026 | $13.56 | $14.48 | +6.78% |
Dec 10, 2025 | $13.96 | $12.92 | -7.45% |
Sep 24, 2025 | $13.85 | $13.68 | -1.23% |
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 Uranium Energy (UEC) report earnings?
Uranium Energy (UEC) is schdueled to report earning on Sep 25, 2026, TBA (Confirmed).
What is Uranium Energy (UEC) earnings time?
Uranium Energy (UEC) earnings time is at Sep 25, 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 UEC EPS forecast?
UEC EPS forecast for the fiscal quarter 2026 (Q4) is -0.04.