UR-Energy (URG)
:URG
Earnings Data
Report Date
May 07, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.04Last Year’s EPS
-0.03Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong operational execution, meaningful resource and economic improvements at Lost Creek, tangible progress toward commissioning Shirley Basin, a strengthened balance sheet, and active exploration programs—these are significant positives. However, near-term risks remain: pending regulatory approvals for Shirley Basin (a gating item), weather-related operational disruptions, an outstanding product loan due in November, ongoing plant-level issues (fines management) that affect unit costs, and modest absolute profitability to date. On balance, the positive operational and resource developments, the improved project economics, and available funding outweigh the challenges and uncertainties noted.Company Guidance
Inventory Growth at Lost Creek
Ended 2025 with 406,000 pounds in inventory at Lost Creek, a 21% increase versus 2024.
Material Production Improvement
Pounds drummed in 2025 increased by 65% year-over-year; pounds captured increased by 40%, and profit per pound sold improved by more than $12.
Competitive Cash Costs
Average cash cost per pound sold (including severance and ad valorem taxes) was $42.89 in 2025.
Expanded Resource Base and Extended Mine Life (Lost Creek)
Updated S-K 1300 technical report: Lost Creek measured & indicated resource ~11,900,000 lbs and inferred ~10,400,000 lbs; estimated mine life extended by nearly three years.
Improved Project Economics (Lost Creek)
Post-tax net cash flow increased to $442,000,000 (roughly 45% higher than prior estimate); NPV (8%) estimated at $244,000,000 and IRR ~66%.
Shirley Basin Progress Toward Initial Production
Shirley Basin initial processing plant nearing completion with all ion exchange columns and heat tanks installed; 469 injection/production wells drilled; Header House 1 ready pending state approval.
Shirley Basin Economic Estimate
March 2024 technical report for Shirley Basin: measured & indicated resource 8,800,000 lbs, estimated post-tax net cash flow $119,000,000, NPV (8%) $82,000,000, IRR 69%, estimated all-in cost $50/lb.
Strengthened Balance Sheet
Year-end cash of $123,900,000 driven largely by convertible senior notes; cash as of 03/04/2026 was $115,300,000, and an additional ~$18,500,000 is expected from recently exercised warrants.
Positive Gross Profit Milestone
Finished the fiscal year with a positive gross profit of $74,000, noted as an encouraging operational milestone.
Exploration and Development Pipeline Expansion
Lost Soldier: 18 aquifer test wells installed and aquifer testing beginning; North Hassel: 32 wide-spaced holes (33,000 feet) drilled with seven holes showing significant mineralization and 13 intercepts exceeding Lost Creek cut-off grade; planning: complete 50-hole North Hassel program then move to 120-hole Lost Creek South program.
Contracted Sales for 2026
Contracted sales of 1,300,000 pounds for 2026 for proceeds up to $82,000,000; 379,000 pounds in conversion facility inventory as of March 4.
Workforce Growth to Support Expansion
Company workforce grew by 55% in 2025 with 56 new hires, primarily to support Shirley Basin and strengthen operations, technical, and corporate teams.
URG 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
URG Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 10, 2026 | $1.54 | $1.55 | +0.65% |
Nov 03, 2025 | $1.61 | $1.44 | -10.56% |
Aug 05, 2025 | $1.23 | $1.25 | +1.63% |
May 08, 2025 | $0.69 | $0.71 | +2.31% |
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 (URG) report earnings?
UR-Energy (URG) is schdueled to report earning on May 07, 2026, TBA (Confirmed).
What is UR-Energy (URG) earnings time?
UR-Energy (URG) earnings time is at May 07, 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 URG EPS forecast?
URG EPS forecast for the fiscal quarter 2026 (Q1) is -0.04.