Energy Fuels Inc (UUUU)
:UUUU
Want to see UUUU full AI Analyst Report?
Earnings Data
Report Date
Jul 31, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.02Last Year’s EPS
-0.1Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call was largely positive: management reported strong operational milestones (mined and processed uranium pounds, >1M lbs processed YTD), attractive project economics (Varamata and White Mesa Phase 2 NPVs and IRR), a robust balance sheet (~$957M working capital), initial commercial rare-earth outputs (first terbium) and progress on the ASM acquisition. Offsetting risks include project timing delays (Varamata investment agreement, Donald FID), a near-term mill maintenance shutdown and ore-supply bottleneck, higher operating/transaction costs, and uncertainty around timing of utility contracting for uranium. Overall, the positives (large NPVs, cash flexibility, production momentum, vertical integration) outweigh the execution and timing risks.Company Guidance
Strong Liquidity and Balance Sheet
Working capital of $957 million and total assets of $1.4 billion; over $950 million of available liquidity (includes $621 million net proceeds from convertible note offering), providing flexibility to advance projects and opportunistically sell into the market.
Large Project Economics — Varamata and White Mesa Phase 2
Varamata feasibility study: NPV of $1.8 billion with expected annual EBITDA of over $500 million. White Mesa Mill Phase 2: CapEx ~$410 million (lower-than-expected), NPV ~$1.9 billion, and IRR ~33% with expected standalone EBITDA of ~$311 million per year.
Operational Production Milestones
Mined 425,000 lbs of uranium (La Sal and Pinyon Plain) and produced ~800,000 lbs through the White Mesa Mill in Q1; processed >1 million lbs year-to-date by April. Ended quarter with ~2.25 million lbs total inventory (CFO noted 2.2 million lbs, ~1.1 million finished and 1.1 million in process).
Commercial Progress — Uranium Sales and Pricing
Sold 510,000 lbs in Q1 (including 100,000 lbs spot at an average $95.88/lb and 110,000 lbs under long-term contracts at ~ $64/lb). Maintains a balance of spot and contract sales to capture market upside.
Profitability and Cost Improvements in Uranium Segment
Net loss improved to $11 million in Q1 2026 from $26 million in Q1 2025 (≈57.7% year-over-year improvement) and from $21 million in Q4 2025 (≈47.6% sequential improvement). All-in mining/transportation/processing costs remain within guidance of $23–$30/lb; inventory unit cost declined to $36/lb with COGS expected to approach ~$30/lb through 2026.
Rare Earths and Vertical Integration Momentum
Announced ASM (Australian Strategic Materials) acquisition with FIRB approval and target close early July; acquisition adds rare-earth metallization capabilities (operating facility in Korea) and polymetallic Dubbo feed. Produced first terbium at pilot scale (~1 kg/week) and progressing Phase 1B/1C expansions to enable commercial terbium/dysprosium and MREC processing.
Diversified Feedstock Pipeline and Global Footprint
Three heavy mineral sands projects (Australia, Brazil, Madagascar) plus Donald (Australia, 49% JV, shovel-ready with permits) and Bahia (Brazil, drilling/scoping study planned). Multiple internal and third-party monazite/MREC sources and an existing agreement with Chemours for feedstock supply.
Mill Capability and Scalability
White Mesa Mill is uniquely capable of dual-commodity processing (uranium and rare earths) in the U.S.; guidance for mill processing of 1.5–2.5 million lbs for 2026 and planned Phase 2 permitting aimed to expand NdPr output to ~6,000 tpa when fully commissioned.
UUUU 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
UUUU Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | $23.52 | $23.35 | -0.72% |
Feb 26, 2026 | $22.60 | $22.84 | +1.06% |
Nov 03, 2025 | $20.51 | $17.80 | -13.21% |
Aug 06, 2025 | $9.92 | $9.68 | -2.42% |
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 Energy Fuels Inc (UUUU) report earnings?
Energy Fuels Inc (UUUU) is schdueled to report earning on Jul 31, 2026, TBA (Confirmed).
What is Energy Fuels Inc (UUUU) earnings time?
Energy Fuels Inc (UUUU) earnings time is at Jul 31, 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 UUUU EPS forecast?
UUUU EPS forecast for the fiscal quarter 2026 (Q2) is -0.02.