The earnings call presented a strong overall performance with significant advancements in Uranium production and Rare Earths expansion, backed by a solid financial position. However, challenges remain with a reported net loss and constraints in Rare Earths feedstock.

Company Guidance -

Q3 2025

During the Energy Fuels Q2 2025 conference call, CEO Mark S. Chalmers provided detailed guidance on the company's multi-faceted operations. The company is rapidly advancing its uranium production, aiming to ramp up to 2 million pounds per year, with unit costs projected to be between $23 and $30 per pound of finished uranium. Chalmers highlighted significant advancements in the Rare Earths sector, with the expansion of the White Mesa Mill Phase 2 and improved pricing for rare earth elements like Dy and Tb, which are approximately 350% higher ex-China. Energy Fuels is also advancing its Heavy Mineral Sands portfolio, with final regulatory approvals received for the Donald project and feasibility studies nearing completion for Toliara. The company maintains a strong balance sheet with over $250 million in liquidity and no debt, positioning it well to capitalize on its diversified critical mineral assets. Additionally, Energy Fuels plans to produce between 700,000 and 1 million pounds of finished uranium by the end of the year, while also preparing for future runs at the White Mesa Mill to optimize production and margins.

Uranium Production and Cost Efficiency

Energy Fuels is ramping up Uranium production to 2 million pounds per year, with expected costs ranging between $23 to $30 per pound. The company has mined 660,000 pounds of Uranium in Q2 2025, indicating a 2.7-million-pound annual rate capacity.

Rare Earths Expansion and Pricing

Significant advancements in Rare Earths separations at White Mesa Mill with ex-China prices for Dy and Tb being approximately 350% higher than China prices. NdPr prices have increased by about 20% recently.

Strong Financial Position

Energy Fuels has a strong balance sheet with over $250 million in liquidity, no debt, and improving financial results compared to Q1 2025.

Heavy Mineral Sands Advancements

The company received final regulatory approvals for the Donald project and is advancing feasibility studies on the Toliara project, indicating potential growth in Heavy Mineral Sands.

Energy Fuels (UUUU) 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

Daily Earnings Calendar >

UUUU Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 31, 2025	2025 (Q3)	-0.07 / -	-0.07	―	―	―
Aug 06, 2025	2025 (Q2)	-0.10 / -0.10	-0.04	-150.00% (-0.06)	―
May 07, 2025	2025 (Q1)	-0.07 / -0.13	0.02	-750.00% (-0.15)	―
Feb 27, 2025	2024 (Q4)	-0.03 / -0.19	-0.14	-35.71% (-0.05)	―
Oct 31, 2024	2024 (Q3)	-0.04 / -0.07	0.07	-200.00% (-0.14)	―
Aug 02, 2024	2024 (Q2)	-0.07 / -0.04	-0.03	-33.33% (-0.01)	―
May 03, 2024	2024 (Q1)	0.04 / 0.02	0.72	-97.22% (-0.70)	―
Feb 23, 2024	2023 (Q4)	-0.06 / -0.14	-0.11	-27.27% (-0.03)	―
Nov 03, 2023	2023 (Q3)	-0.03 / 0.07	-0.06	216.67% (+0.13)	―
Aug 04, 2023	2023 (Q2)	-0.03 / -0.03	-0.11	72.73% (+0.08)	―

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
Aug 06, 2025	$9.92	$9.68	-2.42%
May 07, 2025	$4.75	$4.76	+0.21%
Feb 27, 2025	$4.44	$4.02	-9.46%
Oct 31, 2024	$6.02	$5.60	-6.98%

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 Oct 31, 2025, TBA (Confirmed).

What is Energy Fuels Inc (UUUU) earnings time?

Energy Fuels Inc (UUUU) earnings time is at Oct 31, 2025, 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 2025 (Q3) is -0.07.

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