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Boss Energy Limited (AU:BOE)
ASX:BOE
Earnings Data
Report Date
Sep 30, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.05Last Year’s EPS
-0.06Same Quarter Last Year
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights strong operational performance (record quarterly production, meaningful QoQ cost reductions, solid balance sheet and inventory build) and clear strategic action via the Honeymoon Review and a new feasibility study. Near-term execution risks and commercial constraints include a softer Q3 production profile, a legacy contract that reduces realized price for part of FY'26 (c.15% of production), delays in some commissioning activities, commencement of royalty payments, and the need to validate the new wide-spacing wellfield design. On balance the positive operational, cost and financial metrics and the deliberate capital discipline around the feasibility study outweigh the short-term challenges and uncertainties.Company Guidance
Record Quarterly Production
Delivered record drummed production of 456,000 pounds of uranium (up 18% quarter-on-quarter). IX production was 406,000 pounds (up 8% QoQ). Company reconfirmed FY'26 production guidance of 1.6 million pounds.
Lower Unit Costs and Downward Guidance Revisions
C1 cash cost for the quarter was USD $30 per pound (down 12% QoQ from $34 and below prior guidance of $41–$45). All-in sustaining cost (AISC) was USD $49 per pound (down 3% QoQ and below prior guidance of $64–$70). Revised FY'26 guidance: C1 $36–$40/lb (from $41–$45) and AISC $60–$64/lb (from $64–$70).
Strong Financial Position and Sales Realization
Closed the quarter with no debt and $208 million of cash and liquid assets (including $52.9 million cash, up from $47.8 million — ~10.7% increase). Sales of 350,000 pounds realized at ~USD $74/lb (AUD $112/lb) generating $39.3 million in revenue.
Inventory Build and Strategic Positioning
Drummed uranium inventory increased to 1.62 million pounds, up 175,000 pounds or 12% QoQ. Management views inventory as strategic amid tightening uranium market.
Progress on Honeymoon Review and New Feasibility Study
Concluded Honeymoon Review and initiated a new feasibility study centered on a wide-space wellfield design intended to increase residence time, reduce operating/sustaining costs, unlock lower-grade mineralization, improve production profile and extend life-of-mine. Work commenced: delineation drilling, trial pattern planning, reactive transport simulations, and resource model updates.
Operational Build-Out and Upcoming Capacity
Commissioning activity progressing: NIMCIX columns 4 and 5 commissioning nearing completion, B5 flushing underway and expected to begin production imminently, B6 (East/Far East Kalkaroo) scheduled to come online at the back end of the quarter and contribute to FY'27 profile.
Joint Venture Production Contribution
Alta Mesa (30% stake, JV with enCore) produced 143,000 pounds on a 100% basis for the quarter; Boss received 68,000 pounds. Drilling at Alta Mesa East continued to confirm extensions of mineralization.
Capital Discipline and CapEx Adjustments
Project & supporting infrastructure capital guidance increased modestly to $30–$33 million for FY'26 (up $3 million to include Honeymoon delineation drilling). Management is deferring non-optimal wellfield capital while the new feasibility study is completed to protect shareholder value.
AU:BOE 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
AU:BOE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | AU$1.73 | AU$1.70 | -1.45% |
Aug 28, 2025 | AU$1.81 | AU$1.96 | +7.71% |
Feb 26, 2025 | AU$2.60 | AU$2.62 | +0.77% |
Aug 28, 2024 | AU$3.03 | AU$2.78 | -8.25% |
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 Boss Energy Limited (AU:BOE) report earnings?
Boss Energy Limited (AU:BOE) is schdueled to report earning on Sep 30, 2026, TBA (Confirmed).
What is Boss Energy Limited (AU:BOE) earnings time?
Boss Energy Limited (AU:BOE) earnings time is at Sep 30, 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 the P/E ratio of Boss Energy Limited stock?
The P/E ratio of Boss Energy is N/A.
What is AU:BOE EPS forecast?
AU:BOE EPS forecast for the fiscal quarter 2026 (Q4) is 0.05.