Terrestrial Energy Inc. (IMSR)
NASDAQ:IMSR
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Earnings Data
Report Date
Apr 05, 2027Before Open (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
―Last Year’s EPS
-0.39Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call demonstrated clear technical and regulatory progress — notably DOE OTA awards, ongoing materials qualification, supplier engagement and an NRC Safety Evaluation Report approving the PIE methodology — and advanced commercial outreach via a Riot MOU and a 7.8 GW indicative pipeline. Financially, the company maintains a clean balance sheet with $289.9 million in cash and no debt, but sequential increases in cash burn and operating expenses and continued uncertainty around pilot-to-commercial fuel fabrication (TEFLA) and full licensing remain key near-term execution risks. On balance, the positive regulatory and commercial milestones materially outweigh the near-term cost and timing headwinds.Company Guidance
NRC Regulatory Milestone — PIE Topical Report Approved
Company completed final submissions for the Postulated Initiating Events (PIE) Topical Report and the NRC issued a Safety Evaluation Report approving the methodology. This approval, combined with the NRC's 2025 Safety Evaluation Report for principal design criteria, establishes foundational elements of the IMSR plant licensing basis and should reduce scope and predictability risk for subsequent licensing.
DOE OTA Contract Executed for TETRA and TEFLA
Terrestrial executed an Other Transaction Authority (OTA) contract with the U.S. Department of Energy to advance Project TETRA (test reactor assembly) and Project TEFLA (fuel line assembly), supporting engineering, regulatory programs and fuel supply infrastructure development.
Fuel and Materials Development Progress
Graphite irradiation testing and supply activities are ongoing at NRG Petten, supporting materials qualification and licensing readiness. Project TEFLA has been positioned as the pilot to industrialize the final IMSR fuel salt form (fluoride chemistry) and capture IP around fuel fabrication processes.
Commercial Channel Expansion — Riot MOU
Executed an MOU with Riot Platforms to co-locate IMSR Plants with Riot-developed data centers for AI and HPC workloads, covering multiple U.S. project opportunities and using natural gas as a bridge fuel. This establishes a hyperscale data center commercial channel for IMSR Plants.
Commercial Pipeline Size
Pipeline consists of approximately 10 IMSR Plant projects representing ~7.8 gigawatts of indicative power capacity, reinforcing demand-side interest in the IMSR design and potential fleet economics.
Clean, Simple Balance Sheet
Quarter-end cash and cash investments of $289.9 million, limited liabilities, modest lease obligations and no debt. Management described the balance sheet as straightforward and well positioned to execute near-term milestones.
Operational Execution and Supplier Progress
Built a supplier group to execute Projects TETRA and TEFLA and reported active engagement with industry nuclear suppliers to support fabrication of reactor components and fuel supply infrastructure.
Ongoing Disclosure and Project Growth Plans
Management reiterated prior guidance to disclose 1–3 additional projects this year and highlighted the recent Riot announcement as part of that pipeline development.
IMSR 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
IMSR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 14, 2026 | $7.12 | $8.15 | +14.47% |
Mar 30, 2026 | $6.01 | $5.53 | -7.99% |
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 Terrestrial Energy Inc. (IMSR) report earnings?
Terrestrial Energy Inc. (IMSR) is schdueled to report earning on Apr 05, 2027, Before Open (Confirmed).
What is Terrestrial Energy Inc. (IMSR) earnings time?
Terrestrial Energy Inc. (IMSR) earnings time is at Apr 05, 2027, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is IMSR EPS forecast?
Currently, no data Available