Terrestrial Energy (IMSR)

NASDAQ:IMSR

IMSR

Terrestrial Energy

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Terrestrial Energy (IMSR) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

May 14, 2026

Before Open (Confirmed)

Period Ending

2026 (Q1)

Consensus EPS Forecast

―

Last Year’s EPS

0.02

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 1 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Mar 30, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call conveyed strong strategic and technical progress: successful public listing and substantial funding (~$298M cash), meaningful regulatory milestones (NRC Topical Report acceptance), DOE support for pilot projects, supplier contracts, and a clear 2026 milestone roadmap. These positives were balanced by rising operating losses and expenses, higher interest costs, and the fact the company remains pre-revenue with commercialization dependent on future regulatory approvals, pilot execution and partner-driven supply-chain scaling. Overall, the advances in funding, regulation and partnerships materially outweigh near-term financial and execution risks.

Company Guidance

For 2026 Terrestrial Energy guided that it expects to: announce further agreements with Texas A&M to support deployment and testing at RELLIS; disclose details of between 1 and 3 additional commercial IMSR plant projects; submit at least 3 additional NRC Topical Reports to increase licensing readiness; and disclose sites and engineering partners for both DOE‑funded pilot projects TETRA and TEFLA. These operational milestones sit alongside year‑end 2025 metrics including approximately $298 million in cash and short‑term investments, more than $292 million in gross proceeds from the October 28, 2025 business combination (including a $50 million PIPE and <1% trust redemptions), an issued share count of 105.8 million (81.8M common + 24M exchangeable), and 2025 results of a $28 million net loss with $10M R&D, $14M G&A (including ~$5M legal/professional fees), ~ $3M stock‑based compensation, $4M interest expense and $1M interest income.

Successful Public Listing and Financing

Completed business combination with HCM II and began trading on NASDAQ (IMSR) on October 29, 2025; transaction generated more than $292 million in gross proceeds including a $50 million PIPE and resulted in year-end cash and short-term investments of approximately $298 million.

Regulatory Milestone — NRC Topical Report Accepted

NRC completed and accepted the Topical Report on the IMSR Principal Design Criteria in 2025, a foundational step toward operating license submission and demonstrating progress with pre-application engagement.

Federal Support via DOE OTA Awards

Received two OTA awards from DOE programs established in 2025: one from the Advanced Reactor Pilot Program to support Project TETRA (test reactor assembly) and one from the Fuel Line Pilot Program to support TEFLA (pilot fuel production).

Strategic Supply Chain & Industry Partnerships

Expanded supplier relationships with major nuclear and industrial partners (Westinghouse, Siemens Energy, BWXT) and announced further contracts with Westinghouse to support IMSR fuel supply readiness.

Commercial Project Progress

Texas A&M selected Terrestrial Energy to site a full-scale commercial IMSR plant at the RELLIS campus; announced collaboration with Ameresco to broaden project identification and development capacity.

Technology and Market Differentiation

IMSR design uses standard nuclear fuel (<5% enrichment) (avoids HALEU), low-pressure high-inherent safety molten salt design, ~50% greater steam turbine efficiency versus light-water reactors, and design aims for smaller, modular, capital-efficient plants targeting a service addressable market estimated to exceed $1.4 trillion.

Near-Term 2026 Milestone Roadmap

Guidance for 2026 includes: further agreements with Texas A&M, disclosure of 1–3 additional commercial projects, submission of at least three additional NRC Topical Reports, and site/partner disclosures for TETRA and TEFLA — demonstrating a clear execution plan.

Materials Testing Progress

Advanced materials qualification work with graphite irradiation testing entering concluding phase at NRG PALLAS High Flux Reactor (Netherlands), supporting supplier selection and licensing readiness for Generation IV reactor materials.

Terrestrial Energy (IMSR) 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 >

IMSR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Press Release	Slides	Play Transcript
May 14, 2026	2026 (Q1)	- / -	0.024	―		―	―
Mar 30, 2026	2025 (Q4)	-0.20 / -0.39	0.083	-569.88% (-0.47)

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
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 (IMSR) report earnings?

Terrestrial Energy (IMSR) is schdueled to report earning on May 14, 2026, Before Open (Confirmed).

What is Terrestrial Energy (IMSR) earnings time?

Terrestrial Energy (IMSR) earnings time is at May 14, 2026, 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