The earnings call highlighted significant advancements and strategic positioning within the nuclear energy and uranium markets. NexGen's Rook 1 project is well-prepared for upcoming milestones, and the company has secured important offtake agreements in a rising market. Despite regulatory delays, the overall outlook is positive with strong demand and financial positioning.

Company Guidance -

Q3 2025

During the NexGen Energy Second Quarter of 2025 Results Conference Call, CEO Leigh Curyer highlighted significant developments and guidance for the company. NexGen announced the doubling of its offtake book volume, with new contracts being market-related to ensure industry-leading leverage to future uranium prices. The Rook 1 project, central to NexGen's strategy, is positioned to deliver $37 billion in economic benefits to Canada over its first decade and support 1,400 direct jobs. The Patterson Corridor East results indicate a promising new mineral body, enhancing the company's asset portfolio. The global demand for nuclear energy is robust, with a forecasted increase in electricity demand from data centers by 170% in China and 130% in the U.S. over the next five years. NexGen's strategic approach includes a cash balance of CAD 375 million and active engagement with global debt providers, ensuring readiness for the project's development phase. With the CNSC commission hearing process set to commence soon, NexGen anticipates transitioning from advanced development to construction, supported by a strong market environment and strategic partnerships.

Rook 1 Project Readiness

NexGen is poised and ready for construction on the conclusion of the CNSC commission hearing process. The Rook 1 project is set to provide $37 billion in economic benefits to Canada in the first 10 years of production, supporting 1,400 direct jobs.

Strong Demand for Nuclear Energy

Nuclear energy is experiencing robust demand, with technology companies committing over USD 100 billion in AI data center construction. This includes Amazon's $20 billion spend on data centers and Meta's 20-year power purchase agreement for 1.1 gigawatts of nuclear-generated electricity.

Doubling Offtake Agreements

NexGen doubled its offtake book volume with a new agreement with a major U.S.-based utility. The contracts are market-related at the time of delivery, providing leverage in a rising uranium pricing environment.

Significant PCE Discovery

The Patterson Corridor East (PCE) discovery includes an assay of 15 meters at 15.9% U3O8, with peak values up to 68.8%, indicating the potential for another Tier 1 asset.

Uranium Market Strength

Uranium spot prices rose over 20% in Q2, closing at USD 78.50 per pound, signaling an undersupplied market responding rapidly to demand.

Strong Cash Position

NexGen maintains a cash balance of CAD 375 million, ensuring funding for the 2025 site programs and initial post-approval construction.

NexGen Energy (NXE) 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

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NXE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	-0.02 / -	-0.015	―	―	―
Aug 05, 2025	2025 (Q2)	-0.05 / -0.10	-0.015	-600.00% (-0.09)	―
May 12, 2025	2025 (Q1)	-0.03 / -0.07	-0.044	-50.00% (-0.02)	―	―
Mar 04, 2025	2024 (Q4)	-0.03 / -0.03	0.211	-113.79% (-0.24)	―
Nov 08, 2024	2024 (Q3)	-0.03 / -0.01	-0.08	81.82% (+0.07)	―
Aug 07, 2024	2024 (Q2)	-0.03 / -0.01	-0.029	50.00% (+0.01)	―
May 08, 2024	2024 (Q1)	-0.03 / -0.04	-0.007	-500.00% (-0.04)	―	―
Mar 07, 2024	2023 (Q4)	-0.03 / 0.21	-0.036	680.00% (+0.25)	―
Nov 02, 2023	2023 (Q3)	-0.02 / -0.08	-0.036	-120.00% (-0.04)	―	―
Aug 08, 2023	2023 (Q2)	-0.01 / -0.03	-0.015	-100.00% (-0.01)	―

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

NXE Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$6.94	$7.11	+2.45%
May 12, 2025	$5.71	$5.70	-0.18%
Mar 04, 2025	$4.77	$4.78	+0.21%
Nov 08, 2024	$7.39	$7.38	-0.14%

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 NexGen Energy (NXE) report earnings?

NexGen Energy (NXE) is schdueled to report earning on Oct 29, 2025, TBA (Confirmed).

What is NexGen Energy (NXE) earnings time?

NexGen Energy (NXE) earnings time is at Oct 29, 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 NXE EPS forecast?

NXE EPS forecast for the fiscal quarter 2025 (Q3) is -0.02.

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