The earnings call highlighted significant advancements in Uranium and Rare Earths production, improved financial metrics, and strategic positioning in the critical minerals market. However, challenges such as a net loss and logistical constraints were noted. Overall, the positive developments and strategic progress suggest a positive outlook.

Company Guidance

During Energy Fuels' Q2 2025 conference call, CEO Mark S. Chalmers highlighted significant advancements in the company's operations and provided guidance on several key metrics. The company is rapidly advancing its Uranium production, with plans to ramp up to 2 million pounds per year and expects Pinyon Plain costs to range between $23 to $30 per pound of finished goods. Chalmers reported that high-grade ore mining yielded over 660,000 pounds of Uranium in Q2, indicating a potential production rate of 2.7 million pounds annually, though the official guidance remains at 875,000 to 1.4 million pounds for 2025. Energy Fuels is also making strides in Rare Earths separation, with Phase 2 expansion at the White Mesa Mill progressing and improved Rare Earths pricing, particularly for Dy and Tb, which are approximately 350% higher outside China. The company aims for finished Uranium production of 700,000 to 1 million pounds by year-end and expects processing costs to decrease as Pinyon Plain ore is processed starting in Q4. Financially, Energy Fuels reported an improved net loss of $22 million for Q2, down from $26 million in Q1, supported by a strong balance sheet with over $250 million in liquidity and no debt.

Uranium Production and Costs

Energy Fuels is rapidly advancing Uranium production, achieving high grades and reducing costs. They expect Pinyon Plain costs to be around $23 to $30 per pound, which are exceptional compared to peers globally.

Rare Earths Advancement

The company is advancing Rare Earths separation with the expansion of the White Mesa Mill Phase 2 and reports significantly improved Rare Earths pricing, particularly outside China, with Dy and Tb prices approximately 350% higher than within China.

Strong Financial Position

Energy Fuels strengthened its balance sheet with liquidity over $250 million and no debt.

Rare Earths Pilot Success

The company plans to produce 15 kg of Dy oxide by October 2025 and is progressing towards a commercial production plant.

Energy Fuels (TSE:EFR) 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 >

TSE:EFR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 31, 2025	2025 (Q3)	-0.10 / -	-0.097	―	―	―
Aug 06, 2025	2025 (Q2)	-0.14 / -0.14	-0.055	-150.00% (-0.08)	―
May 07, 2025	2025 (Q1)	-0.10 / -0.18	0.028	-750.00% (-0.21)	―
Feb 27, 2025	2024 (Q4)	-0.04 / -0.26	-0.193	-35.71% (-0.07)	―
Oct 31, 2024	2024 (Q3)	-0.06 / -0.10	0.097	-200.00% (-0.19)	―
Aug 02, 2024	2024 (Q2)	-0.09 / -0.06	-0.041	-33.33% (-0.01)	―
May 03, 2024	2024 (Q1)	0.06 / 0.03	0.994	-97.22% (-0.97)	―
Feb 23, 2024	2023 (Q4)	-0.08 / -0.19	-0.152	-27.27% (-0.04)	―
Nov 03, 2023	2023 (Q3)	-0.04 / 0.10	-0.083	216.67% (+0.18)	―
Aug 04, 2023	2023 (Q2)	-0.04 / -0.04	-0.152	72.73% (+0.11)	―

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

TSE:EFR Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	C$13.67	C$13.29	-2.78%
May 07, 2025	C$6.60	C$6.60	0.00%
Feb 27, 2025	C$6.35	C$5.78	-8.98%
Oct 31, 2024	C$8.41	C$7.78	-7.49%

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 (TSE:EFR) report earnings?

Energy Fuels Inc (TSE:EFR) is schdueled to report earning on Oct 31, 2025, TBA (Confirmed).

What is Energy Fuels Inc (TSE:EFR) earnings time?

Energy Fuels Inc (TSE:EFR) 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 TSE:EFR EPS forecast?

TSE:EFR EPS forecast for the fiscal quarter 2025 (Q3) is -0.1.

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