ASP Isotopes

Q2 FY2026 EarningsQ2 FY26 results beat consensus across the top and bottom lines, with revenue reaching $5.12M vs. $3.45M expected. GAAP EPS of -$0.27 significantly outperformed the consensus of -$0.39, primarily due to lower-than-anticipated non-cash fair value adjustments on convertible notes. While the acquisition of Renergen added new revenue streams from Helium and LNG, operating expenses surged to $35.7M, driven by intensified R&D and M&A activity. Liquidity remains robust with $254.9M in cash and short-term investments, providing a sufficient runway for the late 2026 commercialization targets for C-14, Si-28, and Yb-176.