Energy Fuels

Q2 FY2026 EarningsQ2 FY2026 results missed consensus on the bottom line despite a significant revenue beat. Total revenue of $25.1M outperformed the $44.1M CAD (~$32.0M USD) consensus by 21.6% due to higher uranium sales volumes and realized prices. However, GAAP Net Loss of $33.4M was significantly wider than the expected ~$10.8M USD loss, driven by $10.7M in one-time M&A costs and an accelerated $3.1M ARO accretion charge at the Kwale Project. FY2026 production guidance remains on track at 2.0M-2.5M lbs U3O8.