Q2 FY2026 EarningsQ2 FY26 results significantly beat consensus on the top line, with revenue and grant income of $54.6M vs. $33.6M expected, driven by accelerated DOE ARDP project execution. However, the GAAP EPS loss of $0.21 was wider than the $0.10 expected mean, primarily due to higher-than-anticipated non-cash equity compensation and warrant mark-to-market losses. Total liquidity remains robust at $1.9B following a successful $1.1B IPO, providing a strong runway for TRISO-X fuel facility construction and Xe-100 reactor deployment.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: X-Energy(XE) the Revenue is 54.6 M (--%), Beat estimate;the EBIT is -110.03 M (--%), Miss estimate;the EPS is -0.21 (--%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.05B--
0.03B--
+0.02B--%
EBITMiss expectations
-0.11B--
-0.05B--
-0.06B--%
EPSMiss expectations
-0.21--
-0.1002--
-0.1098--%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf