NASDAQ$ASPI

ASP Isotopes Inc · Q1 2026 earnings

Q1 2026 earnings · · After market close

Briefing

ASP Isotopes Inc reported total revenue of $4.18 million and a net loss attributable to shareholders of $6.88 million for the first quarter ended March 31, 2026.

The company achieved revenue growth driven by its radiopharmacy operations and new LNG sales following the Renergen acquisition. However, it recorded a significant operating loss of $24.89 million due to increased research and development and selling expenses. The quarter also saw the deconsolidation of Skyline and continued investment in isotope enrichment facilities.

  • Revenue increased to $4.18 million from $1.10 million year-over-year.
  • Net loss attributable to shareholders was $6.88 million or $(0.06) per share.
  • Acquired Renergen adding helium and LNG segment with $0.59 million revenue.
  • Strong cash position of $207.3 million supports ongoing development.

Headline financials

Total Revenue

$4.18M

Previous: $1.1M+279.4%
EPS (adj)

-$0.06

Previous: -$0.03-100.0%
Capital Expenditures

-$6.14M

Previous: -$2.31M-165.8%
Free Cash Flow

-$23.9M

Previous: -$10.8M-121.9%
Net Income

-$7.12M

Previous: -$8.46M+15.8%
Operating Income

-$24.9M

Previous: -$7.95M-213.0%
Gross Profit

$1.67M

Previous: $327K+409.7%
Cash & Equivalents

$207M

Previous: $56M+270.3%
Total Assets

$588M

Previous: $90.9M+546.7%

Revenue & EPS history

ASP Isotopes Inc · Revenue · Quarterly

$4.18M

Q1 2026+279.4%vs Q1 2025
Beat estimate in 1 of 1 quarters(100%)
ActualEstimate

Revenue by segment

ASP Isotopes Inc · $4.18M total across 3 segments · Q1 2026

  • Specialist Isotopes and Related Services
    $3.39M
  • Helium and LNG
    $594K
  • Nuclear Fuels
    $200K

Forward guidance

The company targets initial commercial shipments of enriched C-14 and Yb-176 in Q3 2026 and Si-28 around mid-year 2026 while advancing uranium enrichment initiatives.

Tailwinds

  • Strong cash reserves of over $290 million including short-term investments.
  • Successful integration of Renergen and deconsolidation of Skyline.
  • Progress on multiple enrichment facilities in South Africa.

Headwinds

  • Continued net losses and negative operating cash flow.
  • Regulatory and construction risks for new facilities.
  • Dependence on future capital raises and partnerships.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 7 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-3.4%

Avg return

Earnings day

+8.4%

Avg return

5 days after

-0.5%

Avg return

30 days after

13%

1 / 8 earnings

Positive

+11.7%

Q1 2024

Best reaction

-11.4%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.7%+31.6%+36.1%
Q4 2025-3.4%-1.8%+13.0%
Q3 2025-11.4%-20.1%-18.9%
Q2 2025-4.2%-19.5%-20.5%
Q1 2025-6.9%+14.2%+3.9%
Q3 2024-8.2%+5.6%-44.9%
Q2 2024-2.8%+21.8%+26.1%
Q1 2024+11.7%+35.5%+1.0%

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