NYSE$CCJ

Cameco Corp · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Cameco reported strong Q4 2024 results, driven by uranium and Westinghouse segment performance.

Cameco achieved solid financial performance in Q4 2024, with strong contributions from its uranium and Westinghouse segments. The company reported an increase in revenue and adjusted earnings, reflecting improved market conditions. Cash flow generation remained strong, and the company maintained a disciplined approach to contracting and financial management.

  • Q4 2024 revenue increased by 40% year-over-year to CAD 1.183 billion.
  • Net earnings for Q4 2024 reached CAD 135 million, up from CAD 80 million in Q4 2023.
  • Adjusted EPS improved to CAD 0.36 from CAD 0.25 in the prior-year quarter.
  • Record uranium production at McArthur River/Key Lake, with 20.3 million pounds packaged in 2024.

Headline financials

Total Revenue

$822M

Previous: $619M+32.7%
EPS (adj)

$0.25

Previous: $0.15+66.7%
Uranium Sales Volume

12.8M

No prior period
Uranium Avg Realized Price

$58.45

No prior period
Fuel Services Sales Volume

4.2M

No prior period
Fuel Services Avg Realized Price

$35.41

No prior period
Westinghouse Adjusted EBITDA

$162M

No prior period
Capital Expenditures

-$43.4M

Previous: -$30.8M-41.1%
Net Income

$135M

Previous: $80.1M+69.1%
Operating Income

$181M

Previous: $6.29M+2776.8%
Gross Profit

$354M

Previous: $69.1M+412.4%
R&D Expense

$7.45M

Previous: $3.85M+93.6%

Revenue & EPS history

Cameco · Revenue · Quarterly

$822M

Q4 2024+32.7%vs Q4 2023
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Revenue by segment

Cameco · $614M total across 2 segments · Q3 2025

  • Uranium
    $523M
  • Fuel Services
    $91M

Forward guidance

Cameco expects continued strong financial performance in 2025, driven by uranium market conditions and Westinghouse segment growth. The company plans to maintain disciplined capital allocation and operational flexibility to support long-term strategic growth.

Tailwinds

  • Expected strong uranium demand supporting pricing and contracting.
  • Westinghouse segment positioned for long-term growth with new projects.
  • Strong balance sheet with significant cash reserves and liquidity.
  • Ongoing operational optimizations expected to enhance efficiency.
  • Increased dividend reflecting confidence in future earnings.

Headwinds

  • Potential supply chain disruptions impacting uranium production.
  • Macroeconomic uncertainty affecting investment and contracting decisions.
  • Regulatory risks related to nuclear fuel and uranium mining operations.
  • Higher production costs could pressure margins in 2025.
  • Uncertainty regarding future production levels at JV Inkai due to supply chain issues.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+0.4%

Avg return

Earnings day

+0.6%

Avg return

5 days after

+3.3%

Avg return

30 days after

55%

34 / 62 earnings

Positive

+12.9%

Q4 2021

Best reaction

-14.4%

Q2 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025-3.0%+0.1%-7.3%
Q3 2025-1.8%-2.8%-5.9%
Q2 2025-3.7%+0.2%+13.7%
Q1 2025+0.8%+6.6%+29.6%
Q4 2024-0.0%-6.4%-4.3%
Q2 2024-7.4%-16.7%-7.8%
Q4 2023-8.3%-12.9%-14.2%
Q3 2023+8.4%+10.8%+21.3%
Q2 2023-2.4%-1.8%+8.1%
Q1 2023+4.2%+0.8%+2.8%
Q4 2022+6.9%+6.7%-6.8%
Q3 2022-3.0%-5.4%-3.1%
Q2 2022+10.5%+7.4%+15.3%
Q1 2022-9.6%-18.4%-5.2%
Q4 2021+12.9%+9.5%+36.6%
Q3 2021-1.3%+6.8%-5.5%
Q2 2021+5.9%+2.3%+4.5%
Q1 2021+8.2%+6.0%+18.0%
Q4 2020+3.4%+4.2%+13.9%
Q3 2020-4.8%-2.1%+13.9%
Q2 2020-14.4%-14.6%-2.4%
Q1 2020+9.2%+6.6%+9.1%
Q4 2019+1.7%+9.8%-2.0%
Q3 2019+12.0%+6.9%+3.6%
Q2 2019-7.2%-7.5%-15.2%
Q1 2019-4.2%-2.5%-8.6%
Q4 2018-2.9%-4.2%-8.1%
Q3 2018+9.4%+12.8%+7.4%
Q2 2018+3.9%-2.1%-5.2%
Q1 2018+4.6%+13.2%+5.5%
Q4 2017-1.7%+4.3%+2.7%
Q3 2017-8.7%-4.9%+12.0%
Q2 2017+4.5%+1.7%-1.2%
Q1 2017-7.9%-6.8%-9.2%
Q4 2016+2.2%+13.5%+1.6%
Q3 2016+10.3%+10.6%+26.3%
Q2 2016-10.1%-11.1%-12.6%
Q1 2016-5.9%
Q4 2015-7.5%
Q3 2015-2.7%
Q2 2015+0.8%
Q1 2015+0.6%
Q4 2014+0.7%
Q3 2014-2.1%
Q2 2014+5.6%
Q1 2014-2.0%
Q4 2013-2.0%
Q3 2013+4.6%
Q2 2013+3.8%
Q1 2013+0.4%
Q4 2012+0.4%
Q3 2012+3.0%
Q2 2012-1.3%
Q1 2012+5.9%
Q4 2011+0.2%
Q3 2011+0.9%
Q2 2011+1.2%
Q1 2011+1.7%
Q4 2010+1.7%
Q3 2010-3.5%
Q2 2010+5.6%
Q1 2010-2.7%

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