NYSE$UUUU

Energy Fuels Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close

Briefing

Energy Fuels Inc reported a net loss of $21.8 million for the second quarter of 2025.

Energy Fuels Inc recorded revenues of $4.2 million in Q2 2025, primarily from uranium concentrates and heavy mineral sands sales. The company posted an operating loss of $26.2 million and a net loss of $21.8 million, reflecting increased operating costs following the Base Resources acquisition. Cash and cash equivalents stood at $71.5 million with total assets of $702.5 million at quarter end.

  • Q2 2025 revenues totaled $4.2 million, down from $8.7 million in Q2 2024 due to timing of uranium deliveries.
  • Net loss widened to $21.8 million as operating expenses rose to $30.4 million amid expansion activities.
  • Uranium segment contributed $3.9 million in revenue while heavy mineral sands added $0.3 million.
  • Cash position strengthened to $71.5 million supported by equity issuances under the ATM program.

Headline financials

Total Revenue

$4.21M

Previous: $8.72M-51.7%
EPS (adj)

-$0.10

Previous: -$0.04-150.0%
Capital Expenditures

-$5.99M

Previous: -$16.3M+63.3%
Net Income

-$21.8M

Previous: -$6.42M-239.8%
Operating Income

-$26.2M

Previous: -$9.04M-189.4%
Cash & Equivalents

$71.5M

No prior period
Total Assets

$702M

No prior period

Revenue & EPS history

Energy Fuels Inc · Revenue · Quarterly

$4.21M

Q2 2025-51.7%vs Q2 2024
Beat estimate in 1 of 2 quarters(50%)
ActualEstimate

Revenue by segment

Energy Fuels Inc · $4.21M total across 2 segments · Q2 2025

  • Uranium
    $3.93M
  • Heavy Mineral Sands
    $278K

Forward guidance

The company provided 2025 production guidance including mined uranium of 875,000 to 1,435,000 pounds and sales of 350,000 pounds of U3O8.

Tailwinds

  • Higher grade ore at Pinyon Plain mine expected to lower unit costs.
  • Phase 1 REE separation circuit commissioned and producing NdPr.
  • Long-term uranium contracts secured for deliveries through 2030.

Headwinds

  • Continued net losses expected during production ramp-up.
  • Dependence on successful permitting and development of international projects.
  • Market prices for uranium and rare earths remain volatile.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-0.2%

Avg return

Earnings day

+0.2%

Avg return

5 days after

+3.6%

Avg return

30 days after

33%

10 / 30 earnings

Positive

+15.8%

Q2 2018

Best reaction

-13.2%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026+11.8%+4.3%-29.4%
Q4 2025-6.7%-4.5%-22.9%
Q3 2025-13.2%-23.7%-26.4%
Q1 2025+3.0%+1.1%+18.7%
Q3 2024-4.9%-7.6%+14.7%
Q2 2024-6.1%-14.9%-6.3%
Q1 2024-1.1%+3.9%+25.0%
Q3 2023-2.7%-7.1%-5.5%
Q2 2023+0.0%+5.9%+19.3%
Q1 2023+4.9%+14.1%+12.5%
Q3 2022+3.1%+4.0%+1.0%
Q2 2022+4.2%+3.7%+8.1%
Q1 2022+1.4%+3.8%-5.5%
Q3 2021-4.2%+19.4%+8.8%
Q2 2021-3.7%-7.7%-5.7%
Q1 2021-3.0%+8.9%+29.9%
Q3 2020-2.6%-3.9%+29.7%
Q2 2020+0.0%+2.3%+6.4%
Q1 2020+1.1%-5.6%-3.4%
Q3 2019+0.0%-1.0%-5.0%
Q2 2019+0.0%-5.8%+5.8%
Q1 2019-3.8%-9.6%+3.4%
Q3 2018+0.0%+6.9%-1.2%
Q2 2018+15.8%+9.9%+5.3%
Q1 2018-0.5%+1.5%-1.5%
Q3 2017+0.0%+5.0%+20.1%
Q2 2017+0.0%-4.0%+2.8%
Q1 2017+3.9%+8.4%+0.0%
Q3 2016-2.9%-4.3%+2.9%
Q2 2016+1.4%+2.8%+7.3%

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