earnings
confidence high
sentiment positive
materiality 0.75
UEC reports FY2026: Q4 production up 157%, realized price $93.13/lb, $753M liquid assets, no debt
URANIUM ENERGY CORP
2026-FY EPS reported
-$0.28
revenue$37,250,000
- Q4 production rose 157% to 82,744 lbs U3O8 from 32,195 lbs in Q3; total cash cost $30.01/lb and total cost $36.54/lb.
- FY2026 production totaled 229,294 lbs; sold 400,000 lbs at weighted average realized price of $93.13/lb, generating $37.3M revenue and $16.9M gross profit.
- Christensen Ranch Q4 output doubled to 65,392 lbs; total cost/lb fell 35% to $35.63 from $54.61 in Q3. Burke Hollow produced 17,352 lbs in first full quarter at $39.93/lb.
- Balance sheet: $753M liquid assets including $495M cash, no debt; 1,256,000 lbs U3O8 inventory valued at $109M as of July 31, 2026.
- NNSA RFI seeks 4M lbs/year unobligated U.S. uranium and 1,500 tU as UF6 from 2030; UR&C targets Class IV cost estimate by mid-2027 with Fluor.