CCJ
Cameco·NYSE
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CCJ fundamentals
Cameco (CCJ) released its earnings on Feb 13, 2026: revenue was 875.73M (YoY +6.53%), beat estimates; EPS was 0.36 (YoY +43.88%), beat estimates.
Revenue / YoY
875.73M
+6.53%
EPS / YoY
0.36
+43.88%
Report date
Feb 13, 2026
CCJ Earnings Call Summary for Q4,2025
- Record Financial Performance: 2025 revenue ($3.5B) and EBITDA ($1.9B) set new highs, driven by disciplined execution and Westinghouse contributions.
- Uranium Production Resilience: Exceeded guidance with 21M pounds produced, despite McArthur River delays.
- Westinghouse Growth: 2026 EBITDA outlook ($370-430M) reflects core strength, with potential upside from U.S. government reactor projects.
- Market Discipline: 2025 contracting (116M pounds) below replacement rate; Cameco preserving 230M pounds of uncommitted production to capture future demand.
- Conversion Market Leadership: Fuel Services EBITDA supported by record UF6 production and historically high pricing.
- GLE Breakthrough: TRL 6 achieved, positioning Cameco to unlock 4-5M pounds annually via DOE tails re-enrichment.
EPS
Actual | 0.0492 | -0.1175 | -0.1497 | 0.0942 | -0.0557 | -0.0808 | -0.1103 | 0.0474 | 0.032 | 0.1398 | 0.0217 | 0.0664 | 0.1996 | -0.0075 | 0.2356 | 0.1584 | 0.096 | 0.1023 | -0.0074 | 0.2502 | 0.1112 | 0.5215 | 0.0503 | 0.36 | ||||||||||
Forecast | -0.0149 | -0.0349 | -0.0396 | -0.033 | -0.0777 | -0.0525 | -0.0204 | 0.006 | -0.013 | 0.0054 | 0 | 0.0408 | 0.191 | 0.0951 | 0.0945 | 0.1844 | 0.2567 | 0.1806 | 0.1901 | 0.2314 | 0.1287 | 0.3746 | 0.1985 | 0.3294 | ||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +430.20% | -236.68% | -278.03% | +385.45% | +28.31% | -53.90% | -440.69% | +690.00% | +346.15% | +2488.89% | 0.00% | +62.75% | +4.50% | -107.89% | +149.31% | -14.10% | -62.60% | -43.36% | -103.89% | +8.12% | -13.60% | +39.22% | -74.66% | +9.29% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 243.09M | 385.46M | 283.74M | 431.71M | 230.74M | 289.91M | 284.54M | 367.63M | 318.08M | 433.27M | 281.09M | 386.55M | 507.97M | 363.62M | 423.26M | 636.80M | 468.02M | 436.96M | 532.86M | 822.07M | 548.23M | 644.16M | 441.57M | 875.73M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 221.05M | 293.95M | 294.10M | 334.60M | 252.02M | 306.03M | 334.39M | 363.51M | 321.25M | 366.22M | 267.54M | 329.21M | 517.44M | 355.27M | 488.38M | 611.11M | 582.94M | 548.36M | 570.62M | 757.70M | 547.18M | 589.42M | 546.93M | 806.26M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +9.97% | +31.13% | -3.52% | +29.02% | -8.45% | -5.27% | -14.91% | +1.13% | -0.99% | +18.31% | +5.07% | +17.42% | -1.83% | +2.35% | -13.34% | +4.20% | -19.71% | -20.32% | -6.62% | +8.49% | +0.19% | +9.29% | -19.26% | +8.62% |
Earnings Call
You can ask Aime
Did Cameco beat or miss consensus estimates last quarter?What is Cameco's gross profit margin?What factors drove the changes in Cameco's revenue and profit?What is the revenue and EPS growth rate for Cameco year over year?What were the key takeaways from Cameco's earnings call?What guidance did Cameco's management provide for the next earnings period?What is the market's earnings forecast for Cameco next quarter?What does Cameco do and what are its main business segments?
