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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
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Q4,undefined
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Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
0.0492-0.1175-0.14970.0942-0.0557-0.0808-0.11030.04740.0320.13980.02170.06640.1996-0.00750.23560.15840.0960.1023-0.00740.25020.11120.52150.05030.36
Forecast
-0.0149-0.0349-0.0396-0.033-0.0777-0.0525-0.02040.006-0.0130.005400.04080.1910.09510.09450.18440.25670.18060.19010.23140.12870.37460.19850.3294
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
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Q4,undefined
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
--------------------243.09M385.46M283.74M431.71M230.74M289.91M284.54M367.63M318.08M433.27M281.09M386.55M507.97M363.62M423.26M636.80M468.02M436.96M532.86M822.07M548.23M644.16M441.57M875.73M
Forecast
--------------------221.05M293.95M294.10M334.60M252.02M306.03M334.39M363.51M321.25M366.22M267.54M329.21M517.44M355.27M488.38M611.11M582.94M548.36M570.62M757.70M547.18M589.42M546.93M806.26M
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