Uranium Energy Corp

Latest Results (07.10.2025):

Uranium Energy Corp reported a strong fiscal year 2025, transitioning from a developer to a producer with significant advancements in uranium production and strategic acquisitions. The company achieved initial production ramp-up in Wyoming, progressed the Burke Hollow project in Texas, and expanded its operations through the acquisition of Rio Tinto’s Sweetwater Complex, solidifying its position as the largest U.S. uranium company by resources and production capacity.

Strong Financial Position

As of July 31, 2025, Uranium Energy Corp maintains a robust balance sheet with $321 million in cash, inventory, and market-valued equities, and no debt. The first half of fiscal 2025 saw revenues of $66.8 million and a gross profit of $24.5 million from the sale of 810,000 pounds of U₃O₈ at an average price of $82.52 per pound.

Operational Achievements

The company successfully ramped up initial production, delivering approximately 130,000 pounds of uranium concentrate by July 31, 2025. Operational efficiencies were realized with low production costs, totaling $36.41 per pound. Upgrades at the Irigaray Central Processing Plant and expansion at Christensen Ranch are set to enhance production capabilities significantly.

Strategic Acquisitions and Expansion

The acquisition of Rio Tinto’s Sweetwater Complex for $175 million added around 175 million pounds of historic resources and expanded UEC’s licensed capacity to 12.1 million pounds annually. This acquisition establishes a third U.S. hub-and-spoke production platform, reinforcing UEC’s leadership in the U.S. uranium market.

Inventory and Market Positioning

Uranium Energy Corp strategically built up its inventory with 1,356,000 pounds of U₃O₈ valued at $96.6 million as of July 31, 2025, and expects an additional 300,000 pounds by year-end. The company’s unhedged approach maximizes potential upside from rising uranium prices, offering flexibility to meet increasing demand from government and global markets.

Future Outlook

The launch of United States Uranium Refining & Conversion Corp positions UEC as the only vertically integrated U.S. uranium company from mining to planned conversion. With ongoing projects in Wyoming, Texas, and Canada, UEC is well-positioned to capitalize on favorable U.S. nuclear policies and the growing demand for nuclear energy as a scalable, carbon-free power source.