X-Energy, Inc. operates within the energy sector, primarily focusing its efforts on the development of modular nuclear reactors and cutting-edge fuel technology ...
Plutux is not an investment adviser. Market data and AI-generated analysis are for information and education only, not investment advice. Disclaimer
Est. EPS $-0.58 · Revenue $215.28M · 3 analysts
Est. EPS $-0.50 · Revenue $858.23M · 3 analysts
Est. EPS $-0.07 · Revenue $338.64M · 1 analysts
Est. EPS $-0.13 · Revenue $331.37M · 1 analysts
EPS $-19.52 · Revenue $109.10M
EPS $0.00 · Revenue $16.92M
EPS $-0.04 · Revenue $17.09M
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $109.1M | +29.9% | +25.7% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-389.8M | -209.4% | +64.5% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | -47.9% | +12.8% | -18.5% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -156.1% | -6.1% | -32.4% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -357.3% | -138.2% | +71.7% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-267.1M | -166.2% | -45.7% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -244.8% | -105.0% | -15.9% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 2.8% | +166.3% | -43.5% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 14.53x | +67.4% | +98.4% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $1.2B | +109.0% | +88.6% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -19.52 vs -24.87 | +21.5% | -0.21 vs -0.07 | -198.7% |
| Revenue Surprise | $109.1M vs $117.1M | -6.8% | $54.6M vs $338.6M | -83.9% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Jun 12, 2026 | Ghaffarian Kamal Seyed | director, 10 percent owner: | Class A Common Stock | A | 279,438 | — |
| Apr 28, 2026 | Ghaffarian Kamal Seyed | director, 10 percent owner: | Class A Common Stock | A | 6,522 | — |
| Apr 28, 2026 | Wallace Michael J Wallace | director | Class A Common Stock | A | 6,522 | — |
| Apr 28, 2026 | GINTHER CHRISTOPHER | director | Class A Common Stock | A | 6,522 | — |
| Apr 28, 2026 | Goff Gregory James | director | Class A Common Stock | A | 6,522 | — |
Operator: Hello, and welcome to the X-Energy Second Quarter 2026 Earnings Conference Call. [Operator Instructions] Please note that this call is being recorded. I'll now turn the call over to Patricia Gil, Director of Investor Relations for X-Energy. You may now begin. Patricia Gil: Thank you, and good morning, everyone. Welcome to X-Energy's Second Quarter 2026 Earnings Call. This morning, we released second quarter 2026 financial results and operational highlights for X-Energy, Inc. You can find today's presentation and our earnings press release available on the Investor Relations portion of X-Energy's website at investors.x-energy.com. Our remarks today will include forward-looking statements, which are based on assumptions as of today and are subject to significant risks and uncertainties. Actual results may differ materially from those set forth in the forward-looking statements. Our SEC filings, including our quarterly report on Form 10-Q, identify certain risk factors and cautionary statements that could cause the company's actual results to differ materially from those projected in our forward-looking statements made this morning. We undertake no obligation to update any forward-looking statements, except as required by law. During this call, we also present non-GAAP financial measures. There are reconciliations of these measures included in our investor presentation posted on the Investor Relations portion of our website. Joining me today are Clay Sell, our Chief Executive Officer; and Daniel Gross, our Chief Financial Officer. On today's call, Clay will open with a review of our recent highlights and operational updates, followed by what we believe are our compelling and differentiating business factors. Daniel will then review our financial performance for the second quarter in more detail before turning it back to Clay for closing remarks. We will then open the call up to Q&A. With that, I'll now turn the call over to Clay. J. Sell: Thank you, Patricia. Welcome, all. Good morning. It's great to be with you today. What an extraordinary time to be in the business of bringing new power technologies to the market. Based on third-party estimates, global electricity demand is expected to increase more than 75% by 2050. About 1/3 of that growth is predicted to take place in our key markets, the U.S., the U.K. and Canada. And it's estimated that the market just for SMRs could be 158 gigawatts by 2050. That's a $2.3 trillion revenue potential. At X-Energy, we have the opportunity to play a significant role in what will likely be the greatest build-out of power and electrical generation since the dawn of the electricity age. And we have a transformative next-generation technology and a great team of people that will allow us to reinvent and simplify the way nuclear power is built and expand the functions it can serve now and in the future. We're benefiting from a tremendous level of support and help along the way from our early partnership …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
J. Clay Sell | CEO & Director | USD 1,309,540 | Male | 1968 | Active |
Dragan Popovic | Executive VP & Chief of Global Operations | USD 469,067 | Male | 1973 | Active |
Kamal Ghaffarian | Founder & Executive Chairman | USD 400,000 | — | 1959 | Active |
Daniel Andrew Gross | Executive VP & CFO | USD 218,642 | Male | 1971 | Active |
Matt Welsh | VP & Chief Information Officer | — | Male | — | Active |
David Royer | Co-General Counsel & Chief Compliance Officer | — | Male | — | Active |
Martin van Staden | Senior VP & Chief Technology Officer | — | Male | — | Active |
Laura Garcia | Senior VP & Chief Accounting Officer | — | Female | 1980 | Active |
Steven Miller | Executive VP and Chief Legal & Administration Officer | — | Male | 1964 | Active |
Patricia Gil | Director of Investor Relations | — | Female | — | Active |
Eben Mulder | Senior VP & Chief Scientist | — | — | — | Active |
TRISO-X has acquired approximately 70 additional acres adjacent to its Oak Ridge fuel fabrication campus, expanding the site from 125 acres to 180 acres.
Increases Manufacturing Capacity for Long-Lead Material Doubles EU Supply Chain for Graphite Billet Production ROCKVILLE, Md., Aug. 03, 2026 (GLOBE NEWSWIRE) -- X-Energy, Inc. (Nasdaq: XE) (“X-energy” or “the Company”), a leading developer of advanced nuclear reactors and fuel technology, and SGL Carbon (“SGL”) today announced a binding agreement to double SGL's production capacity for medium-grain isotropic graphite (“NBG-18”), a specialized material central to X-energy's Xe-100 high-temperature gas-cooled reactor (“HTGR”).
AI's power boom is reshaping the energy market, and these are some companies investors should watch.
ROCKVILLE, Md., July 30, 2026 (GLOBE NEWSWIRE) -- X-Energy, Inc. (NASDAQ: XE) (“X-energy” or the “Company”), a leading designer of advanced nuclear reactor technology and manufacturer of nuclear fuels, today announced it plans to report second quarter 2026 financial results and operational highlights on Thursday, August 13, 2026.
XE and BWXT offer two distinct paths into the growing nuclear sector, from advanced reactor development to established government-backed nuclear operations.
