Cameco vs EQT
Cameco vs EQT: This page compares the two companies, offering a clear look at their business models, financial performance, and market context. Explore how each organisation approaches growth, risk, and strategy in a shared framework for neutral understanding. Educational content, not financial advice.
Cameco vs EQT: This page compares the two companies, offering a clear look at their business models, financial performance, and market context. Explore how each organisation approaches growth, risk, a...
Why It's Moving
Cameco Dips After Q4 Earnings and 2026 Outlook Spark Mixed Reactions
- Q4 2025 earnings drove a more than 3% stock drop, with shares closing at $112.90 on February 13, underperforming broader market gains as traders weighed the implications.
- Full-year 2025 revenue hit $3.482 billion alongside $590 million in net earnings, fueled by uranium sales, fuel services, and Westinghouse equity gains that bolster long-term nuclear energy positioning.
- 2026 guidance reflects cautious demand forecasts from analysts like Stifel Canada, trimming EPS estimates and amplifying focus on committed 230 million pounds of long-term uranium contracts.
EQT Surges on Coller Capital Deal and Earnings Beat, Fueling Investor Optimism Amid Analyst Tweaks.
- Coller deal positions EQT to shift from upstream production volatility toward stable fee income, drawing strong investor reactions.
- FY2025 results exceeded profit forecasts, with management spotlighting the acquisition as a growth catalyst amid upbeat guidance.
- Quarterly dividend of $0.165 per share declared, payable March 2, reinforcing shareholder returns as natural gas focus sharpens.
Cameco Dips After Q4 Earnings and 2026 Outlook Spark Mixed Reactions
- Q4 2025 earnings drove a more than 3% stock drop, with shares closing at $112.90 on February 13, underperforming broader market gains as traders weighed the implications.
- Full-year 2025 revenue hit $3.482 billion alongside $590 million in net earnings, fueled by uranium sales, fuel services, and Westinghouse equity gains that bolster long-term nuclear energy positioning.
- 2026 guidance reflects cautious demand forecasts from analysts like Stifel Canada, trimming EPS estimates and amplifying focus on committed 230 million pounds of long-term uranium contracts.
EQT Surges on Coller Capital Deal and Earnings Beat, Fueling Investor Optimism Amid Analyst Tweaks.
- Coller deal positions EQT to shift from upstream production volatility toward stable fee income, drawing strong investor reactions.
- FY2025 results exceeded profit forecasts, with management spotlighting the acquisition as a growth catalyst amid upbeat guidance.
- Quarterly dividend of $0.165 per share declared, payable March 2, reinforcing shareholder returns as natural gas focus sharpens.
Investment Analysis
Cameco
CCJ
Pros
- Cameco benefits from a diversified portfolio of long-term uranium supply contracts, providing stable cash flow and downside protection during periods of low spot prices.
- The company has curtailed production capacity that can be reactivated if uranium prices rise, offering operational flexibility and growth optionality.
- Heightened global policy focus on nuclear energy as a clean power source has driven renewed investor interest and upward momentum in Cameco’s share price.
Considerations
- Recent quarterly earnings significantly missed analyst expectations, with lower profitability due to reduced sales volumes, particularly in the Westinghouse segment.
- Cameco’s return on equity has historically been low compared to larger mining peers, reflecting past operational challenges and capital intensity.
- The stock currently scores poorly on common valuation metrics, trading at levels that suggest limited margin of safety based on traditional financial yardsticks.
EQT
EQT
Pros
- EQT Corporation is the largest natural gas producer in the United States, achieving significant economies of scale and cost advantages in the Appalachian Basin.
- The company has a strong balance sheet and liquidity profile, allowing flexibility to navigate commodity price cycles and pursue strategic opportunities.
- EQT has demonstrated consistent operational execution and has actively managed its asset portfolio to focus on high-return, low-cost production areas.
Considerations
- EQT faces direct exposure to volatile natural gas prices, with profitability heavily influenced by cyclical swings in energy markets.
- The company operates in a region with increasing regulatory scrutiny and potential environmental policy shifts that could impact future operations.
- Despite scale advantages, EQT’s returns on capital remain modest compared to diversified energy majors, reflecting the challenging economics of pure-play gas production.
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Cameco (CCJ) Next Earnings Date
Cameco Corporation (CCJ) is expected to report its next earnings on May 7, 2026, covering the first quarter of 2026. This date is estimated based on the company's historical reporting patterns, as no official confirmation has been announced. Investors should monitor for updates from the company.
EQT (EQT) Next Earnings Date
EQT Corporation's next earnings release and conference call is scheduled for February 17, 2026. This report will cover the fourth quarter and full year 2025 financial results. Consensus estimates project EPS around $0.75, following the company's pattern of recent beats.
Cameco (CCJ) Next Earnings Date
Cameco Corporation (CCJ) is expected to report its next earnings on May 7, 2026, covering the first quarter of 2026. This date is estimated based on the company's historical reporting patterns, as no official confirmation has been announced. Investors should monitor for updates from the company.
EQT (EQT) Next Earnings Date
EQT Corporation's next earnings release and conference call is scheduled for February 17, 2026. This report will cover the fourth quarter and full year 2025 financial results. Consensus estimates project EPS around $0.75, following the company's pattern of recent beats.
Which Baskets Do They Appear In?
Post-IRA Energy Shift
A carefully selected group of energy companies positioned to benefit from potential U.S. policy changes affecting renewables. These stocks were handpicked by our analysts to give you exposure to nuclear, natural gas, and domestic manufacturers that could gain market share if Chinese-component taxes are implemented.
Published: June 30, 2025
Explore BasketWhich Baskets Do They Appear In?
Post-IRA Energy Shift
A carefully selected group of energy companies positioned to benefit from potential U.S. policy changes affecting renewables. These stocks were handpicked by our analysts to give you exposure to nuclear, natural gas, and domestic manufacturers that could gain market share if Chinese-component taxes are implemented.
Published: June 30, 2025
Explore BasketBuy CCJ or EQT in Nemo
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