FINWIRES · TerminalLIVE
FINWIRES

Paladin Energy Reports Higher Fiscal Q3 Uranium Oxide Production; Raises Fiscal Year 2026 Production Guidance

-- Paladin Energy (ASX:PDN) reported fiscal third-quarter triuranium octoxide production of about 1.3 million pounds from its Langer Heinrich Mine in Namibia, up 5% from the previous quarter, according to a Wednesday filing with the Australian bourse.

The company reported uranium oxide production from the mine of 745,484 pounds in the year-ago period, an earlier filing showed.

Paladin Energy raised its fiscal year 2026 uranium oxide production guidance range for the mine to 4.5 million to 4.8 million pounds, citing "strong" year-to-date performance. It previously guided for 4 million to 4.4 million pounds, according to an earlier filing.

Related Articles

Research

Research Alert: Mco: Q1 Earnings Beat As Margins Continue To Expand

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Moody's Corporation (MCO) posted solid Q1 2026 results with operating EPS of $4.33 vs. $3.83 in the prior year, $0.11 above consensus. Revenue of $2.08B beat consensus by 1% and rose 8% Y/Y, though growth decelerated from the prior quarter's 13% as expected given tougher conditions. Operating leverage remained strong with adjusted operating margin expanding 150 bps to 53.2% as 8% revenue growth was achieved with only 7% expense growth. MIS delivered record Q1 revenue of $1.15B with growth slowing to 8% from 17% in Q4, benefiting from over $2T in rated issuance and record Investment Grade issuance, due to strong investor demand and AI-related financing from hyperscalers. Corporate Finance led MIS growth at +12% Y/Y, while Infrastructure Finance posted its strongest quarter since 2020. MA sustained growth with revenue of $926M (+8% Y/Y), where recurring revenue represented 98% of total MA revenue and grew 11% Y/Y, demonstrating subscription model resilience with Decision Solutions leading at +7% Y/Y.

$MCO
Research

Research Alert: Elevance: Q1 Eps Beats Despite Elevated Medical Costs, Membership Declines

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:ELV reported Q1 2026 adjusted EPS of $12.58 vs. consensus of $11.97, beating by $1.77 (16.4%), while operating revenue grew 1.5% to $49.5B despite membership declining 0.9% to 45.4M. Benefit expense ratio of 86.8% remained elevated (up 40 bps), though operating expense ratio surged to 12.8% (up 210 bps) due to a $935M accrual for CMS noncompliance costs. We view the report as positive for ELV's gradual recovery toward prior profitability levels after recent challenges with higher medical costs and utilization. Management raised full-year EPS guidance to at least $26.75 from $25.50 previously. Strong cash flow enabled return of ~$1.5B to shareholders ($1.1B in buybacks, ~$376M in dividends) during the quarter, with $5.6B remaining on the share repurchase authorization. We see improvement in Medicare performance as encouraging, though membership trends reflect strategic repositioning efforts including a 15.8% decline in Medicare Advantage to 1.9M members.

$ELV
Mining & Metals

METRO Delivers Improved Q2 Earnings and Revenues, But Says Quebec Strike Will Impact In Q3

METRO (MRU.TO), a food and pharmacy player in Quebec and Ontario, on Wednesday reported improved net earnings and sales for the second quarter, but the company warned a strike at its produce distribution centre in Quebec will hurt third quarter results even as it expands it discount store networkThe company said that net earnings for the second quarter of fiscal 2026 ended March 14, 2026, were C$246.6 million compared with $220 million for the corresponding quarter of 2025, while second quarter fully diluted net earnings per share were $1.16 per share compared with $0.99 per share in the corresponding year-ago quarter.For the second quarter, the company reported adjusted fully diluted net earnings per share of $1.11 per share, compared to $1.02 per share in the corresponding year-ago quarter. Consensus forecast for Non GAAP EPS at FactSet was $1.11 per share.The company reported second quarter sales of $5.11 billion, compared to $4.90 billion in the year-ago quarter. Consensus forecasts for sales at FactSet was $5.07 billion.The company said that sales were "positively impacted" by new store openings, same-store sales growth, as well as the transfer of "one significant pre-Christmas shopping day to the second quarter this year."With regards to the strike at its produce distribution centre in Laval which began on March 30, METRO said that labour dispute will have an impact on its third quarter results and added that it will provide further details in due course.The company also said that, on April 21, 2026, the board of directors declared a quarterly dividend of $0.4075 per share, unchanged from the prior quarter."We delivered solid second quarter results, driven by strong revenue growth and disciplined expense control, as our teams continue to offer the best possible value to customers. across all our banners," said Eric La Fleche, President and CEO. "We are very pleased with the expansion of our discount store network, which continues to fuel food sales growth, as well as with the sustained sales momentum in our pharmacy business. We are disappointed with the strike at our produce distribution center in Laval, our contingency plan is in place and our Quebec stores are now generally well stocked. We look forward to a resolution that considers the needs of our employees and customers while ensuring the long-term competitiveness of our company."Shares in MRU were up 0.7% to $92.88 in Canada trade yesterday.

$MRU.TO