Perma-Fix Environmental Services Inc. (PESI)
Perma-Fix Set To Do Much Better In H2 '26
Perma-Fix Environmental Services, Inc. is rated a Buy at $11, with an anticipated inflection point and profitability return in Q2 as Hanford and PFAS businesses scale. PESI's Hanford-related waste treatment is ramping, with DOE contracts and supplemental grouting programs expected to drive revenue and backlog growth through 2040. PFAS destruction capacity is set to triple with new technology, targeting high incremental margins and offering a cost-effective, emission-free alternative to incineration.
Perma-Fix Environmental Services, Inc. (PESI) Q3 2025 Earnings Call Transcript
Perma-Fix Environmental Services, Inc. ( PESI ) Q3 2025 Earnings Call November 10, 2025 10:00 AM EST Company Participants Mark Duff - President, CEO & Director Ben Naccarato - CFO, Executive VP & Secretary Louis Centofanti - Founder, Executive VP of Strategic Initiatives & Executive Director Conference Call Participants David Waldman - Crescendo Communications, LLC Howard Brous Aaron Spychalla - Craig-Hallum Capital Group LLC, Research Division Aaron Warwick Anthony Harpel Anthony Harpel Presentation Operator Good morning, everyone, and welcome to the Perma-Fix Fiscal Third Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note, this conference is being recorded.
Perma-Fix Poised To Benefit From Renewed Focus On Nuclear Energy
Perma-Fix is well-positioned for growth with catalysts like Hanford DFLAW, PFAS Gen 2.0, and international contracts driving revenue and margin expansion in 2025. Improving financials, robust liquidity, and a growing order book mitigate risks from federal contract delays and competition with larger peers. DCF valuation suggests a fair value of $10.08–$12.19 per share, with upside if key projects execute successfully and revenue targets are met.
Perma-Fix Environmental Services, Inc. (PESI) Q1 2025 Earnings Call Transcript
Perma-Fix Environmental Services, Inc. (NASDAQ:PESI ) Q1 2025 Earnings Conference Call May 8, 2025 10:00 AM ET Company Participants David Waldman - IR, Crescendo Communications Mark Duff - President and CEO Dr. Lou Centofanti - EVP, Strategic Initiatives Ben Naccarato - CFO Conference Call Participants Howard Brous - Wellington Shields Aaron Spychalla - Craig-Hallum Aaron Warwick - Breakout Investors Operator Good morning, everyone, and welcome to the Perma-Fix Fiscal First Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode and the floor will be open for questions following the presentation.
Perma-Fix Set Up For Success
PESI's share price drop offers a buying opportunity, driven by concerns over FY24 results and DOGE-related Hanford project delay concerns, which seem overblown. Hanford cleanup project, scheduled to start in August 2025, is crucial for PESI, expected to eventually double their current waste treatment business. Management's positive FY25 outlook includes increased waste volumes, new projects, and potential profitability by 2H25.
Perma-Fix Environmental Services, Inc. (PESI) Q4 2024 Earnings Call Transcript
Perma-Fix Environmental Services, Inc. (NASDAQ:PESI ) Q4 2024 Earnings Conference Call March 13, 2025 11:00 AM ET Company Participants David Waldman - Investor Relations Mark Duff - President and Chief Executive Officer Ben Naccarato - Chief Financial Officer Louis Centofanti - Executive Vice President, Strategic Initiatives Conference Call Participants Aaron Spychalla - Craig-Hallum Ross Taylor - ARS Investment Bob Goodwin - Larkspur Capital Operator Greetings. Welcome to the Perma-Fix Fourth Quarter and Fiscal 2024 Business Update Conference Call.
Perma-Fix Environmental Services, Inc. (PESI) Q3 2024 Results - Earnings Call Transcript
Perma-Fix Environmental Services, Inc. (NASDAQ:PESI ) Q3 2024 Earnings Conference Call November 13, 2024 11:00 AM ET Company Participants David Waldman - Investor Relations Mark Duff - President and Chief Executive Officer Louis Centofanti - Executive Vice President of Strategic Initiatives Ben Naccarato - Executive Vice President and Chief Financial Officer Conference Call Participants Howard Brous - Wellington Shields & Co. Aaron Spychalla - Craig-Hallum Aaron Warwick - Breakout Investors Jim Gerson - Private Investor Ross Taylor - ARS Investment Partners Operator Good morning, and welcome to the Perma-Fix Fiscal Third Quarter 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode.
Perma-Fix: The Future Is Near
Perma-Fix's future looks promising, with the Hanford Site vitrification plant and West Valley contract expected to significantly boost high-margin treatment revenue starting in 2025. The company is also developing a proprietary PFAS treatment method, with the first facility operational soon, potentially leading to substantial additional revenue. Despite current unprofitability, awarded contracts and upcoming projects suggest PESI could achieve $3.00/share EPS by 2026, making the current stock price a bargain.
