Perma-Fix Lifts Hanford Revenue Outlook to $97.4M 2028 Run Rate
PESI sits 84% above its 52-week low of $8.58 on light trading volume (0.3× avg).
Summary
Perma-Fix amended its investor presentation to raise the 2028 Hanford revenue run rate to $97.4 million, up from $70.9 million, after clarifying DFLAW and 200 East volume and pricing assumptions.
Key Events · Earnings and Guidance · PESI
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2028 Run Rate Raised to $97.4M
The revised presentation lifts the 2028 illustrative Hanford revenue run rate to approximately $97.4 million, up from $70.9 million in the original September 22 presentation.
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DFLAW Revenue Estimated at $35M for 2027
Combined DFLAW waste (EMF effluent plus dry waste) is estimated at approximately 4,000 cubic meters and $35 million annual revenue, assuming DFLAW reaches 50% of production capacity in 2027.
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200 East Initial Grouting Revised to $28.8M
The initial 200 East grouting amount is revised to approximately $28.8 million to reflect a consistent pricing assumption across volumes shown.
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DOE Effluent Estimate Clarified
Slide 9 now states DOE's estimate of 8,000 cubic meters of effluent annually equates to approximately $70 million in annual DFLAW-related revenue at full operation; DOE has not revised that estimate.
Analysis · PESI · Energy & Transportation
Following investor inquiries, Perma-Fix filed an amended 8-K revising its September 2026 investor presentation. The headline change: the 2028 illustrative revenue run rate climbs from $70.9 million to approximately $97.4 million. Driving the increase are a revised DFLAW combined waste estimate of $35 million (4,000 cubic meters at 50% capacity in 2027) and a revised 200 East initial grouting figure of $28.8 million. The company also clarified that DOE's 8,000 cubic meter effluent estimate equates to roughly $70 million in annual DFLAW-related revenue at full operation. This is a material upward revision to the company's own forward-looking revenue projections for its largest growth opportunity, the Hanford cleanup program.
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At the time of this filing, PESI was trading at $15.79 on NASDAQ in the Energy & Transportation sector, with a market capitalization of approximately $335M. The 52-week trading range was $8.58 to $21.32. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.