LTBRHIGH SIGNALFINANCIAL10-K

LTBR completed a major equity raise that increased assets by nearly 400% while R&D expenses doubled and operating losses expanded significantly.

The dramatic increase in current assets and stockholders' equity (both up ~400%) indicates a substantial capital raise, likely through equity issuance as evidenced by the 68% increase in outstanding shares from 20.4M to 34.2M. However, this dilutive financing comes amid deteriorating operational performance with doubled R&D spending and significantly wider losses, suggesting the company is in an intensive capital deployment phase for its nuclear fuel development.

Comparing 2026-02-26 vs 2025-03-03View on EDGAR →
FINANCIAL ANALYSIS

LTBR underwent a transformational capital raise that quintupled its balance sheet size with current assets growing from $40.3M to $202.6M, providing substantial financial runway. However, operational performance deteriorated sharply with R&D expenses doubling to $9.2M, operating losses widening 78% to -$23.2M, and operating cash flow declining 50% to -$14.3M. The financial picture reflects a development-stage company that secured significant funding but is now in an intensive cash-burn phase to advance its nuclear fuel technology, creating both opportunity for progress and execution risk given the accelerated spending rate.

FINANCIAL STATEMENT CHANGES
Current Assets
Balance Sheet
+402.5%
$40.3M$202.6M

Current assets grew 402.5% — improving short-term liquidity or inventory/receivables build.

Stockholders Equity
Balance Sheet
+400.9%
$40.5M$203.0M

Equity base grew 400.9% — retained earnings accumulation or equity issuance strengthening the balance sheet.

Total Assets
Balance Sheet
+397.7%
$41.0M$203.8M

Asset base grew 397.7% — expansion through organic growth, acquisitions, or capital deployment.

R&D Expense
P&L
+100.3%
$4.6M$9.2M

R&D investment increased 100.3% — signals commitment to future product development, though near-term margin impact.

Current Liabilities
Balance Sheet
+99.6%
$425K$847K

Current liabilities surged 99.6% — significant near-term obligations; verify ability to meet short-term debt.

Accounts Receivable
Balance Sheet
-97.3%
$388K$10K

Receivables declined — improved collection efficiency or conservative revenue recognition.

Operating Income
P&L
-77.9%
-$13.1M-$23.2M

Operating income deteriorated sharply — investigate whether driven by one-time charges or structural cost issues.

Gross Profit
P&L
-77.5%
$304K$68K

Gross margin compression — rising input costs, pricing pressure, or unfavorable product mix shift.

Net Income
P&L
-66.1%
-$11.8M-$19.6M

Net income declined 66.1% — review whether driven by operations, interest costs, or non-recurring items.

Operating Cash Flow
Cash Flow
-50.4%
-$9.5M-$14.3M

Operating cash flow fell 50.4% — earnings quality concerns; investigate working capital changes and non-cash items.

LANGUAGE CHANGES
NEW — 2026-02-26
PRIOR — 2025-03-03
ADDED
At February 20, 2026 there were 34,152,062 shares of the registrant s common stock issued and outstanding.
We use words such as believe, expect, anticipate, project, target, plan, effect, intend, aim, will, may, can, potential, enhance, or similar expressions, which are intended to identify forward-looking statements.
You are cautioned that any such forward-looking statements are not guarantees of future performance and involve risks and uncertainties, particularly given the regulatory, technical, financial, and market risks associated with the development and commercialization of our nuclear fuel, as well as assumptions that if they were to ever materialize or prove incorrect, could cause the results of the Company to differ materially from those expressed or implied by such forward-looking statements.
BUSINESS When used in this Annual Report on Form 10-K, the terms Lightbridge, the Company, we, our, and us refer to Lightbridge Corporation together with its wholly-owned subsidiaries, Lightbridge International Holding LLC and Thorium Power Inc.
and international electricity demand is growing rapidly due to AI-driven data centers, electrification, and industrial development.
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REMOVED
At March 2, 2025 there were 20,357,551 shares of the registrant s common stock issued and outstanding.
We use words such as believe, expect, anticipate, project, target, plan, optimistic, intend, aim, will, may, or similar expressions, which are intended to identify forward-looking statements.
You are cautioned that any such forward-looking statements are not guarantees of future performance and involve risks and uncertainties, as well as assumptions that if they were to ever materialize or prove incorrect, could cause the results of the Company to differ materially from those expressed or implied by such forward-looking statements.
The Company assumes no obligation and does not intend to update these forward-looking statements for any reason after the date of the filing of this report, to conform these statements to actual results or to changes in our expectations, except as required by law.
BUSINESS When used in this Annual Report on Form 10-K, the terms Lightbridge , the Company , we , our , and us refer to Lightbridge Corporation together with its wholly-owned subsidiaries Lightbridge International Holding LLC and Thorium Power Inc.
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