US · Energy · Uranium
EPS came in at 1.41 against a street estimate of -0.36 — a beat of 491.7%.
Analysts rate Centrus Energy Corp. a buy (12 buy, 8 hold, 0 sell out of 20) with an average price target of $206.36.
CONFIDENT Centrus posted $176M Q2 revenue (+14% YoY), $4.5B backlog through 2040. Signed $900M DOE task order, announced X-energy HALEU offtake agreement. First centrifuge expected completion in 2026. Reaffirmed revenue guidance $450–500M; raised Piketon workforce guidance to 175+ employees. Q2 2026 NRC regulatory changes could expedite new nuclear capacity. Sweden, Netherlands advancing new nuclear; Belgium exploring reactor restarts. TEPCO brought 1.3GW Kashiwazaki reactor online in April. Analysts pressed contract specifics (pricing, cadence, term lengths) and timeline acceleration; management cited NDAs, reaffirmed 2029 commercial production goal, and highlighted prepayment structures and definitive agreements as derisking. Cost-savings magnitude withheld pending detailed disclosure. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| Van Eck Associates Corporation | 8.08% |
| State Street Corp | 8.01% |
| BlackRock Inc | 7.57% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 6.15% |
| Vanguard Capital Management, LLC | 3.96% |
| Geode Capital Management, LLC | 2.32% |
| Bank of New York Mellon Corp | 1.99% |
| Dimensional Fund Advisors, Inc. | 1.79% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $55.5 million, down from $74.9 million in the third quarter of 2025. • Third-quarter 2026 net inco | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 revenue was $55.5 million, down from $74.9 million in Q3 2025, a decrease of 26%. • GAAP net income was $31.6 million, or | 2026-11-04 |
| Company announcement · Q4 2026 HEADLINE NUMBERS • Centrus Energy announced that its first new centrifuge for a multi-billion-dollar expansion of uranium enrichment capacity has bee | 2026-10-29 |
| Material agreement · Q4 2026 HEADLINE NUMBERS • Centrus Energy completed the acquisition of Westerman Holdings, LLC on October 16, 2026. • Total purchase price was approximately | 2026-10-19 |
| Company announcement · Q3 2026 CENTRUS ENERGY CORP. - SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Company: Centrus Energy Corp., ticker LEU, trades on NYSE • Headquarters: 690 | 2026-09-17 |
| Material agreement · Q3 2026 CENTRUS ENERGY CORP. (LEU) - FORM 8-K SUMMARY HEADLINE NUMBERS • Company completed underwritten offering on September 9, 2026 of 500,000 shares of C | 2026-09-11 |
| Company announcement · Q3 2026 CENTRUS ENERGY CORP. - FORM 8-K SUMMARY HEADLINE NUMBERS • Company: Centrus Energy Corp. (NYSE: LEU) • Filing Date: September 9, 2026 • Headquarters: | 2026-09-09 |
| Board / officer change · Q3 2026 CENTRUS ENERGY CORP. - FORM 8-K SUMMARY HEADLINE NUMBERS • Total performance-based restricted stock units (RSUs) granted to five named executives wo | 2026-08-18 |
Readable in the app.
| Announcement | Date |
|---|---|
| First centrifuge shipped to support multi-billion-dollar uranium enrichment capacity expansion Centrus Energy announced that the first new uranium-enrichment centrifuge for its planned, multi-billion-dollar capacity expansion was completed and shipped from its Oak Ridge, Tennessee, ma | 2026-10-29 |
| Acquired Westerman Holdings for approximately $116 million Centrus Energy completed its acquisition of Westerman Holdings, a U.S. equipment manufacturing and engineering company serving mainly the energy sector. Centrus paid approximately $116 milli | 2026-10-19 |
| Signed contract with Antares Nuclear to supply high-assay low-enriched uranium Centrus Energy Corp. announced on September 17, 2026, that it has signed a contract with Antares Nuclear to supply high-assay low-enriched uranium (HALEU). HALEU is a specialized nuclear fue | 2026-09-17 |
| Signed contract to supply high-assay low-enriched uranium with deliveries this decade Centrus Energy Corp. announced on September 9, 2026, that it signed a contract with Radiant Industries to supply high-assay low-enriched uranium (HALEU). HALEU is a specialized nuclear fuel | 2026-09-09 |
| Signed contract to supply enriched uranium to X-energy for advanced reactors Centrus Energy Corp. announced on August 6, 2026, that it has signed a contract with X-energy, LLC to supply low enriched uranium (LEU) and high-assay low-enriched uranium (HALEU) for poweri | 2026-08-06 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.