US · Energy · Uranium
EPS came in at 0.77 against a street estimate of 0.74 — a beat of 4.1%.
Analysts rate Centrus Energy Corp. a strong buy (8 buy, 2 hold, 0 sell out of 10) with an average price target of $247.40.
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 |
|---|---|
| BlackRock Inc | 7.57% |
| State Street Corp | 7.14% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 6.31% |
| Van Eck Associates Corporation | 6.15% |
| Vanguard Capital Management, LLC | 4.08% |
| Geode Capital Management, LLC | 2.18% |
| Bank of New York Mellon Corp | 1.94% |
| Dimensional Fund Advisors, Inc. | 1.86% |
| Document | Date |
|---|---|
| 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 |
| Quarterly report · Q2 2026 CENTRUS ENERGY CORP. – FORM 10-Q SUMMARY (Q2 2026) HEADLINE NUMBERS • Cash position: $1,868.5 million as of June 30, 2026, down $88.7 million from $ | 2026-08-06 |
| Company announcement · Q3 2026 CENTRUS ENERGY CORP. – FORM 8-K SUMMARY HEADLINE NUMBERS • Company: Centrus Energy Corp. (ticker: LEU, NYSE-listed) • Filing date: August 6, 2026 • | 2026-08-06 |
| Results announced · Q3 2026 CENTRUS ENERGY CORP – Q2 2026 SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Revenue: $176.1 million in Q2 2026, up 14% from $154.5 million in Q2 2 | 2026-08-05 |
| Material agreement · Q2 2026 CENTRUS ENERGY CORP. - FORM 8-K SUMMARY HEADLINE NUMBERS • Contract value: $900 million firm fixed price for initial delivery obligation • Additiona | 2026-07-02 |
| Quarterly report · Q1 2026 CENTRUS ENERGY CORP. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Cash position: $1,868.2 million as of March 31, 2026 (down from $1,957.2 million at D | 2026-05-06 |
Readable in the app.
| Announcement | Date |
|---|---|
| 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 |
| Won $900M DOE contract for HALEU enrichment capacity deployment Centrus Energy's subsidiary American Centrifuge Operating (ACO) signed a $900 million contract with the U.S. Department of Energy on June 30, 2026. The contract requires ACO to build and ope | 2026-07-02 |
| Signs non-binding letter of intent to supply HALEU starting 2029 Centrus Energy announced on June 18, 2026, that it signed a non-binding letter of intent with Oklo Inc. to supply high-assay, low-enriched uranium (HALEU). HALEU is a specialized nuclear fue | 2026-06-18 |
| Construction contract awarded for uranium enrichment facility expansion Centrus Energy Corp. signed a major construction contract on April 16, 2026, with Geiger Brothers, Inc. to build out its uranium enrichment facility expansion in Piketon, Ohio. This is a sig | 2026-04-20 |
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Google PlayApp StoreData updated 2026-09-18.