Centrus Energy is the only U.S. company licensed to produce next-gen nuclear fuel (HALEU), positioning it for significant future growth. LEU's unique regulatory position and anticipated HALEU demand could drive dramatic revenue and profit expansion over the next decade. Despite strong long-term prospects, LEU trades at a steep valuation (80x earnings), with meaningful growth not expected until the 2030s.
Centrus Energy (LEU) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Centrus Energy stands out with exclusive HALEU production rights, a strong backlog and better valuation compared with Uranium Energy.
Centrus Energy and Energy Fuels face diverging growth paths as nuclear demand rises, with LEU gaining an edge on estimates and valuation.
Centrus is the only listed U.S. supplier of enriched uranium, with a $3.6B backlog and $833M cash, giving visibility and financing flexibility. Revenue fell to $154.5M (down $34.5M YoY) due to lower SWU sales, but gross margin jumped to 35% and net income held steady at $28.9M. $60M investment in supply chain readiness, DOE contract extension for HALEU through 2026 (with option to 2034), and nearly one ton of HALEU already produced.
LEU's weak uranium sales drag Q2 results, but a $3.6B backlog underscores long-term strength despite near-term headwinds.
LEU surges 12% post-earnings as strong HALEU progress offsets concerns over year-over-year revenue and EPS declines.
Centrus Energy Corp. (NYSE:LEU ) Q2 2025 Earnings Conference Call August 6, 2025 8:30 AM ET Company Participants Amir V. Vexler - President, CEO & Director Kevin J.
Centrus Energy Corp. (LEU) came out with quarterly earnings of $1.59 per share, beating the Zacks Consensus Estimate of $0.78 per share. This compares to earnings of $1.89 per share a year ago.
Centrus Energy (LEU) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Centrus Energy boasts HALEU leadership and soaring sales; NexGen Energy holds a high-grade asset poised to reshape uranium production.
LEU revenues soars 67% in Q1 2025 as SWU prices and volumes surged; HALEU momentum and backlog point to strong tailwinds ahead.