Centrus Energy NYSE: LEU reported higher first-quarter revenue and raised its full-year revenue outlook, citing commercial progress, improving offtake discussions and continued work on its uranium enrichment expansion program.
Centrus Energy Corp. (LEU) Q1 2026 Earnings Call Transcript
Centrus Energy Corp. (LEU) came out with quarterly earnings of $1.05 per share, beating the Zacks Consensus Estimate of $0.33 per share. This compares to earnings of $0.91 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.
While the thematic nuclear trend is strong, Centrus Energy Corp.'s current valuation and risk/reward are not compelling for my portfolio yet. The investment becomes more secure when long-term. LEU's $900M Geiger contract signals preparedness for future growth but reflects capacity buildout, not realized demand, and cost-overrun risk remains with Centrus. HALEU demand is policy-driven and uncertain; LEU's $3.8B backlog includes significant contingencies tied to capacity buildout and financing.
Centrus Energy stands out in the uranium race with HALEU leadership, backlog strength and expansion plans, while NexGen Energy advances its massive Rook I project.
Centrus Energy Corp (NYSE:LEU) stock is down 4.2% to trade at $188.39, as oil prices weigh on the nuclear energy sector.
LEU posts $448.7M revenues in 2025, led by SWU gains and Technical Solutions growth despite weaker uranium sales.
Aquatic Capital Management LLC purchased a new position in shares of Centrus Energy Corp. (NYSE: LEU) in the undefined quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 36,779 shares of the company's stock, valued at approximately $11,404,000. Aquatic Capital Management LLC owned about 0.20%
Centrus Energy (LEU) shares rose about 4% on Thursday, as the company said it is deploying artificial intelligence software from Palantir Technologies (PLTR) to
Centrus Energy (LEU) reported earnings 30 days ago. What's next for the stock?
Centrus Energy stock lags uranium peers despite HALEU expansion plans, $3.8B backlog and a $900M DOE task order, as margins slump and estimates fall.