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LEU

Centrus Energy·NYSE
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LEU fundamentals

Centrus Energy (LEU) released its earnings on Feb 10, 2026: revenue was 146.20M (YoY -3.56%), missed estimates; EPS was 0.79 (YoY -75.31%), missed estimates.
Revenue / YoY
146.20M
-3.56%
EPS / YoY
0.79
-75.31%
Report date
Feb 10, 2026
LEU Earnings Call Summary for Q4,2025
  • Revenue and Backlog Expansion: 2025 revenue of $448.7 million, with LEU segment at $346.2 million. Total backlog of $3.8 billion, including $2.3 billion in contingent LEU contracts.
  • HALEU Breakthrough: Secured $900 million DOE award for HALEU production, with first output by end of the decade. Exploring prepayment agreements for low-cost capital.
  • Cost Efficiency and Hiring: 2026 capital spend of $350-500 million to reduce lead times. Hiring 150+ new employees and initiating construction work packages.
  • Strategic Partnerships: Fluor as EPC partner for Piketon. Exploring foreign direct investment and DOE funding opportunities.
  • Market Resilience: Record SWU spot prices and secured LEU supply mitigate Russian import risks. DOE waivers ensure 2026-2027 deliveries.
EPS
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,undefined
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
0.953.19-0.83-2.55-0.170.792.955.97-0.032.51-0.421.320.470.830.523.58-0.381.89-0.33.21.61.590.190.79
Forecast
-0.590.670.0250.2650.420.6250.470.580.330.8250.430.2750.23330.75670.60330.78330.221.2467-0.00960.83090.09011.4063
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
-40.68%
-480.60%
-780.00%
+198.11%
+602.38%
+855.20%
-106.38%
+332.76%
-227.27%
+60.00%
+9.30%
+201.82%
+122.89%
+373.11%
-162.99%
+141.29%
-236.36%
+156.68%
+16766.67%
+91.36%
+110.88%
-43.82%
Revenue
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,undefined
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
------------------45.00M75.70M33.60M92.90M55.60M62.40M91.30M89.00M35.30M99.10M33.20M126.20M66.90M98.40M51.30M103.60M43.70M189.00M57.70M151.60M73.10M154.50M74.90M146.20M
Forecast
----------------------33.00M69.00M42.30M50.15M51.25M66.15M54.35M57.95M55.70M89.95M65.30M62.80M58.57M71.13M76.90M86.83M56.07M106.67M68.12M130.61M80.42M146.76M
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
+1.82%
+34.64%
+31.44%
+24.43%
+78.15%
+34.54%
-35.05%
+71.01%
-40.39%
+40.30%
+2.45%
+56.69%
-12.41%
+45.64%
-43.17%
+117.66%
+2.91%
+42.12%
+7.31%
+18.29%
-6.87%
-0.38%

Earnings Call