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
Actual | 0.95 | 3.19 | -0.83 | -2.55 | -0.17 | 0.79 | 2.95 | 5.97 | -0.03 | 2.51 | -0.42 | 1.32 | 0.47 | 0.83 | 0.52 | 3.58 | -0.38 | 1.89 | -0.3 | 3.2 | 1.6 | 1.59 | 0.19 | 0.79 | |||||||||
Forecast | -0.59 | 0.67 | 0.025 | 0.265 | 0.42 | 0.625 | 0.47 | 0.58 | 0.33 | 0.825 | 0.43 | 0.275 | 0.2333 | 0.7567 | 0.6033 | 0.7833 | 0.22 | 1.2467 | -0.0096 | 0.8309 | 0.0901 | 1.4063 | |||||||||||
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
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | 45.00M | 75.70M | 33.60M | 92.90M | 55.60M | 62.40M | 91.30M | 89.00M | 35.30M | 99.10M | 33.20M | 126.20M | 66.90M | 98.40M | 51.30M | 103.60M | 43.70M | 189.00M | 57.70M | 151.60M | 73.10M | 154.50M | 74.90M | 146.20M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 33.00M | 69.00M | 42.30M | 50.15M | 51.25M | 66.15M | 54.35M | 57.95M | 55.70M | 89.95M | 65.30M | 62.80M | 58.57M | 71.13M | 76.90M | 86.83M | 56.07M | 106.67M | 68.12M | 130.61M | 80.42M | 146.76M |
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
You can ask Aime
What were the key takeaways from Centrus Energy's earnings call?What does Centrus Energy do and what are its main business segments?What factors drove the changes in Centrus Energy's revenue and profit?What is Centrus Energy's gross profit margin?What is the revenue and EPS growth rate for Centrus Energy year over year?What guidance did Centrus Energy's management provide for the next earnings period?What were the key takeaways from Centrus Energy’s earnings call?What is Centrus Energy's latest dividend and current dividend yield?
