Centrus Energy

LEU

Market cap $3.72B

For years, governments and industry have discussed the energy trilemma, which is the need for secure, affordable, and low-carbon energy. Following the Paris Climate Accord in 2015, significant emphasis was placed on the low-carbon component as countries and corporations set net-zero emission targets.

Centrus Energy's HALEU leadership, solid backlog and raised 2026 outlook sharpen its edge over Energy Fuels in the nuclear fuel race.

The U.S. ​Department of Energy is considering a plan to ‌finance billions of dollars for components of large nuclear reactors that can take a long time to secure, the head of the industry group ​Nuclear Energy Institute said on Tuesday.

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.

Revenue of $76.7 million, compared to revenue of $73.1 million in Q1 2025 GAAP net income of $10.0 million compared to GAAP net income of $27.2 million in Q1 2025 Non-GAAP adjusted net income (1) of $23.5 million, compared to non-GAAP adjusted net income(1) of $28.6 million in Q1 2025 Launched multi-year investment in Oak Ridge, Tennessee, to expand and accelerate centrifuge manufacturing program Signed strategic collaboration with Fluor to oversee engineering, design, project management, supply chain activities, and procurement of key materials and services on plant expansion Partnered with Palantir to leverage its artificial intelligence platform; early work identified ~$300 million in potential costs savings and additional improvements expected to reduce manufacturing lead times and accelerate expansion's timetable Exploring joint-venture with Oklo focused on deconversion services for high-assay, low-enriched uranium (HALEU) Raising full year 2026 revenue guidance based on commercial progress BETHESDA, Md., May 5, 2026 /PRNewswire/ -- Centrus Energy Corp. (NYSE: LEU) ("Centrus" or the "Company") today reported first quarter 2026 results.

Centrus Energy heads into Q1 earnings with falling EPS estimates, rising uranium prices and delayed shipments that could shift margins and revenues.

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.

The International Atomic Energy Agency recently increased its projections for capacity of global nuclear power for a fifth straight year, and it now expects capacity to more than double by 2050. Still, nuclear energy is unfamiliar enough to many that it's easy for investors to be unaware of the intricacies of the nuclear fuel supply chain, including processes such as mining, enrichment, fabrication, reactor operation, waste disposal, and more.