LEU · Centrus Energy Corp.
Nuclear — enrichment/fuel (HALEU + LEU SWU)
LEU·Nuclear — enrichment/fuel (HALEU + LEU SWU)
Centrus Energy Corp.

Centrus Energy Corp.

ConvictionModerate

Two segments: (1) LEU — sells separative work units (SWU) and uranium to commercial utilities, today largely sourced via a Russian TENEX supply contract resold into the US/EU, transitioning to own US centrifuge production; (2) Technical Solutions — cost-plus / fixed-fee government contracts, principally the DOE HALEU Operation Contract at Piketon. Revenue is contract/backlog-driven with heavy commodity-price (SWU) leverage and large, financing-gated capex to scale domestic enrichment.

Revenue
$448.7MFY2025); 2026 guide $450-500M
Rev growth
+1.5% FY2025 vs FY2024$442.0M); guide implies ~+6% at midpoint
Gross margin
~26%FY2025 GP $117.5M / rev $448.7M
Op margin
Q1'26 operating income $0.8M on $76.7M rev~1%); full-year positive but thin ex-segment mix
Capex intensity
Low today but inflecting — 2026 capital-deployment guide $350-500Mmulti-billion-dollar Piketon expansion ahead
Market cap
~$3.25BJun 2026

Price · 1-year trend

real · weekly
$166-2% 1yUSD
52-week range
$162 – $383
52w lowas of 2026-06-28 · Yahoo Finance52w high
The read

Where our coverage leans

Coverage leans bullish

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Earnings, margins & COGS, the income-statement breakdown, SWOT, moats & dependencies, the supplier–customer ecosystem graph, top signals & trends, and the valuation range.

  • Income statement & margin structure
  • SWOT, moats & dependency map
  • Supplier–customer ecosystem graph
  • Signals, trends & valuation range
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Not investment advice — analyst work product for a qualified professional.· intel vintage Q2 2026· sign in (free) for the analyst summary; Pro unlocks full intelligence
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