Centrus Energy supplies enriched uranium fuel and related services to nuclear power plants, acting as a critical middleman between uranium miners and utilities in the U.S., Japan, and Belgium.
Revenue comes mainly from selling low-enriched uranium (LEU) and separative work units (SWU) to nuclear utilities, with annual revenue around USD 0.45B and gross margins near 25%.
Centrus holds a unique position as a domestic U.S. supplier of HALEU, with government support and licensing barriers that competitors like Cameco and Orano face difficulty replicating. However, reliance on Russian imports for SWU creates vulnerability to suppl
Sell (sector percentile 3) — value D-, growth C-, profitability D, momentum D, revisions C. Updated daily, sector-relative, identical for every user.
Key events, in time order
DOE awarded LEU a $900M HALEU task order on Jun 30, $1.07B with options, reinforcing its sole Western HALEU producer status
Company advances U.S. uranium-enrichment capacity for LEU and HALEU, Q2 results draw market attention.
已签署美国能源部9亿美元任务订单，并完成所有HALEU生产要求，提前两周。
已签署美国能源部9亿美元任务订单，并完成所有HALEU生产要求，提前两周。
The conditional financing covers multiple nuclear firms including LEU, potentially boosting HALEU fuel demand
Lowered EBITDA on higher opex; awaits enrichment capacity build-out progress
Q1 2026 revenue of $76.7 million with net income of $10 million and diluted EPS of $0.45; adjusted net income of $23.5 million and adjusted diluted EPS of $1.05
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Centrus Energy Corp. ($LEU) is positioned as the sole Western producer of HALEU, following a significant US government contract to replace Russian uranium. The stock is in an accumulation phase, suggesting potential upside.
Main discussion
Different voices
Washington banned Russian enriched uranium in August 2024, then paid to replace it: June 30, 2026, DOE handed $LEU a $900M HALEU task order, $1.07B with options. $LEU is the only Western company actually producing and delivering HALEU today. Urenco enriches US uranium but holds n
Weinstein Stage 1: $COIN $IREN $BMNR $LEU All four are currently in Stage 1: Accumulation/Base Building, where the prior downtrend is losing momentum and price begins to stabilize around the 30 week SMA. This is the transition zone where supply gets absorbed and a new base develo
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Elon Musk says AI is about to hit its next wall: Power. Nuclear energy could help solve the power scaling problem. Fuel → Processing → Reactors → Power → Data centers Fuel → $CCJ $NXE $DNN $UUUU $UEC Processing → $LEU Reactors → $OKLO $SMR $BWXT $NNE Power → $CEG $VST $NEE Grid H
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