Centrus Energy Corp. Reports Q4 2025 Earnings Highlights
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2h ago
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Should l Buy LEU?
Source: seekingalpha
- Major Contract Award: Centrus Energy secured a $900 million HALEU enrichment award in December 2025, marking America's return to domestic commercial uranium enrichment, which is expected to drive future revenue growth and market share expansion.
- Revenue and Profit Growth: Total revenue for 2025 was reported at $448.7 million, a 1.5% increase over 2024, with the LEU segment contributing $346.2 million, indicating strong performance and improved profitability in the uranium market.
- Workforce Expansion: The company plans to hire over 140 employees in 2025 and at least 150 more in 2026, aimed at supporting the upcoming uranium enrichment production demands and enhancing operational capacity and market responsiveness.
- Future Outlook: Management provided guidance for 2026 total revenue between $425 million and $475 million, with capital expenditures of $350 million to $500 million, reflecting confidence in future growth and proactive responses to market demand.
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Analyst Views on LEU
Wall Street analysts forecast LEU stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LEU is 297.10 USD with a low forecast of 117.00 USD and a high forecast of 390.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
10 Buy
4 Hold
0 Sell
Moderate Buy
Current: 264.990
Low
117.00
Averages
297.10
High
390.00
Current: 264.990
Low
117.00
Averages
297.10
High
390.00
About LEU
Centrus Energy Corp. is a supplier of nuclear fuel components for the nuclear power industry. Its segments include Low-Enriched Uranium (LEU) and Technical Solutions. Its LEU segment supplies various components of nuclear fuel to commercial customers from its global network of suppliers. The LEU segment consists of two components: SWU and natural uranium hexafluoride. It supplies LEU and its components to both domestic and international utilities for use in nuclear reactors worldwide. It provides LEU from multiple sources, including its inventory, medium- and long-term supply contracts, and spot purchases. It also sells natural uranium hexafluoride and occasionally sells uranium concentrates. The Technical Solutions segment provides advanced engineering, design, and manufacturing services to government and private sector customers. It is deploying uranium enrichment and other capabilities necessary to produce advanced nuclear fuel to power existing reactors around the world.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

- Net Income Growth: Centrus Energy reported a net income of $77.8 million for 2025, translating to a basic earnings per share of $4.33, reflecting strong performance in the nuclear market and likely boosting investor confidence.
- Stable Revenue: Total revenue for 2025 was $448.7 million, with a slight 1% decrease in LEU segment revenue offset by an 11% increase in the Technical Solutions segment, indicating success in diversifying revenue streams.
- Expansion Plans: Centrus secured a $900 million HALEU production contract, planning to expand its uranium enrichment facility in Piketon, Ohio, which is expected to meet future nuclear market demands and further solidify its market position.
- Strong Backlog: As of December 31, 2025, the company reported a total backlog of $3.8 billion, with $2.9 billion in the LEU segment, demonstrating robust market demand and significant growth potential ahead.
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- Company Overview: Centrus Energy Corp reported a revenue of $146.2 million for the fourth quarter.
- Financial Performance: The reported revenue reflects the company's performance and activities during the specified quarter.
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Fourth Quarter Results: The Central Reports for the fourth quarter and full year 2025 have been released, detailing financial performance and key metrics.
2026 Guidance: The reports also provide guidance for 2026, outlining expectations and strategic directions for the upcoming year.
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- Major Contract Award: Centrus Energy secured a $900 million HALEU enrichment award in December 2025, marking America's return to domestic commercial uranium enrichment, which is expected to drive future revenue growth and market share expansion.
- Revenue and Profit Growth: Total revenue for 2025 was reported at $448.7 million, a 1.5% increase over 2024, with the LEU segment contributing $346.2 million, indicating strong performance and improved profitability in the uranium market.
- Workforce Expansion: The company plans to hire over 140 employees in 2025 and at least 150 more in 2026, aimed at supporting the upcoming uranium enrichment production demands and enhancing operational capacity and market responsiveness.
- Future Outlook: Management provided guidance for 2026 total revenue between $425 million and $475 million, with capital expenditures of $350 million to $500 million, reflecting confidence in future growth and proactive responses to market demand.
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- Earnings Decline: Centrus Energy reported Q4 earnings of $0.79 per share, significantly missing Wall Street's expectation of $1.28 by 38.09%, indicating a notable decline in profitability.
- Revenue Miss: The company's quarterly revenue of $146.2 million fell short of the consensus estimate of $146.34 million and decreased from $151.6 million year-over-year, reflecting weakened market demand and intensified competition.
- Stock Volatility: Following the earnings release, Centrus Energy's stock initially dropped 9.05% in after-hours trading and fell 19.87% during Wednesday's session, signaling investor concerns about the company's outlook.
- Future Guidance: Centrus Energy anticipates fiscal 2026 revenue between $425 million and $475 million, suggesting potential long-term growth despite current pressures.
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