Centrus Energy Reports Strong 2025 Financial Results and Strategic Expansion Plans
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Should l Buy LEU?
Source: PRnewswire
- 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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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: 276.240
Low
117.00
Averages
297.10
High
390.00
Current: 276.240
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.
Centrus Energy Reports Strong 2025 Financial Results and Strategic Expansion Plans
- 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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Centrus Energy Reports Q4 Earnings Miss
- Earnings Miss: Centrus Energy reported quarterly earnings of $0.79 per share, missing the Street estimate of $1.28 by 38.09%, indicating pressure on the company's profitability.
- Revenue Decline: Quarterly revenue was $146.2 million, falling short of the consensus estimate of $146.34 million and down from $151.6 million in the same period last year, reflecting weak market demand.
- Positive Outlook: CEO Amir Vexler stated that 2025 will be a milestone year for Centrus, with planned future enrichment business and a $900 million HALEU enrichment award from the government expected to drive growth.
- Strong Sales Backlog: The company has a growing LEU sales backlog of $2.3 billion, combined with a government HALEU mandate and a potential sole-source award, positioning Centrus uniquely in the commercial and national security markets.
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Centrus Energy Reports Strong 2025 Financial Results with $448.7M Revenue
- Financial Performance Boost: Centrus Energy reported total revenue of $448.7 million for 2025, up from $442.0 million in 2024, with gross profit increasing from $111.5 million to $117.5 million, indicating strong performance in the nuclear fuel market.
- Net Income Growth: The company achieved a net income of $77.8 million in 2025, an increase from $73.2 million in 2024, with a basic earnings per share of $4.33, reflecting ongoing improvements in profitability.
- Improved Cash Flow Position: Centrus increased its unrestricted cash balance to $2.0 billion, strengthening its financial position and providing ample funding for future expansions and investments, showcasing its robust market standing.
- Strategic Contract Award: Centrus was selected by the U.S. Department of Energy for a $900 million HALEU production contract, expected to drive further development in the high-assay low-enriched uranium market, addressing the growing electrification demands.
See More
Centrus Energy Q4 Earnings Miss Expectations
- Disappointing Earnings: Centrus Energy reported a Q4 GAAP EPS of $0.79, missing expectations by $0.57, indicating pressure on profitability that may affect investor confidence.
- Revenue Decline: The company's Q4 revenue of $146.2 million represents a 3.6% year-over-year decline, falling short of market expectations, reflecting sluggish sales growth amid intensified competition in the nuclear fuel market.
- Increased Market Risks: Centrus faces real risks associated with SWU pricing, which could lead to uncertainties in future earnings, prompting investors to closely monitor market dynamics for potential impacts.
- Nuclear Fuel Production Restart: Despite the disappointing earnings report, Centrus secured a $900 million award to restart domestic nuclear fuel production, a strategic move that could provide new growth momentum for the company.
See More
Centrus Energy to Announce Q4 Earnings on February 10
- Earnings Announcement: Centrus Energy (LEU) is set to release its Q4 earnings on February 10 after market close, with a consensus EPS estimate of $1.63, reflecting a significant year-over-year decline of 49.1%, which may impact investor sentiment.
- Revenue Expectations: The revenue estimate stands at $147.08 million, indicating a 3.0% year-over-year decrease, highlighting challenges the company faces in the current market environment that could affect future growth potential.
- Performance Track Record: Over the past year, Centrus has beaten EPS estimates 75% of the time and revenue estimates 50% of the time, indicating a certain level of stability in its profitability amid fluctuating market conditions.
- Estimate Revisions: In the last three months, EPS estimates have seen 2 upward revisions and no downward revisions, while revenue estimates have experienced 4 upward revisions and 2 downward revisions, suggesting an improved market outlook for Centrus's future performance.
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Centrus Energy Reports Strong 2025 Financial Results and Strategic Expansion Plans
- 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.
See More
Centrus Energy Reports Q4 Earnings Miss
- Earnings Miss: Centrus Energy reported quarterly earnings of $0.79 per share, missing the Street estimate of $1.28 by 38.09%, indicating pressure on the company's profitability.
- Revenue Decline: Quarterly revenue was $146.2 million, falling short of the consensus estimate of $146.34 million and down from $151.6 million in the same period last year, reflecting weak market demand.
- Positive Outlook: CEO Amir Vexler stated that 2025 will be a milestone year for Centrus, with planned future enrichment business and a $900 million HALEU enrichment award from the government expected to drive growth.
- Strong Sales Backlog: The company has a growing LEU sales backlog of $2.3 billion, combined with a government HALEU mandate and a potential sole-source award, positioning Centrus uniquely in the commercial and national security markets.
See More
Centrus Energy Reports Strong 2025 Financial Results with $448.7M Revenue
- Financial Performance Boost: Centrus Energy reported total revenue of $448.7 million for 2025, up from $442.0 million in 2024, with gross profit increasing from $111.5 million to $117.5 million, indicating strong performance in the nuclear fuel market.
- Net Income Growth: The company achieved a net income of $77.8 million in 2025, an increase from $73.2 million in 2024, with a basic earnings per share of $4.33, reflecting ongoing improvements in profitability.
- Improved Cash Flow Position: Centrus increased its unrestricted cash balance to $2.0 billion, strengthening its financial position and providing ample funding for future expansions and investments, showcasing its robust market standing.
- Strategic Contract Award: Centrus was selected by the U.S. Department of Energy for a $900 million HALEU production contract, expected to drive further development in the high-assay low-enriched uranium market, addressing the growing electrification demands.
See More
Centrus Energy Q4 Earnings Miss Expectations
- Disappointing Earnings: Centrus Energy reported a Q4 GAAP EPS of $0.79, missing expectations by $0.57, indicating pressure on profitability that may affect investor confidence.
- Revenue Decline: The company's Q4 revenue of $146.2 million represents a 3.6% year-over-year decline, falling short of market expectations, reflecting sluggish sales growth amid intensified competition in the nuclear fuel market.
- Increased Market Risks: Centrus faces real risks associated with SWU pricing, which could lead to uncertainties in future earnings, prompting investors to closely monitor market dynamics for potential impacts.
- Nuclear Fuel Production Restart: Despite the disappointing earnings report, Centrus secured a $900 million award to restart domestic nuclear fuel production, a strategic move that could provide new growth momentum for the company.
See More
Centrus Energy to Announce Q4 Earnings on February 10
- Earnings Announcement: Centrus Energy (LEU) is set to release its Q4 earnings on February 10 after market close, with a consensus EPS estimate of $1.63, reflecting a significant year-over-year decline of 49.1%, which may impact investor sentiment.
- Revenue Expectations: The revenue estimate stands at $147.08 million, indicating a 3.0% year-over-year decrease, highlighting challenges the company faces in the current market environment that could affect future growth potential.
- Performance Track Record: Over the past year, Centrus has beaten EPS estimates 75% of the time and revenue estimates 50% of the time, indicating a certain level of stability in its profitability amid fluctuating market conditions.
- Estimate Revisions: In the last three months, EPS estimates have seen 2 upward revisions and no downward revisions, while revenue estimates have experienced 4 upward revisions and 2 downward revisions, suggesting an improved market outlook for Centrus's future performance.
See More
High-Volume Earnings Reports This Week from Tech and Consumer Sectors
- Earnings Schedule: This week features a high volume of earnings reports from technology, consumer discretionary, and energy sectors, with RIVN stock showing notable movement ahead of its earnings release, indicating investor sentiment.
- Monday.com and Pagaya Reports: On Monday, work management SaaS provider Monday.com and fintech company Pagaya released their earnings before the market opened, with expectations that their results will reflect broader industry trends.
- Coinbase Earnings Expectations: On Thursday, Coinbase is expected to report earnings of 68 cents per share and quarterly revenue of $1.86 billion, despite facing a projected 33% drop in transaction revenue, raising investor interest in its growing stablecoin and subscription services.
- Nebius Group Forecast: Also on Thursday, Nebius Group is projected to report a loss of $1.14 per share and revenue of $246.05 million, with analysts expressing caution, reflecting concerns over cloud service demand in the current market environment.
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