ETF Movers on Friday: URA, NFRA
ETF Performance: The FlexShares STOXX Global Broad Infrastructure Index Fund ETF is down approximately 3.9% in Friday afternoon trading, underperforming other ETFs.
Weakest Components: Notable underperformers within the ETF include Cogent Communications Holdings, which fell by about 2%, and Geo Group, which decreased by about 1.9%.
Market Context: The article highlights the performance of specific ETFs and their components, indicating a broader market trend.
Author's Perspective: The views expressed in the article are those of the author and do not necessarily represent the opinions of Nasdaq, Inc.
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- 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.
- 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.
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.
- 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.
- 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.






