LEU Earnings Prediction
The chart below shows how LEU performed 10 days before and after its earnings report, based on data from the past quarters. Typically, LEU sees a -1.51% change in stock price 10 days leading up to the earnings, and a +5.52% change 10 days following the report. On the earnings day itself, the stock moves by -0.63%. This data can give you a slight idea of what to expect for the next quarter's release.
LEU Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
151.60M
46.33%
162.74%
Gross Margin
39.05%
-15.18%
246.50%
Operating Margin
29.95%
-14.06%
-327.41%
Net Margin
35.42%
-34.82%
-508.54%
EPS
3.20
-10.36%
-1166.67%
No Data Available
LEU Earnings Analysis
Centrus Energy Corp Corporation (LEU.A) Earnings Conference Call
Positive
Revenue Increase 2024: Centrus achieved $442 million in revenue for the full year 2024, marking a year-over-year increase of nearly 40% or $121.8 million compared to 2023.
Strong Gross Profit Margins: The company reported a gross profit of $111.5 million for 2024, demonstrating strong margins in the LEU segment despite challenges in the market.
Strong Future Demand: Centrus secured a total backlog of $3.7 billion extending to 2040, which includes $2 billion in contingent LEU sales commitments, indicating strong future demand.
Convertible Notes and Investments: In the fourth quarter, Centrus raised $402.5 million through convertible senior notes, enhancing liquidity for strategic investments, including a $60 million investment in centrifuge manufacturing.
Pension Obligation Reduction: The company reduced its pension obligations by approximately $280 million, resulting in a strong cash position of $671.4 million at year-end, which supports ongoing operational and strategic initiatives.
Negative
Revenue Increase, Income Decline: For the full year 2024, Centrus achieved $442 million in revenue, but net income decreased to $73.2 million from $84.4 million in the previous year, indicating a decline of 13.3%.
Gross Profit Decline: Gross profit for 2024 was $111.5 million, a slight decrease from $112.1 million in 2023, reflecting challenges in maintaining profitability despite revenue growth.
Cost of Sales Increase: The cost of sales in the LEU segment increased significantly from $163.9 million in 2023 to $256 million in 2024, primarily due to a 67% rise in the average unit cost of SWU sold.
Rising Operational Costs: The Technical Solutions segment reported a gross profit of $17.6 million, but this was overshadowed by a $30.3 million increase in cost of sales, indicating rising operational costs that outpaced revenue growth.
Contingent Sales Commitments: Centrus' backlog includes $2 billion in contingent LEU sales commitments, which are dependent on securing substantial public and private investment, highlighting uncertainty in future revenue generation.
LEU FAQs
How does LEU typically perform around its earnings report dates?
Is Centrus Energy Corp (LEU) Q4 2024 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
LEU Earning Call Sentiment
Centrus Energy Corp. (AMEX:LEU) Q4 2024 Earnings Call Transcript
LEU.A
-0.34%Positive
The earnings call shows mixed results: strong revenue growth and backlog, yet a net loss and reduced margins. The Q&A highlights uncertainty in task order timing and management's reluctance to provide clear guidance, which may concern investors. While the new investment and tax credit are positives, the dependency on external task orders poses a risk. These factors suggest a balanced outlook, likely resulting in a neutral stock price movement.
