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NYSE · US · Uranium

LEU Centrus Energy

US enrichment incl. HALEU

Tight but sold off Its supply chain is tightening but the stock is below its 50-day average — price and fundamentals disagree. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$99.67
−2.71% today
1W
−9.5%
1M
−32.2%
3M
−41.2%
YTD
−58.9%
1Y
−74.0%
Off 52w high
−74.5%
Next earnings (est.): 2026-11-04
Market cap$2.10B
P/E (trailing)50.0Forward 25.0
EV / sales2.9×EV/EBITDA 137.3×
Revenue (TTM)$474MGrowth 14.0% y/y
Margins23.7%gross · op 5.3%
Free cash flow-$127MCash $1.87B · debt $1.18B
Analyst target$225.2+125.9% upside · 18 analysts · buy
Riskβ 1.54Short 30.3% of float

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

LEU · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-08-05EarningsBeat / raise

    Reported EPS 1.77 vs 0.81 expected (+118.5% surprise).

  2. 7
    2026-05-05EarningsBeat / raise

    Reported EPS 1.05 vs 0.27 expected (+288.9% surprise).

  3. 6
    2026-02-10EarningsMiss / cut

    Reported EPS 0.79 vs 1.63 expected (-51.4% surprise).

  4. 5
    2025-11-05EarningsMiss / cut

    Reported EPS 0.19 vs 0.36 expected (-46.8% surprise).

  5. 4
    2025-08-05EarningsBeat / raise

    Reported EPS 1.59 vs 0.58 expected (+176.3% surprise).

  6. 3
    2025-05-07EarningsBeat / raise

    Reported EPS 1.06 vs -0.08 expected (+1468.5% surprise).

  7. 2
    2025-02-06EarningsBeat / raise

    Reported EPS 3.2 vs 1.64 expected (+95.1% surprise).

  8. 1
    2024-10-28EarningsMiss / cut

    Reported EPS -0.3 vs 0.22 expected (-236.4% surprise).

Alternative data that moves LEU

Predictions involving LEU

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-050.811.77+118.5%
2026-05-050.271.05+288.9%
2026-02-101.630.79−51.4%
2025-11-050.360.19−46.8%
2025-08-050.581.59+176.3%
2025-05-07-0.081.06+1468.5%
2025-02-061.643.2+95.1%
2024-10-280.22-0.3−236.4%
2024-08-060.781.89+141.3%
2024-05-070.6-0.38−163.0%
2024-02-080.513.58+608.9%
2023-11-070.230.54+133.9%
2023-08-030.110.83+654.5%
2023-05-080.390.47+20.5%
2023-02-210.261.42+446.1%
2022-11-08-0.12-0.42−250.0%
2022-08-040.362.51+597.2%
2022-05-050.13-0.03−123.1%
2022-03-100.328.14+2443.8%
2021-11-100.02-0.12−701.5%
2021-08-110.260.79+203.8%
2021-05-110.090.33+266.7%
2021-03-180.081.46+1725.0%
2020-11-12-0.89-0.83+6.7%

About Centrus Energy

Website ↗

Centrus Energy Corp. supplies nuclear fuel components for the nuclear power industry in the United States, Japan, the Netherlands, and internationally. The company operates through two segments: Low-Enriched Uranium (LEU) and Technical Solutions. The LEU segment sells separative work units (SWU) components of LEU; natural uranium hexafluoride, uranium concentrates, and uranium conversion; and enriched uranium products to utilities that operate nuclear power plants. The Technical Solutions segment offers technical, manufacturing, engineering, and operations services to public and private sector customers. It also operates as a equipment manufacturing and engineering firm focused primarily on the energy sector. The company was formerly known as USEC Inc. and changed its name to Centrus Energy Corp. in September 2014. Centrus Energy Corp. was incorporated in 1998 and is headquartered in Bet…

467 employees · Bethesda, United States

Western enrichment capacity is thin and Russian supply is being phased out. Conversion and enrichment, not mined uranium, are the tightest steps.

Mine→Conversion→Enrichment→Fuel fabrication

What would prove us wrong. Weakens if enrichment expansions arrive early and SWU prices fall.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
CCJ
Cameco
Uranium, conversion and Westinghouse stake $79.25+0.83%−10.0%−13.4%
NXE
NexGen Energy
Large development-stage uranium mine $8.31+1.96%−9.6%−9.7%
UEC
Uranium Energy
US uranium production and conversion plans $7.46+1.50%−20.7%−36.1%
DNN
Denison Mines
Athabasca uranium development $2.19+1.15%−17.2%−17.5%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.