Education
About Us
Working with TipRanks
Follow Us
Centrus Energy Corp (LEU)
NYSE:LEU
Earnings Data
Report Date
May 12, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.54Last Year’s EPS
1.6Same Quarter Last Year
Moderate Buy
Based on 14 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted meaningful progress: a major DOE HALEU award (potentially >$1B), sizeable backlog ($3.8B), strong liquidity (~$2B cash), SWU revenue and volume growth, clear 2026 guidance, and operational partnerships (Fluor, NYSE uplist, FDI MOUs). Offsetting challenges include a large drop in uranium revenue, a 66% collapse in technical solutions gross profit, a delayed Russian shipment that compressed margins, contingent portions of the LEU backlog, and ongoing execution and supplier timing risks. On balance, the positive strategic milestones, funding position, backlog, and SWU momentum materially outweigh the identifiable near-term operational and contractual challenges, but execution risk remains important to monitor.Company Guidance
Full-Year Financial Results
Revenue of $448.7 million for FY2025, up $6.7 million or 1.5% year-over-year; gross profit of $117.5 million, up roughly 5%; net income of $77.8 million.
SWU Performance
SWU revenue increased 21% year-over-year (an increase of $51.9 million), driven by a 23% increase in SWU volume sold, improving LEU segment margins.
Backlog and Long-Term Demand
Total company backlog of $3.8 billion (extends to 2040); LEU backlog ~ $2.9 billion (includes $2.3 billion in contingent LEU sale contracts, $2.1 billion under definitive agreements).
DOE HALEU Award and HALEU Strategy
Selected by DOE for a $900 million HALEU enrichment award that could exceed $1 billion with options; base case build-out targets 12 metric tons of HALEU capacity (intend to produce 12 MT/year) and support first cascade online by 2029.
Strong Liquidity and Capital Raises
Ended FY2025 with approximately $2.0 billion unrestricted cash; raised gross proceeds of $533.6 million via ATM programs (including $390.4 million at an average $269.21/share) and an oversubscribed August convertible senior note issuance.
Commercial and Operational Progress
Launched commercial centrifuge manufacturing; received DOE waivers to continue importing LEU for committed 2026–2027 deliveries; entered EPC agreement with Fluor for Piketon; uplisted to NYSE; signed MOUs to validate foreign direct investment (KHMP and POSCO International).
Technical Solutions Revenue Growth and HALEU Operational Achievements
Technical solutions revenue of $102.5 million in 2025, up $10.4 million or 11% year-over-year; completed phase two HALEU operations contract milestones (delivered 900 kg HALEU UF6 and produced over one metric ton for DOE as of 2025).
2026 Guidance and Execution Milestones
Provided FY2026 guidance: revenue $425–$475 million (midpoint $450 million, flat y/y) and total capital deployment $350–$500 million; operational guidance includes at least 150 net new employees and first certified-for-construction work package in Piketon with majority of Ohio construction partners mobilized by year-end.
LEU Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
LEU Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 10, 2026 | $264.99 | $210.16 | -20.69% |
Nov 05, 2025 | $325.73 | $277.78 | -14.72% |
Aug 05, 2025 | $213.80 | $232.39 | +8.70% |
May 07, 2025 | $72.50 | $88.46 | +22.01% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Centrus Energy Corp (LEU) report earnings?
Centrus Energy Corp (LEU) is schdueled to report earning on May 12, 2026, After Close (Confirmed).
What is Centrus Energy Corp (LEU) earnings time?
Centrus Energy Corp (LEU) earnings time is at May 12, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is LEU EPS forecast?
LEU EPS forecast for the fiscal quarter 2026 (Q1) is 0.54.