The earnings call presented a mixed picture. While Centrus showed strong financial performance, improved margins, and significant cash reserves, it also faced challenges with a decline in revenue and uncertainties regarding future funding and market capacity. The company is well-positioned but needs to address potential gaps and capitalize on upcoming opportunities.

Company Guidance

During the Centrus Energy Corp. second quarter 2025 earnings call, the company reported strong financial performance despite a decrease in total revenue to $154.5 million, down $34.5 million from the same quarter last year. The gross margin improved significantly to 35% from 19% in the previous year, driven by operational efficiency and a favorable contractual mix. The company's net income was $28.9 million, slightly below the previous year's $30.6 million. Centrus ended the quarter with a robust cash balance of $833 million, bolstered by $114.7 million in net proceeds from their ATM program. The company highlighted continued growth in both the commercial LEU and HALEU markets, with a focus on expanding enrichment capacity through a combination of public and private investment. They are actively pursuing the Department of Energy's allocation of $3.4 billion for domestic nuclear fuel production, with a reported total company backlog of approximately $3.6 billion extending through 2040.

Strong Financial Performance

Centrus reported $154.5 million in revenue, a gross profit of $53.9 million, and an operating income of $33.5 million. Net income was $28.9 million. Despite a decrease in revenue, gross margin improved to 35%, up from 19% in the prior year's quarter.

Cash Position and Investment Income

Centrus ended the quarter with $833 million in cash and cash equivalents. The company also generated $114.7 million in net proceeds under their ATM program and $8 million in investment income, tripling the prior year amount.

HALEU Production Milestone

Centrus achieved the 900-kilogram production milestone for Phase 2 of the HALEU operation contract and has produced close to a metric ton of HALEU for the Department of Energy.

Technical Solutions Segment Growth

Revenue for the Technical Solutions segment increased by 48% to $28.8 million compared to the same quarter last year.

Centrus Energy (LEU) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

LEU Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 11, 2025	2025 (Q3)	0.08 / -	-0.3	―	―	―
Aug 05, 2025	2025 (Q2)	0.83 / 1.59	1.89	-15.87% (-0.30)	―
May 07, 2025	2025 (Q1)	-0.01 / 1.60	-0.38	521.05% (+1.98)	―
Feb 06, 2025	2024 (Q4)	1.25 / 3.20	3.58	-10.61% (-0.38)	―
Oct 28, 2024	2024 (Q3)	0.22 / -0.30	0.52	-157.69% (-0.82)	―
Aug 06, 2024	2024 (Q2)	0.78 / 1.89	0.83	127.71% (+1.06)	―
May 07, 2024	2024 (Q1)	0.60 / -0.38	0.47	-180.85% (-0.85)	―
Feb 08, 2024	2023 (Q4)	0.76 / 3.58	1.32	171.21% (+2.26)	―
Nov 07, 2023	2023 (Q3)	0.23 / 0.52	-0.42	223.81% (+0.94)	―
Aug 03, 2023	2023 (Q2)	0.28 / 0.83	2.51	-66.93% (-1.68)	―

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
Aug 05, 2025	$213.80	$232.39	+8.70%
May 07, 2025	$72.50	$88.46	+22.01%
Feb 06, 2025	$81.81	$108.91	+33.13%
Oct 28, 2024	$93.88	$104.95	+11.79%

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 Nov 11, 2025, After Close (Confirmed).

What is Centrus Energy Corp (LEU) earnings time?

Centrus Energy Corp (LEU) earnings time is at Nov 11, 2025, 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 2025 (Q3) is 0.08.

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