Centrus Energy (NYSE:LEU) Posts Earnings Results, Beats Estimates By $1.03 EPS

Centrus Energy (NYSE:LEU) issued its quarterly earnings data on Wednesday. The company reported $1.77 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.74 by $1.03, FiscalAI reports. Centrus Energy had a return on equity of 7.64% and a net margin of 10.23%.The company had revenue of $176.10 million for the quarter. During the same quarter last year, the business posted $1.59 EPS. The company’s quarterly revenue was up 14.0% on a year-over-year basis.

Centrus Energy Stock Performance

Centrus Energy stock traded up $10.74 during trading hours on Friday, hitting $188.77. 369,697 shares of the stock traded hands, compared to its average volume of 965,438. The company has a debt-to-equity ratio of 1.52, a current ratio of 5.72 and a quick ratio of 4.88. Centrus Energy has a 1 year low of $142.13 and a 1 year high of $464.25. The stock has a market capitalization of $3.71 billion, a price-to-earnings ratio of 85.93, a P/E/G ratio of 24.81 and a beta of 1.36. The firm’s 50 day moving average price is $170.75 and its 200-day moving average price is $198.42.

Insiders Place Their Bets

In other Centrus Energy news, CFO Todd M. Tinelli sold 306 shares of the business’s stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $203.55, for a total value of $62,286.30. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 0.72% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in LEU. Vermillion Wealth Management Inc. lifted its holdings in shares of Centrus Energy by 5,000.0% in the 4th quarter. Vermillion Wealth Management Inc. now owns 102 shares of the company’s stock valued at $25,000 after purchasing an additional 100 shares during the last quarter. Fulcrum Asset Management LLP acquired a new stake in shares of Centrus Energy in the third quarter valued at approximately $34,000. IFP Advisors Inc grew its position in shares of Centrus Energy by 38.3% during the third quarter. IFP Advisors Inc now owns 148 shares of the company’s stock worth $46,000 after acquiring an additional 41 shares during the last quarter. Hilton Head Capital Partners LLC purchased a new stake in Centrus Energy in the 4th quarter valued at $36,000. Finally, Pilgrim Partners Asia Pte Ltd purchased a new position in Centrus Energy during the 4th quarter worth $39,000. Institutional investors and hedge funds own 49.96% of the company’s stock.

Analyst Ratings Changes

Several research analysts have commented on the stock. Truist Financial assumed coverage on shares of Centrus Energy in a report on Monday, July 13th. They issued a “buy” rating and a $215.00 price objective for the company. Zacks Research upgraded shares of Centrus Energy from a “strong sell” rating to a “hold” rating in a research report on Monday, May 18th. B. Riley Financial decreased their price target on shares of Centrus Energy from $315.00 to $295.00 and set a “buy” rating for the company in a research note on Friday, April 24th. Roth Capital reaffirmed a “neutral” rating and set a $188.00 price objective on shares of Centrus Energy in a research report on Thursday. Finally, Bank of America decreased their target price on Centrus Energy from $240.00 to $205.00 and set a “neutral” rating for the company in a research report on Thursday, July 9th. One equities research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $246.17.

Trending Headlines about Centrus Energy

Here are the key news stories impacting Centrus Energy this week:

• Positive Sentiment: Strategic X-energy agreement supports future growth. Centrus signed a definitive agreement to supply both low-enriched uranium (LEU) and high-assay, low-enriched uranium (HALEU) for X-energy’s planned Xe-100 small modular reactors and TRISO-X fuel. The contract includes expected customer prepayments and advances commercialization of domestic enrichment capacity. Centrus Energy Signs LEU and HALEU Supply Agreement with X-energy
• Positive Sentiment: Backlog and government funding highlight improving demand visibility. Management highlighted a roughly $4.5 billion backlog, including a $900 million U.S. Department of Energy HALEU award, and a goal of reaching expanded production by 2029. Centrus is also accelerating hiring in Piketon, Ohio, and expects to complete its first new centrifuge in Oak Ridge, Tennessee, by year-end 2026. LEU Q2 Earnings Call Highlights Backlog and 2029 Build-Out
• Positive Sentiment: Quarterly results exceeded expectations. Q2 revenue rose 14% year over year to $176.1 million, while EPS of $1.77 exceeded the $0.74 consensus estimate. Adjusted net income increased to $38.7 million from $34.5 million a year earlier. Centrus Reports Second Quarter 2026 Results
• Neutral Sentiment: Analyst views remain mixed. JPMorgan raised its price target modestly to $180 while retaining a neutral rating, implying limited upside around the referenced trading level. Needham maintained a buy rating despite trimming its target to $262, signaling substantial longer-term upside but also reflecting recent target adjustments.
• Negative Sentiment: Profit quality and costs remain concerns. GAAP net income fell to $16.8 million from $28.9 million, despite higher revenue, as administrative and technology expenses pressured margins. With a high earnings multiple and shares still well below their 52-week high, investors may remain sensitive to execution, capital spending and the timing of enrichment expansion.

About Centrus Energy

Centrus Energy Corp is a U.S.-based supplier of nuclear fuel and enrichment services, specializing in the production of low-enriched uranium (LEU) for commercial power reactors and highly enriched uranium for naval propulsion. Through its Centrus Global subsidiary, the company provides technical support, fuel fabrication services and recycled uranium products to utilities operating light-water reactors. Centrus also develops advanced centrifuge technologies aimed at improving enrichment efficiency and reducing the cost of nuclear fuel.

Originally founded as the United States Enrichment Corporation (USEC) in 1998 following a spin-out from the U.S.