LEU · Centrus Energy Corp
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AI Brief
Q2 FY26 earnings call · Aug 6, 2026TL;DR. Centrus reported Q2 revenue of $176.1 million (+14% YoY) and adjusted net income of $38.7 million (+12% YoY), signed a $900 million DOE HALEU task order and new HALEU offtake agreements with Oklo and X-Energy, raised Piketon hiring guidance to 175+ from 100+, and announced completion of its first Oak Ridge centrifuge by year-end 2026, while reaffirming full-year revenue and capital deployment guidance.
- + Signed $900 million HALEU enrichment task order with DOE unlocking non-dilutive funding for build-out
- + Raised 2026 Piketon hiring guidance to 175+ net new employees from 100+
- + First Oak Ridge centrifuge expected to be completed in 2026
- + Met financing contingency on more than $3 billion of customer LEU/HALU contracts
- + Signed first-of-a-kind commercial HALEU offtake agreements with Oklo and X-Energy potentially including prepayments
- − GAAP net income fell 42% YoY to $16.8 million due to higher SG&A and advanced technology costs
- − Technical Solutions revenue declined 21% YoY on lower HALEU Operation Contract revenue
- − DOE proposed FY2027 budget does not include further HALEU Operation Contract funding, putting ~$0.8B of Technical Solutions backlog at risk
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Uranium — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
LEU
this stock
Centrus Energy Corp
|
$2.93B | -42.5% | -11.6% | — | 27.2% |
|
CCJ
Cameco Corp
|
$37.84B | -5.3% | — | — | 2.0% |
|
NXE
NexGen Energy Ltd.
|
$6.08B | -0.9% | — | — | 6.5% |
|
UEC
Uranium Energy Corp
|
$4.66B | -19.1% | -44.3% | — | 12.1% |
|
UUUU
Energy Fuels Inc
|
$2.84B | -24.1% | -15.6% | — | 22.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| LEU | -7.8% | -17.1% | -22.6% | -18.6% | -42.5% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -7.1% | -17.2% | -34.8% | -18.0% | -54.4% |