Centrus Energy (LEU)
Supplies nuclear fuel while building domestic LEU and HALEU enrichment capacity.
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Sells enrichment work, low-enriched uranium and natural uranium to nuclear utilities, while Technical Solutions provides American Centrifuge manufacturing, engineering and operations services to public and private customers. Near-term fuel deliveries remain heavily dependent on Russian supply, while domestic expansion depends on government contracts, approvals and capital.
Supplies low-enriched uranium components to nuclear utilities in the United States and overseas, earning most revenue from separative work units while also selling natural uranium and combined enriched product. The LEU segment pairs long-term purchases, spot supply and inventory with multi-year utility contracts.
Technical Solutions performs engineering, manufacturing and operations work built around American Centrifuge technology and federal enrichment contracts. The Piketon cascade completed the demonstration program’s HALEU production and awaits agreements with the Department of Energy for commercial operation; centrifuge manufacturing is expanding in Oak Ridge, Tennessee.
Near-term fuel deliveries depend heavily on Russian supplier TENEX and the waivers, export licenses and trade rules governing those shipments. Domestic expansion also depends on customer commitments, capital, federal contracts, appropriations and the government lease at Piketon.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 11, 2026 | Northland Securities | Target | Target: $285 | Target: $270 |
| Sep 3, 2026 | Jefferies | Initiate | Rating: —Target: — | Target: $169 |
| Aug 25, 2026 | Stifel Nicolaus | Target | Target: $246 | Target: $216 |
| Aug 19, 2026 | UBS | Reiterate | Rating: —Target: $170 | Target: $185 |
| Aug 18, 2026 | Barclays | Target | Target: — | Target: $207 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $1.87B · Total debt $1.18B · Total assets $2.53B · Shareholders' equity $845.4M
- Revenue
- $176.1M
- Operating income
- $10.4M
- Net income
- $16.8M
No dividends on record.
| Institutions | 75.63% | 15.09M shares | |
|---|---|---|---|
| 413 holders · as of Jun 30, 2026 | |||
| Insiders | 0.83% | 165.5K shares | |
| 12 holders · as of Aug 13, 2026 | |||
| Other | 23.54% | 4.70M shares | |
| remainder | |||
19.95M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Van Eck Associates CorpInstitution | 8.28% | 1.65M A | as of Jun 30, 2026 |
State Street CorpInstitution | 8.22% | 1.64M A | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 7.76% | 1.55M A | as of Jun 30, 2026 |
Bank of Nova ScotiaInstitution | 6.81% | 1.36M | filed Jul 15, 2026 |
Mirae Asset Global Etfs Holdings Ltd.Institution | 6.31% | 1.26M A | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 11, 2026 | Todd M. Tinelli | officer: SVP, CFO & Treasurer | −306 | $203.55 |
- Cameco
Top listed fuel-cycle supplier; contests enrichment via 49% of GLE
- ASP Isotopes
Building U.S. HALEU enrichment via laser Quantum Enrichment / Quantum Leap
- Uranium Energy
Largest U.S. uranium producer building domestic refining and UF6 conversion
- Nano Nuclear Energy
Reactor developer pursuing a domestic HALEU supply line and fuel transport
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Centrus Energy | $157.91 | +1.98% | $2.93B | 70.4 | 62.5 | 6.2 | +14.0% |
| Cameco | $94.46 | +1.32% | $40.60B | 160.1 | 68.8 | 16.4 | −11.0% |
| ASP Isotopes | $3.12 | −1.85% | $400.4M | — | — | 13.0 | +327.5% |
| Uranium Energy | $10.19 | +1.04% | $4.99B | — | — | 246.9 | −59.4% |
| Nano Nuclear Energy | $17.36 | +1.52% | $918.2M | — | — | 4,290.0 | — |
| Median | 160.1 | 68.8 | 131.7 | −11.0% |