Centrus Energy stock up as second quarter earnings soar past estimates

Published 05/08/2025, 22:40
Centrus Energy stock up as second quarter earnings soar past estimates

Investing.com -- Centrus Energy Corp. (NYSE:LEU) reported second quarter earnings that significantly exceeded analyst expectations, driving shares up 6% as investors cheered the nuclear fuel company’s strong performance.

The American nuclear fuel supplier posted adjusted earnings of $1.59 per diluted share for the second quarter of 2025, handily beating the analyst consensus of $0.84 by 89%. Revenue came in at $154.5 million, surpassing the $130.18 million analysts had expected and despite being down 18% from $189 million in the same quarter last year.

"Centrus delivered another strong quarter of revenue and margins while successfully continuing our preparations ahead of our future enrichment build-out," said Centrus President and CEO Amir Vexler.

The company’s LEU segment generated $125.7 million in revenue, down 26% YoY, while the Technical Solutions segment saw revenue increase 48% to $28.8 million. Despite lower revenue, gross profit jumped 48% to $53.9 million compared to $36.5 million in the second quarter of 2024.

Centrus achieved a significant operational milestone during the quarter by delivering 900 kilograms of High-Assay Low-Enriched Uranium (HALEU) to the Department of Energy, meeting its contractual production target. The Department of Energy also exercised an option to extend the company’s contract.

"By successfully reaching our contractual production target, we have further confirmed our technology’s ability to operate as expected and predictably deliver results for our customers and for the nation," Vexler added.

The company reported a backlog of $3.6 billion as of June 30, 2025, extending to 2040, with approximately $2.7 billion in its LEU segment. In July, Centrus secured an additional $0.1 billion in LEU contingent sales commitments.

During the quarter, Centrus strengthened its balance sheet by raising approximately $114 million in net proceeds from an at-the-market equity offering, which will be used for general corporate purposes.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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