Q2 25 EPS
$1.59
BEAT +176.28%
Est. $0.58
Q2 25 Revenue
$154.5M
BEAT +18.30%
Est. $130.6M
vs S&P Since Q2 25
-35.8%
TRAILING MARKET
LEU -20.0% vs S&P +15.9%
Market Reaction
Did LEU Beat Earnings? Q2 2025 Results
Centrus Energy delivered a decisive earnings beat in the second quarter of 2025, with earnings per share of $1.59 clearing the $0.58 consensus estimate by 176.28% as the nuclear fuel supplier's contract mix proved far more lucrative than analysts had… Read more Centrus Energy delivered a decisive earnings beat in the second quarter of 2025, with earnings per share of $1.59 clearing the $0.58 consensus estimate by 176.28% as the nuclear fuel supplier's contract mix proved far more lucrative than analysts had anticipated. Revenue came in at $154.50 million, beating expectations by 18.30%, even as the top line fell 18.3% year-over-year from $189.00 million, a decline tied to lower volumes of separative work units and uranium sold in the LEU segment. The key driver behind the profit outperformance was a 24% increase in the average SWU selling price alongside improved unit costs, which propelled LEU segment gross profit up 54% to $50.70 million. Complementing that, the Technical Solutions segment posted $28.80 million in revenue, up 48% year-over-year, fueled by expanded activity under its HALEU contract with the Department of Energy. Looking ahead, Centrus carries a $3.60 billion backlog extending to 2040, and the company recently launched a $650 million convertible notes offering to further bolster its financial flexibility as domestic enrichment investment builds.
Key Takeaways
- • 24% increase in average SWU selling price partially offset lower SWU volumes
- • 8% decrease in average unit cost of SWU sold improved LEU margins
- • Favorable contract composition drove 54% increase in LEU segment gross profit
- • $9.1 million increase in HALEU Operation Contract revenue drove Technical Solutions growth
- • Lower uranium sales volume reduced overall revenue
LEU YoY Financials
Q2 2025 vs Q2 2024, source: SEC Filings
LEU Revenue by Segment
With YoY comparisons, source: SEC Filings
“Centrus delivered another strong quarter of revenue and margins while successfully continuing our preparations ahead of our future enrichment build-out.”
— Amir Vexler, Q2 2025 Earnings Press Release
LEU Earnings Trends
LEU vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
LEU EPS Trend
Earnings per share: estimate vs actual
LEU Revenue Trend
Quarterly revenue: estimate vs actual
LEU Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $0.27 | $1.05 | +288.89% | $76.7M | -2.09% |
| Q4 25 MISS FY | $1.63 | $0.79 | -51.41% | $146.2M | -0.60% |
| FY Full Year | $4.73 | $3.90 | -17.56% | $448.7M | +0.61% |
| Q3 25 MISS | $0.36 | $0.19 | -46.75% | $74.9M | -6.79% |
| Q2 25 BEAT | $0.58 | $1.59 | +176.28% | $154.5M | +18.30% |
| Q1 25 BEAT | $-0.08 | $1.60 | +2,164.52% | $73.1M | +7.31% |