Q3 25 EPS
$0.19
MISS 46.75%
Est. $0.36
Q3 25 Revenue
$74.9M
MISS 6.79%
Est. $80.4M
vs S&P Since Q3 25
-56.9%
TRAILING MARKET
LEU -47.5% vs S&P +9.4%
Market Reaction
Did LEU Beat Earnings? Q3 2025 Results
Centrus Energy delivered a mixed third quarter, beating earnings expectations but falling short on revenue as shares slipped following the report. The nuclear fuel supplier posted earnings per share of $0.19 against an $0.08 consensus estimate while … Read more Centrus Energy delivered a mixed third quarter, beating earnings expectations but falling short on revenue as shares slipped following the report. The nuclear fuel supplier posted earnings per share of $0.19 against an $0.08 consensus estimate while revenue of $74.90 million trailed the $79.43 million analyst forecast, rising 30% from $57.70 million a year ago. The path to profitability was unconventional: the company swung from a net loss of $5.00 million to net income of $3.90 million not on operational strength, but largely through an $11.90 million tax benefit and $12.90 million in investment income, even as its LEU segment posted a gross loss of $7.80 million due to unfavorable contract mix. The quarter's defining balance sheet event was an $805.00 million convertible note issuance that swelled Centrus's cash to $1.63 billion, funding its push to expand domestic uranium enrichment at Piketon, Ohio, backed by a $3.90 billion backlog extending to 2040 and a new partnership with Korean entities KHNP and POSCO International.
Key Takeaways
- • 30% year-over-year revenue growth driven by uranium sales of $34.1 million and increased Technical Solutions revenue
- • HALEU Operation Contract revenue increase of $7.3 million in Technical Solutions
- • Income tax benefit of $11.9 million contributing to net income swing
- • Investment income of $12.9 million from expanded cash balance
LEU YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
LEU Revenue by Segment
With YoY comparisons, source: SEC Filings
“Centrus continued to build on its strong year-to-date financial results in the third quarter while making significant progress in preparation for our enrichment build-out.”
— Amir Vexler, Q3 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% |