Q4 25 EPS
$0.79
MISS 51.41%
Est. $1.63
Q4 25 Revenue
$146.2M
MISS 0.60%
Est. $147.1M
vs S&P Since Q4 25
-35.7%
TRAILING MARKET
LEU -29.6% vs S&P +6.1%
Full Year 2025 Results
FY 25 EPS
$3.90
MISS 17.56%
Est. $4.73
FY 25 Revenue
$448.7M
BEAT +0.61%
Est. $446.0M
Market Reaction
Did LEU Beat Earnings? Q4 2025 Results
Centrus Energy delivered a mixed fourth quarter, with revenue nudging past expectations but earnings falling well short in a result that sent shares lower. The nuclear fuel supplier posted Q4 2025 revenue of $146.20 million, edging above the $143.47 … Read more Centrus Energy delivered a mixed fourth quarter, with revenue nudging past expectations but earnings falling well short in a result that sent shares lower. The nuclear fuel supplier posted Q4 2025 revenue of $146.20 million, edging above the $143.47 million consensus by 1.90%, yet revenue still slipped 3.6% from the year-ago period. The bigger disappointment came on the bottom line, where diluted EPS of $0.79 missed the $1.36 consensus by 41.91%, a shortfall driven largely by a dramatic expansion in the company's diluted share count, which swelled to 22.5 million from 16.8 million a year ago following convertible note issuances, compressing per-share results even as net income held at $17.80 million. Analysts have flagged shareholder dilution as a key uncertainty when assessing the quality of reported profits. Looking ahead, management guided 2026 revenue of $425 million to $475 million and capital deployment of $350 million to $500 million, backed by a $3.80 billion backlog and a $900 million DOE HALEU production task order, signaling confidence in its long-term enrichment buildout despite the near-term quarterly turbulence.
Key Takeaways
- • 23% increase in volume of SWU sold drove LEU segment revenue
- • 13% decrease in average unit cost of SWU sold improved margins
- • HALEU Operation Contract revenue increased $10.5 million year-over-year
- • SWU revenue increased 21% partially offset by 54% decrease in uranium revenue
LEU YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
LEU Revenue by Segment
With YoY comparisons, source: SEC Filings
“2025 was a milestone year for Centrus marked by continuous improvements to both our existing LEU segment as well as our planned future enrichment business, punctuated by our fourth quarter announcement officially launching our centrifuge build out and the government's selection of Centrus for a $900 million HALEU enrichment award.”
— Amir Vexler, Q4 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% |