Centrus Energy Corp. (LEU) AI Stock Analysis

Centrus Energy Corp. is a supplier of nuclear fuel and specialized services catering to the global nuclear power industry across the United States, Japan, Belgium, and other international markets. The company operates through two segments: Low-Enriched Uranium (LEU) and Technical Solutions. The LEU segment supplies separative work units (SWU) for nuclear fuel production, natural uranium components, and complete LEU solutions to nuclear utilities. The Technical Solutions segment provides technical, manufacturing, engineering, procurement, construction, and operational support services. Centrus is also actively engaged in engineering and testing activities for the American Centrifuge project.

Centrus grew annual revenue from $298.3M in FY2021 to $448.7M in FY2025, achieving a 5-year revenue CAGR of 12.7%. After climbing 38.0% to $442.0M in FY2024, revenue growth moderated to 1.5% in FY2025. Gross margin reached 26.2% in FY2025, while operating margin finished at 11.2%, down from 22.9% in FY2021. FY2025 net income stood at $77.8M, resulting in EPS of $3.63. For the trailing twelve months ended June 30, 2026, revenue totaled $473.9M with a 10.2% profit margin. In the quarter ended June 30, 2026, revenue rose 14.0% year-over-year, while quarterly earnings fell 51.6%.

As of June 30, 2026, Centrus held $1.87B in cash and short-term investments alongside $1.18B in total debt, resulting in net cash of $691.0M. The company reported a current ratio of 5.39 and shareholders' equity of $845.4M, with a debt-to-equity ratio of 1.39. During FY2025, operating cash flow was $51.0M, capital expenditures were $19.7M, and free cash flow reached $31.3M. Financing activities included $523.7M in share issuance during FY2025, contributing to a 5-year share count increase of 53.3%.

Centrus trades at a market capitalization of $2.35B and an enterprise value of $2.54B. Its trailing P/E of 53.7x and forward P/E of 114.9x stand above the median of its US-listed Energy peers, which trade at 15.0x and 12.7x, respectively. The stock's EV/EBITDA of 34.9x is also elevated relative to the peer group median of 8.0x. Over the past year, the shares fell 72.3%, underperforming the S&P 500 (SPY) gain of 16.8%, although its 5-year return of 132.4% surpassed the index return of 83.0%.

Wall Street analysts hold 10 Strong Buy, 2 Buy, and 7 Hold ratings on Centrus, with no Sell or Strong Sell recommendations. The mean price target of $240.82 implies 109.5% upside compared to the last close of $114.94. For FY2026, analysts estimate EPS of $3.45 on revenue of $472.8M. For FY2027, consensus projections forecast EPS of $3.76 on revenue of $475.8M. Centrus beat EPS estimates in 2 of the past 4 quarters, with its next earnings report scheduled for November 4, 2026.

This page is an AI-written research summary of Centrus Energy Corp. (LEU). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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