Pulling SEC filings + quote and writing the call…

CENTRUS ENERGY CORP
Next earnings Aug 3, 2026 · consensus $0.96 EPS, $146M rev
Last earnings -0.4% on 2026-05-05
Strategic US enricher riding a SWU supercycle, but FY25 growth stalled to +1.5% and P/E 44 already prices the optionality.
Sources: SEC EDGAR (CIK 0001065059, latest 10-Q filed 2026-05-06) · EODHD · analysis by claude-code · as of 6/25/2026, 1:37:29 PM.
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Middling fundamentals and a rich price (~67% above fair value) leave little margin of safety — a wait-and-see.
Centrus is a genuinely scarce asset — the only US-owned, US-technology uranium enricher — and the MD&A makes the macro tailwind explicit: SWU spot prices hit $200 by Dec 31, 2025, a 488% gain off the 2018 low and surpassing the prior 2009 high, driven by the Ukraine war, Import Ban Act dynamics, and the structural shortfall absent Russian supply. That is a real moat the numbers don't yet show, which is the bull case.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $298M | $294M | $320M | $442M | $449M |
| Gross profit | $115M | $118M | $112M | $112M | $118M |
| Operating income | $68.3M | $59.7M | $52.4M | $48.0M | $50.2M |
| Net income | $175M | $52.2M | $84.4M | $73.2M | $77.8M |
| Diluted EPS | $9.75 | $3.38 | $5.44 | $4.47 | $3.90 |
| Net margin | 58.7% | 17.8% | 26.4% | 16.6% | 17.3% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Other-events disclosure (Item 8.01), no material financial impact stated
Other-events disclosure (Item 8.01), no material financial impact stated
Q1'26 report with $1.96B cash hoard funding Piketon/Oak Ridge expansion
Q1 2026 earnings release furnished alongside the 10-Q filing
Annual proxy: director slate, say-on-pay, auditor ratification
Entered into a new material agreement — likely a SWU/HALEU contract
Amended bylaws/charter (Item 5.03); governance housekeeping
FY25: rev $449M (+1.5%), NI $77.8M (+6%), cash surges to $1.96B post-raise
FY25: rev $449M (+1.5%), NI $77.8M (+6%), cash surges to $1.96B post-raise
1071 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
| 2026-06-18 | Williams Mikel H Director | Award | 757.00 | |
| 2026-06-18 | Rothrock Ray A. Director | Award | 757.00 | |
| 2026-06-18 | Madia William J Director | Award | 757.00 | |
| 2026-06-18 | Jonas Tina W Director | Award | 757.00 | |
| 2026-06-18 | DONALD KIRKLAND H Director | Award | 757.00 |
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.