2 Things Every Centrus Energy Investor Needs to Know

Core Insights - Centrus Energy is a U.S.-based uranium enricher and nuclear fuel supplier, generating revenue through uranium fuel supply and contract work, including a recent demonstration of high-assay, low-enriched uranium (HALEU) for the Department of Energy (DOE) [1][6] Group 1: Strategic Importance - Centrus has become an essential component in the U.S. nuclear supply chain as the country seeks to reduce reliance on Russian nuclear fuel, with the stock gaining over 218% in value this year [2] - The company is one of the only U.S.-owned, publicly traded uranium enrichers and was the first to hold a license for HALEU production, which is critical for next-generation reactors [4] - The DOE is collaborating with Centrus to expand HALEU production, having already delivered 900 kilograms under a contract, with plans for an additional 900 kilograms in 2026 [6] Group 2: Financial Performance - Centrus is profitable, distinguishing itself from other speculative nuclear stocks, and has a strong balance sheet [7][8] - In Q3 2025, Centrus reported approximately $4 million in net income on about $75 million in revenue, both lower than Q2 figures of $29 million in net income and $155 million in revenue [9] - Revenue from Centrus' contracts can fluctuate significantly, as earnings depend on pricing and timing of customer deliveries [9]