Key Takeaways Energy Fuels' Q2 revenues plunged 52% to $4.2M, leading to a wider loss of 10 cents per share.Company expects 2025 uranium output of up to 1.44M pounds, with costs falling sharply.Energy Fuels advances REE projects, signing an MOU with Vulcan for magnet supply chain.Energy Fuels (UUUU) is currently trading at a forward price-to-sales ratio of 26.00X, a significant premium to the non-ferrous mining industry’s 2.94X. UUUU’s Value Score of F suggests that the stock is not so cheap and a stretched ...

Key Takeaways Centrus Energy stock has soared 202.6% in 2025, far outpacing industry, sector and S&P 500 gains.LEU signed deals with KHNP and POSCO to expand enrichment capacity and secure DOE funding support.Company delivered 920 kg of HALEU to DOE and holds a $3.6B revenue backlog with contracts through 2040.Centrus Energy (LEU) has skyrocketed 202.4% so far this year, outperforming the non-ferrous mining industry’s 11% growth. The Zacks Basic Materials sector has gained 18.3%, while the S&P 500 has risen ...

Core Insights - Centrus Energy (LEU) reported a 12% increase in stock price following its Q2 2025 results, which exceeded market expectations despite a year-over-year decline in revenues and earnings [1][7] - The company's progress on the High-Assay, Low-Enriched Uranium (HALEU) Operation Contract with the U.S. Department of Energy (DOE) is a significant growth driver [1][19] Financial Performance - Centrus Energy's Q2 2025 total revenues were $155 million, surpassing the Zacks Consensus Estimate of $136 million, but reflecting an 18% decline from $189 million in the previous year [12] - The LEU segment's revenues fell 26% year-over-year to $125.7 million, attributed to no uranium sales and a 27% drop in sales volumes of Separative Work Units (SWU), partially offset by a 24% increase in SWU prices [12][14] - Technical Solutions revenues increased by 48% to $28.8 million, driven by a $9.1 million contribution from the HALEU Operation Contract [14] - Earnings per share (EPS) were $1.59, exceeding the consensus estimate of $0.78, but down 16% from the previous year due to increased selling, general, and administrative expenses [15][24] Market Performance - Centrus Energy's stock has surged 251.5% year-to-date, significantly outperforming the non-ferrous mining industry, which saw a 0.9% decline, and the S&P 500's 7.7% increase [2][7] - The company has outperformed peers such as Energy Fuels and Cameco, which gained 89.7% and 48.7% respectively [5][7] Growth Prospects - Centrus Energy has a $3.6 billion revenue backlog, including long-term sales contracts with major utilities through 2040 [15] - The HALEU market is projected to grow from $0.26 billion in 2025 to $6.2 billion by 2035, with Centrus planning to expand production capacity to meet domestic demand [20][19] Debt and Valuation - As of June 30, 2025, Centrus Energy's total debt-to-total capital ratio was 0.55, higher than Cameco's 0.13 and Energy Fuels' debt-free status [21] - The stock is trading at a forward price/sales multiple of 8.57X, significantly above the industry average of 2.63X and its three-year median of 2.24X, indicating a stretched valuation [30][32] Strategic Position - Centrus Energy is the only company licensed for HALEU enrichment by the Nuclear Regulatory Commission, providing a first-mover advantage in a market expected to see increased demand for carbon-free electricity [32]