Core Insights - Centrus Energy Corp. reported mixed third-quarter earnings, with earnings per share of 19 cents, surpassing the consensus estimate of 8 cents, but revenue of $74.9 million fell short of the expected $79.43 million [2][3] Financial Performance - The LEU segment generated revenue of $44.8 million for the three months ended September 30, 2025, marking an increase of $10 million (or 29%) compared to $34.8 million in the same period of 2024 [5] - Uranium revenue for the same period was $34.1 million, while SWU revenue decreased by $24.1 million due to a 69% drop in the average price of SWU sold [5] - Revenue from the Technical Solutions segment rose to $30.1 million, up from $22.9 million, reflecting a 31% increase [5] Market Context - CEO Amir Vexler highlighted the strong year-to-date financial results and significant progress in preparation for enrichment build-out, indicating a positive outlook for the company's operations [3] - With LEU SWU prices at historic highs, there is an increasing market demand for U.S.-owned enrichment supply to meet both commercial and national security needs [4]

Group 1 - Centrus Energy Corp. finalized a Memorandum of Understanding with Korea Hydro & Nuclear Power and POSCO International to explore investment in expanding its uranium enrichment plant in Piketon, Ohio [2][3] - The agreement increases supply volumes under the February 2025 contract with KHNP, with expansion plans dependent on federal funding from the U.S. Department of Energy [3] - Centrus Energy is positioned to deliver Low-Enriched Uranium (LEU) and High-Assay Low-Enriched Uranium (HALEU) for current and next-generation reactors, strengthening U.S.-Korea nuclear cooperation [3][4] Group 2 - Centrus Energy is a nuclear fuel and services supplier focused on restoring U.S. uranium enrichment capacity and advancing HALEU production for clean energy and national security needs [4]