2 Things Every Centrus Energy Investor Needs to Know

• Centrus is 1 of the lone U.S.-based uranium enrichers.

• The institution is producing high-assay, low-enriched uranium (HALEU) nether a declaration with the Department of Energy.

• Centrus is profitable and has a beardown equilibrium sheet.

• 10 stocks we similar amended than Centrus Energy ›

Centrus Energy (NYSE: LEU) is simply a U.S.-based uranium enricher and atomic substance supplier.

The institution makes wealth by supplying uranium fuel, arsenic good arsenic performing declaration work, similar its caller objection of high-assay, low-enriched uranium (HALEU) for the Department of Energy (DOE).

If that doesn't dependable breathtaking to you, see this: With the U.S. trying to trim reliance connected Russian atomic fuel, Centrus has gone from a mostly obscure atomic supplier to an indispensable constituent successful a atomic proviso chain.

Still not exciting? How astir this: The banal has gained implicit 218% connected the twelvemonth (as of writing). At 1 constituent successful mid-October, it had grown fivefold connected the year, earlier sinking with atomic stocks much broadly.

If that has piqued your interest, present are 2 different things investors should know.

Centrus' biggest vantage is its uniqueness. It's 1 of the lone U.S.-owned, publically traded uranium enrichers. It was besides the archetypal U.S. institution to clasp a licence to nutrient HALEU, a higher-assay atomic substance that galore next-generation reactors are expected to use.

That item matters. For years, overmuch of the world's enrichment capableness has belonged to conscionable a fewer countries, with Russia being the astir dominant. If precocious reactors go portion of the aboriginal powerfulness premix for the U.S., including arsenic a imaginable root of reliable energy for information centers, shoring up a HALEU proviso concatenation would beryllium a priority.

Indeed, the DOE is already moving intimately with Centrus to assistance grow its HALEU production. In elemental terms, it's paying Centrus to tally a HALEU accumulation objection successful Piketon, Ohio, and to present HALEU to the government. Centrus has already deed a large milestone nether that statement by delivering 900 kilograms of HALEU, and the DOE has extended its declaration for different 900 kilos successful 2026.

Centrus is already profitable, which sets it isolated from different speculative atomic stocks, similar Oklo and Nano Nuclear Energy.

In the 3rd 4th of 2025, Centrus posted astir $4 cardinal successful nett income connected astir $75 cardinal successful revenue.

Both were little than its 2nd quarter, which saw nett income of astir $29 cardinal connected astir $155 cardinal successful revenue. At the aforesaid time, Centrus' contracts don't make steady, quarter-by-quarter revenue, and net tin plaything depending connected pricing erstwhile customers instrumentality delivery.