Centrus Energy (LEU) Q4 2025 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Wed, February 11, 2026 astatine 9:28 AM CST 40 min read

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Wednesday, Feb. 11, 2026 astatine 8:30 a.m. ET

• President and Chief Executive Officer — Amir Vexler

• Chief Financial Officer, Senior Vice President, and Treasurer — Todd Tinelli

• Senior Vice President, General Counsel, Chief Administrative Officer, and Corporate Secretary — Neal Nagarajan

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Amir Vexler, President and Chief Executive Officer, and Todd Tinelli, Chief Financial Officer, Senior Vice President, and Treasurer. This league telephone follows our net quality merchandise issued yesterday. We filed our study for the 4th fourth and afloat twelvemonth connected Forms 10-Ks earlier today. All of our quality releases and SEC filings, including our 10-Ks, 10-Qs, and 8-Ks, are disposable connected our website. A replay of this telephone volition besides beryllium disposable aboriginal this greeting connected the Centrus website. I would similar to punctual everyone that definite accusation we whitethorn see connected this telephone contiguous whitethorn beryllium considered forward-looking accusation that involves hazard and uncertainty, including assumptions astir the aboriginal show of Centrus.

Our existent results whitethorn disagree materially from those successful our forward-looking statements. Additional accusation concerning factors that could origin existent results to materially disagree from those successful our forward-looking statements is contained successful our filings with the SEC, including our yearly study connected Form 10 and quarterly reports connected Form 10-Q. Finally, the forward-looking accusation provided contiguous is time-sensitive and close lone arsenic of today, February 11, 2026, unless different noted. This telephone is the spot of Centrus Energy. Any transcription, redistribution, retransmission, oregon rebroadcast of the telephone successful immoderate signifier without the expressed written consent of Centrus is strictly prohibited. Thank you for your participation. And I'll present crook the telephone implicit to Amir.

Amir Vexler: Thank you, Neal, and convey you to everyone connected today's call. 2025 was a milestone twelvemonth for Centrus, punctuated by December's announcement to statesman commercialized centrifuge manufacturing to code the commercialized LEU marketplace and our important backlog. Shortly thereafter, successful January, the Department of Energy selected Centrus for a $900 cardinal HALEU enrichment award. Our build-out officially ushers successful America's instrumentality to home commercialized uranium enrichment with a de-risked, deployment-ready exertion that tin work some commercialized and nationalist information needs. Our archetypal caller cascade of centrifuges is expected to travel online successful 2029, with consequent cascades to travel thereafter. We are continuing to place and instrumentality opportunities to trim some our pb clip and the portion cost.