Demand and volumenegative · 5 filings
“The intangible asset related to the LEU segment backlog is amortized as the backlog, existing at emergence, is reduced, as a result of deliveries to customers.”10-Q · Aug 6, 2026 ↗
Centrus Energy Corp.
LEU
Market read
Centrus Energy Corp.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 12 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.
Company-8.6% todayVolume comparison unavailable
Market group0 of 12 activeSpeculative Industrial Tech · unavailable
Disclosed network0 of 4 confirmingNo filing-linked name is confirming now
What would change this read
Watch this read- Centrus expects capital expenditures to rise by several hundred million for manufacturing readiness and the Ohio expansion.
- SWU revenue fell as volume declined 31%, partly offset by a 16% increase in average SWU price.
Invalidation: The isolated read changes if LEU's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 12 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- Centrus expects capital expenditures to rise by several hundred million for manufacturing readiness and the Ohio expansion.
- SWU revenue fell as volume declined 31%, partly offset by a 16% increase in average SWU price.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods9
Price observations327
Usable filing statements135
Verified relationships6
Evidence supporting the case
No qualifying supportive evidence was identified.
Evidence challenging the case
- Diluted shares increased 21.7% in the latest annual period.
- Demand and volume has repeated adverse evidence across 5 filings.
Questions before a position
- EV/sales is 90% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context
Price as of Sep 10, 2026
165.926m-17.2%12m-23.9%24m—
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2021-12-31$298.3M+20.7%$9.75+37.1%
2022-12-31$293.8M-1.5%$3.38+8.0%
2023-12-31$320.2M+9.0%$5.44+3.4%
2024-12-31$442.0M+38.0%$4.47+5.6%
2025-12-31$448.7M+1.5%$3.90+21.7%
What management says matters
Persistent and emerging business drivers
Capital investment and capacitymixed · 4 filings
“We expect to increase our capital expenditures by approximately several hundred million, driven by ongoing investments and a strategic shift towards our manufacturing readiness plan and Ohio expansion.”10-Q · Aug 6, 2026 ↗
Legal and regulatory exposuremixed · 4 filings
“In addition, we expect that any such other uses of working capital will be subject to compliance with contractual restrictions to which the Company and its subsidiaries are subject.”10-Q · May 6, 2026 ↗
Credit and interest ratesnegative · 3 filings
“The increase was primarily driven by an increase in investment income of $31.8 million and the extinguishment of long-term debt of $11.8 million, partially offset by a decrease of $21.5 million in nonoperating components of net periodic benefit income and an…”10-K · Feb 11, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 7.4× · EV/sales 5.6×. Comparisons use only industry-matched filing peers.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
165.92-8.6% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for LEU. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for LEU. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind LEU
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
LTBRLightbridge CorporationsupplierNov 6, 2025 ▾
“This increase primarily consisted of an increase in INL project labor costs of $1.3 million, an increase in allocated employee compensation and stock-based compensation expenses of $1.1 million, and an increase in consulting services fees of $0.1 million incl…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 3 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
LEU is currently a Early Follower in the organic co-movement group Speculative Industrial Tech. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.