Centrus Energy Corp.

Report azionario NYSE:LEU

Capitalizzazione di mercato: US$3.2b

Centrus Energy Performance degli utili passati

Criteri Il passato verificati 1/6

Centrus Energy ha registrato una crescita degli utili a un tasso medio annuo di 9.9%, mentre il settore Oil and Gas ha registrato utili in crescita a un tasso medio annuo di 8.4%. I ricavi sono stati in crescita a un tasso medio annuo di 12.7%. Il ritorno sul capitale proprio di Centrus Energy è 7.8% e ha margini netti di 13.4%.

Informazioni chiave

9.90%

Tasso di crescita degli utili

4.95%

Tasso di crescita dell'EPS

Oil and Gas Crescita del settore33.67%
Tasso di crescita dei ricavi12.68%
Rendimento del capitale proprio7.82%
Margine netto13.40%
Ultimo aggiornamento sugli utili31 Mar 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Seeking Alpha Jun 08

Centrus: Falling Earnings Outlook Makes It Hard To Buy The Dip

Summary Centrus Energy trades at a generous valuation despite a 65% drop from its 52-week highs. LEU's Q1 earnings showed weak profitability, with adjusted net income down and 2026 EPS expected to fall by double digits. Analysts forecast further declines through at least 2028, raising questions about when this purported growth story will start to materialize. I maintain a neutral rating on LEU. The core business model seems fine, but the valuation isn't low enough to warrant a buy rating yet. Read the full article on Seeking Alpha
Aggiornamento della narrazione Jun 02

LEU: Federal Funding And Plant Expansion Will Support Long-Term Nuclear Fuel Upside

Centrus Energy’s updated analyst price target has been revised to $381.69 from $390.00. Analysts attribute this change to more measured revenue growth assumptions, a higher discount rate, and a richer future P/E estimate, partly offset by stronger expected profit margins.
Nuova narrazione May 20

Centrus Energy’s Exclusive U.S. Enrichment License Creates Structural Advantage

Centrus Energy is one of those rare companies whose importance becomes clearer the deeper you look into the machinery of U.S. law, national security, and nuclear policy. In a sector defined by scarcity, Centrus isn’t just another uranium name — it is the only U.S. company legally authorized to enrich uranium for the federal government , a distinction rooted directly in federal statute.
Aggiornamento della narrazione May 03

LEU: Capacity Build Out And Nuclear Cycle Positioning Will Support Long Term Upside

Narrative Update The updated analyst price target for Centrus Energy has been reduced by about $8.74. Analysts attribute this change to lower assumed revenue growth, slightly weaker profit margins, and a higher future P/E multiple, following a series of mixed target cuts and modest raises across firms.
Aggiornamento della narrazione Apr 19

LEU: Capacity Build Out And New Enrichment Rivalry Will Pressure Returns

The analyst price target for Centrus Energy has been reduced by about $10, reflecting updated views on competitive headwinds, limited near term earnings upside, and ongoing capacity investment, even as analysts still see longer term nuclear demand as a supportive theme. Analyst Commentary Recent research on Centrus Energy reflects a more cautious tone, with several bearish analysts trimming price targets and highlighting execution risks around the current build out phase.
Aggiornamento della narrazione Apr 04

LEU: DOE Awards And Capacity Build Out Will Support Long Term Upside

Analysts have trimmed their average price targets for Centrus Energy by double digits, with cuts such as UBS moving to $195 from $245 and Citi to $225 from $292. This reflects limited near term earnings upside during the capacity build out phase, even as they continue to highlight potential long term benefits from a possible generational nuclear build cycle and recent U.S. Department of Energy funding awards.
Aggiornamento della narrazione Mar 21

LEU: DOE Funding And Capacity Build Out Will Drive Future Upside

Analysts have trimmed Centrus Energy's average price target, with cuts from firms such as UBS to $195 from $245 and Citi to $225 from $292, reflecting limited near term earnings visibility as the company continues its contracted broker trader operations and invests in capacity build out, even as many still highlight potential long term benefits from an expected nuclear build cycle and recent U.S. Department of Energy funding awards. Analyst Commentary Recent Street research on Centrus Energy clusters around two themes: how to value the stock after the price target resets, and how confidently to underwrite the execution and timing of its capacity build out and nuclear fuel role.
Aggiornamento della narrazione Mar 07

LEU: Capacity Build Out And DOE Project Risks Will Pressure Returns

Narrative Update The updated analyst price target for Centrus Energy reflects a modest reset lower, with the fair value estimate moving from $164.36 to $156.27 as analysts factor in reduced near term earnings potential alongside ongoing capacity investments. At the same time, they continue to highlight the company as well positioned for a possible longer term nuclear build cycle and supported by recent Department of Energy award related commentary.
Aggiornamento della narrazione Feb 21

LEU: DOE Project Execution Risks Will Pressure Future Cash Flow Conversion

Analysts have trimmed their average price target for Centrus Energy in recent weeks, with cuts from firms like Citi, JPMorgan, and others outweighing earlier upward revisions tied to the $900m Department of Energy award. At the same time, modest adjustments to fair value, discount rate, revenue growth, profit margin, and projected future P/E reflect this more balanced view.
Aggiornamento della narrazione Feb 07

LEU: DOE Funding For Domestic Nuclear Fuel Will Drive Long-Term Upside

The analyst price target for Centrus Energy has been adjusted as firms weighed the recent mix of price target increases of up to US$55 and reductions of US$55, along with updated assumptions for growth, margins and future P/E multiples tied to the US$900m Department of Energy award for HALEU capacity expansion. Analyst Commentary Recent Street research around Centrus Energy has been mixed, but there is a clear group of bullish analysts focusing on the US$900m Department of Energy award as a key driver for their updated views on valuation and execution risk.
Articolo di analisi Jan 29

There's Reason For Concern Over Centrus Energy Corp.'s (NYSE:LEU) Massive 36% Price Jump

Those holding Centrus Energy Corp. ( NYSE:LEU ) shares would be relieved that the share price has rebounded 36% in the...
Aggiornamento della narrazione Jan 24

LEU: DOE Funding Uncertainty And Dilution Risk Will Pressure Future Returns

Analysts have nudged their fair value estimate for Centrus Energy up from US$167.90 to US$171.40, citing higher Street price targets and renewed confidence around the US$900m Department of Energy HALEU funding and the timing of future capacity expansion as key drivers of the change. Analyst Commentary Recent Street research around Centrus Energy has centered on the US$900m Department of Energy HALEU award, with analysts updating their assumptions on timing, funding visibility, and dilution.
Aggiornamento della narrazione Jan 08

LEU: DOE Award And Dilution Risk Will Shape Future Return Profile

Narrative Update Analysts have lifted their implied fair value for Centrus Energy from about US$108 to roughly US$168, citing the US$900m Department of Energy award, an earlier expected commercialization timeline, and greater confidence in future margins and funding visibility. Analyst Commentary Recent Street research on Centrus Energy has centered on the US$900m Department of Energy award for high assay low enriched uranium production and what that could mean for the company’s future capacity, funding visibility, and timing to market.
Aggiornamento della narrazione Dec 25

LEU Nuclear Demand And DOE Reactor Plans Will Drive Long-Term Upside

The analyst price target for Centrus Energy has been raised to $390 from $310, as analysts factor in stronger long term revenue growth and margin assumptions that outweigh near term macro and dilution concerns reflected in recent target resets across the Street. Analyst Commentary Recent Street research on Centrus Energy reflects a widening gap between cautious near term price target trims and a more constructive long term outlook that underpins the new $390 target.
Aggiornamento della narrazione Dec 11

LEU: Federal Funding And Equity Dilution Will Shape Future Expansion Balance

Analysts have nudged their price target for Centrus Energy modestly higher to approximately $280 from about $275, reflecting improved profitability expectations and a still constructive long term thesis, despite trimmed Street targets amid a tougher global demand backdrop and dilution considerations. Analyst Commentary Street research on Centrus Energy reflects a more nuanced stance, with tempered price targets but generally supportive views on the company’s long term positioning and execution potential.
Aggiornamento della narrazione Nov 27

LEU: Federal Funding Decisions And Dilution Risk Will Shape Expansion Prospects

Centrus Energy's analyst price target has been revised downward, with analysts now forecasting a modest reduction from approximately $279 to $275 per share. This change reflects recent updates in demand outlook, company performance, and macroeconomic challenges highlighted in recent research notes.
Aggiornamento della narrazione Nov 08

LEU: Future Expansion Hinges On Federal Decisions Amid Dilution Concerns

Analysts have revised the price target for Centrus Energy, raising it from approximately $258 to $279 per share. This reflects expectations of stronger revenue growth and continued confidence in the company's long-term prospects, despite some near-term challenges.
Aggiornamento della narrazione Oct 25

Upcoming Plant Expansion and Global Partnerships Will Shape Nuclear Fuel Supply Chain

Analysts have raised their price target for Centrus Energy by $6. This change is attributed to increased confidence from recent strategic developments and stronger-than-expected earnings performance.
Aggiornamento della narrazione Oct 10

Delayed DOE Awards Will Hinder Nuclear Fuel Potential

Analysts have increased their price target for Centrus Energy from $242.86 to $258.05. They cite growing confidence in the company's strategic partnerships and improved revenue forecasts as key reasons for this change.
Aggiornamento della narrazione Sep 21

Delayed DOE Awards Will Hinder Nuclear Fuel Potential

Centrus Energy’s analyst price target was raised from $238.46 to $242.86, reflecting growing optimism driven by new international partnerships, extended government contracts, and its unique role in a resurgent nuclear sector. Analyst Commentary Bullish analysts highlighted the signing of a Memorandum of Understanding with credible international nuclear partners, signaling confidence in Centrus' role in the domestic nuclear fuel supply chain buildout.
Aggiornamento della narrazione Sep 06

Delayed DOE Awards Will Hinder Nuclear Fuel Potential

Centrus Energy’s fair value target has increased to $238.46 as analysts cite strengthened industry position from major partnership agreements, extended federal contracts, and strategic importance in advanced nuclear supply chains—despite minor revenue misses—amid strong policy and investor support for domestic nuclear enrichment. Analyst Commentary Bullish analysts highlight Centrus' signing of an MOU with major Korean nuclear and industrial partners as a strong signal of industry confidence in its enrichment technology and role in the domestic nuclear fuel supply chain.
Aggiornamento della narrazione Aug 06

Delayed DOE Awards Will Hinder Nuclear Fuel Potential

Analysts have raised Centrus Energy’s price target from $189.63 to $202.44, citing its unique position as the leading U.S. supplier for nuclear fuel amid accelerating government support, contract extensions, and increased private investment in advanced nuclear projects. Analyst Commentary Bullish analysts highlight Centrus Energy as uniquely positioned to rebuild the nuclear enrichment supply chain, being the only publicly traded, pure-play supplier with critical technology and infrastructure.
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Nuova narrazione Feb 09

Future Revenue May Be Uncertain Despite Substantial Uranium Contracts

Strategic investments in manufacturing and securing DOE contracts position Centrus as a frontrunner in domestic uranium enrichment, boosting future revenue potential.

Ripartizione dei ricavi e delle spese

Come Centrus Energy guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NYSE:LEU Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 26452615133
31 Dec 25449784917
30 Sep 254541144511
30 Jun 254371054614
31 Mar 254711072315
31 Dec 24442732217
30 Sep 2439476-517
30 Jun 2438889-717
31 Mar 24297711017
31 Dec 23320841614
30 Sep 23343484216
30 Jun 23325343718
31 Mar 23325583417
31 Dec 22294512715
30 Sep 22257116-3011
30 Jun 22315164-306
31 Mar 22278137-313
31 Dec 21298135-322
30 Sep 2130224282
30 Jun 21245-26272
31 Mar 21258-6322
31 Dec 202476343
30 Sep 2021027243
30 Jun 2028157285
31 Mar 202168289
31 Dec 19210-242915
30 Sep 19238-675020
30 Jun 19167-974924
31 Mar 19196-1084925
31 Dec 18193-1125126
30 Sep 18226-31920
30 Jun 18242-321319
31 Mar 18247-281417
31 Dec 1721851716
30 Sep 17238-364424
30 Jun 17209-674442
31 Mar 17229-464742
31 Dec 16311-674648
30 Sep 16333-1614564
30 Jun 16341-1744844
31 Mar 16340-1874243
31 Dec 15418-1874333
30 Sep 15384-4684212
30 Jun 1547563916

Guadagni di qualità: LEU ha un livello elevato di guadagni non monetari.

Margine di profitto in crescita: Gli attuali margini di profitto netti di LEU (13.4%) sono inferiori rispetto allo scorso anno (22.6%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: LEU è diventata redditizia negli ultimi 5 anni, aumentando i guadagni del 9.9% all'anno.

Accelerare la crescita: LEU ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.

Guadagni vs Settore: LEU ha avuto una crescita negativa degli utili ( -43.1% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Oil and Gas ( 6% ).


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 7.8% ) di LEU è considerato basso.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/15 17:35
Prezzo dell'azione a fine giornata2026/06/12 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Centrus Energy Corp. è coperta da 19 analisti. 13 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Lawson WinderBofA Global Research
Ryan PfingstB. Riley Securities, Inc.
Vikram BagriCitigroup Inc