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Centrus Energy (LEU) guidance and outlook
Centrus Energy (LEU) reaffirmed its guidance on Nov 4, 2026: Revenue $450M–$500M for FY2026. Centrus Energy's 10-Q filed Nov 5, 2026 makes 31 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | FY2026 | $450M–$500M | reaffirmed |
From the earnings release filed Nov 4, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 5, 2026
- As a result of delays in obtaining 5B Cylinders that DOE is contractually obligated to provide under the HALEU Operation Contract, Phase 2 of the HALEU Operation Contract was extended through June 2025, when Centrus contractually delivered the Phase 2 production target of 900 kilograms of HALEU UF 6 to DOE, completing Phase 2, and then was extended further through January 31, 2026 to allow the Company to complete…
- However, the DOE is under no obligation to do so, and there can be no assurance that an extension of the Company’s existing lease will be executed by December 31, 2026, or at all, or that any such extension will be on terms that are acceptable to the Company.
- There are no guarantees about whether we will successfully perform the awarded task order contract or whether or when any options will be exercised by the DOE.
- In the time leading up to the July 1, 2026 task order contract, the Company announced, in November 2024, an anticipated $60 million investment over an 18-month period to expand the capacity of its centrifuge manufacturing facility in Oak Ridge, Tennessee.
- Also in December 2025, the Company began commercial centrifuge production from its Oak Ridge, Tennessee facility to support commercial LEU enrichment activities at Piketon, with the first new centrifuges expected to come online in Ohio in 2029.
- In January 2026, the Company announced plans to invest more than $560 million over several years to transition its Oak Ridge centrifuge manufacturing plant to high-rate manufacturing and support the production of thousands of advanced centrifuges.
- On October 18, 2024, the Company submitted an application for a clean energy manufacturing and recycling project associated with re-equipping our manufacturing property at our manufacturing facility in Oak Ridge.
- It is uncertain how Executive Order 14154, “Unleashing American Energy,” will impact the IRS determination regarding our application request.
- We are also actively considering and expect to consider potential strategic transactions from time to time, which could involve, without limitation, acquisitions and/or dispositions of businesses or assets, joint ventures or investments in businesses, products or technologies or changes to our capital structure.
- As a result, we will need to rely to a greater extent on deliveries at other processors or explore other options in order to comply with the RSA’s natural uranium delivery requirement.
- Through 2027, well over one-half of the LEU that we expect to deliver to customers was sourced under the TENEX Supply Contract.
- • Our ability to realize the anticipated benefits of acquisitions, including our acquisition of Westerman, and risks associated with acquisitions, including integration difficulties, unknown liabilities, additional costs and dilution;
Centrus Energy's latest quarter
Centrus Energy, Q3 2026: revenue $55.5M (-26% year over year), operating margin -53.5%, net earnings $31.6M, operating cash flow $5.6M. The chart follows the revenue to costs, profit and cash.
Questions
Did Centrus Energy raise or lower its guidance?
Centrus Energy (LEU) reaffirmed its guidance on Nov 4, 2026: Revenue $450M–$500M for FY2026.
What does Centrus Energy expect?
As a result of delays in obtaining 5B Cylinders that DOE is contractually obligated to provide under the HALEU Operation Contract, Phase 2 of the HALEU Operation Contract was extended through June 2025, when Centrus contractually delivered the Phase 2 production target of 900 kilograms of HALEU UF 6 to DOE, completing Phase 2, and then was extended further through January 31, 2026 to allow the Company to complete… However, the DOE is under no obligation to do so, and there can be no assurance that an extension of the Company’s existing lease will be executed by December 31, 2026, or at all, or
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.