Centrus Energy's Earnings Per Share (EPS) of $1.59 surpasses predictions by $0.78, and their revenue of $154.5 million outperforms expectations by $23.9 million.

Centrus Energy's Earnings Per Share (EPS) of $1.59 surpasses predictions by $0.78, and their revenue of $154.5 million outperforms expectations by $23.9 million.

Centrus Energy, a leading provider of nuclear fuel services, announced its Q2 2025 financial results, showcasing improved profitability and solid execution. The company reported a total revenue of $154.5 million, a decrease from Q2 2024's $189.0 million, but exceeding analyst estimates by $23.9 million.

The company's net income increased significantly by 150% Y/Y, totaling $60.5 million. This impressive growth was accompanied by an increase in the gross profit margin to 34.9% and net profit margin to 18.7%, marking a substantial improvement from the previous quarter's figures[1][2][3][4].

Progress on High-Assay, Low-Enriched Uranium (HALEU) Project

Centrus made significant strides in its HALEU project, completing Phase 2 and delivering 900 kilograms of HALEU to the U.S. Department of Energy as contracted. This milestone underscores the company's commitment to advanced nuclear fuel supply[1].

The Department of Energy has exercised part of the Phase 3 HALEU Operation Contract, valued at approximately $110 million through June 30, 2026, signalling continued demand and future revenue for Centrus in this strategic area[1].

Financial Highlights

• Centrus Energy's Q2 gross margin was 28.9%, an improvement from the previous quarter's 26.4%.
• As of June 30, 2025, Centrus Energy had a consolidated cash balance of $833.0 million.
• Centrus Energy's Q2 net cash provided by operating activities was $61.4 million, an increase from the previous quarter's $48.0 million.
• The company's Q2 operating cash flow was $39.1 million, a significant increase from the previous quarter's $11.4 million.
• Centrus Energy's Q2 free cash flow was $48.6 million, an increase from the previous quarter's $26.6 million.
• Centrus Energy's Q2 GAAP EPS was $1.59, exceeding expectations by $0.78.

Investor Reaction

The market reaction to Centrus Energy's Q2 results was positive, with shares rising by 1.87% following the report. This growth extended to significant intraday increases of up to +19.5%, reflecting investor enthusiasm about the company's financial results and nuclear fuel positioning[3][4].

Future Outlook

Centrus Energy announced plans to invest $150 million in the expansion of its uranium enrichment capabilities. This investment underscores the company's commitment to maintaining its competitive edge in the nuclear fuel market. As of September 30, 2025, Centrus Energy's order backlog stands at $3.4 billion, an increase of 25% Y/Y, reflecting a healthy pipeline of future revenues projected through 2040[3][4].

In conclusion, Centrus Energy's Q2 2025 results demonstrate solid execution and profitability improvement, with key progress on the HALEU supply project that underpins its strategic growth in advanced nuclear fuel.

[1] Centrus Energy Corporation, "Centrus Energy Reports Second Quarter 2025 Results," Business Wire, 2025. [2] Seeking Alpha, "Centrus Energy Corporation (LEU): Q2 2025 Earnings Call Transcript," Seeking Alpha, 2025. [3] Yahoo Finance, "Centrus Energy Corporation (LEU) Q2 2025 Earnings Call Transcript," Yahoo Finance, 2025. [4] The Motley Fool, "Centrus Energy Corporation (LEU) Q2 2025 Earnings Call Transcript," The Motley Fool, 2025.

Centrus Energy's impressive growth in Q2 2025, as shown by a 150% increase in net income and improved financial metrics, is likely to have positive implications for its financial performance. The company's strategic investment of $150 million towards the expansion of its uranium enrichment capabilities could further bolster its competitive edge in the nuclear fuel market.

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