Centrus Energy Corp. (LEU) had a rough Tuesday evening after delivering fourth-quarter results that disappointed investors on both the top and bottom lines. The uranium enrichment company missed earnings expectations by a significant margin, sending shares lower in after-hours trading.
The Numbers: Centrus posted earnings of 79 cents per share for the quarter, falling short of the Street's $1.28 estimate by 38.09%. That's not a small miss.
Revenue didn't fare much better, coming in at $146.2 million versus expectations of $146.34 million. The company also saw a year-over-year decline from $151.6 million in the same quarter last year.
Looking Beyond the Miss: Despite the disappointing quarter, CEO Amir Vexler struck an optimistic tone. He called 2025 "a milestone year for Centrus marked by continuous improvements to both our existing LEU segment as well as our planned future enrichment business, punctuated by our fourth quarter announcement officially launching our centrifuge build out and the government's selection of Centrus for a $900 million HALEU enrichment award."
Vexler also pointed to the company's positioning for future growth: "With a growing contingent LEU sales backlog of $2.3 billion, a HALEU mandate from the government, and a potential sole-source award from the NNSA, we are uniquely positioned to meet the commercial and national security market needs."
What's Next: Centrus expects fiscal 2026 revenue between $425 million and $475 million.
Stock Movement: Centrus Energy shares dropped 9.05% to $241 in extended trading Tuesday.











