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Dec 31, 2025
Centrus Q4 2025 Earnings Report
Centrus delivered profitable fourth-quarter results supported by strong SWU revenue and solid operating performance.
Key Takeaways
In Q4 2025, Centrus generated solid revenue and profitability, driven primarily by higher separative work unit sales, while continuing to strengthen its strategic backlog position.
Achieved positive net income in Q4
Separative work units were the main revenue driver
Operating income remained solid despite higher costs
Backlog position supported long-term growth visibility
Revenue by Segment
Forward Guidance
For 2026, Centrus expects revenue to remain stable while investing heavily in enrichment capacity expansion.
Positive Outlook
- Revenue guidance of $425M–$475M for FY 2026
- Significant government support for HALEU production
- Large and diversified backlog extending to 2040
- Expansion of domestic enrichment capacity
- Growing demand for nuclear fuel services
Challenges Ahead
- High capital deployment requirements
- Dependence on government contracts and funding
- Execution risk related to facility expansion
- Exposure to geopolitical and regulatory risks
- Cost pressure from large-scale buildout projects
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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