Centrus Energy Corp. (LEU)
NYSEEnergyUraniumSnapshot 2026-11-04
$92.58-3.23%
Close 2026-11-04 · 1-day change
NYSEEnergyUraniumSnapshot 2026-11-04
QuarterlyIQ Insights · LEU
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within energy on a research-validated quality screen. As of 2026-11-04.
The screen ranks LEU against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Energy names rated weak grew net income 60% of the time over the next year (vs 56% for the rest of the cohort, n=1774).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
“The third quarter’s continued execution across all facets of our business primed Centrus to achieve a critical milestone: shipping the first new centrifuge to support our commercial-scale expansion,…
Stated in 3 of 3 supplied quarters. Management reported: “This includes Centrus having: • completed the manufacturing of its first centrifuge ahead of year-end target; • finalized contracts with all of the supply-chain deemed critical ahead of year-end target; and • completed the first certified-for-construction package ahead of year-end target.” ““The third quarter’s continued execution across all facets of our business primed Centrus to achieve a critical milestone: shipping the first new centrifuge to support our commercial-scale expansion,” said Centrus Energy President and CEO Amir Vexler.”
““The third quarter’s continued execution across all facets of our business primed Centrus to achieve a critical milestone: shipping the first new centrifuge to support our commercial-scale expansion,…”
“The company's build out of domestic commercial LEU and HALEU enrichment capacity is targeting the constrained global enriched uranium market.”
““The first quarter was marked by numerous wins and great operational progress as we accelerated our drive to restore America’s ability to enrich uranium at scale, including securing historic federal…”
“This achievement, along with us demonstrating that we have a complete manufacturing supply chain in place, was reached two months ahead of our ambitious schedule and puts us far ahead of the competi…
Stated in 2 of 3 supplied quarters. Management reported: ““This achievement, along with us demonstrating that we have a complete manufacturing supply chain in place, was reached two months ahead of our ambitious schedule and puts us far ahead of the competition.” “Westerman's expertise strengthens and de-risks Centrus' supply chain by securing and bringing in-house its critical manufacturing capabilities.”
This includes Centrus having: • completed the manufacturing of its first centrifuge ahead of year-end target; • finalized contracts with all of the supply-chain deemed critical ahead of year-end targ…
Stated in 2 of 3 supplied quarters. Management reported: “We’ve already identified approximately $300 million in cost reductions as well as opportunities to both reduce manufacturing lead times and accelerate our timetable.” “This includes Centrus having: • completed the manufacturing of its first centrifuge ahead of year-end target; • finalized contracts with all of the supply-chain deemed critical ahead of year-end target; and • completed the first certified-for-construction package ahead of year-end target.”
“The third quarter’s continued execution across all facets of our business primed Centrus to achieve a critical milestone: shipping the first new centrifuge to support our commercial-scale expansion,…
Stated in 2 of 3 supplied quarters. Management reported: “This agreement builds on Centrus' existing $3 billion contingent LEU and HALEU backlog, of which $2.4 billion is definitized.” ““The third quarter’s continued execution across all facets of our business primed Centrus to achieve a critical milestone: shipping the first new centrifuge to support our commercial-scale expansion,” said Centrus Energy President and CEO Amir Vexler.”
Fund manufacturing capability, supply-chain readiness, and capacity expansion through capital deployment and partner execution.
Over the trailing year it converted 0.28x of net income into operating cash flow. Historically, Energy names rated fragile grew net income 37% of the time over the next year (vs 48% for the rest of the cohort, n=993).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
24 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Energy names rated volatile grew net income 54% of the time over the next year (vs 59% for the rest of the cohort, n=1684).
Not investment advice. As of 2026-11-04.
““This achievement, along with us demonstrating that we have a complete manufacturing supply chain in place, was reached two months ahead of our ambitious schedule and puts us far ahead of the competi…”
““We have now switched to full execution mode to accelerate our build-out while building a best-in-class partnership network, including Palantir, Fluor, and Geiger Brothers, as part of our day-one foc…”
“This includes Centrus having: • completed the manufacturing of its first centrifuge ahead of year-end target; • finalized contracts with all of the supply-chain deemed critical ahead of year-end targ…”
“We’ve already identified approximately $300 million in cost reductions as well as opportunities to both reduce manufacturing lead times and accelerate our timetable.”
““The third quarter’s continued execution across all facets of our business primed Centrus to achieve a critical milestone: shipping the first new centrifuge to support our commercial-scale expansion,…”
“This agreement builds on Centrus' existing $3 billion contingent LEU and HALEU backlog, of which $2.4 billion is definitized.”