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
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -1.6% |
| Our one-year growth estimate | diamond | 4.8% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 6.3 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 0 industry peers
LEU — earnings miss
Dated 2026-11-04
Results of Operations and Financial Condition On November 4, 2026 , Centrus Energy Corp. (the “Company”) issued a press release announcing financial results for the quarter ended September 30, 2026. A copy of the press release is being furnished as Exhibit 99.1 and is incorporated herein by reference. The information furnished pursuant to this Item 2.02, including Exhibit 99.1, shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934 (the “Exchange Act”) o…
Why it matters: Centrus has guided to $350 million to $500 million in 2026 capital spending. The report can show how much it has deployed and whether the build stays on pace.
Watch forCentrus reports 2026 spending of $350 million to $500 million on capital projects. Expansion work is not delayed.
Also watch forCentrus reports spending more than $500 million on capital, or delays to the Ohio or Oak Ridge expansion.
Why it matters: Centrus paid about $116 million for Westerman. Results can show whether added sales and lower project costs offset the purchase price.
Watch forCentrus reports higher adjusted earnings per share in the first year after closing, as stated in the deal release.
Also watch forCentrus reports that Westerman reduced adjusted earnings per share in its first year.
Why it matters: The first new capacity would show that Centrus can turn its factory work into more enrichment output.
Supportive ifCentrus reports that the first new Ohio capacity comes online in 2029, as planned.
Worry ifCentrus reports a delay beyond 2029 or says the first new capacity has not come online.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$349 on $10,000 · ±3.5% | How much price usually moves either way. |
| Bad day | $921 loss on $10,000 · 9.2% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $7,259 loss on $10,000 · 72.6% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.