US considering financing billions of dollars in long-lead time parts of nuclear plants, NEI says

The U.S. ​Department of Energy is considering a plan to ‌finance billions of dollars for components of large nuclear reactors that can take a long time to secure, the head of the industry group ​Nuclear Energy Institute said on Tuesday.

Reuters • May 12, 2026

Centrus Energy Q1 Earnings Call Highlights

Centrus Energy NYSE: LEU reported higher first-quarter revenue and raised its full-year revenue outlook, citing commercial progress, improving offtake discussions and continued work on its uranium enrichment expansion program.

MarketBeat • May 11, 2026

Centrus Energy Corp. (LEU) Q1 2026 Earnings Call Transcript

Centrus Energy Corp. (LEU) Q1 2026 Earnings Call Transcript

Seeking Alpha • May 6, 2026

Centrus Reports First Quarter 2026 Results

Revenue of $76.7 million, compared to revenue of $73.1 million in Q1 2025 GAAP net income of $10.0 million compared to GAAP net income of $27.2 million in Q1 2025 Non-GAAP adjusted net income (1) of $23.5 million, compared to non-GAAP adjusted net income(1) of $28.6 million in Q1 2025 Launched multi-year investment in Oak Ridge, Tennessee, to expand and accelerate centrifuge manufacturing program Signed strategic collaboration with Fluor to oversee engineering, design, project management, supply chain activities, and procurement of key materials and services on plant expansion Partnered with Palantir to leverage its artificial intelligence platform; early work identified ~$300 million in potential costs savings and additional improvements expected to reduce manufacturing lead times and accelerate expansion's timetable Exploring joint-venture with Oklo focused on deconversion services for high-assay, low-enriched uranium (HALEU) Raising full year 2026 revenue guidance based on commercial progress BETHESDA, Md., May 5, 2026 /PRNewswire/ -- Centrus Energy Corp. (NYSE: LEU) ("Centrus" or the "Company") today reported first quarter 2026 results.

PRNewsWire • May 5, 2026

Centrus Energy Corp. (LEU) Beats Q1 Earnings and Revenue Estimates

Centrus Energy Corp. (LEU) came out with quarterly earnings of $1.05 per share, beating the Zacks Consensus Estimate of $0.33 per share. This compares to earnings of $0.91 per share a year ago.

Zacks Investment Research • May 5, 2026

Analysts Estimate Centrus Energy Corp. (LEU) to Report a Decline in Earnings: What to Look Out for

Centrus Energy (LEU) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Zacks Investment Research • Apr 28, 2026

LEU To Report Q1 Earnings: What's in Store for the Stock?

Centrus Energy heads into Q1 earnings with falling EPS estimates, rising uranium prices and delayed shipments that could shift margins and revenues.

Zacks Investment Research • Apr 28, 2026

3 Overlooked Nuclear Fuel Supply Chain Winners

The International Atomic Energy Agency recently increased its projections for capacity of global nuclear power for a fifth straight year, and it now expects capacity to more than double by 2050. Still, nuclear energy is unfamiliar enough to many that it's easy for investors to be unaware of the intricacies of the nuclear fuel supply chain, including processes such as mining, enrichment, fabrication, reactor operation, waste disposal, and more.

MarketBeat • Apr 26, 2026

Centrus to Webcast Conference Call on May 6 at 8:30 a.m. ET

BETHESDA, Md., April 23, 2026 /PRNewswire/ -- Centrus Energy Corp. (NYSE: LEU) will broadcast its quarterly conference call with shareholders and the financial community over the Internet on Wednesday, May 6, 2026, at 8:30 a.m.

PRNewsWire • Apr 23, 2026

Centrus Energy: It's Still Too Early To Give Me The Risk Asymmetry I Want

While the thematic nuclear trend is strong, Centrus Energy Corp.'s current valuation and risk/reward are not compelling for my portfolio yet. The investment becomes more secure when long-term. LEU's $900M Geiger contract signals preparedness for future growth but reflects capacity buildout, not realized demand, and cost-overrun risk remains with Centrus. HALEU demand is policy-driven and uncertain; LEU's $3.8B backlog includes significant contingencies tied to capacity buildout and financing.

Seeking Alpha • Apr 22, 2026