CENTRUS ENERGY CORP (LEU) Form 8-K — Aug 5, 2026

$LEUForm 8-KItems 2.02, 9.01Filed Aug 5, 2026, 4:37 PM ET0001628280-26-053433Original filing

Centrus Energy reported second quarter 2026 revenue of $176.1 million, up 14% from $154.5 million a year earlier, while GAAP net income fell 42% to $16.8 million from $28.9 million, driven mainly by a $17.2 million jump in stock-compensation expense. Non-GAAP adjusted net income rose to $38.7 million from $34.5 million, with adjusted diluted EPS of $1.77. The quarter was headlined by commercial wins: Centrus signed a $900 million High-Assay, Low-Enriched Uranium (HALEU) enrichment award contract with the U.S. Department of Energy, grew contingent LEU and HALEU backlog to $3.0 billion, and lifted total backlog to $4.5 billion with deliveries extending to 2040.

Key figures

Eps: $0.85 basic / $0.77 diluted GAAP; $1.95 basic / $1.77 diluted adjusted (non-GAAP)
Revenue: $176.1 million (Q2 2026) vs $154.5 million (Q2 2025)
Guidance: FY2026 total revenue of $450 million to $500 million; total capital deployment of $350 million to $500 million; at least 175 net new hires in Piketon, OH (up from 100) and 100 in Oak Ridge, TN; first new Oak Ridge centrifuge complete by year-end 2026
Net Income: $16.8 million GAAP (down from $28.9 million); $38.7 million adjusted non-GAAP (up from $34.5 million)
Total Debt: $1,177.5 million long-term debt at June 30, 2026
Revenue Yoy: +14%
Total Assets: $2,531.0 million at June 30, 2026
Cash Position: $1,868.5 million cash and cash equivalents at June 30, 2026
H1 2026 capex: $94.8 million
Total backlog: $4.5 billion, extending to 2040
Doe haleu award: $900 million
H1 2026 revenue: $252.8 million vs $227.6 million in H1 2025
Q2 gross profit: $49.9 million vs $53.9 million in Q2 2025
Leu segment backlog: approximately $3.7 billion
Stockholders equity: $845.4 million at June 30, 2026
H1 2026 operating cash flow: -$16.7 million (used in operations)
Technical solutions backlog: approximately $0.8 billion
Contingent leu haleu commitments: $3.0 billion, of which $2.4 billion under definitive agreements

Price after filing

1 day: +2.4%7 days: +0.2%30 days: -7.7%

Close on the filing date to close N calendar days later (from $184.76). Historical, not a forecast.

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