LEU at a glance
CENTRUS ENERGY CORP (LEU, SEC CIK 1065059) filed its latest 10-K annual report on February 11, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 17, 2026 and Form 4 insider filings as recently as August 13, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), CENTRUS ENERGY CORP (LEU) reported revenue of $448.7 million (up 1.5% from FY2024) and net income of $77.8 million. Diluted EPS was $3.90.
- As of June 30, 2026, 35 institutional investment managers tracked by SignalX reported holding CENTRUS ENERGY CORP (LEU) shares worth $1.2 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $448.7M
- +1.5% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 35 funds
- $1.2B · +1 vs prior quarter
- Latest 8-K
- Sep 17, 2026
- Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Provider of enriched uranium products and services supporting global nuclear power generation
- Strategic emphasis: Continued reliance on TENEX Supply Contract for Russian-origin LEU shipments through 2028 despite geopolitical risks
- Regulatory impact: U.S. Import Ban Act (Aug 2024) restricts Russian LEU imports, mitigated by DOE waivers for 2024–2027 deliveries
- Geopolitical risk: Russian Decree (Nov 2024) rescinding TENEX’s general export license, requiring specific licenses for LEU shipments through 2027
- Market outlook: Global nuclear generation projected to grow 70% by 2035 under Net Zero scenario, with 70 reactors under construction worldwide (half in China)
Risk Factors
- Regulatory risk: U.S. Executive Order 14272 and Proclamation 11001, potential tariffs on critical mineral imports including uranium, threaten to increase costs materially
- Geopolitical risk: U.S. and foreign sanctions on Russia’s energy sector impact TENEX Supply Contract payments and LEU importation, with Russian enrichment at 43% global capacity
- Operational risk: Dependence on TENEX exports from Russia under Russian Decree, with risk of disrupted shipments and delayed payments due to sanctions and licensing hurdles
- Market risk: Import Ban Act restricting Russian LEU imports through 2027 threatens supply, with 33% of LEU segment revenue derived from international sales and $2.9B LEU backlog exposed
- Financial risk: Backlog includes $2.3B contingent LEU contracts dependent on securing substantial public/private funding for new U.S. LEU production capacity at Piketon, Ohio facility
Management Discussion & Analysis
- Revenue $448.7M, up 2% YoY driven by LEU segment flat (-1%) and Technical Solutions growth +11% ($10.4M)
- Operating income $50.2M, up 5% YoY; gross margin 26.2% vs 25.2% (117.5/448.7 vs 111.5/442.0)
- Best segment LEU: gross profit $111.5M, up 19%; worst segment Technical Solutions: gross profit $6.0M, down 66%
- Operating cash flow $51.0M vs $37.0M; capex $19.7M vs $4.1M; $782.4M net proceeds from 0% Convertible Notes; $523.7M from equity ATM offerings; redeemed $74.3M 8.25% Notes
- Management expects strong liquidity supporting multi-hundred million capex for Ohio and Oak Ridge expansions; risks include government funding, import bans, and contract negotiations
AI summary of the LEU 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- DOE exercised HALEU Option 1b at fixed price of $15.0M, covering cascade maintenance and storage
- ACO received $900.0M DOE HALEU production task order, with options for up to $170.0M additional funding
- Management cited DOE funding uncertainty and potential material future costs or losses affecting liquidity
- Company pursuing commercial cascade operations, with LEU and HALEU expansion contingent on funding and offtake commitments
Risk Factors
- No material changes to 2025 10-K and March 31, 2026 10-Q risk factors
- Capital availability risk from Piketon and Oak Ridge expansion investments
- Equity dilution risk from potential $1.0 billion ATM program sales
- Debt-ranking risk from additional borrowings senior to Class A common stockholders
- DOE contract dependence following July 1, 2026 agreement and June 30, 2026 modification
AI summary of the LEU 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- Centrus signed a HALEU supply contract with Antares Nuclear, adding commercial demand for its advanced-fuel product
- Deliveries scheduled before 2030, providing potential future revenue visibility
Item EX-99.1: Item EX-99.1
- Multi-year HALEU supply contract with Antares, deliveries commencing before decade-end
- Antares prepayments support Centrus’ commercial-scale HALEU capacity expansion
Item 7.01: Regulation FD Disclosure
- Exhibits 99.1 and 99.2 excluded from Section 18 Exchange Act liability
- Exhibits not automatically incorporated into future Securities Act or Exchange Act filings
Item 8.01: Other Events
- Advanced discussions to acquire an existing domestic manufacturing supplier
- Potential purchase price approximately $115–$125 million
Item 1.01: Entry into a Material Definitive Agreement
- Equity offering: 500,000 common shares plus warrants for up to 8,997,895 additional shares
- Pre-funded warrants: 2,005,513 shares at $0.10 exercise price, exercisable for 25 years
Item EX-99.1: Item EX-99.1
- Proposed underwritten offering of Class A shares, pre-funded warrants, and common warrants
- Offering size, pricing, terms, and completion remain uncertain, subject to market conditions
Item 8.01: Other Events
- Centrus signed a HALEU supply contract with Radiant Industries
- Deliveries scheduled before 2030, supporting long-term demand visibility
Item EX-99.1: Item EX-99.1
- Multi-year HALEU contract with Radiant to supply fuel for multiple Kaleidos microreactors, with deliveries before decade-end
- Radiant prepayments support Centrus’ domestic commercial enrichment capacity build-out and add a customer to its backlog
AI summaries of LEU 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for LEU
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- Fund moves. Which tracked funds opened, added or cut LEU, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| TINELLI TODD M | A | Aug 11, 2026 | 456 | - |
| TINELLI TODD M | M | Aug 11, 2026 | 456 | - |
| TINELLI TODD M | F | Aug 11, 2026 | 206 | $189.19 |
| Madia William J | F | Jun 26, 2026 | 345 | - |
| DONALD KIRKLAND H | F | Jun 26, 2026 | 295 | - |
| Williams Mikel H | F | Jun 26, 2026 | 302 | - |
| Rothrock Ray A. | F | Jun 26, 2026 | 235 | - |
| Jonas Tina W | F | Jun 26, 2026 | 293 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $320.2M | $442.0M | $448.7M |
| Gross Profit | - | $111.5M | $117.5M |
| Operating Income | - | $48.0M | $50.2M |
| Net Income | - | $73.2M | $77.8M |
| Gross Margin | - | 25.2% | 26.2% |
| Op. Margin | - | 10.9% | 11.2% |
| Net Margin | - | 16.6% | 17.3% |
| Balance Sheet | |||
| Total Assets | - | $1.1B | $2.4B |
| Equity | - | $161.4M | $765.1M |
| ROE | - | 45.4% | 10.2% |
| Per Share | |||
| EPS | - | $4.47 | $3.90 |
| Cash Flow | |||
| Operating CF | - | $37.0M | $51.0M |
| CapEx | $1.6M | $4.1M | $19.7M |
Source: XBRL data in CENTRUS ENERGY CORP (LEU)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate LEU share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 35 | $1.19B |
| Q1 2026 | 34 | $1.11B |
| Q4 2025 | 34 | $1.93B |
| Q3 2025 | 31 | $2.37B |
| Q2 2025 | 30 | $1.35B |
| Q1 2025 | 24 | $296.0M |
| Q4 2024 | 20 | $267.0M |
| Q3 2024 | 14 | $116.4M |
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- AlTi Global, Inc.+15.0K
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- COHEN & STEERS, INC.−26.7K
- Blackstone Group−2.5K
Source: 13F-HR filings on SEC EDGAR (aggregated from 222 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
LEU filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 17, 2026 | - | Analysis | - |
| 8-K | Sep 11, 2026 | - | Analysis | - |
| 8-K | Sep 9, 2026 | - | Analysis | - |
| SC 13G | Sep 8, 2026 | - | - | |
| 8-K | Aug 18, 2026 | - | Analysis | - |
| 4 | Aug 13, 2026 | - | - | - |
| SC 13G | Aug 7, 2026 | - | - | |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| SC 13G | Jul 31, 2026 | - | - | |
| SC 13G | Jul 15, 2026 | - | - | |
| 8-K | Jul 2, 2026 | - | Analysis | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
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LEU SEC filings: frequently asked questions
Which institutions hold LEU stock?
As of June 30, 2026, the largest CENTRUS ENERGY CORP (LEU) holders among the 13F filers tracked by SignalX were State Street Corp ($275.2 million), BlackRock ($259.8 million), Vanguard Capital Management LLC ($135.8 million), BNY Mellon ($68.3 million), Dimensional Fund Advisors ($61.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was LEU's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), CENTRUS ENERGY CORP (LEU) reported revenue of $448.7 million (up 1.5% from FY2024) and net income of $77.8 million. Diluted EPS was $3.90. The figures come from the XBRL data in the 10-K.
What are the main risks in LEU's latest 10-K?
In the 10-K filed February 11, 2026, CENTRUS ENERGY CORP (LEU) flagged: Regulatory risk: U.S. Executive Order 14272 and Proclamation 11001, potential tariffs on critical mineral imports including uranium, threaten to increase costs materially. Geopolitical risk: U.S. and foreign sanctions on Russia’s energy sector impact TENEX Supply Contract payments and LEU importation, with Russian enrichment at 43% global capacity. (AI summary of the Risk Factors section.)
What did LEU report in its latest 8-K?
CENTRUS ENERGY CORP (LEU) filed an 8-K on September 17, 2026 reporting Item 8.01 (Other Events). Centrus signed a HALEU supply contract with Antares Nuclear, adding commercial demand for its advanced-fuel product.
What are the latest LEU SEC filings?
CENTRUS ENERGY CORP (LEU) filed its latest 10-K annual report on February 11, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 17, 2026 and a Form 4 insider filing on August 13, 2026.
What is LEU's SEC CIK number?
CENTRUS ENERGY CORP (LEU)'s SEC Central Index Key (CIK) is 1065059. EDGAR lists every LEU filing under that number.
Ask anything about LEU
The research agent reads LEU's filings, financials, insider trades and 13F holders, then answers with sources.