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Centrus Delivers Early Centrifuge Shipment; Backlog Expands to $6.2B

Nov 4, 2026, 4:50 PM EST1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Credible near-term catalysts include ahead-of-schedule centrifuge shipment, a meaningful backlog, and an accretive acquisition; the 2026 guidance supports visibility. Risks include DOE funding timing for HALEU and potential delays in expansion.

AI summary

What happened, with direct paths to the underlying reporting

Centrus Energy posted a Q3 2026 GAAP net income of $31.6M on $55.5M revenue, aided by a $46.4M warrant fair-value gain. LEU/HALEU backlog reached about $6.2B (total backlog $7.0B) with $5.4B in contingent commitments. The company shipped its first centrifuge ahead of schedule and completed Westerman acquisition, reinforcing plans to scale Oak Ridge and Piketon operations, with 2026 revenue guidance of $450-500M.

Q3 2026 revenue $55.5M; GAAP net income $31.6M.
LEU backlog ~ $6.2B; total backlog $7.0B; contingent LEU/HALEU $5.4B.
First new centrifuge shipped ahead of year-end; Westerman acquisition completed.
2026 guidance: revenue $450-500M; capex $350-500M; hires planned at Oak Ridge/Piketon.

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