LEU — Centrus Energy Corp.
Energy · Uranium
About Centrus Energy Corp.
Centrus Energy Corp. supplies nuclear fuel components for the nuclear power industry in the United States, Japan, the Netherlands, and internationally. The company operates through two segments: Low-Enriched Uranium (LEU) and Technical Solutions. The LEU segment sells separative work units (SWU) components of LEU; natural uranium hexafluoride, uranium concentrates, and uranium conversion; and enriched uranium products to utilities that operate nuclear power plants. The Technical Solutions segment offers technical, manufacturing, engineering, and operations services to public and private sector customers. The company was formerly known as USEC Inc. and changed its name to Centrus Energy Corp. in September 2014. Centrus Energy Corp. was incorporated in 1998 and is headquartered in Bethesda, Maryland.
The nuclear & uranium complex
This bucket is really two trades sharing one story. The first is fuel: uranium miners (Cameco, NexGen, UEC, Energy Fuels) and the West's only listed enricher (Centrus), levered to a uranium price that recovered after a decade of oversupply. The second is reactors: Constellation runs America's largest nuclear fleet, BWX Technologies builds naval and government reactors, and Oklo and NuScale are pre-revenue startups designing small modular reactors. What revived the whole complex is electricity demand — above all from AI data centers, whose owners have signed long-term deals for nuclear power at premium prices. Be precise about what you own here: producing businesses with contracts and cash flow, or story stocks priced for a buildout that is still years away. Centrus is the only listed Western uranium enricher, positioned for the HALEU fuel that advanced reactors will need.
Key data · delayed ~15 min, as of 1 August 2026
| Ticker | LEU |
| Company | Centrus Energy Corp. |
| Price | $176.93 |
| Market cap | $3.5B |
| Sector / industry | Energy / Uranium |
| Analyst mean target | $259 (15 analysts, buy) |
Valuation read
What the price implies: the market is pricing in roughly ~15%/yr earnings growth (moderate), on a reverse-DCF of forward earnings ($4.51). Run your own assumptions in the fair-value calculator.
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