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LEU compared with SMR: revenue, margins and what each company keeps, and the suppliers and customers both name
LEU
Centrus Energy Corp
Change
Mkt cap
Revenue
Revenue
SMR
Nuscale Power Corp
Change
Mkt cap
Revenue
Revenue
vs
Compare
LEU
Centrus Energy Corp
vs
SMR
Nuscale Power Corp
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
LEU, solid
SMR, dashed
Supply-chain overlap
Revenue flow
SMR: latest quarter is a loss; flow not drawable.
Method
›
LEU
Centrus Energy Corp
Change
102.08
▼
−7.67%
· post 103.21
Mkt cap
$2.1B
Revenue
$176M
Q2 FY26
Revenue
$449M
FY25
SMR
Nuscale Power Corp
Change
5.62
▼
−5.15%
· post 5.61
Closed
Oct 30 '26
Mkt cap
$2.4B
Revenue
$75,000
Q2 FY26
Revenue
$31M
FY25
vs
Compare
Closed
Oct 30 '26
LEU
Centrus Energy Corp
vs
SMR
Nuscale Power Corp
102.08
▼
−7.67%
post 103.21
Price
5.62
▼
−5.15%
post 5.61
$2.1B
Mkt cap
$2.4B
Q2 FY26
$176M
Revenue
$75,000
Q2 FY26
FY25
$449M
Revenue
$31M
FY25
Change
Change
LEU
102.08
▼
−7.67%
vs
SMR
5.62
▼
−5.15%
Closed
Oct 30 '26
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only LEU
9
—
Undisclosed nuclear fuel customers
unlisted
customer
—
Tenex
unlisted
supplier
—
Orano
unlisted
supplier
—
DOE
unlisted
supplier
5 more · LEU chain
›
Shared
0
No shared counterparties.
Only SMR
24
—
Doosan Enerbility
unlisted
supplier
—
ATS Industrial Automation
unlisted
supplier
—
Conval
unlisted
supplier
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
—
Curtiss-Wright
unlisted
supplier
20 more · SMR chain
›