Centrus Energy Corp
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report3 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
Centrus Energy Corp
103.21
−5.12%
vs ±14.9% implied · ×0.34
shaded = implied · ▲▼ = realized
Centrus Energy has 4 disclosed suppliers and 6 disclosed customers in SEC filings.
SentenceIn 2025, our ten largest nuclear fuel customers represented approximately 77 % of total revenue and our two largest customers represented approximately 31% of total revenue.
basisLEU FY2025 revenue $449M
LEU 10-Kaccession 0001628280-26-007117
SentenceUnder the HALEU Operation Contract, DOE is contractually obligated to provide the 5B Cylinders necessary to collect the output of the cascade, but supply chain challenges created difficulties for DOE in securing enough 5B Cylinders for the entire production year under Phase 2.
LEU 10-Kaccession 0001065059-25-000006
SentenceOn February 9, 2026, ACO entered into an engineering, procurement and construction contract with Fluor Federal Services, Inc. ("Fluor"), a third-party contractor, for the commercial expansion and deployment of LEU and HALEU production capability at the American Centrifuge Plant (ACP) in Piketon, Ohio.
LEU 10-Kaccession 0001628280-26-007117
SentenceWe also have an agreement with Orano for the long-term supply of SWU contained in LEU, with deliveries that commenced in 2023 and extend through 2030.
LEU 10-Kaccession 0001065059-25-000006
SentenceUnder the TENEX Supply Contract, we purchase SWU contained in LEU, and we deliver natural uranium hexafluoride to TENEX for the LEU's uranium component.
LEU 10-Kaccession 0001065059-25-000006
SentenceOn November 7, 2023, the Company announced that it made its first delivery of HALEU to the DOE, completing Phase 1 by successfully demonstrating its HALEU production process.
LEU 10-Kaccession 0001065059-25-000006
SentenceOn February 4, 2025, we signed an agreement with Korea Hydro & Nuclear Power ("KHNP") definitizing $0.8 billion of the $1.2 billion of contingent commitments, that were subject to contract definitization, as of December 31, 2024.
LEU 10-Kaccession 0001065059-25-000006
SentenceOklo and Centrus plan to enter into a broad range of collaboration programs supporting the development and operation of Oklo's Aurora powerhouses, including supply of HALEU produced by Centrus at the Piketon, Ohio facility.
LEU 10-Kaccession 0001065059-25-000006
Sentenceour inability to successfully perform our U.S. government contracts, including any task orders we may be awarded;
LEU 10-Kaccession 0001628280-26-007117
SentenceCentrus has a task order type services agreement with X-energy to provide services for detailed design of the TRISO fuel fabrication facility and various support services for establishing their TRISO Research and Development Center.
LEU 10-Kaccession 0001065059-25-000006
Expected move
Inputs8Q avg ±16.1%·×0.70·cheap
straddle ±16.1%
spot 103.29exp Nov 20ATM strike 105ATM straddle 19.60IV 98%