Centrus Energy Corp. filings document operating results and material events for a nuclear fuel supplier with LEU and Technical Solutions activities. Recent 8-K reports furnish quarterly and annual results, press releases on centrifuge manufacturing, enrichment operations, and expansion initiatives tied to Low-Enriched Uranium and High-Assay, Low-Enriched Uranium.
Proxy and governance filings describe director-election mechanics, executive compensation, shareholder voting standards, universal proxy procedures, forum-selection provisions, and other bylaw changes. The filing record also covers material agreements, capital-structure topics, governance matters, and disclosures related to the company’s nuclear fuel services and manufacturing programs.
Van Eck Associates Corporation reports beneficial ownership of Centrus Energy Corp Class A common stock. The firm holds 1,651,915 shares, representing 8.7% of the class, with sole voting and dispositive power over all reported shares.
The VanEck Uranium and Nuclear ETF has the right to receive dividends and sale proceeds from 1,265,711 of these shares, while Van Eck Associates retains the reporting responsibility as the institutional investment manager.
CENTRUS ENERGY CORP executive Todd M. Tinelli, SVP, CFO & Treasurer, reported equity compensation activity on August 11, 2026. 456 Restricted Stock Units granted on August 11, 2025 vested and were settled into 456 shares of Class A Common Stock. Of these, 206 shares were surrendered to the company at $189.19 per share to satisfy tax withholding, with the remaining shares delivered to Tinelli. Following the vesting event, he held 1,474 Restricted Stock Units directly.
State Street Corporation and SSGA Funds Management, Inc. report significant institutional ownership of Centrus Energy Corp. common stock. State Street, together with its advisory affiliates, reports 1,639,266 shares beneficially owned, representing 8.6% of the common stock as of June 30, 2026.
For this position, the filers report shared voting power over 1,586,643 shares and shared dispositive power over 1,639,266 shares, with no sole voting or dispositive power. Separately, SSGA Funds Management, Inc. reports beneficial ownership of 1,224,364 shares, or 6.5% of the class, all on a shared-voting and shared-dispositive basis. The filing identifies multiple State Street Global Advisors entities as investment adviser subsidiaries involved in holding these securities.
Centrus Energy Corp. signed a definitive contract with X-energy, LLC to provide enrichment services for low-enriched uranium (LEU) and high-assay, low-enriched uranium (HALEU) to power X-energy’s initial Xe-100 small modular reactors and TRISO-X fuel deployments. Deliveries are scheduled to begin in 2030, with LEU and HALEU expected to come from Centrus’ American Centrifuge Plant in Pike County, Ohio.
Under the contract, X-energy will make prepayments to support Centrus’ domestic commercial enrichment capacity program. The agreement adds to Centrus’ $3 billion contingent LEU and HALEU backlog, of which $2.4 billion is definitized, and aligns with its recent $900 million HALEU enrichment award from the U.S. Department of Energy, targeting the constrained global enriched uranium market and strengthening the U.S. nuclear fuel supply chain.
Centrus Energy reported second quarter 2026 revenue of $176.1 million, up from $154.5 million a year earlier, driven by 22% growth in its Low-Enriched Uranium (LEU) segment to $153.4 million, while Technical Solutions revenue fell 21% to $22.7 million. Gross profit declined to $49.9 million from $53.9 million as the Technical Solutions segment moved to a gross loss of $1.7 million.
GAAP net income decreased 42% to $16.8 million (diluted EPS $0.77) from $28.9 million, mainly because of higher selling, general and administrative expenses, including a $17.2 million increase in stock-based compensation, higher advanced technology costs, and lower gross profit, partly offset by higher investment income and lower taxes. Non-GAAP adjusted net income rose to $38.7 million, with adjusted diluted EPS of $1.77.
Strategically, Centrus signed a $900 million HALEU enrichment award with the U.S. Department of Energy, grew total backlog to $4.5 billion (including $3.7 billion in LEU and $0.8 billion in Technical Solutions), and issued 2026 guidance for revenue of $450–$500 million and total capital deployment of $350–$500 million. The company highlighted DOE budget uncertainty affecting about $0.8 billion of Technical Solutions backlog and plans to expand enrichment capacity and hire net new staff in Ohio and Tennessee.
Vanguard Capital Management reports beneficial ownership of Centrus Energy Corp common stock. It holds 951,867 shares, representing 5.02% of the class as of June 30, 2026. Vanguard has sole voting power over 142,681 shares and sole dispositive power over 951,867 shares, with no shared voting or dispositive power. The position reflects securities held by various Vanguard-affiliated entities and managed accounts, and no other single person has an interest in more than 5% of the class through these holdings.
BlackRock, Inc. filed an amended ownership report stating that its reporting business units beneficially own 1,433,968 shares of Centrus Energy Corp. (Class A Stock), representing 7.6% of the class as of June 30, 2026.
BlackRock reports sole voting power over 1,401,831 shares and sole dispositive power over 1,433,968 shares, with no shared voting or dispositive power. Various underlying clients have rights to dividends or sale proceeds, but no single client holds more than five percent of Centrus Energy’s outstanding common shares.
Bank of Nova Scotia filed a Schedule 13G reporting beneficial ownership of 1,358,404 shares of Centrus Energy Corp common stock, representing 6.91% of the class. The filing states sole voting and sole dispositive power over all reported shares, with no shared voting or dispositive power. Bank of Nova Scotia is identified as a parent holding company organized under Canadian federal law.
Centrus Energy Corp reported an administrative correction to SVP, Head Investor Relations Neal Kanth's equity holdings, showing he holds 449 Restricted Stock Units tied to Class A common stock as of June 17, 2026. These RSUs are scheduled to vest in tranches in 2027, 2028, and 2029, subject to continued employment.