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.
Centrus Energy Corp. reported that it has signed a non-binding letter of intent with Oklo Inc. for Centrus to supply high-assay, low-enriched uranium (HALEU) to Oklo. If a definitive agreement is reached, HALEU would be produced at Centrus’ Piketon, Ohio facility with deliveries beginning in 2029.
The fuel is expected to support Oklo’s planned 1.2 gigawatt power campus in southern Ohio, covering up to five Aurora powerhouses for multiple years and potentially including prepayments from Oklo. Centrus highlights that this HALEU production builds on its existing enrichment capabilities and a previously announced $900 million HALEU task order from the U.S. Department of Energy.
The development is described as part of a broader advanced nuclear energy hub in southern Ohio, combining domestic fuel supply, Oklo’s planned reactors, customer demand, and engineering support from Kiewit Nuclear Solutions. The companies also note expected job creation from Oklo’s planned Aurora campus and Centrus’ expansion activities in Ohio.
Global X Management Company LLC reported beneficial ownership of 1,214,021 shares of Centrus Energy Corp Class A Common Stock, representing 6.41% of the class. The filing (Amendment No. 1 to Schedule 13G) states GXMC has sole voting and dispositive power over all reported shares. The filing notes that certain Global X investment vehicles, including the Global X Uranium ETF, have the right to receive dividends or proceeds related to this position. The filing is signed by Ryan O'Connor as CEO on 05/15/2026.
Centrus Energy Corp. ownership update: institutional investor D. E. Shaw disclosures show beneficial ownership positions in Class A Common Stock. The filing reports 371,196 shares (2.0%) associated with D. E. Shaw & Co., L.P. and David E. Shaw, and 299,975 shares (1.6%) for D. E. Shaw & Co., L.L.C., with certain shares exercisable via call options and holdings held through affiliated investment vehicles as of 03/31/2026.
The filing details the composition of those holdings, including 95,800 shares exercisable through call options and multiple portfolio entities holding additional shares, and states that David E. Shaw disclaims direct beneficial ownership while acknowledging shared voting and dispositive power.
Van Eck Associates Corporation reports beneficial ownership of 1,211,517 common shares of Centrus Energy Corp (CUSIP 15643U104), representing 6.4% of the class as of 03/31/2026.
The filer discloses sole voting power and sole dispositive power over those 1,211,517 shares. The filing is an amendment to a Schedule 13G, signed on 05/15/2026.
State Street/SSGA filed a Schedule 13G reporting beneficial ownership of 1,403,652 shares of Centrus Energy Corp common stock. The filing states this represents 7.4% of the class and discloses shared voting power of 1,355,714 shares and shared dispositive power of 1,403,652 shares.
The filing lists reporting persons as SSGA Funds Management, Inc. and State Street Corporation, includes the issuer CUSIP 15643U104, and is signed by authorized officers on 05/12/2026.
Centrus Energy Corp. senior vice president, CFO and treasurer Todd M. Tinelli reported an open-market sale of company stock. He sold 306 shares of Centrus Energy Class A Common Stock at a price of $203.55 per share. Following this sale, the filing shows no Class A Common Stock shares held directly by Tinelli. The transaction was executed at a single flat price, according to the footnote.
Centrus Energy Corp. reported Q1 2026 net income of $10.0 million on revenue of $76.7 million, compared with $27.2 million on $73.1 million a year earlier. Earnings declined as advanced technology costs rose to $18.9 million and selling, general and administrative expenses increased.
The LEU segment generated $44.6 million of separative work unit and uranium revenue, while Technical Solutions revenue grew to $32.1 million. Centrus ended the quarter with a large cash position of $1.87 billion and long-term debt of $1.21 billion, mainly from 2.25% and 0% convertible notes.
The company highlighted DOE-related HALEU work, including a funded $108.2 million option year under the HALEU Operation Contract and a announced $900.0 million task order award for commercial-scale HALEU production that remains subject to negotiation of a definitive agreement.
Centrus Energy Corp. reported mixed first quarter 2026 results while raising its full-year outlook. Q1 revenue was $76.7 million, up from $73.1 million a year earlier, driven by strong growth in Technical Solutions revenue to $32.1 million from $21.8 million.
Net income fell to $10.0 million from $27.2 million, mainly due to higher advanced technology and expansion costs and the absence of prior-year debt extinguishment gains. Non-GAAP adjusted net income was $23.5 million versus $28.6 million. The company reported total backlog of $3.9 billion and increased its 2026 revenue guidance to a range of $450 million to $500 million, alongside planned capital deployment of $350 million to $500 million for centrifuge manufacturing expansion.