Grant Bishop

Tuesday, 10 November 2026 · Markets closed · Edition 20

Centrus Energy

LEU

Centrus Energy supplies enriched uranium fuel for nuclear reactors that help generate the electricity data centers depend on. We follow it because power, not chips, now sets the pace of AI buildouts, and its fuel supply is part of the minerals underneath that race.

Revised after a check against the company's own annual filing. · entry updated 2026-10-19
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Last refreshed from 10-Q filed (EDGAR)

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The living report

Bears on our standing view that spare computing capacity does not stop new power construction. It is proved wrong if hyperscaler capital-spending guidance cut at the late-October reports; or a data center of 100 megawatts or more publicly deferred citing surplus; or Vertiv cutting its growth guidance. Vertiv stopped reporting quarterly orders and backlog in February; we watch deferred revenue and growth guidance instead.

last revised 19 Oct 2026 · next scheduled disclosure not yet announced
The full report

Members: queues this company for a report on a coming night.

The market record

Free during the preview. Each figure shows only where two independent data providers, Massive and Yahoo, agree on it to the cent; a figure they do not agree on is left out. Dated, not live. It describes; it does not recommend.

Last close$104.60
close of 6 Nov 2026 · Massive and Yahoo agree
The day's range$93.00 – $106.93
6 Nov 2026 · both providers agree
52-week range$84.86 – $345.60
intraday low 5 Nov 2026 · intraday high 21 Jan 2026 · 251 sessions to 6 Nov 2026 · both providers agree
Market value$1.4 billion
the 6 Nov 2026 close × 13,673,933 shares outstanding on the 10-K cover, as of 1 Mar 2022
$

Enter any price. The page shows the multiple on the forward estimate on file and where that price sits in the 52-week range. It computes; it does not recommend.

Filings

Newest first, from EDGAR. Where a piece read a filing, one line of what it said.

5 Nov 202610-Q · period ending 30 Sep 2026
4 Nov 20268-K · period ending 4 Nov 2026
29 Oct 20268-K · period ending 29 Oct 2026
19 Oct 20268-K · period ending 16 Oct 2026
17 Sep 20268-K · period ending 17 Sep 2026
11 Sep 20268-K · period ending 9 Sep 2026
9 Sep 20268-K · period ending 9 Sep 2026
18 Aug 20268-K · period ending 15 Aug 2026
6 Aug 20268-K · period ending 6 Aug 2026
6 Aug 202610-Q · period ending 30 Jun 2026
5 Aug 20268-K · period ending 5 Aug 2026
2 Jul 20268-K · period ending 30 Jun 2026
18 Jun 20268-K · period ending 18 Jun 2026
18 Jun 20268-K · period ending 18 Jun 2026
6 May 202610-Q · period ending 31 Mar 2026
5 May 20268-K · period ending 5 May 2026
20 Apr 20268-K · period ending 16 Apr 2026
16 Mar 20268-K · period ending 10 Mar 2026
11 Feb 202610-K · period ending 31 Dec 2025
11 Feb 20268-K · period ending 11 Feb 2026
10 Feb 20268-K · period ending 10 Feb 2026
23 Jan 20268-K · period ending 23 Jan 2026
19 Dec 20258-K · period ending 19 Dec 2025
1 Dec 20258-K · period ending 1 Dec 2025
6 Nov 202510-Q · period ending 30 Sep 2025
6 Nov 20258-K · period ending 6 Nov 2025
5 Nov 20258-K · period ending 5 Nov 2025
25 Sep 20258-K · period ending 25 Sep 2025
26 Aug 20258-K · period ending 25 Aug 2025
22 Aug 20258-K · period ending 21 Aug 2025
19 Aug 20258-K · period ending 4 Aug 2025
18 Aug 20258-K · period ending 18 Aug 2025
14 Aug 20258-K · period ending 13 Aug 2025
13 Aug 20258-K · period ending 12 Aug 2025
8 Aug 20258-K · period ending 7 Aug 2025
6 Aug 202510-Q · period ending 30 Jun 2025
5 Aug 20258-K · period ending 5 Aug 2025
25 Jun 20258-K · period ending 25 Jun 2025
20 Jun 20258-K · period ending 20 Jun 2025
20 Jun 20258-K · period ending 17 Jun 2025
6 Jun 20258-K · period ending 5 Jun 2025
9 May 20258-K · period ending 9 May 2025
8 May 202510-Q · period ending 31 Mar 2025
7 May 20258-K · period ending 7 May 2025
25 Feb 20258-K · period ending 24 Feb 2025
7 Feb 202510-K · period ending 31 Dec 2024
6 Feb 20258-K · period ending 6 Feb 2025
11 Dec 20248-K · period ending 10 Dec 2024
18 Nov 20248-K · period ending 18 Nov 2024
7 Nov 20248-K · period ending 7 Nov 2024
6 Nov 20248-K · period ending 5 Nov 2024
5 Nov 20248-K · period ending 5 Nov 2024
4 Nov 20248-K · period ending 4 Nov 2024

Where it sits in the frame

Reports next

not yet announced

Latest disclosed

10-Q · filed 2026-08-06 · period ending 2026-06-30

Read the filing

Machine-readable

/index/LEU.json

What it has disclosed

Newest first. Every figure traces to a filing; "Show sources" shows which.

—No figure from this company appears in a committed piece yet.

Mentioned in

Every piece that names this company, newest first: what it said, and the standing view it bore on. Written when the piece is committed; never edited, never removed.

—No piece names this company yet.

Same question

Other companies under Who supplies the power?

This entry

19 Oct 2026Entry rewritten in plain words: what the company sells, and why we follow it.
12 Oct 2026Verified against the 10-Q filed 2026-08-06 at launch.

Prices on this page are dated market records, shown free during the preview, each confirmed by two independent data providers. None is a recommendation.

Follow Centrus Energy. The weekly piece, and a note when a filing moves it.

Record

Written according to the Grant Bishop standard — machine-researched, machine-checked, human-judged; then read and committed by the publisher. Every number traces to a filing or a dated market record; every claim carries a date and what would prove it wrong.

Verification
multi-source verified, machine-drafted, human-gated
As of
2026-08-06
Position disclosure
The publisher holds index-level U.S. equity exposure and no direct position in any single name discussed.
Not advice
General commentary for a general audience. Not advice for your situation.
Sources (12)