Centrus Energy (LEU) Q2 FY26 earnings call

Centrus Energy reported strong Q2 FY26 results, driven by robust demand across commercial LEU, national security, and HALEU markets. The company made significant progress on its centrifuge build-out program, including securing DOE funding and meeting financing contingencies for customer contracts, while also expanding its HALEU offtake agreements. Management remains focused on restoring America's nuclear fuel supply chain and expects continued market tightness.