Centrus Energy Corp.
Shortcut
-0.01Normalized diluted EPS
+94.3% vs Street
Street
-0.13Normalized diluted EPS
November 1 consensus snapshot
Real
-0.46Reported normalized EPS
Model download
Explore the assumptions and calculations behind the forecast. This is the agent’s original workbook. Its review didn’t finish, so it hasn’t been checked or repaired.
Shortcut’s reasoning.
TS revenue is pinned by DOE Option 1b: $15.0m fixed price for Jul-Sep 2026 cascade maintenance/storage (HALEU production ended mid-June); plus ~$0.65m other TS.
LEU revenue $40.1m: SWU $26.1m rebounding from a very weak 3Q25 ($10.7m, -69% price) and uranium $14.0m; LEU gross margin assumed 2.5% given Q3 seasonality (3Q25 -17%) and +13% SWU unit cost inflation.
Investment income ~$16.4m on ~$1.91bn average cash (incl. $489m net Sept-2026 offering weighted 20/92 days) offsets ~$12.8m adjusted opex, amortization, pension and $4.2m interest.
Consensus basis: consensus normalized = issuer adjusted EPS since 1Q26; adding back $11.0m Growth Costs and $1.5m SBC (tax-effected) moves GAAP EPS -$0.48 to normalized -$0.01 on 20.6m basic shares (loss, so no dilution).
Starting beat probability 0.686 (mid-cap prior 0.70, 4/6 beats) trimmed to 0.62 for gross-profit downside (Needham $12.9m gross loss; 3Q25 miss).
On the record.
- Reporting period
- FQ3 2026 (quarter ended 2026-09-30)
- Reporting basis
- Normalized diluted EPS, USD per diluted common share (normalized EPS, which since 1Q26 equals Centrus' non-GAAP adjusted EPS excluding Growth Costs and stock-based compensation)
- Consensus snapshot
- November 1, 2026
- Model / effort
- Opus 5.5 · High effort
- Workbook
- Original workbook · review incomplete
Record history
- Forecast generated
- Nov 1, 2026 at 10:10 PM PST
- First posted
- Nov 2, 2026 at 4:10 PM PST
- Result checked
- Nov 6, 2026 at 1:56 AM PST
Result basis
Provider normalized EPS -0.46 matches issuer adjusted basic and diluted EPS -0.46. All six frozen normalized historical EPS values match. Official release dated Nov 4; fresh provider panel labels report Nov 5. The issuer release date is shown; the provider date is retained separately.