Welcome to our dedicated page for Centrus Energy SEC filings (Ticker: LEU), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to Centrus Energy Corp. (LEU) SEC filings, offering detailed insight into the company’s nuclear fuel business, uranium enrichment projects, and capital structure. Through forms such as 10-K, 10-Q, and 8-K, Centrus discloses information about its Low-Enriched Uranium (LEU) and Technical Solutions segments, its contracts with the U.S. Department of Energy, and its efforts to expand enrichment capacity at the American Centrifuge Plant in Piketon, Ohio.
Recent 8-K filings describe material events including the launch of domestic centrifuge manufacturing to support commercial LEU enrichment, plans for a major expansion of the Piketon plant, a Memorandum of Understanding with Korea Hydro & Nuclear Power and POSCO International, and the company’s at-the-market equity offering program. Other filings outline DOE waivers that allow Centrus to import LEU from Russia for committed deliveries through 2027, as well as the company’s issuance of convertible senior notes to fund general corporate purposes and potential capital projects.
Listing-related filings, such as the Form 8-K announcing the transfer of Centrus’ stock listing from NYSE American LLC to the New York Stock Exchange and the related Form 25, document the regulatory steps in changing exchanges while maintaining registration under Section 12(b) of the Securities Exchange Act. Together with periodic reports, these documents help investors understand Centrus’ liquidity, backlog, risk factors, and exposure to geopolitical and trade restrictions affecting nuclear fuel.
On Stock Titan, SEC documents for LEU are updated as they are released on EDGAR. AI-powered summaries can help explain key sections of lengthy filings, highlight important contract terms, and surface information on topics such as enrichment expansion, DOE funding, and financing arrangements, so readers can more quickly interpret Centrus’ regulatory disclosures.
Centrus Energy Corp: The Vanguard Group filed Amendment No. 3 to a Schedule 13G/A reporting beneficial ownership of 0 shares (0%) of Centrus common stock.
The filing states that, following an internal realignment on January 12, 2026, certain Vanguard subsidiaries began reporting holdings separately and The Vanguard Group no longer is deemed to beneficially own securities held by those subsidiaries. The filing is signed by Ashley Grim, Head of Global Fund Administration, dated 03/26/2026.
Centrus Energy Corp senior vice president John M A Donelson received 2,777 shares of Class A Common Stock as a performance-based award under the 2023 long-term incentive program. The award was granted at no cash cost to him.
On the same date, 836 of these shares were surrendered back to the company at $209.64 per share to satisfy tax withholding obligations, which is not an open-market sale. After these transactions, he directly holds 1,941 shares of Centrus Energy Class A Common Stock.
Centrus Energy Corp. reported that its board adopted Fourth Amended and Restated Bylaws on March 10, 2026. The bylaws clarify the existing stockholder voting standard and update director nomination procedures to address the SEC’s universal proxy rules.
Nominating stockholders must now use a non-white proxy card, follow Rule 14a-19’s process and information requirements, and represent an intent to solicit proxies from stockholders holding at least 67% of voting power, or the company may disregard votes for those nominees. A new exclusive forum article designates Delaware courts for key internal corporate and derivative claims and federal district courts for Securities Act claims.
Van Eck Associates Corporation filed a Schedule 13G reporting beneficial ownership of 897,383 Centrus Energy Corp common shares, representing 5.13% of the class as of December 31, 2025. Van Eck has sole voting and dispositive power over these shares and reports holding them in the ordinary course of business without any intent to change or influence control of Centrus Energy.
Centrus Energy Corp. filed its annual report describing a growing nuclear fuel business built around low-enriched uranium (LEU) sales and technical services, alongside rising geopolitical and supply chain risks. The company operates two segments: LEU, which generated about 77% of 2025 revenue, and Technical Solutions, focused on advanced enrichment and engineering work.
Centrus is pioneering U.S. production of high-assay low-enriched uranium (HALEU) at its Piketon, Ohio facility under multi-phase contracts with the U.S. Department of Energy (DOE). It completed initial HALEU delivery, produced 900 kilograms under Phase 2, and has a Technical Solutions backlog of about $0.9 billion extending to 2034.
The company reported total backlog of about $3.8 billion as of December 31, 2025, including approximately $2.9 billion in LEU contracts and commitments that run to 2040. It plans major capacity expansions in Piketon and Oak Ridge, supported by DOE IDIQ awards, a $62.4 million clean energy tax credit allocation, and a potential $900.0 million HALEU expansion task order.
Risks highlighted include heavy reliance on Russian enrichment under the TENEX contract, U.S. import bans mitigated only by DOE waivers, Russia’s export licensing decree, volatile SWU pricing, concentration in large customers and suppliers, and extensive regulatory, contract, and geopolitical uncertainty tied to the war in Ukraine.
Centrus Energy has signed an engineering, procurement and construction agreement with Fluor Federal Services to design and build its commercial uranium enrichment expansion in Piketon, Ohio. The multi-year, time-and-materials contract is a major element of Centrus’ previously announced multi‑billion‑dollar expansion of its enrichment capacity.
The agreement includes staged funding tied to project milestones, warranties, indemnities, liability limits, bonding and insurance requirements, and termination rights, including a termination-for-convenience fee that starts at $24 million and decreases by $2 million per month during the first year. Centrus highlights this expansion as supporting a $2.3 billion commercial LEU enrichment backlog, a recent $900 million HALEU task order from the Department of Energy, and a planned investment of more than $560 million to transition its Oak Ridge, Tennessee, centrifuge factory to high‑rate manufacturing.
Centrus Energy reported full-year 2025 revenue of $448.7 million and net income of $77.8 million, modestly above 2024. Earnings were $4.33 per basic share and $3.90 per diluted share. Gross profit rose to $117.5 million as higher enrichment (SWU) volumes offset weaker uranium margins and a sharp profit decline in Technical Solutions.
The company ended 2025 with $1.96 billion in cash, cash equivalents and restricted cash and $1.18 billion of long-term debt, reflecting major equity and convertible note issuances. Total backlog reached $3.8 billion, including $2.9 billion in LEU contracts and $0.9 billion in Technical Solutions work.
Centrus highlighted expansion of its Piketon, Ohio enrichment site, domestic centrifuge manufacturing, and a $900 million Department of Energy HALEU task order selection, subject to negotiation. For 2026, it guides to $425–$475 million of revenue and plans $350–$500 million of capital deployment tied to industrial build-out, along with significant hiring in Oak Ridge and Piketon.
Bank of Nova Scotia has filed an updated ownership report showing a passive stake in Centrus Energy Corp Class A common stock. The bank reports beneficial ownership of 791,560 shares, representing 4.36% of the outstanding class as of the event date referenced in the filing. It holds sole voting and dispositive power over all of these shares, with no shared voting or dispositive authority.
The position is reported on Schedule 13G/A, which is typically used for passive ownership rather than activist intentions. The filing also confirms that Bank of Nova Scotia is reporting as a parent holding company and that its foreign regulatory framework is represented as substantially comparable to that of functionally equivalent U.S. institutions.
Centrus Energy Corp. reported that it plans a major expansion of its Technology & Manufacturing Center in Oak Ridge, Tennessee, transitioning the facility into a high-rate manufacturing plant. The company plans to create over 400 new direct jobs and invest more than $560 million in Anderson County, Tennessee, over the next several years. This expansion is described in a press release dated January 23, 2026, which is attached as an exhibit to the filing.
D. E. Shaw investment entities reported a significant passive stake in Centrus Energy Corp. Class A common stock. As of the event date, they beneficially owned up to 973,718 shares, representing 5.6% of the outstanding Class A shares, with shared voting and dispositive power and no sole authority.
D. E. Shaw & Co., L.P. and D. E. Shaw & Co., L.L.C. hold these shares through various affiliated portfolios, including positions and call options in entities such as D. E. Shaw Valence, Oculus, Cogence, Composite Portfolios, and D. E. Shaw Investment Management. David E. Shaw is reported as a beneficial owner through his control of the advisory and managing entities but does not own any shares directly and disclaims beneficial ownership.
The filing notes that D. E. Shaw & Co., L.L.C. had previously fallen below the 5% threshold after October 16, 2025 and again became a more‑than‑5% holder on January 7, 2026. The reporting persons certify the holdings are not for the purpose of changing or influencing control of Centrus Energy.