Centrus Energy CORP: insider trades · United States · SEC (Form 4)

About Centrus Energy CORP

Centrus Energy Corp. is a U.S.-based company listed on the NYSE under the ticker LEU, with corporate headquarters in Bethesda, Maryland, United States. For international investors, Centrus is best understood as a specialized nuclear-fuel and enrichment company rather than a broad utility: it supplies nuclear fuel and related services to power-generation customers while building out domestic enrichment capabilities in the United States. The company’s current corporate form dates to its 2014 restructuring, but its roots go back to its 1998 IPO through the former USEC organization, giving it a long operating history in the nuclear fuel cycle. ([investors.centrusenergy.com](https://investors.centrusenergy.com/investor-relations)) Centrus operates through two main business segments. The LEU segment covers low-enriched uranium sales and separative work unit (SWU) enrichment services, which are core to the supply chain for commercial nuclear reactors. The Technical Solutions segment houses technology and government-related work, including the company’s high-assay, low-enriched uranium (HALEU) efforts. This mix matters because it combines recurring commercial utility contracts with a strategically important technology platform aimed at advanced reactors and national-security applications. Centrus also highlights its American Centrifuge technology, a U.S.-designed and U.S.-tested centrifuge system intended for both commercial fuel production and security-sensitive deployment. ([investors.centrusenergy.com](https://investors.centrusenergy.com/investor-relations)) From a competitive standpoint, Centrus is not one of the large global diversified miners or fuel-cycle giants, but it has carved out a distinct niche through domestic U.S. enrichment capability, technical expertise, and early positioning in the HALEU market. That niche is strategically relevant because HALEU is expected to be an enabling fuel for many next-generation reactors, while U.S. policymakers are focused on rebuilding domestic enrichment capacity. In 2025 and early 2026, Centrus reported several notable developments: an extension of its DOE HALEU production contract, the start of domestic centrifuge manufacturing, selection by the U.S. Department of Energy for a $900 million HALEU award, and plans for a major expansion at Piketon, Ohio. These events reinforce the investment case, but they also underscore meaningful dependence on government contracting and public/private capital support. ([investors.centrusenergy.com](https://investors.centrusenergy.com/news-releases/news-release-details/centrus-energy-secures-contract-extension-department-energy?utm_source=openai)) Geographically, Centrus serves customers in the United States and abroad, but its strategic center of gravity is firmly American, with headquarters in Bethesda, Maryland, and major expansion activity tied to Piketon, Ohio. Recent company disclosures also point to robust 2025 operating performance, a substantial backlog, and continued financing activity through convertible notes and at-the-market equity issuance, suggesting a business in expansion mode. For investors, Centrus offers a focused way to gain exposure to nuclear fuel demand, carbon-free baseload power, and the U.S. drive toward energy security and industrial sovereignty. ([investors.centrusenergy.com](https://investors.centrusenergy.com/news-releases/news-release-details/centrus-reports-fourth-quarter-and-full-year-2025-results-and?utm_source=openai))