Centrus Energy is one of the few U.S. companies authorized to sell low-enriched uranium (LEU) and the only public U.S. company selling HALEU for next-generation reactors, making it a bellwether of the nuclear market. The company shut its domestic LEU enrichment plants 13 years ago but is now producing HALEU in the U.S. and restarting LEU operations in Ohio. It ended its latest quarter with a $4.5 billion backlog, 9.5 times its projected 2026 revenue, yet analysts expect revenue and net income to decline from 2025 to 2028 because the U.S. will fully ban Russian uranium imports by 2028, before Centrus's domestic LEU operations reach commercial scale. The stock trades at 40 times next year's earnings. The author expects Centrus will eventually overcome these challenges but doubts it will mint many new millionaires within the next few years.
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