Centrus Energy (LEU) Investor Presentation summary

Leadership and organizational strength

• Executive team includes experienced leaders from major energy and engineering firms, with expertise in nuclear operations, strategy, and finance.

• Headquarters in Bethesda, MD, with 372 employees and a market capitalization of $5.4 billion as of September 2025.

Business segments and operations

• Operates two main segments: LEU (Low-Enriched Uranium) for commercial reactors and CTS (technical solutions) for advanced enrichment and national security.

• LEU segment provides stable cash flow through brokered sales and long-term contracts with utilities worldwide.

• CTS segment focuses on high-growth opportunities, including HALEU (High-Assay Low-Enriched Uranium) production for advanced reactors and government contracts.

Market position and opportunity

• Holds a $3.9 billion backlog, with $2.3 billion in contingent LEU sales commitments as of September 2025.

• Total addressable market estimated at $4.3B/year for LEU, $6.2B/year for HALEU by 2035, and $3.1–$4.8B for national security missions.

• Federal investment of $3.4B in HALEU and LEU supports domestic enrichment expansion.