Centrus Energy delivered a blockbuster 2025 stock performance, surging 264% over the year as nuclear power garnered investor attention as a solution for rapidly growing data-center energy needs. The International Energy Agency projects data centers will consume 3% of global electricity by 2030, double today’s level, positioning nuclear as a baseload provider. In response, the U.S. Department of Energy has announced plans to triple domestic nuclear output by 2050. Centrus’s Oak Ridge, Tennessee enrichment facility—home to its advanced AC100 centrifuge—lies at the heart of America’s strategy to secure reliable nuclear fuel supplies for both civilian and strategic applications.

In Q3 2025, Centrus reported revenue of $74.9 million, up 30% year-over-year, and nine-month revenue of $302.5 million, up 4.1%. Operating income for the first nine months jumped from $2.9 million in 2024 to $37.4 million in 2025, an increase of 1,189.6%. Over the past three years, the company has grown revenue at a 20% compound annual rate. Cash reserves ballooned from $671.4 million at year-end 2024 to $1.63 billion as of September 30, 2025, exceeding its most recent quarter debt of $1.21 billion and leaving ample liquidity for expansion or debt retirement.

Centrus secured a $900 million Department of Energy award in 2025 to expand uranium enrichment capacity, reinforcing its position as the nation’s primary domestic supplier of fissile material. This comes alongside federal offtake agreements under the Defense Production Act to reduce reliance on foreign sources after the U.S. banned Russian uranium imports, which formerly accounted for 24% of utility enrichment purchases. With the DOE forecasting 40% growth in nuclear energy over the next 30 years even without new legislation, Centrus is uniquely poised to fill the supply gap and support America’s push toward energy resilience and net-zero emissions targets.