8-K ·Filed Apr 20, 2026
8-K Item 1.01 + 5.02 (likely routine officer/director compensation agreement)
Actionable Insight • Neutral
Monitor Centrus Energy Corp.'s future 10-Q filings for updates on the construction progress and actual costs incurred under this contract.
Final — all horizons settled through T+60d
LEU ▼ -21.58% at T+60d
NEUTRAL call -21.58% · α vs SPY -28.35% · entry $199.61 → $156.54
T+1d
-4.04%
call -4.04% · α -3.38%
$191.55
settled 6mo ago
T+5d
+11.21%
call +11.21% · α +10.29%
$221.98
settled 6mo ago
T+20d
-13.36%
call -13.36% · α -17.56%
$172.95
settled 5mo ago
T+60d
-21.58%
call -21.58% · α -28.35%
$156.54
settled 3mo ago
Price Chart
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Executive Summary
Centrus Energy Corp. has selected Geiger Brothers, Inc. as the construction contractor for its $900 million expansion of the uranium enrichment facility in Piketon, Ohio. The contract covers refurbishment, equipment installation, and new infrastructure construction, with a time and materials pricing structure capped at $900 million.
Key Financial Metrics
Deal Value
$900.0M
Deal Type
contract
Key Facts
- Centrus Energy Corp. selected Geiger Brothers, Inc. as the construction contractor for its uranium enrichment facility expansion in Piketon, Ohio.
- The construction contract has a time and materials pricing structure with a cap of $900 million.
- Geiger Brothers will serve as the primary construction contractor, performing refurbishment, equipment installation, and new infrastructure construction.
- The contract period extends through January 30, 2031.
- Fluor Corporation is serving as the project's Engineering, Procurement, and Construction (EPC) contractor.
Financial Impact
The construction contract is capped at $900 million.
capexconstruction costs
Risk Factors
- The time and materials pricing structure could lead to cost overruns if not properly managed.
- Delays in the construction timeline could impact the project's overall schedule and budget.
Market Snapshot
Exchange
NYSE
Sector
Mining & Quarrying of Nonmetallic Minerals (No Fuels)
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-025916 |
| Exhibit: ex991_20260420xgeiggerbr.htm | 0001628280-26-025916 |
| Document: 0001628280-26-025916-index-headers.html | 0001628280-26-025916 |
| Document: 0001628280-26-025916-index.html | 0001628280-26-025916 |
| Document: 0001628280-26-025916.txt | 0001628280-26-025916 |
14 reports for LEU
63% Hit rate @ T+5 Went positive at some point 5 of 9 best @ T+20▲ +14.34%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 19, 2026 7d ago | SC 13G/A | $110.12 | awaiting T+5 | — | $99.68 (−9.48%) |
Oct 19, 2026 7d ago | 8-K | $110.12 | awaiting T+5 | — | $99.68 (−9.48%) |
Sep 10, 2026 6w ago | 424B5 | $152.31 $145.23 | ▲ +4.65% | ▲ +4.43% | $99.68 (+34.55%) |
Sep 9, 2026 6w ago | Press Release | $165.87 $149.85 | ▲ +9.66% | ▲ +9.16% | $99.68 (+39.90%) |
Sep 9, 2026 6w ago | 8-K | $181.49 $139.01 | ▼ −23.41% | ▼ −22.75% | $99.68 (−45.08%) |
Aug 18, 2026 9w ago | 8-K | $183.68 $187.63 | ▲ +2.15% | ▲ +2.54% | $99.68 (−45.73%) |
Aug 6, 2026 11w ago | 8-K | $178.03 $191.82 | ▲ +7.75% | ▲ +6.53% | $99.68 (−44.01%) |
Jul 2, 2026 16w ago | 8-K | $162.13 $173.56 | ▲ +7.05% | ▲ +6.12% | $99.68 (−38.52%) |
Jul 1, 2026 16w ago | GOVT-CONTRACT | $162.13 $171.05 | ▲ +5.50% | ▲ +4.14% | $99.68 (−38.52%) |
Jun 18, 2026 18w ago | 8-K | $183.68 $165.52 | ▼ −9.89% | ▼ −7.82% | $99.68 (−45.73%) |
Showing 10 of 14
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