Overview
- Centrus Energy reported $76.7 million in Q1 revenue with a sharp swing in enrichment volumes but a $1.05 adjusted EPS beat, raised its 2026 sales outlook, and expanded work tied to HALEU, the higher‑assay fuel many advanced reactors require.
- Energy Fuels booked $35.7 million in Q1 revenue after delivering 510,000 pounds of U3O8, improved cash flow, and kept full‑year production and sales guidance in place as uranium shipments moved from inventory into contracts and spot sales.
- NuScale’s Q1 revenue fell to about $0.6 million due to the end of prior licensing and engineering payments, yet the company reported over $1 billion in liquidity and ongoing talks with TVA on potential SMR projects that could reach up to 6 GW.
- NANO Nuclear signed a non‑binding MOU with Super Micro to explore 15‑MW KRONOS microreactors for on‑site AI data centers, with no committed revenue or deadlines, while its design remains in pre‑application engagement with the U.S. nuclear regulator.
- NexGen readied its Rook I project to enter major construction after federal clearance and reported high‑grade drill results at Patterson Corridor East, reinforcing a pipeline of new uranium supply as analysts lifted targets across the sector.