Centrus Energy Corp. · NYSE:LEU
Centrus Energy — Q2 2026 Earnings Presentation
11 slides from Centrus Energy's earnings presentation, Aug 6, 2026
Slide 1: 2Q 2026 Earnings
a : Pa ee: Centrus - :' e °ee Fueling the Future tC O46 of Nuclear Power 2Q 2026 Earnings
Slide 2: Forward-Looking Statements
Forward-Looking Statements Disclaimer: This presentation of Centrus (the “Company,” “we” or “us”) contains “forward-looking statements” within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. In this context, for
Slide 3: Q2 2026 Financial and Operational Highlights
Q2 2026 Financial and Operational Highlights Disciplined capital allocation strategy with numerous wins and operational progress $1.9bn $3.0bn $900mm2 Cash on Balance Sheet1 Growing Backlog of Contingent DOE Award LEU and HALEU Sales Commitments $176.1mm 1 $82.2mm3 2Q 2026 Revenue1 Announced New Par
Slide 4: LEU Segment Backlog
LEU Segment Backlog Strong Enrichment order momentum driven by buildout progress and end-market tailwinds ($ in millions) $700 $3,700 Legend $3,000 Contingent LEU + HALEU Backlog: Future commercial enrichment business • All financial contingencies removed • $2.4bn of $3.0bn backlog under definitive
Slide 5: Q2 Financial Results Bridge
Q2 Financial Results Bridge GAAP/Reported Adjustment Bridge Adjusted1 Earnings & Spending Adjustments by Category Net Income $16.8mm $17.7 ($6.4) Net Income $38.7mm Tax Impact $38.7 Shares Outstanding Stock-Based Shares Outstanding Compensation Basic Diluted $10.6 Basic Diluted Advanced Tech 19,879
Slide 6: Notable Upside Opportunities to Drive Down Costs and Bring in Lead Times
Notable Upside Opportunities to Drive Down Costs and Bring in Lead Times Building Ecosystem of Best-in-Class Partnerships Day One Focus: Costs and Lead Times Growing Partnership Network Cascade # 1 2 3 4 … 96 421 • Served as key construction partner in deployment Number of Months of existing HALEU c
Slide 7: Q2 Operational Progress
Q2 Operational Progress Certified-for-Construction (CFC) Finalized Contracts1 Q1 Q2 Q2 Q3 Q4 Critical Partner Contracts ~75% 5% 15% 30% 90% 100% Sign Engineering 1st System 1st System Completed Partners Plan Design Design Package Engineering Conceptual Design Design Released for Partner Scope Locked
Slide 8: Updated 2026 Guidance
Updated 2026 Guidance1 Financials $450mm - $500mm $350mm - $500mm Total Company Revenue Total Capital Deployed2 Operational 100% Complete Updated:175+ 100+ Complete Finalize Contracts with (Previous: 100+) Workforce Additions First Centrifuge Partners identified as CfC3 Package in Oak Ridge, TN Crit
Slide 9: Investor Relations Contact
Section Text Goes Here Investor Relations Contact: Neal Nagarajan NagarajanNK@CentrusEnergy.com
Slide 10: Appendix: 2026 Guidance Assumptions
Appendix: 2026 Guidance Assumptions The Company’s 2026 guidance is subject to a number of assumptions and uncertainties that could affect results either positively or negatively. Variations from these expectations could cause differences between this guidance and the ultimate results. This includes
Slide 11: Appendix: Reconciliation Table
Appendix: Reconciliation Table Adjusted Operating Income. Adjusted Net Income, and Adjusted Net Income per Share Reconciliation Table All figures in $mm other than per share and number of shares Three Months Ended June 30, 2026 Stock-Based Adjusted (Non- GAAP Growth Costs Compensation GAAP) Gross Pr