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LEU 10-Q: Material agreement

Filed with the SEC on · accession 0001628280-26-070557

LEU filed a 10-Q (quarterly report) with the SEC on Nov 5, 2026. Centrus Energy subsidiary American Centrifuge Operating, LLC received a contract modification from the U.S. Department of Energy extending the period of performance for HALEU production through October 15, 2026, and authorizing up to $2,419,354.83 in cost accrual while a bridge lease and HALEU… The stock moved -3.8% by the first close after the filing.

Summary of the filing

Centrus Energy subsidiary American Centrifuge Operating, LLC received a contract modification from the U.S. Department of Energy extending the period of performance for HALEU production through October 15, 2026, and authorizing up to $2,419,354.83 in cost accrual while a bridge lease and HALEU sales agreement are negotiated.

For details, click here →How to read a 10-Q →

Key details

Authorized cost accrual not to exceed$2.4M
Daily cost accrual rate$161K
Stockton Street Sinkhole Repairs change order$17K
Vacuum Pump Spares change order$121K
Revised total ceiling cost of CLIN 0002$167.5M
Revised total ceiling cost of CLIN 0006$4.9M
Revised total ceiling cost of CLIN 0008$17.4M
Subsidiary of centrus energy corp and contractorAmerican Centrifuge Operating, LLC
Contracting agencyU.S. Department of Energy
Contractor signerAustin DeRose
Contracting officerAndrew J. Ford

How LEU stock reacted

Close before

$92.58

Nov 4, 2026

First close after

-3.83%

$89.03

5 trading days

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Since filing

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Frequently asked questions

What did LEU file with the SEC on Nov 5, 2026?

LEU filed a 10-Q (Material agreement). Centrus Energy subsidiary American Centrifuge Operating, LLC received a contract modification from the U.S. Department of Energy extending the period of performance for HALEU production through October 15, 2026, and authorizing up to $2,419,354.83 in cost accrual while a bridge lease and HALEU sales agreement are negotiated.

What does a material agreement mean for LEU stock?

A contract important enough that investors need to know about it — a big customer contract, a loan, a merger agreement or a partnership.

How do I read a 10-Q?

The quarterly report: unaudited results for the quarter plus management’s comments. Compare revenue, margins and cash flow with the same quarter last year. Check MD&A for guidance changes and what drove the quarter.

Why are SEC filings important?

Public companies must tell the SEC about anything that can change their value — results, leadership changes, big deals, new shares, bankruptcy. Filings are the official source, often before the news. A 10-Q (quarterly report): The quarterly report: unaudited results for the quarter plus management’s comments.

How did LEU stock react to this filing?

LEU closed at $92.58 before the filing and $89.03 on Nov 5, 2026 (-3.83%).

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