CENTRUS $LEU Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $55.5M (Est. $55.3M) 🟢; -26% YoY 🔹 Adj. Diluted EPS: -$0.46 (Est. -$0.39) 🔴 🔹 GAAP Diluted EPS: $1.41 🔹 Operating Income: -$29.7M (Est. -$20.6M) 🔴 FY26 Guide: 🔹 Revenue: $450M-$500M (Est. $481M) 🟡 🔹 Capital Deployment: $350M-$500M 🔹 Oak Ridge Hiring: At least 100 net new employees 🔹 Piketon Hiring: At least 175 net new employees; from 100 Segment Net Revenue: 🔹 LEU: $31.8M; -29% YoY 🔹 Technical Solutions: $23.7M; -21% YoY Announcements: 🔹 Centrifuges: First new centrifuge shipped; 16-centrifuge HALEU cascade 🔹 Manufacturing: Supply chain complete two months ahead of schedule 🔹 Certified-for-Construction: First package completed ahead of year-end target Key Updates: 🔹 Warrant Gain: $46.4M fair-value gain drove net income 🔹 Backlog: $5.4B contingent LEU and HALEU sales commitments Comments: 🔸 “This achievement, along with us demonstrating that we have a complete manufacturing supply chain in place, was reached two months ahead of our ambitious schedule and puts us far ahead of the competition.”