Which companies discussed Small Modular Reactors in earnings calls?
128 companies mentioned small modular reactors across 186 earnings calls over the past year, spanning 8 sectors. The most active were Curtiss-Wright Corporation (7 calls), Amentum Holdings, Inc. (5 calls), Mirion Technologies, Inc. (4 calls). The table below ranks every company by how often the theme came up, with direct links to each transcript.
Mentions over time
Data table
| Quarter | Calls mentioning Small Modular Reactors |
|---|---|
| 2024Q3 | 28 |
| 2024Q4 | 63 |
| 2025Q1 | 47 |
| 2025Q2 | 37 |
| 2025Q3 | 46 |
| 2025Q4 | 51 |
| 2026Q1 | 39 |
| 2026Q2 | 48 |
| 2026Q3 | 10 |
Companies ranked by mentions
Representative quotes
…that translates into major refurbishment and life extension programs at existing reactor fleets, new large-scale builds, and an emerging pipeline of small modular reactors. all of which require a deep domestic supply chain of qualified precision manufacturing partners. We intend for EXCO to be an important part…
…reliability requirement by approximately 6.8 gigawatts, larger than the prior 6.5 gigawatt shortfall, which is the equivalent of roughly 7 nuclear reactors of missing supply, even more telling, only about 525 megawatts of new generation on uprates cleared, indicating that even at the highest allowed price, the market…
…right to win there, and we're excited about what that trajectory looks like. And then maybe on the upside, the small modular reactors are probably moving faster than what I expected a year ago. And so you've seen GE Hitachi move forward into construction. There were…
…reflecting both favorable pricing and increased volumes. We are seeing positive momentum in this business, reinforced by new supply agreements with 3 small modular reactor developers. For the first time in decades, we are seeing meaningful innovation from entrepreneurs across the nuclear ecosystem. We remain excited about this…
Frequently asked questions
What is Small Modular Reactors and why are companies discussing it?
Nuclear technology being procured by hyperscalers to power AI data centers — early-stage but high-signal.
Which company mentioned small modular reactors most in the past year?
Curtiss-Wright Corporation (CW) led with 7 calls referencing small modular reactors, most recently on June 4, 2026.
How can I track small modular reactors mentions across earnings calls via API?
The EarningsCalls.dev REST API exposes the same data behind this page. Use the search_transcripts and count_mentions_by_ticker endpoints to query our archive of 33,000+ earnings call transcripts — keyword search, sector / date filters, per-company mention counts, and the underlying full transcripts. See the API docs →
Small Modular Reactors by sector
Related energy themes
Last updated: July 31, 2026. Methodology: full-text search across all earnings call transcripts in our corpus over the past 12 months, matching the canonical term and its aliases (small modular reactor, smr, small modular reactor, small modular reactors). Mentions are per call, not per occurrence within a call; the company-rank table is built by counting distinct calls mentioning the theme. Page refreshes every hour at the edge as new calls land in our archive.