Which companies discussed Small Modular Reactors in earnings calls?
117 companies mentioned small modular reactors across 171 earnings calls over the past year, spanning 8 sectors. The most active were Amentum Holdings, Inc. (5 calls), ATS Corporation (5 calls), Curtiss-Wright Corporation (5 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 | 1 |
| 2024Q4 | 63 |
| 2025Q1 | 47 |
| 2025Q2 | 37 |
| 2025Q3 | 46 |
| 2025Q4 | 51 |
| 2026Q1 | 39 |
| 2026Q2 | 48 |
| 2026Q3 | 32 |
Companies ranked by mentions
Representative quotes
…grid. It's not on the chart. It plugs into the wall. So you don't have to buy a nuclear power reactor to run the machine. We are privileged and proud now to have SkyWater and IonQ come together as 1 company called IonQ. Welcome…
…plus market is compelling as the existing reactor fleet moves towards higher enrichment of materials, but it also supports the small modular deployment that we see ongoing now. Having access to Halo will allow us to support the advanced reactors that are coming online. And again…
…commercial behind the meter. This is where we are pointed today, and it is what our capacity is being built against. Small modular reactors also represent a substantial market, but they arrive later as those designs work through licensing and reach commercial viability towards…
…certain opportunities that we are currently investigating and assessing. And with regards to nuclear, I think the whole concept of the small modular reactors, which we term as SMRs now, seems to be gaining a lot of attraction. And given that we are in the power space…
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?
Amentum Holdings, Inc. (AMTM) led with 5 calls referencing small modular reactors, most recently on August 11, 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
- Industrials (72)
- Energy (9)
- Utilities (8)
- Materials (8)
- Information Technology (5)
- Consumer Discretionary (1)
Related energy themes
Last updated: September 14, 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.