Which companies discussed Small Modular Reactors in earnings calls?
115 companies mentioned small modular reactors across 161 earnings calls over the past year, spanning 7 sectors. The most active were Curtiss-Wright Corporation (7 calls), Amentum Holdings, Inc. (5 calls), ATS Corporation (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 |
|---|---|
| 2025Q3 | 40 |
| 2025Q4 | 42 |
| 2026Q1 | 37 |
| 2026Q2 | 42 |
Companies ranked by mentions
Representative quotes
…from FY '27 with nuclear and naval as key pillars, with the act out as now positive. And sir, the bar, small modular reactor bits are approaching. And you being the only Indian company on BHL's nuclear list. Sir, are you actually quoting any nuclear…
…energy and process, revenue was consistent with the prior year period, as strong aftermarket demand, continued activity in new energy applications, including small modular reactor opportunities, and the recent acquisition of FlacTech, which contributed $2.8 million to sales, during the quarter helped offset continued softness in large capital…
…reactor, Federal investment is reinforcing this momentum. The U.S. government has directed more than $3 billion towards accelerating the demonstration and commercialization of advanced nuclear technologies through the U.S. Department of Energy Advanced Reactor Demonstration Program. Each reactor that is built provides real commercial opportunity. Each reactor that…
…plant life extensions or the aftermarket work, AP1000 orders beginning to flow into the company and our work on the small modular reactors in moving either the prototyping or early production. And if you think what has happened in the world since we laid out these targets most…
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: June 15, 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.