Which companies discussed Small Modular Reactors in earnings calls?
116 companies mentioned small modular reactors across 176 earnings calls over the past year, spanning 8 sectors. The most active were BWX Technologies, Inc. (5 calls), Amentum Holdings, Inc. (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 |
|---|---|
| 2024Q4 | 51 |
| 2025Q1 | 47 |
| 2025Q2 | 37 |
| 2025Q3 | 46 |
| 2025Q4 | 51 |
| 2026Q1 | 39 |
| 2026Q2 | 48 |
| 2026Q3 | 35 |
| 2026Q4 | 7 |
Companies ranked by mentions
Representative quotes
…close-in large order pipeline. But to be clear, that dynamic continues to improve. The second element would be the small modular reactor players. I know this is a sector that people are nervous about or have some degree of caution as they think about it overall…
…stage nuclear strategy. Last week, we announced a development agreement with 2 exceptional companies, X Energy and Amazon, to evaluate a potential small modular reactor project in Indiana, which is the only early-stage nuclear project we are currently advancing. Importantly, the agreement with X Energy and Amazon…
…going on for SMR power for data center in U.S.? So do we have anything to play over there in SMR side, small modular reactor? Sanjay Kirloskar (Executives): Well, I think last time also I mentioned, there are basically 2 small modular reactors available that are running…
…portfolio and strong performance in our Life Cycle business. We are also maturing opportunities across a range of markets such as small modular reactors. Lastly, in our updated guidance for 2026, we now expect revenues to be between NOK 53 billion and NOK 55 billion with an EBITDA…
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?
BWX Technologies, Inc. (BWXT) led with 5 calls referencing small modular reactors, most recently on September 29, 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 (74)
- Energy (11)
- Utilities (9)
- Materials (8)
- Information Technology (6)
- Consumer Discretionary (1)
Related energy themes
Last updated: October 29, 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.