Which companies discussed Small Modular Reactors in Energy in earnings calls?
10 companies mentioned small modular reactors across 15 earnings calls in Energy over the past year, spanning 1 sectors. The most active were Lightbridge Corporation (3 calls), Aker Solutions ASA (2 calls), Centrus Energy Corp. (2 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 | 3 |
| 2024Q4 | 5 |
| 2025Q1 | 2 |
| 2025Q2 | 3 |
| 2025Q3 | 6 |
| 2025Q4 | 3 |
| 2026Q1 | 4 |
| 2026Q2 | 3 |
| 2026Q3 | 1 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Lightbridge Corporation | LTBR | Energy | 3 | Feb 26, 2026 |
| Aker Solutions ASA | AKSO | Energy | 2 | Jul 14, 2026 |
| Centrus Energy Corp. | LEU | Energy | 2 | Nov 6, 2025 |
| NexGen Energy Ltd. | NXE | Energy | 2 | Nov 6, 2025 |
| Energy Fuels Inc. | EFR | Energy | 1 | Jun 24, 2026 |
| Calumet, Inc. | CLMT | Energy | 1 | May 8, 2026 |
| Kinder Morgan, Inc. | KMI | Energy | 1 | Mar 3, 2026 |
| NGL Energy Partners LP | NGL | Energy | 1 | Feb 3, 2026 |
| Baker Hughes Company | BKR | Energy | 1 | Jan 26, 2026 |
| The Williams Companies, Inc. | WMB | Energy | 1 | Aug 19, 2025 |
Representative quotes
…time with Cenovus in Canada. We're also maturing opportunities across other industry verticals, such as carbon capture and storage, hydropower and small modular reactors. Finally, we are revising our guidance for the full year. We now expect revenue to be between NOK 50 billion…
…very favorable backdrop for uranium when you hear about and listen to all the activity going on with regard to SMR, Small Modular Reactors plus the restart of new uranium facilities, nuclear facilities, plus new additional nuclear facilities coming online, you can't help but be really excited…
…that operation. At the same time, we do have an independent project team that's certainly looking at the next phase of a modular opportunity. It's probably a little bit too early to get ahead of ourselves on announcing that. We hope to be able to talk…
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 Energy in the past year?
Lightbridge Corporation (LTBR) led with 3 calls referencing small modular reactors, most recently on February 26, 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 →
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.