Which companies discussed Small Modular Reactors in Energy in earnings calls?
11 companies mentioned small modular reactors across 16 earnings calls in Energy over the past year, spanning 1 sectors. The most active were Aker Solutions ASA (3 calls), Energy Fuels Inc. (2 calls), NexGen Energy Ltd. (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 |
|---|---|
| 2024Q4 | 4 |
| 2025Q1 | 2 |
| 2025Q2 | 3 |
| 2025Q3 | 6 |
| 2025Q4 | 3 |
| 2026Q1 | 4 |
| 2026Q2 | 3 |
| 2026Q3 | 5 |
| 2026Q4 | 1 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Aker Solutions ASA | AKSO | Energy | 3 | Oct 28, 2026 |
| Energy Fuels Inc. | EFR | Energy | 2 | Sep 17, 2026 |
| NexGen Energy Ltd. | NXE | Energy | 2 | Aug 6, 2026 |
| Lightbridge Corporation | LTBR | Energy | 2 | Feb 26, 2026 |
| Standard Nuclear, Inc. | STDN | Energy | 1 | Aug 27, 2026 |
| Solaris Energy Infrastructure, Inc. | SEI | Energy | 1 | Aug 6, 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 |
| Centrus Energy Corp. | LEU | Energy | 1 | Nov 6, 2025 |
Representative quotes
…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…
…growing at almost 30% per year. Nuclear energy has been growing at around 4% per year. But when you look at the small modular reactors and the growth in nuclear power restarting things like Three Mile Island, and other nuclear facilities, we think it's going to grow…
…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…
…long-term power projects. Looking into the future, we've recently made an equity investment in Deployable Energy, an early-stage nuclear small modular reactor company, or SMR. We are excited to highlight that since we've made this investment, Deployable Energy has now achieved criticality working under…
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?
Aker Solutions ASA (AKSO) led with 3 calls referencing small modular reactors, most recently on October 28, 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: 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.