Which companies discussed Small Modular Reactors in Energy in earnings calls?
9 companies mentioned small modular reactors across 13 earnings calls in Energy over the past year, spanning 1 sectors. The most active were Lightbridge Corporation (3 calls), Centrus Energy Corp. (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 |
|---|---|
| 2025Q3 | 4 |
| 2025Q4 | 3 |
| 2026Q1 | 4 |
| 2026Q2 | 2 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Lightbridge Corporation | LTBR | Energy | 3 | Feb 26, 2026 |
| Centrus Energy Corp. | LEU | Energy | 2 | Nov 6, 2025 |
| NexGen Energy Ltd. | NXE | Energy | 2 | Nov 6, 2025 |
| Calumet, Inc. | CLMT | Energy | 1 | May 8, 2026 |
| Aker Solutions ASA | AKSO | Energy | 1 | Apr 30, 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
…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…
…also encouraged to see the steps we are taking to position our company in emerging markets such as data centers and small modular reactors. I'll talk more about this later, but first, I will take you through some of the operational highlights of the quarter. As mentioned…
Nuclear, coal and natural gas. Nuclear is still a difficult one. still haven't figured that one out completely. I think the small modular reactors might be something on the horizon, but still many, many years away. Coal, as we talked about, is being environmentally and economically phased…
…existing reactors, providing increased power output and enhanced safety. Our fuel is also designed for use in new light-water reactors, including small modular reactor pressurized water reactors. The ability of Lightbridge Fuel to generate more electricity from existing nuclear reactors will be one of the most cost…
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: 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.