Which companies discussed Small Modular Reactors in Materials in earnings calls?
11 companies mentioned small modular reactors across 15 earnings calls in Materials over the past year, spanning 1 sectors. The most active were Ampco-Pittsburgh Corporation (3 calls), Solstice Advanced Materials, Inc. (2 calls), Reliance, Inc. (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 | 1 |
| 2024Q4 | 4 |
| 2025Q1 | 5 |
| 2025Q2 | 3 |
| 2025Q3 | 1 |
| 2025Q4 | 7 |
| 2026Q1 | 2 |
| 2026Q2 | 3 |
| 2026Q3 | 2 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Ampco-Pittsburgh Corporation | AP | Materials | 3 | Mar 17, 2026 |
| Solstice Advanced Materials, Inc. | SOLS | Materials | 2 | Jul 30, 2026 |
| Reliance, Inc. | RS | Materials | 2 | Apr 23, 2026 |
| Tubacex, S.A. | TUB | Materials | 1 | Jul 24, 2026 |
| Hazer Group Limited | HZR | Materials | 1 | Apr 22, 2026 |
| RecycLiCo Battery Materials Inc. | AMY.V | Materials | 1 | Dec 16, 2025 |
| BlueScope Steel Limited | BSL.AX | Materials | 1 | Nov 26, 2025 |
| Metallium Limited | MTM.XA | Materials | 1 | Nov 14, 2025 |
| Deepak Nitrite Limited | DEEPAKNTR.NS | Materials | 1 | Nov 14, 2025 |
| Alleima AB (publ) | ALLEI | Materials | 1 | Nov 5, 2025 |
| Materion Corporation | MTRN | Materials | 1 | Oct 29, 2025 |
Representative quotes
…reflecting both favorable pricing and increased volumes. We are seeing positive momentum in this business, reinforced by new supply agreements with 3 small modular reactor developers. For the first time in decades, we are seeing meaningful innovation from entrepreneurs across the nuclear ecosystem. We remain excited about this…
…deliver relevant products to EDF -- and we've had a landmark. The first order for a part. -- from a component for a small modular reactor in Canada. Regarding system -- all the indicators show a consistent improvement that enabled us to move forward towards our 2030 goal. And here…
…center equipment, shipbuilding programs, military programs, consumer products and construction machinery. We are also capturing rising nuclear-related demand driven by emerging small modular reactor programs and data center energy requirements. Aerospace products accounted for approximately 10% of our first quarter sales. Commercial aerospace demand remains subdued…
Will you need a fully scaled reactor design in order for the M Resources Whyalla bid to proceed? Tom Coolican (Executives): I can take that one from the design side, yes, we're designing a 30,000 tonne per annum reactor. Now we can't really talk about…
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 Materials in the past year?
Ampco-Pittsburgh Corporation (AP) led with 3 calls referencing small modular reactors, most recently on March 17, 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.