Which companies discussed Small Modular Reactors in earnings calls?
124 companies mentioned small modular reactors across 177 earnings calls over the past year, spanning 8 sectors. The most active were Curtiss-Wright Corporation (7 calls), ATS Corporation (5 calls), Graham Corporation (4 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 | 15 |
| 2024Q4 | 63 |
| 2025Q1 | 47 |
| 2025Q2 | 37 |
| 2025Q3 | 46 |
| 2025Q4 | 51 |
| 2026Q1 | 39 |
| 2026Q2 | 48 |
| 2026Q3 | 23 |
Companies ranked by mentions
Representative quotes
…should also support a more balanced business mix and improve profitability. Within New Energy, we continue to see increasing customer engagement across small modular nuclear reactors, cryogenic applications, and other emerging energy technologies. These markets remain relatively early in their commercialization, but activity continues to build…
…drive sales and positioning the portfolio in markets where demand for mission-critical automation is experiencing secular growth. For example, small modular reactors, radiopharmaceuticals and certain medical devices where ATS has unique capabilities. And finally, restarting value creation through capital allocation and M&A. We have rapidly deleveraged…
…overhaul program. Growth in the Power and Process market was mainly driven by increased revenues in the commercial nuclear market supporting advanced small modular reactors. We also experienced higher government nuclear revenues supporting various DOE projects at National Laboratories. Regarding the segment's operating performance. Operating income grew…
…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 the past year?
Curtiss-Wright Corporation (CW) led with 7 calls referencing small modular reactors, most recently on August 6, 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
Related energy themes
Last updated: August 10, 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.