Which companies discussed Small Modular Reactors in Industrials in earnings calls?
65 companies mentioned small modular reactors across 107 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Curtiss-Wright Corporation (7 calls), Amentum Holdings, Inc. (5 calls), ATS Corporation (5 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 | 8 |
| 2024Q4 | 29 |
| 2025Q1 | 24 |
| 2025Q2 | 21 |
| 2025Q3 | 28 |
| 2025Q4 | 32 |
| 2026Q1 | 20 |
| 2026Q2 | 30 |
| 2026Q3 | 17 |
Companies ranked by mentions
Representative quotes
…supply electric power for data center operation. The party's intention is to develop a best-in-class pairing of a small and modular reactor plant with a large data center, taking advantage of the competitive operating characteristics of the IMSR plant, notably its capacity to use natural…
…recent developments. First, our position as global delivery partner to Rolls-Royce continues to gain momentum as they were selected for small modular reactor deployments in Sweden, and signed contracts to move forward on previously announced awards in the U.K. and Czech Republic. We continue…
…years. We see the companies going towards the other modes, like conventional route, combined cycle. Then we are also seeing small modular reactors. There is a lot amount of traction. We see number of inquiries from the American market, and it's only a matter of time these…
…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…
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 Industrials 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 →
Related energy themes
Last updated: August 11, 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.