Which companies discussed Small Modular Reactors in Utilities in earnings calls?
18 companies mentioned small modular reactors across 22 earnings calls in Utilities over the past year, spanning 1 sectors. The most active were Manila Electric Company (3 calls), S.N. Nuclearelectrica S.A. (2 calls), American Electric Power Company, 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 | 2 |
| 2024Q4 | 10 |
| 2025Q1 | 10 |
| 2025Q2 | 6 |
| 2025Q3 | 7 |
| 2025Q4 | 4 |
| 2026Q1 | 10 |
| 2026Q2 | 6 |
| 2026Q3 | 1 |
Companies ranked by mentions
Representative quotes
…reliability requirement by approximately 6.8 gigawatts, larger than the prior 6.5 gigawatt shortfall, which is the equivalent of roughly 7 nuclear reactors of missing supply, even more telling, only about 525 megawatts of new generation on uprates cleared, indicating that even at the highest allowed price, the market…
China, we are already preparing for the reintegration into our nuclear adoption program as we monitor the exciting developments in the small modular reactor or SMR technology happening nowadays. After walking through our 2025 performance, we now come to the bigger picture. We are seeing a fundamental shift…
…manufacture of advanced nuclear fuels, which we announced just last week. This collaboration will explore deploying X-Energy's Xe-100 small modular reactor in Kentucky to support large load customers, including data centers with long-term, reliable and carbon-free electricity. Through this collaboration…
…companies that are interested in nuclear are certainly looking at the advancements of not only AP1000 type technology, but small modular reactors and looking over time for, again, that price and schedule certainty. That would allow you to move forward. And certainly, things like consortiums may very well…
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 Utilities in the past year?
Manila Electric Company (MER) led with 3 calls referencing small modular reactors, most recently on June 30, 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 12, 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.