Standard Nuclear

Q2 FY2026 EarningsQ2 FY26 results were in-line with revenue expectations at $4.74M vs. $4.74M consensus, while GAAP EPS of -$0.12 missed the -$0.07 consensus due to elevated public company transition costs. The quarter was highlighted by the first commercial TRISO fuel delivery, leading to a positive gross margin of 67.2% compared to the 62.5% expected. Total Contract Backlog surged 164.5% QoQ to $241.5M, and subsequent post-quarter contract wins further increased backlog to $576.9M, indicating accelerating commercial momentum.