Catalyst calendar
The repricing schedule is mostly public if you actually look at it.
AllI · Enrichment & HALEUII · Uranium conversion & deconversionIII · Uranium supply & miningIV · Fuel fabrication & TRISOV · Large forgings & heavy componentsVI · Zirconium & specialty metalsVII · SMR & advanced reactor platformsVIII · Restarts, uprates & nuclear utilitiesIX · Instrumentation, controls & outage servicesX · Private giants & exposure vehicles
August 2026
- 03mediumEarningsBWXTBWXT Q2 2026 earningsUpdates on the Precision Components Group acquisition close, BWRX-300 RPV progress and commercial backlog gauge how fast BWXT is converting the heavy-component order book.
- 05mediumEarningsCWCurtiss-Wright Q2 2026 earnings (after close)The print is the most likely venue for confirmation or further deferral of the anticipated AP1000 reactor-coolant-pump order that is excluded from 2026 guidance.
November 2026
- 02mediumEarningsBWXTBWXT Q3 2026 earningsLikely first quarter reflecting the closed Precision Components Group deal, showing whether the added US heavy-manufacturing footprint is already pulling in nuclear component orders.
December 2026
- 31highPolicyBulgaria Kozloduy Units 7-8 AP1000 final investment decision (H2 2026)An FID converts a Western AP1000 program into actual long-lead forging and reactor-coolant-pump demand, directly testing the forging chokepoint thesis.