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
July 2026
- 30mediumEarningsMIRMirion Q2 2026 earningsFirst read on nuclear-power backlog conversion after Paragon/Certrec integration and the April $35M SMR order — the cleanest pure-play print on detection/dosimetry/I&C demand.
August 2026
- 03mediumEarningsBWXTBWX Technologies Q2 2026 earningsTests whether commercial-nuclear field-services and components backlog (Kinectrics-driven, $1.7B) keeps compounding off outage and life-extension timing.
- 05mediumEarningsCWCurtiss-Wright Q2 2026 earningsWatch for any AP1000 reactor-coolant-pump order (excluded from 2026 guidance) and for Ultra Energy nuclear-instrumentation pull-through as SMR designs move from design to prototype.
Past
- 2026-07-04DOE pilot-program criticality deadline for first advanced reactors