Standard Nuclear, Inc. (STDN) SEC Filings & Earnings Calls
EquiReason read 7 Standard Nuclear, Inc. SEC filings in the last 12 months. Latest: 8-K on 2026-09-08 — Standard Nuclear, Inc. makes investor presentation available on website; no material financial or operational updates..
Source: SEC EDGAR filings · read by EquiReason
- Market cap
- 1.9B
- P/E TTM
- —
- Dividend yield
- 0.0%
- 52-week
- —
- Next earnings
- 16 Nov, in 23 days
Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
27 Aug 20268-K · 2.02First quarterly earnings as public company; revenue up ~8x YoY to $4.7M; Total Contract Backlog grew six-fold to $576.9M; Funded Backlog increased to $119.3M; first commercial TRISO fuel delivery; IPO net proceeds $137.7M; debt-free balanceearningsopen
Figures in the filing · each found in the filing text
| Revenue · Q2-2026 | $5M | +683% y/y |
| Total Contract Backlog · August 26, 2026 | $577M | +532% y/y |
| Funded Backlog · August 26, 2026 | $119M | +1355% y/y |
| Qualified Pipeline · August 26, 2026 | $696M | -29% y/y |
| TRISO fuel delivered · Q2-2026 | 50 | |
| Cash and cash equivalents (pro forma) · August 26, 2026 | $240M |
Risks flagged
Backlog cancellation risk; backlog not guaranteed revenue.
“Backlog is difficult to determine accurately, companies in the Company's industry may define it differently, and in the event of a cancellation or scope adjustment the Company typically has no contractual right to the revenues reflected.” · word for word
Dependence on DOE contract negotiations and regulatory approvals.
“Selected by the U.S. Department of Energy for advanced contract negotiations under the Surplus Plutonium Utilization Program.”
27 Aug 202610-QStandard Nuclear reported Q2 2026 results: revenue of $4.7M (up from $0.6M YoY), first gross profit of $3.2M, net loss of $3.4M, and Total Contract Backlog of $241.5M.earningsopen
Figures in the filing · each found in the filing text
| Total Contract Backlog · Q2-2026 | $242M | +165% y/y |
| Funded Backlog · Q2-2026 | $62M | +655% y/y |
| Cash and Cash Equivalents · Q2-2026 | $102M | +62% y/y |
| Purchases of Property and Equipment · H1-2026 | $17M | +3040% y/y |
| Module Throughput Capacity · Q2-2026 | $0.50 | |
| Process Yield % · Q2-2026 | 63.3% |
Risks flagged
Operational Ramp Risk
“Delays in commissioning, lower-than-expected yields or slower-than-expected capacity expansion could defer revenue, increase costs and require additional capital.” · word for word
Regulatory Approval Risk
“The primary constraint on our ability to further scale our production operations is obtaining the regulatory authorizations required to commission and operate additional production facilities” · word for word
Customer Concentration Risk
“Customer A accounted for $3.2 million of revenue in Q2 2026, representing 68% of total revenue.”
Material Weakness in Internal Controls
“Management identified material weaknesses in internal control over financial reporting relating to (i) we did not design and maintain effective controls over user access and segregation of duties... and (ii) we did not have a sufficient complement of personnel with the appropriate level of technical accounting expertise” · word for word
27 Aug 20268-K · 8.01Standard Nuclear announces binding fuel supply agreement with Antares Nuclear for TRISO fuel for defense and space microreactors.open
Risks flagged
No financial terms disclosed; contract value and duration unknown.
“No dollar amount or term stated in the filing.”
22 Jul 20268-K · 8.01Construction substantially complete at two advanced nuclear fuel production facilities; safety analyses approved; production readiness reviews pending.open
Risks flagged
Facilities still subject to qualification activities and final readiness reviews before production; no timeline for revenue generation.
“The facilities remain subject to qualification activities and final readiness reviews before commencing production.” · word for word
Standard Nuclear, Inc. — questions
- What did Standard Nuclear, Inc. file recently?
- 7 SEC filings in the last 12 months. Latest: 8-K on 2026-09-08 — Standard Nuclear, Inc. makes investor presentation available on website; no material financial or operational updates.
Every figure on this page comes from Standard Nuclear, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.