Inferra AI / Company / STDN
Standard Nuclear, Inc.
STDN · Energy
Last earnings Aug 27, 2026
Key results
Revenueytd
$576.9 Million
htm EX-99.1 Document FOR IMMEDIATE RELEASE August 26, 2026 Standard Nuclear Reports Second Quarter and Year-to-Date 2026 Results Total Contract Backlog Grows Six-Fold Since March 31 to $576.9 Million as Qualified Pipeline Converts to Long-Term Contracts Generated $4.7 million of revenue in the second quarter, an approximately eight-fold increase from $0.6 million in the prior-year period Delivered 50 kgU of TRISO fuel in the second quarter and the balance of the reactor core subsequent to quarter end, completing the first reactor core of commercially produced TRISO fuel supplied by an independent U.
SEC original ↗Standard Nuclear, Inc. — Earnings release (8-K exhibit)EX-99Aug 27, 2026
RevenueQ2 2026
$4.7 million
htm EX-99.1 Document FOR IMMEDIATE RELEASE August 26, 2026 Standard Nuclear Reports Second Quarter and Year-to-Date 2026 Results Total Contract Backlog Grows Six-Fold Since March 31 to $576.9 Million as Qualified Pipeline Converts to Long-Term Contracts Generated $4.7 million of revenue in the second quarter, an approximately eight-fold increase from $0.6 million in the prior-year period Delivered 50 kgU of TRISO fuel in the second quarter and the balance of the reactor core subsequent to quarter end, completing the first reactor core of commercially produced TRISO fuel supplied by an independent U.
SEC original ↗Standard Nuclear, Inc. — Earnings release (8-K exhibit)EX-99Aug 27, 2026
Revenuequarter
$4.7 million
Comparison of Three Months Ended June 30, 2026 to Three Months Ended June 30, 2025 Revenue increased to $4.7 million for the three months ended June 30, 2026, compared to $0.6 million for the three months ended June 30, 2025.
SEC original ↗Standard Nuclear, Inc. — Earnings release (8-K exhibit)EX-99Aug 27, 2026
The $4.1 million increase in revenue primarily reflects $3.1 million of product revenue related to deliveries of TRISO under one fuel supply agreement including the Company's first commercial delivery and an increase in work performed under fuel development contracts and research and development projects performed for U.
SEC original ↗Standard Nuclear, Inc. — Earnings release (8-K exhibit)EX-99Aug 27, 2026
Cost of revenue increased to $1.6 million for the three months ended June 30, 2026, compared to $1.2 million for the three months ended June 30, 2025.
SEC original ↗Standard Nuclear, Inc. — Earnings release (8-K exhibit)EX-99Aug 27, 2026
The $2.7 million increase reflects $6.5 million of incremental general and administrative costs and research and development expenses, consisting of the public company infrastructure build-out and the process qualification work required to authorize SN-TN and SN-ID, and a $0.4 million increase in cost of revenue, partially offset by a $4.1 million increase in revenue.
SEC original ↗Standard Nuclear, Inc. — Earnings release (8-K exhibit)EX-99Aug 27, 2026
Comparison of Six Months Ended June 30, 2026 to Six Months Ended June 30, 2025 Revenue increased to $5.3 million for the six months ended June 30, 2026, compared t o $0.9 million for the six months ended June 30, 2025.
SEC original ↗Standard Nuclear, Inc. — Earnings release (8-K exhibit)EX-99Aug 27, 2026
The $4.4 million increase in revenue was related to product revenue related to deliveries of TRISO under one fuel supply agreement including the Company's first commercial delivery, as well as increased work on customer fuel development contracts and projects performed for U.
SEC original ↗Standard Nuclear, Inc. — Earnings release (8-K exhibit)EX-99Aug 27, 2026
Cost of revenue increased to $6.6 million for the six months ended June 30, 2026, compared to $2.3 million for the six months ended June 30, 2025.
SEC original ↗Standard Nuclear, Inc. — Earnings release (8-K exhibit)EX-99Aug 27, 2026
Gross marginquarter
$3,182,994
Gross Profit (Loss) 3,182,994 (629,750) (1,229,210) (1,408,772)
SEC original ↗Standard Nuclear, Inc. — Earnings release (8-K exhibit)EX-99Aug 27, 2026
AI analysis
Q2 2026 · reported Aug 27, 2026
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q2 2026 | Prior qtr | Year ago |
|---|---|---|---|
| Revenue | $4.7 million | — | — |
| Gross margin | $3,182,994 | — | — |
Guidance · company-stated
No guidance located in the held release
Margin
Capital allocation
Construction substantially completed at the new Tennessee ( SN-TN ) and new Idaho ( SN-ID ) production facilities, with start-up, commissioning and authorization activities underway and authorization to operate targeted for the fourth quarter of 2026 Subsequent to quarter end, completed initial public offering on the New York Stock Exchange, adding approximately $137.7 million of net proceeds and ending the period with a debt-free balance sheet of approximately $239.9 million of cash on a pro forma basis Selected by the U.
With roughly $239.9 million of pro forma cash on a debt-free balance sheet and Total Contract Backlog of $576.9 million, we have the flexibility to move faster than our existing plan adding capacity ahead of demand, deepening our supply chain, and converting backlog into recurring production revenue as we look to bring our facilities online.
Company-stated claims
Historical · doubled · backlog_orders
“And a newly signed fuel supply agreement has effectively doubled our Funded Backlog.”
EX-99 · Aug 27, 2026Event summary
This release represents the Company s first quarterly earnings report as a public company following the completion of its initial public offering on July 17, 2026
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
Construction substantially completed at the new Tennessee ( SN-TN ) and new Idaho ( SN-ID ) production facilities, with start-up, commissioning and authorization activities underway and authorization to operate targeted for the fourth quarter of 2026 Subsequent to quarter end, completed initial public offering on the New York Stock Exchange, adding approximately $137.7 million of net proceeds and ending the period with a debt-free balance sheet of approximately $239.9 million of cash on a pro forma basis Selected by the U.
SEC original ↗Standard Nuclear, Inc. — Earnings release (8-K exhibit)EX-99Aug 27, 2026
With roughly $239.9 million of pro forma cash on a debt-free balance sheet and Total Contract Backlog of $576.9 million, we have the flexibility to move faster than our existing plan adding capacity ahead of demand, deepening our supply chain, and converting backlog into recurring production revenue as we look to bring our facilities online.
SEC original ↗Standard Nuclear, Inc. — Earnings release (8-K exhibit)EX-99Aug 27, 2026
Amount Level 3 Rollforward SAFE Notes Ending balance, December 31, 2024 $ 57,619,980 Additional proceeds received 1,508,020 Balance refunded ( 1,000,000 ) Gain on extinguishment of debt ( 853,000 ) Fair value adjustment during the period 7,725,000 Balance reclassified to Mezzanine Equity during the period ( 65,000,000 ) Ending balance, June 30, 2025 $ 6.
SEC original ↗Standard Nuclear, Inc. — 10-Q Quarterly report10-QAug 27, 2026
Except as described above, the voting, dividend, conversion, liquidation, and protective provisions of the Company's redeemable convertible preferred stock were unchanged during the three and six months ended June 30, 2026, from those disclosed in the audited annual financial statements for the year ended December 31, 2025.
SEC original ↗Standard Nuclear, Inc. — 10-Q Quarterly report10-QAug 27, 2026
No dividends were declared during the three and six months ended June 30, 2026.
SEC original ↗Standard Nuclear, Inc. — 10-Q Quarterly report10-QAug 27, 2026
Subject to the preferential rights of any outstanding series of preferred stock, holders of Class A common stock and Class B common stock are entitled to share equally, on a per-share basis, in any dividends declared by the Board of Directors from legally available funds.
SEC original ↗Standard Nuclear, Inc. — 10-Q Quarterly report10-QAug 27, 2026
Strategy & priorities
Investor Presentation The Company will post an investor presentation providing an overview of its business, technology and strategy to the Investor Relations section of its website at https ir.
SEC original ↗Standard Nuclear, Inc. — Earnings release (8-K exhibit)EX-99Aug 27, 2026
Standard Nuclear is focused on the large-scale production of advanced nuclear fuel and radioisotope power systems.
SEC original ↗Standard Nuclear, Inc. — Earnings release (8-K exhibit)EX-99Aug 27, 2026
reliance on geopolitical adversaries for these strategically vital technologies.
SEC original ↗Standard Nuclear, Inc. — Earnings release (8-K exhibit)EX-99Aug 27, 2026
Forward-Looking Statements This press release includes forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995, which in this context means statements that express Standard Nuclear s opinions, expectations, objectives, beliefs, plans, intentions, strategies, assumptions, forecasts or projections regarding future events or future results and therefore are, or may be deemed to be, forward-looking statements.
SEC original ↗Standard Nuclear, Inc. — Earnings release (8-K exhibit)EX-99Aug 27, 2026
They appear in a number of places throughout this press release and include statements regarding our intentions, beliefs or current expectations concerning, among other things, results of operations, financial condition, liquidity, prospects, growth, strategies and the markets in which Standard Nuclear operates.
SEC original ↗Standard Nuclear, Inc. — Earnings release (8-K exhibit)EX-99Aug 27, 2026
Risks & headwinds
Such forward-looking statements are based on information available as of the date of this press release, and current expectations, forecasts and assumptions, and involve a number of judgments, risks and uncertainties.
SEC original ↗Standard Nuclear, Inc. — Earnings release (8-K exhibit)EX-99Aug 27, 2026
As a result of a number of known and unknown risks and uncertainties, the actual results or performance of Standard Nuclear may be materially different from those expressed or implied by these forward-looking statements.
SEC original ↗Standard Nuclear, Inc. — Earnings release (8-K exhibit)EX-99Aug 27, 2026
You should carefully consider the foregoing factors and the other risks and uncertainties of the other documents filed by Standard Nuclear from time to time with the SEC.
SEC original ↗Standard Nuclear, Inc. — Earnings release (8-K exhibit)EX-99Aug 27, 2026
Legal Proceedings 54 Item 1A.
SEC original ↗Standard Nuclear, Inc. — 10-Q Quarterly report10-QAug 27, 2026
Legal Matters From time to time, the Company may become involved in certain legal proceedings and claims incidental to the normal course of its business.
SEC original ↗Standard Nuclear, Inc. — 10-Q Quarterly report10-QAug 27, 2026
As of June 30, 2026, and December 31, 2025, management was not aware of any pending or threatened litigation that could have a material adverse effect on the Consolidated Financial Statements.
SEC original ↗Standard Nuclear, Inc. — 10-Q Quarterly report10-QAug 27, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
8 documentsEarnings releases
5 documentsPresentations
0 documentsNo presentations for Standard Nuclear, Inc. are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Standard Nuclear, Inc. are held in this edition of the library.
See also the earnings calendar for every tracked company’s next earnings date.