Inferra AI / Company / XE
X-Energy, Inc.
XE · Industrials
Last earnings Aug 13, 2026
Key results
Revenuequarter
$43 million
htm EX-99.1 EX-99.1 Exhibit 99.1 X-energy Reports First Quarter 2026 Results • Revenues and grant income of $43 million, compared to revenues and grant income of $21 million in 1Q 2025 • Raised approximately $1.1 billion in net proceeds through initial public offering (“IPO”) and began trading on the Nasdaq Global Select Market (“Nasdaq”) under the ticker “XE” • Submitted application to enter the United Kingdom's Generic Design Assessment (“GDA”) process for its Xe-100 High Temperature Gas-cooled Reactor (“HTGR”) • Received U.
SEC original ↗X-Energy, Inc. — Earnings release (8-K exhibit)EX-99Jun 4, 2026
Total revenuequarter
109%
Total Revenues and Grant Income increased 109% compared to the three months ended March 31, 2025 primarily due to a $21.6 million increase in revenue and grant income from the ARDP Agreement with the Department of Energy (“DOE”).
SEC original ↗X-Energy, Inc. — Earnings release (8-K exhibit)EX-99Jun 4, 2026
revenue of $1.9 million and $2.7 million for the three months ended March 31, 2026 and 2025, respectively.
SEC original ↗X-Energy, Inc. — Earnings release (8-K exhibit)EX-99Jun 4, 2026
AI analysis
Q1 2026 · reported Jun 4, 2026
Based on: Earnings release + Q1 2026 deck + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q1 2026 | Prior qtr | Year ago |
|---|---|---|---|
| Revenue | $43 million | — | — |
| Total revenue | 109% | — | — |
Guidance · company-stated
No guidance located in the held release
Capital allocation
The use of proceeds is intended for working capital and other general corporate purposes, which may include research and development and sales and marketing activities, general and administrative matters, and capital expenditures, including spending necessary for supply chain and procurement activities, in addition to potentially funding future growth projects.
Company-stated claims
Forward-looking · double · production_deliveries
“• Expands Joint Supply Chain for Key Reactor Material : Announced agreement to double SGL Carbon’s European production capacity for medium-grain isotropic graphite (“NBG-18”), a specialized material central to X-energy’s Xe-100 high-temperature gas-cooled reactor (“HTGR”).”
EX-99 · Aug 13, 2026Forward-looking · double · capacity · by 2030
“Full execution would double European manufacturing capacity for NBG-18 by 2030, enabling the facility to produce graphite billets for up to 8 new Xe-100 reactors per year.”
EX-99 · Aug 13, 2026Historical · increased 154% · income
“Total revenues and grant income increased 154% and 132% for the three and six months ended June 30, 2026, respectively, compared to the comparable prior-year period.”
EX-99 · Aug 13, 2026Historical · increased 156% · other
“Total operating expenses increased 156% and 146% for the three and six months ended June 30, 2026, respectively, compared to the comparable prior-year periods.”
EX-99 · Aug 13, 2026Event summary
“Our first earnings announcement as a public company marks an important moment for X-energy and reflects the progress we are making to commercialize advanced nuclear technology at scale,” said J
Based on: Earnings release + Q1 2026 deck + parent 8-K + 10-Q — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
The use of proceeds is intended for working capital and other general corporate purposes, which may include research and development and sales and marketing activities, general and administrative matters, and capital expenditures, including spending necessary for supply chain and procurement activities, in addition to potentially funding future growth projects.
SEC original ↗X-Energy, Inc. — Earnings release (8-K exhibit)EX-99Jun 4, 2026
Net Cash Used in Investing Activities in the three months ended March 31, 2026 was $166.0 million, reflecting $43.0 million of capital expenditures and $28.8 million of reimbursements for capital expenditures received from the DOE under the ARDP.
SEC original ↗X-Energy, Inc. — Earnings release (8-K exhibit)EX-99Jun 4, 2026
The increase in Net Cash Used in Investing Activities compared to the three months ended March 31, 2025 was primarily due to purchases of investments of $189.9 million, and a $31.7 million increase in capital expenditures related to the construction of facilities, including TX-1.
SEC original ↗X-Energy, Inc. — Earnings release (8-K exhibit)EX-99Jun 4, 2026
These increases in cash outflows were partially offset by a $38.1 million increase in proceeds from investment maturities and a $19.3 million increase in reimbursements received during the period for capital expenditures qualifying under government grant programs compared to the three months ended March 31, 2025.
SEC original ↗X-Energy, Inc. — Earnings release (8-K exhibit)EX-99Jun 4, 2026
The Company had no debt outstanding as of March 31, 2026 and December 31, 2025.
SEC original ↗X-Energy, Inc. — Earnings release (8-K exhibit)EX-99Jun 4, 2026
Live Oak Credit Facility On June 14, 2021, the Company and one of its subsidiaries entered into a revolving credit facility with Live Oak Bank (the Live Oak Credit Facility ) with maximum borrowings up to $ 15.0 million, subject to an asset-based borrowing base based on eligible accounts receivable, net of lender reserves.
SEC original ↗X-Energy, Inc. — 10-Q Quarterly report10-QAug 13, 2026
Strategy & priorities
“During the first quarter of 2026, we remained focused on advancing the development of the Xe-100 and TRISO-X fuel, while continuing to strengthen the regulatory and commercial foundation needed to support long-term deployment.
SEC original ↗X-Energy, Inc. — Earnings release (8-K exhibit)EX-99Jun 4, 2026
At the same time, we continued strengthening the commercial foundation of the business through strategic supply chain partnerships, preliminary agreements with domestic utilities, and continued construction of our TX-1 fuel facility in Tennessee.
SEC original ↗X-Energy, Inc. — Earnings release (8-K exhibit)EX-99Jun 4, 2026
• Strategic Partners: Entered into a 10-year graphite supply agreement for reactor components of the Company’s Xe-100 SMR, which supports its first commercial deployment for Dow’s Seadrift project under ARDP and is expected to provide a foundation of supply for future projects.
SEC original ↗X-Energy, Inc. — Earnings release (8-K exhibit)EX-99Jun 4, 2026
Early project feasibility activities have begun and could potentially be supported by the state’s Nuclear Reactor Site Readiness Pilot Program, which includes a $75 million grant initiative to support nuclear site feasibility studies, applications for early site and construction permitting, and licensing.
SEC original ↗X-Energy, Inc. — Earnings release (8-K exhibit)EX-99Jun 4, 2026
These forward-looking statements include, but are not limited to, statements relating to our strategic and operational plans, including completion of construction for our initial fuel fabrication facility, our ability to receive regulatory approvals and on accelerated timeframes, expected project deployment timeline, the ability of our initial collaborations to turn into customers, expected use of IPO proceeds, the success of our supply chain partnerships, future growth, and the outlook of our business.
SEC original ↗X-Energy, Inc. — Earnings release (8-K exhibit)EX-99Jun 4, 2026
Risks & headwinds
These forward-looking statements are neither promises nor guarantees and are subject to a number of risks, uncertainties, and assumptions.
SEC original ↗X-Energy, Inc. — Earnings release (8-K exhibit)EX-99Jun 4, 2026
Please see the slide entitled “Non-GAAP Measures” for a definition and reconciliation to the nearest GAAP metric Note: Milestones in this illustrative schedule are not projections or predictions, but represent goals that are forward-looking and subject to significant business, economic and competitive uncertainties and contingencies, many of which are beyond the control of the Company and management, and are based on assumptions that are subject to change.
SEC original ↗X-Energy, Inc. — Presentation / slide deck (8-K exhibit)EX-99Jun 4, 2026
Legal Proceedings 44 Item 1A.
SEC original ↗X-Energy, Inc. — 10-Q Quarterly report10-QAug 13, 2026
They involve a number of judgments, known and unknown risks and uncertainties and other factors, many of which are outside of our control and the control of our directors, officers and affiliates.
SEC original ↗X-Energy, Inc. — 10-Q Quarterly report10-QAug 13, 2026
Certain Significant Risks and Uncertainties Financial instruments that potentially subject the Company to concentrations of credit risk consist principally of cash and cash equivalents, accounts receivable, and short and long-term investments.
SEC original ↗X-Energy, Inc. — 10-Q Quarterly report10-QAug 13, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
5 documentsEarnings releases
4 documentsPresentations
0 documentsNo presentations for X-Energy, Inc. are held in this edition of the library.
Transcripts
0 documentsNo transcripts for X-Energy, Inc. are held in this edition of the library.
Mentioned by
1 companyOther tracked companies whose held documents mention X-Energy, Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.
“s, with over 22,200 charging piles in total. On September 15, XPENG opened its first-ever X-Energy megawatt ultra-fast charging station in Hong Kong. XPENG’s electric vehicles delivered from January to September…”
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