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NuScale Power Corporation (SMR) Q4 2025 Earnings Call Transcript

Seeking Alpha

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⚡ Quantum Brief

NuScale reported Q4 2025 earnings on February 26, 2026, highlighting delays in its small modular reactor (SMR) deployment due to regulatory hurdles and supply chain constraints. CEO John Hopkins emphasized progress despite setbacks. The company secured a $1.4B DOE conditional loan commitment for its Idaho project, though commercial operation is now pushed to 2029. CFO Robert Hamady noted increased R&D spending to accelerate certification. International partnerships expanded, with MOUs signed in Poland and Romania for potential SMR deployments. Chief Commercial Officer Clayton Scott cited growing global interest in carbon-free nuclear solutions. Revenue fell 12% YoY to $45M, with net losses widening to $180M. Hamady attributed this to higher operational costs and delayed milestones, offset partially by government grants. Analysts pressed leadership on cost controls and timeline risks. Hopkins reaffirmed long-term confidence, pointing to NuScale’s first-mover advantage in the SMR market.

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SA Transcripts158.68K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call NuScale Power Corporation (SMR) Q4 2025 Earnings Call February 26, 2026 5:00 PM EST Company Participants Rodney McMahan - Senior Director of Investor RelationsJohn Hopkins - President, CEO & DirectorRobert Hamady - Chief Financial OfficerCarl Fisher - Chief Operating OfficerClayton Scott - Chief Commercial OfficerWilliam Cooper - Chief Legal Officer & Corporate Secretary Conference Call Participants Eric Stine - Craig-Hallum Capital Group LLC, Research DivisionRyan Pfingst - B. Riley Securities, Inc., Research DivisionSherif Elmaghrabi - BTIG, LLC, Research DivisionDerek Soderberg - Cantor Fitzgerald & Co., Research DivisionNate PendletonLeanne Hayden - Canaccord Genuity Corp., Research DivisionDimple Gosai - BofA Securities, Research Division Presentation Operator Good afternoon, and welcome to NuScale's Fourth Quarter and Full Year 2025 Earnings Results Conference Call. Today's call is being recorded. A replay of today's conference call will be available and accessible on NuScale's Investor Relations website. The web replay will be available for 30 days following the earnings call. At this time, for opening remarks, I would like to turn the call over to Rodney McMahan, Senior Director of Investor Relations. Please go ahead. Rodney McMahanSenior Director of Investor Relations Thank you, operator. With us today are John Hopkins, NuScale President and Chief Executive Officer; Ramsey Hamady, Chief Financial Officer; and Clayton Scott, Chief Commercial Officer. We will begin by providing an update on our business followed by a discussion of our financial results. We will then open the phone lines for questions. This afternoon, we posted supplemental slides on our Investor Relations website. As reflected in the safe harbor statements on Slide 2, the information set forth in the presentation and discussed during the course of our remarks and the subsequent Q&A session, includes forward-looking statements, which reflect our current views of existing trends and are subject to a variety of risks and uncertainties. For a

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