{
  "report_id": "theme_nuclear_power_node_nuclear_construction_and_grid_delivery",
  "report_type": "theme_value_chain_node",
  "site_path": "themes/nuclear-power/nodes/nuclear-construction-and-grid-delivery/index.html",
  "title": "Nuclear Construction And Grid Delivery",
  "as_of": "2026-06-12",
  "generated_at": "2026-06-13T13:37:26-07:00",
  "node": {
    "slug": "nuclear-construction-and-grid-delivery",
    "order": 5,
    "level": "L3 construction and delivery node",
    "role": "Converts funded nuclear, large-load, and grid plans into site engineering, EPC scope, substations, transmission, switchgear, turbines, controls, project management, margin, free cash flow, and usable capacity.",
    "description": "This node ranks construction, engineering, electrical equipment, and power-equipment exposure by direct node economics first, source-backed exposure second, relative value third, and technical timing fourth. PWR is the cleanest construction and grid-delivery route; ETN and GEV are higher-quality equipment bottleneck routes; J is the relative-value engineering and program-management route; FLR is the nuclear-EPC candidate but remains source-thin until a maintained local lane is filed."
  },
  "ticker_baskets": {
    "core": [
      "PWR",
      "ETN",
      "GEV",
      "J",
      "FLR"
    ],
    "option": [],
    "watch": []
  },
  "chart_artifacts": [
    {
      "chart_id": "chart-pwr",
      "ticker": "PWR",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "price_data_as_of": "2026-06-12",
      "visible_years": 3,
      "visible_start_date": "2023-06-13",
      "visible_end_date": "2026-06-12",
      "chart_api_route": "/api/securities/PWR/chart?frequency=weekly&window=3y&as_of=latest",
      "rendering": "report_api_right_rail",
      "fallback_table": false
    },
    {
      "chart_id": "chart-etn",
      "ticker": "ETN",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "price_data_as_of": "2026-06-12",
      "visible_years": 3,
      "visible_start_date": "2023-06-13",
      "visible_end_date": "2026-06-12",
      "chart_api_route": "/api/securities/ETN/chart?frequency=weekly&window=3y&as_of=latest",
      "rendering": "report_api_right_rail",
      "fallback_table": false
    },
    {
      "chart_id": "chart-gev",
      "ticker": "GEV",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "price_data_as_of": "2026-06-12",
      "visible_years": 3,
      "visible_start_date": "2024-04-02",
      "visible_end_date": "2026-06-12",
      "history_note": "GEV local trading history starts on 2024-04-02, so the three-year chart route has shortened post-spin history.",
      "chart_api_route": "/api/securities/GEV/chart?frequency=weekly&window=3y&as_of=latest",
      "rendering": "report_api_right_rail",
      "fallback_table": false
    },
    {
      "chart_id": "chart-j",
      "ticker": "J",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "price_data_as_of": "2026-06-12",
      "visible_years": 3,
      "visible_start_date": "2023-06-13",
      "visible_end_date": "2026-06-12",
      "chart_api_route": "/api/securities/J/chart?frequency=weekly&window=3y&as_of=latest",
      "rendering": "report_api_right_rail",
      "fallback_table": false
    },
    {
      "chart_id": "chart-flr",
      "ticker": "FLR",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "price_data_as_of": "2026-06-12",
      "visible_years": 3,
      "visible_start_date": "2023-06-13",
      "visible_end_date": "2026-06-12",
      "chart_api_route": "/api/securities/FLR/chart?frequency=weekly&window=3y&as_of=latest",
      "rendering": "report_api_right_rail",
      "fallback_table": false,
      "source_gap": "No maintained FLR security lane exists in this checkout."
    }
  ],
  "knowledge_sources": [
    "../../../../../knowledge/wiki/concepts/themes/power-scarcity-and-grid-load.md",
    "../../../../../knowledge/wiki/concepts/themes/ai-capex-cycle.md",
    "../../../../../knowledge/wiki/concepts/risks/energy-inflation-policy-repricing.md",
    "../../../../../knowledge/wiki/lanes/sector/industrials.md",
    "../../../../../knowledge/wiki/lanes/sector/utilities.md",
    "../../../../../knowledge/wiki/lanes/security/pwr.md",
    "../../../../../knowledge/wiki/lanes/security/etn.md",
    "../../../../../knowledge/wiki/lanes/security/gev.md",
    "../../../../../knowledge/wiki/lanes/security/j.md",
    "../../../../../knowledge/wiki/lanes/security/hubb.md",
    "../../../../../knowledge/wiki/lanes/security/eme.md",
    "../../../../../knowledge/wiki/lanes/security/powl.md",
    "../../../../../knowledge/wiki/lanes/security/mtz.md"
  ],
  "external_sources": [
    "https://investors.quantaservices.com/news-events/press-releases/detail/396/quanta-services-reports-first-quarter-2026-results",
    "https://www.eaton.com/us/en-us/company/news-insights/news-releases/2026/eaton-reports-record-first-quarter-2026-results.html",
    "https://www.gevernova.com/news/press-releases/ge-vernova-reports-first-quarter-2026-financial",
    "https://www.gevernova.com/nuclear-power",
    "https://s205.q4cdn.com/384284279/files/doc_financials/2026/q2/J-FY2026-Q2-Earnings-Release.pdf",
    "https://investor.fluor.com/news/news-details/2026/Fluor-Reports-First-Quarter-2026-Results/default.aspx",
    "https://www.energy.gov/articles/doe-releases-new-report-evaluating-increase-electricity-demand-data-centers",
    "https://www.iea.org/reports/the-path-to-a-new-era-for-nuclear-energy",
    "https://hubbell.gcs-web.com/news-releases/news-release-details/hubbell-reports-first-quarter-2026-results",
    "https://powellindustriesinc.gcs-web.com/news-releases/news-release-details/powell-industries-announces-second-quarter-fiscal-2026-results",
    "https://www.nasdaq.com/market-activity/stocks/pwr/earnings",
    "https://www.nasdaq.com/market-activity/stocks/etn/earnings",
    "https://www.nasdaq.com/market-activity/stocks/gev/earnings",
    "https://www.nasdaq.com/market-activity/stocks/j/earnings",
    "https://www.nasdaq.com/market-activity/stocks/flr/earnings",
    "https://www.zacks.com/stock/research/PWR/earnings-calendar",
    "https://www.zacks.com/stock/research/ETN/earnings-calendar",
    "https://www.zacks.com/stock/research/GEV/earnings-calendar",
    "https://www.zacks.com/stock/research/J/earnings-calendar",
    "https://www.zacks.com/stock/research/FLR/earnings-calendar"
  ],
  "basket_metric_sources": {
    "market_cap": {
      "method": "Local discovery instruments.weighted_shares_outstanding multiplied by latest daily_ohlc close.",
      "as_of": "2026-06-12",
      "values": {
        "PWR": "$106.2B",
        "ETN": "$152.0B",
        "GEV": "$252.8B",
        "J": "$15.0B",
        "FLR": "$7.3B"
      }
    },
    "next_earnings": {
      "accessed": "2026-06-13",
      "status": {
        "PWR": "Not confirmed",
        "ETN": "Not confirmed",
        "GEV": "Not confirmed",
        "J": "Not confirmed",
        "FLR": "Not confirmed"
      },
      "source_note": "Official investor event pages where accessible, Nasdaq earnings pages, and Zacks earnings-calendar pages did not provide credible current future earnings dates for the five core tickers. Nasdaq showed no current earnings date; Zacks visible pages were stale first-quarter dates."
    },
    "latest_quarter_revenue": {
      "PWR": {
        "period": "Q1 2026, three months ended 2026-03-31",
        "value": "$7.87B",
        "source": "Quanta Services first-quarter 2026 results release"
      },
      "ETN": {
        "period": "Q1 2026, quarter ended 2026-03-31",
        "value": "$7.5B",
        "source": "Eaton first-quarter 2026 results release"
      },
      "GEV": {
        "period": "Q1 2026, quarter ended 2026-03-31",
        "value": "$9.3B",
        "source": "GE Vernova first-quarter 2026 financial-results release"
      },
      "J": {
        "period": "Fiscal Q2 2026, quarter ended 2026-03-27",
        "value": "$3.694881B",
        "source": "Jacobs fiscal second-quarter 2026 earnings release"
      },
      "FLR": {
        "period": "Q1 2026, quarter ended 2026-03-31",
        "value": "$3.6B",
        "source": "Fluor first-quarter 2026 results release"
      }
    }
  },
  "discovery_sources": [
    {
      "kind": "duckdb_readonly_query",
      "label": "Nuclear Construction And Grid Delivery weekly OHLC and EMA chart inputs",
      "query_ref": "discovery:duckdb:daily_ohlc_weekly_aggregation_20w_100w_ema:nuclear-construction-and-grid-delivery:2026-06-12"
    },
    {
      "kind": "status",
      "label": "Selected local ticker coverage",
      "query_ref": "discovery:status:PWR|ETN|GEV|J|FLR|HUBB|EME|POWL|MTZ"
    },
    {
      "kind": "lineage-status",
      "label": "Representative daily_ohlc lineage checks",
      "query_ref": "discovery:lineage-status:daily_ohlc:PWR|ETN|GEV|J|FLR|HUBB|EME|POWL|MTZ"
    },
    {
      "kind": "report-api",
      "label": "Selected-security right-rail charts",
      "query_ref": "report-api:/api/securities/{ticker}/chart?frequency=weekly&window=3y&as_of=latest"
    }
  ],
  "links_out": [
    "theme_nuclear_power",
    "theme_power_scarcity_and_grid_load",
    "theme_ai_capex_cycle",
    "risk_energy_inflation_policy_repricing",
    "sector_industrials",
    "sector_utilities",
    "security_pwr",
    "security_etn",
    "security_gev",
    "security_j",
    "security_hubb",
    "security_eme",
    "security_powl",
    "security_mtz"
  ],
  "freshness": {
    "price_data_as_of": "2026-06-12",
    "daily_ohlc_latest": "2026-06-12",
    "completed_weekly_setup_as_of": "2026-06-12",
    "chart_interval": "weekly",
    "knowledge_reviewed_as_of": "2026-06-12",
    "report_api_status": "review_validated_representative_pwr_route_on_2026-06-13",
    "limitations": [
      "FLR has local market-data and filing coverage but no maintained security lane in this checkout.",
      "GEV local trading history starts on 2024-04-02, so the three-year chart route has shortened post-spin history.",
      "Per-ticker daily_ohlc lineage returned May 2026 backfills, while grouped daily market updates extend local rows through 2026-06-12.",
      "Watch-sleeve names are ranked for monitoring but are not included in this node's core right-rail chart set."
    ]
  },
  "revision": {
    "version": 3,
    "updated_label": "Review-validated Nuclear Construction And Grid Delivery node format and chart metadata",
    "metadata_path": "themes/nuclear-power/nodes/nuclear-construction-and-grid-delivery/report.json",
    "curation_source": "Manual node-page reformat and review validation using reports-value-chain-node-pages skill, local knowledge lanes, official web checks, read-only discovery, and representative report API route check"
  }
}