{
  "report_id": "theme_nuclear_power_node_reactor_equipment_and_nuclear_services",
  "report_type": "theme_value_chain_node",
  "site_path": "themes/nuclear-power/nodes/reactor-equipment-and-nuclear-services/index.html",
  "title": "Reactor Equipment And Nuclear Services",
  "as_of": "2026-06-12",
  "generated_at": "2026-06-13T13:19:25-07:00",
  "node": {
    "slug": "reactor-equipment-and-nuclear-services",
    "order": 4,
    "level": "L3 nuclear services node",
    "role": "Converts funded nuclear equipment, component, service, naval, and specialized manufacturing demand into backlog, margin, free cash flow, and ROIC.",
    "description": "This node ranks parent-inherited reactor equipment and nuclear services exposure by direct node economics first, source-backed exposure second, and technical timing third. BWXT is the clearest source-backed nuclear equipment and services name; GEV is a broader power and grid infrastructure crossover; MIR remains chartable and has official Q1 2026 revenue support, but it is source-thin until a maintained security lane is filed."
  },
  "ticker_baskets": {
    "core": [
      "BWXT",
      "GEV",
      "MIR"
    ],
    "source_gap": [
      "MIR"
    ],
    "watch": []
  },
  "chart_artifacts": [
    {
      "chart_id": "chart-bwxt",
      "ticker": "BWXT",
      "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/BWXT/chart?frequency=weekly&window=3y&as_of=latest",
      "rendering": "report_api_right_rail",
      "fallback_table": true
    },
    {
      "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": true
    },
    {
      "chart_id": "chart-mir",
      "ticker": "MIR",
      "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/MIR/chart?frequency=weekly&window=3y&as_of=latest",
      "rendering": "report_api_right_rail",
      "fallback_table": true,
      "source_gap": "No maintained MIR 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/security/bwxt.md",
    "../../../../../knowledge/wiki/lanes/security/gev.md"
  ],
  "external_sources": [
    "https://investors.bwxt.com/news-events/events",
    "https://investors.bwxt.com/static-files/6062b982-9573-4f93-befe-5bdcbfa4bfbc",
    "https://www.gevernova.com/investors/events",
    "https://www.gevernova.com/news/press-releases/ge-vernova-reports-first-quarter-2026-financial",
    "https://ir.mirion.com/news-events/events-presentations",
    "https://ir.mirion.com/news-events/press-releases/detail/179/mirion-announces-first-quarter-2026-financial-results",
    "https://www.sec.gov/Archives/edgar/data/1809987/000162828026028363/mir-20260331.htm",
    "https://www.nasdaq.com/market-activity/stocks/bwxt/earnings",
    "https://www.nasdaq.com/market-activity/stocks/gev/earnings",
    "https://www.nasdaq.com/market-activity/stocks/mir/earnings"
  ],
  "basket_metrics": {
    "market_cap_method": "local discovery weighted shares outstanding or share class shares outstanding multiplied by 2026-06-12 daily_ohlc close, rounded for card display",
    "next_earnings": [
      {
        "ticker": "BWXT",
        "value": "Not confirmed",
        "source": "BWXT investor events listed Q1 2026 as past event and no later dated earnings event on checked page; Nasdaq earnings page returned Data is currently not available",
        "accessed": "2026-06-13"
      },
      {
        "ticker": "GEV",
        "value": "2026-07-22",
        "status": "confirmed",
        "source": "GE Vernova investor events page, 2nd Quarter 2026 Earnings Webcast",
        "accessed": "2026-06-13"
      },
      {
        "ticker": "MIR",
        "value": "Not confirmed",
        "source": "Mirion events page said no upcoming events scheduled; Nasdaq earnings page returned Data is currently not available",
        "accessed": "2026-06-13"
      }
    ],
    "latest_quarter_revenue": [
      {
        "ticker": "BWXT",
        "period": "Q1 2026, quarter ended 2026-03-31",
        "value": "about $860 million",
        "source": "BWXT 1Q26 earnings presentation"
      },
      {
        "ticker": "GEV",
        "period": "Q1 2026, quarter ended 2026-03-31",
        "value": "$9.3 billion",
        "source": "GE Vernova Q1 2026 financial results release"
      },
      {
        "ticker": "MIR",
        "period": "Q1 2026, quarter ended 2026-03-31",
        "value": "$257.6 million",
        "source": "Mirion Q1 2026 release and 10-Q"
      }
    ]
  },
  "discovery_sources": [
    {
      "kind": "duckdb_readonly_query",
      "label": "Reactor Equipment And Nuclear Services weekly OHLC, EMA chart inputs, and market-cap inputs",
      "query_ref": "discovery:duckdb:daily_ohlc_weekly_aggregation_20w_100w_ema:reactor-equipment-and-nuclear-services:2026-06-12"
    },
    {
      "kind": "status",
      "label": "Selected local ticker coverage",
      "query_ref": "discovery:status:BWXT|GEV|MIR"
    },
    {
      "kind": "lineage-status",
      "label": "Representative daily_ohlc lineage checks",
      "query_ref": "discovery:lineage-status:daily_ohlc:BWXT|GEV|MIR"
    },
    {
      "kind": "provider_lookup",
      "label": "MIR SEC 10-Q filing index lookup",
      "query_ref": "discovery:lookup-filings-index:MIR:10-Q:2026-06-13"
    },
    {
      "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",
    "security_bwxt",
    "security_gev"
  ],
  "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": "2026-06-13",
    "external_sources_reviewed_as_of": "2026-06-13",
    "report_api_status": "not_running_during_validation",
    "limitations": [
      "MIR 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.",
      "BWXT and MIR next earnings dates were not confirmed from checked company and Nasdaq pages.",
      "Prior static setup thresholds are removed from the article body and must be recomputed before use as current trading evidence after any discovery/API refresh."
    ]
  },
  "revision": {
    "version": 2,
    "updated_label": "Reformatted Reactor Equipment And Nuclear Services node page to visual setup, basket cards, and evidence board",
    "metadata_path": "themes/nuclear-power/nodes/reactor-equipment-and-nuclear-services/report.json",
    "curation_source": "implementation worker, reports-value-chain-node-pages skill, local knowledge lanes, official web checks, SEC filing lookup, and read-only discovery"
  }
}