Reactor operators, the fuel chain from uranium to enrichment, and the reactor and small-modular-reactor builders — with how the pre-revenue names pay their way (share sales against cash burned).
9 companies, $63.5B of revenue in the last twelve months. Trailing twelve months to Sep 30, 2026, from SEC filings.
The money-flow chart (open the interactive one above).
The theme quarter by quarter
Each supplier's quarterly revenue scaled by the share of it this chain takes (its attributed share of the trailing twelve months), summed; 6 companies in the latest quarter, -82% against a year earlier.
