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President Donald Trump has signed four executive orders aimed at revitalizing the U.S. nuclear sector, targeting an increase in nuclear capacity from 100 gigawatts (GW) in 2024 to 400 GW by 2050. This move comes as nuclear energy gains traction as a solution to meet rising global electricity demand and transition to cleaner energy sources, driven by the energy-intensive AI industry.
Three key original equipment manufacturers (OEMs) in the nuclear space, Mirion Technologies Inc., BWX Technologies Inc., and GE Vernova Inc., recently reported strong second-quarter earnings for 2025, indicating robust demand and growth potential amid expanding nuclear energy projects. For example, Mirion Technologies reported adjusted earnings per share (EPS) of $0.11, exceeding estimates, with a revenue of $222.9 million. BWX Technologies achieved an EPS of $1.02 and revenues of $764.04 million, while GE Vernova reported an EPS of $1.86 on revenues of $9.11 billion, all surpassing expectations.
Looking ahead, Mirion forecasts revenue growth of 7-9% year-over-year for 2025, while BWX expects total revenues to reach $3.1 billion, and GE Vernova aims for revenues of up to $37 billion. These projections underscore a growing marketplace for nuclear energy, supported by increasing government and private sector investments.
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