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Terra Innovatum Global (NKLR)
NASDAQ:NKLR
US Market
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Terra Innovatum Global (NKLR) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Nov 23, 2026
Before Open (Confirmed)
Period Ending
2026 (Q3)
Consensus EPS Forecast
Last Year’s EPS
-0.04
Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Apr 01, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call presented meaningful technical and commercial progress: established regulatory engagement with the NRC, secured a qualified supply chain, validated a critical graphite reactor component with Mersen, and reported a substantial pre-commercial pipeline and sufficient cash to fund FOAK. Key risks remain around the delayed 10-K filing, the nonbinding nature of MOUs, pending NRC approvals, and the need to scale manufacturing beyond prototype pieces. On balance, the company has de-risked several execution areas and is positioned to move toward FOAK deployment, though near-term milestones and order conversion will be important to validate the opportunity.
Company Guidance
The call provided specific operational and timing guidance: Terra has roughly 200 units under non‑binding MOUs (about $4.0 billion of pre‑commercial commitments), identified 130 suppliers and narrowed those to ~30 contract partners, and has produced a Mersen graphite prototype (two blocks within tolerance after work begun Oct/Nov 2025) as it readies manufacturing; licensing formally began Jan 2025 with ~10 topical reports and a similar number of white papers submitted, monthly NRC meetings ongoing (second‑last meeting now, final pre‑construction meeting early May) and the construction‑permit phase expected to start in the June–September window; Rock City is the planned FOAK site (6 million sq ft, option for up to 50 reactors / 50 MWe, initial 15‑year term with potential up to 45 years), the company targets FOAK readiness around 2027 with broader commercialization beginning in 2028, estimates $70 million to achieve FOAK, reports >$100 million cash on hand as of 12/31/2025, and highlights product scalability (1–200 MW market, 1 MWe pilot for AI scaling to 100 MWe, and a “SOLO node” concept yielding ~20 MWe from 16 reactors) plus agreements (e.g., Ameresco and a Fortune 100 energy company) to support deployment.
Regulatory Progress and Engagement
Formal NRC licensing engagement began January 2025; ~10 topical reports and a similar number of white papers submitted to date. Management reports progressing through pre-submittal meetings (second-to-last meeting held) with construction permit phase expected to begin between June and September 2026. Company pursuing FOAK under Part 50 with planned alignment to Part 57 for accelerated commercialization.
Secured End-to-End Supply Chain
Downselected from 130 initially identified suppliers to 30 qualified suppliers under contract (≈77% reduction in candidate pool), including partnerships with Mersen, Ameresco and a Fortune 100 energy company. Procurement activities initiated to support first deployment and early follow-on builds.
Graphite Reactor Core Prototype Achieved
Successfully produced nuclear-grade graphite reactor core engineering prototype with Mersen. Two prototype pieces produced and validated within expected tolerances, confirming manufacturability and establishing production procedures and QC standards needed for repeatable manufacturing.
Commercial Interest and Pipeline
Approximately 200 units under nonbinding MOUs representing roughly $4 billion in potential pre-commercial commitments. Active site-level engagement and deeper technical discussions with hard-to-abate sectors (mining, data centers, industrial) and federal deployment channels.
Capital Position and FOAK Funding
Cash on hand reported as >$100 million as of December 31, 2025. Management estimates FOAK development cost at $70 million and states available cash fully funds FOAK, with confirmed supply-chain-driven cost visibility aligned or lower than the $70 million baseline.
Product and Deployment Design Advancements (SOLO Node)
Introduced 'SOLO node' configuration: multiple reactors decoupled from power conversion to generate 20 MW using 16 reactors, which management states reduces reactors-per-MW by ~20% versus prior single-reactor-per-turbine designs. This is presented as lowering cost per MW, reducing footprint and improving system efficiency.
Factory-Built, Scalable Commercial Strategy
Company remains asset-light (design/integration/deployment focus) and emphasizes factory-built, transportable, repeatable units to compress on-site timelines and enable global scale. Targeted FOAK deployment in 2027 and broader commercialization beginning in 2028.

Terra Innovatum Global (NKLR) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

NKLR Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Nov 23, 2026
2026 (Q3)
- / -
-0.04
Apr 01, 2026
2025 (Q4)
-0.04 / -0.04
-0.0412.50% (<+0.01)
Nov 17, 2025
2025 (Q3)
-0.01 / -0.04
-0.003-1233.33% (-0.04)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

NKLR Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Apr 01, 2026
$4.64$4.52-2.59%
Nov 17, 2025
$4.60$4.08-11.30%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Terra Innovatum Global (NKLR) report earnings?
Terra Innovatum Global (NKLR) is schdueled to report earning on Nov 23, 2026, Before Open (Confirmed).
    What is Terra Innovatum Global (NKLR) earnings time?
    Terra Innovatum Global (NKLR) earnings time is at Nov 23, 2026, Before Open (Confirmed).
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