IMSR · Terrestrial Energy Inc. /DE/
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Aug 11, 2026TL;DR. Terrestrial Energy reported second-quarter 2026 progress across engineering, supply chain, and commercial pillars, including NRC approval of its PIE topical report, Texas A&M site control, and an MOU with Riot Platforms, while raising estimated lifetime revenue per IMSR plant to $2.7 billion from $2.1 billion at a 33% blended gross margin, lifting the 2050 serviceable addressable market to $2.3 trillion. The company posted a $9.4 million net loss with $6.4 million of cash burn and $283.4 million in cash and investments at quarter-end.
- + Updated unit economics raise lifetime revenue per IMSR plant to $2.7B from $2.1B at 33% blended gross margin
- + Serviceable addressable market estimate raised to $2.3 trillion by 2050 from $1.9 trillion
- + NRC approved the PIE methodology topical report, advancing the IMSR licensing basis
- + Secured Texas A&M-RELLIS site with ground lease covering 77 acres to enable site characterization and NRC construction permit work
- + Signed MOU with Riot Platforms targeting up to 4 GW of IMSR generation, lifting pipeline indicative capacity to 7.8 GW
- + Strong liquidity with $283.4M in cash and investments and no debt
- − Net loss of $9.4M for the quarter
- − Cash burn expected to rise in second half of 2026 as Texas A&M site work and testing programs scale
- − G&A rose ~$700K sequentially driven by headcount-related and stock-based compensation increases
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Utilities - Regulated Electric — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
IMSR
this stock
Terrestrial Energy Inc. /DE/
|
$456.05M | -35.0% | — | — | 5.5% |
|
NEE
Nextera Energy Inc
|
$158.65B | -5.5% | -7.1% | 19.3 | 2.7% |
|
SO
Southern Co
|
$93.43B | -4.3% | +10.6% | 21.2 | 2.6% |
|
DUK
Duke Energy CORP
|
$88.37B | -2.6% | +35.1% | 17.4 | 0.0% |
|
NGG
National Grid PLC
|
$75.89B | -3.1% | — | — | 0.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| IMSR | -14.3% | -23.4% | -35.7% | -23.4% | -35.0% |
| SPY | -1.2% | -0.4% | +13.1% | -0.4% | +12.1% |
| vs SPY | -13.1% | -23.0% | -48.8% | -23.0% | -47.1% |