Oklo Inc. develops advanced fission power plants to provide clean, reliable, and affordable energy at scale to customers in the United States. ...
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Est. EPS $-0.93 · Revenue $2.96M · 11 analysts
Est. EPS $-1.03 · Revenue $10.50M · 15 analysts
Est. EPS $-0.31 · Revenue $15.21M · 5 analysts
Est. EPS $-0.31 · Revenue $21.21M · 8 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $0 | — | — |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-105.7M | -43.5% | -46.8% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | — | — | — |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | — | — | — |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | — | — | — |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-115.4M | -197.8% | -179.6% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | — | — | — |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 0.1% | -80.8% | +27.6% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 49.08x | +12.9% | -19.1% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $1.5B | +442.5% | +24.2% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -0.72 vs -0.61 | -17.9% | -0.28 vs -0.31 | +8.8% |
| Revenue Surprise | — | — | $1.2M vs $15.2M | -92.0% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Sep 2, 2026 | Bealmear Richard Craig | officer: Chief Financial Officer | Stock Options | D | 5,666 | $3.18 |
| Sep 2, 2026 | Bealmear Richard Craig | officer: Chief Financial Officer | Class A Common Stock | A | 5,666 | $3.18 |
| Sep 1, 2026 | Bealmear Richard Craig | officer: Chief Financial Officer | Stock Options | D | 16,430 | $3.18 |
| Sep 1, 2026 | Bealmear Richard Craig | officer: Chief Financial Officer | Class A Common Stock | A | 16,430 | $3.18 |
| Sep 1, 2026 | Bealmear Richard Craig | officer: Chief Financial Officer | Class A Common Stock | D | 16,430 | $38.76 |
Operator: Hello, everyone. Thank you for joining us, and welcome to Oklo's Second Quarter 2026 Financial Results and Webcast. [Operator Instructions] I will now hand the conference over to Sam Doane, Senior Director of Investor Relations. Sam, please go ahead. Sam Doane: Thank you, operator, and welcome, everyone, to Oklo's Second Quarter 2026 Earnings and Company Update Call. I'm Sam Doane, Oklo's Senior Director of Investor Relations. Joining me today are Jake Dewitte, Oklo's Co-Founder and Chief Executive Officer; and Craig Bealmear, our Chief Financial Officer. Earlier today, we released our second quarter 2026 financial results. Today's accompanying slide presentation is available on the Investor Relations section of our website. Before we begin, I'd like to remind everyone that today's discussion, including our prepared remarks and the question-and-answer session that follows, will include forward-looking statements. These statements reflect our current views regarding trends, assumptions, risks, uncertainties and other factors that could cause actual results to differ materially from those discussed today. We encourage you to review our forward-looking statements disclaimer included in our supplemental presentation. Additional information regarding relevant risks can also be found in our filings with the Securities and Exchange Commission. Oklo undertakes no obligation to update any forward-looking statements as a result of new information, future events or otherwise, except as required by law. With that, I'll turn the call over to Jake. Jake? Jacob Dewitte: Thanks, Sam. I want to start with 2 developments that are expanding the capabilities available to execute advanced nuclear projects in the United States. The first is the U.S. Department of Energy Genesis mission. We see Genesis as a sizable opportunity for Oklo and for the broader nuclear industry. DOE is bringing together its 17 national laboratories, industry, academia, advanced computing infrastructure, experimental facilities, scientific data and artificial intelligence capabilities. In July, DOE announced the first project selections and more than $800 million in mission-wide partner commitments. Prometheus, an INL-led project in which Oklo is participating, was selected for a $60 million Phase I award over 3 years, subject to appropriations. Oklo is participating in multiple projects connected to the Genesis mission. One example is our announced collaboration with NVIDIA and Los Alamos National Laboratory. That work brings together Oklo's reactor and fuel capabilities, NVIDIA's AI infrastructure and Los Alamos' expertise in nuclear fuels and materials. Together, we are working to develop and deploy physics and chemistry-based AI models, digital twins, modeling and simulation tools that can accelerate fuel validation and improve the workflows used to design, deploy and operate nuclear facilities. These are not generic AI applications. They are focused on some of the most …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Jacob Dewitte | Co-Founder, Chief Executive Officer & Chairman | USD 1,045,250 | Male | 1987 | Active |
Richard Craig Bealmear | Chief Financial Officer | USD 894,000 | Male | 1967 | Active |
Caroline DeWitte | Co-Founder, COO & Director | USD 740,000 | — | 1984 | Active |
Michael Dixon | VP of Accounting & Controller and Principal Accounting Officer | — | Male | 1984 | Active |
Erik Lassen | Senior Vice President of Engineering | — | Male | 1978 | Active |
John Hanson | Chief of Staff | — | Male | 1987 | Active |
William Goodwin | Chief Legal & Strategy Officer | — | Male | 1985 | Active |
Sam Doane | Senior Director of Investor Relations | — | — | — | Active |
Bonita Chester | Head of Communications & Media | — | — | — | Active |
Alexandra Renner | Chief Product Officer | — | Female | — | Active |
SpaceX CEO Elon Musk believes the company's energy needs will skyrocket. Another AI CEO is betting big on nuclear energy as an antidote to the industry's power challenges.
OKLO and Talen Energy offer contrasting nuclear-power bets, balancing future commercialization potential with operating assets and cash flow.
Since the announcement of Microsoft (MSFT) working with Constellation Energy (CEG) to restart a reactor at the Three Mile Island plant, publicly traded companies in the nuclear sector have seen significant stock price changes.
Oklo's latest quarterly filing calls 2028 the target for deploying its first Aurora powerhouse at Idaho National Laboratory. Management expects the first revenue from its isotope business in the first part of 2027.
Investors who remain bullish on nuclear power may want to keep their SMR, OKLO, LEU or URA positions moderate rather than assuming today's selloff marks a durable bottom.
