Three AI-Powered Nuclear Energy OEMs to Watch Amid Q2 Earnings Success

Three AI-powered nuclear energy OEMs, Mirion Technologies (MIR), BWX Technologies (BWXT), and GE Vernova (GEV), reported solid Q2 2025 earnings results and guidance. The companies operate in the growing nuclear energy sector, which is expected to increase its capacity from 100 GW to 400 GW by 2050. MIR's adjusted EPS beat expectations at $0.11, while revenues surpassed the consensus by 4.2%. BWXT's Q2 revenue increased 14.6% YoY, while GEV's revenue rose 11%. The companies have a lucrative AI-powered product portfolio and are well-positioned for long-term upside despite their stock prices jumping year to date.