---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-26-093776"
form_type: "8-K"
ticker: "IMSR"
cik: "0002019804"
company_name: "Terrestrial Energy Inc. /DE/"
filed_at: "2026-08-11T12:00:42+00:00"
generated_at: "2026-08-11T12:05:34.586877+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Terrestrial Energy Q2 net loss $9.4M; NRC approves PIE methodology, lifetime revenue per plant raised to $2.7B

## Summary
- Net loss of $9.4M for Q2 2026, improved from $10.5M in Q1; cash burn $6.4M, down $1.5M QoQ.
- NRC approved Postulated Initiating Events Topical Report, adding to IMSR licensing basis; PDC already approved.
- Raised estimated lifetime revenue per IMSR plant to $2.7B from $2.1B, blended gross margin 33%; SAM $2.3T by 2050.
- Signed ground lease and research agreements with Texas A&M for 77 acres at RELLIS; MOU with Riot Platforms to co-locate IMSR plants.
- Ended Q2 with $283.4M cash; 105.9M shares outstanding; appointed Kathy McCarthy to board, Pamela Cowan as EVP Engineering.

## SEC filing metadata
- accession: 0001104659-26-093776
- form_type: 8-K
- ticker: IMSR
- cik: 0002019804
- company_name: Terrestrial Energy Inc. /DE/
- filed_at: 2026-08-11T12:00:42+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/2019804/000110465926093776/0001104659-26-093776-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/2019804/000110465926093776/tmb-20260811x8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-26-093776
- JSON: https://secwatch.observer/filing/0001104659-26-093776.json
- Plain text: https://secwatch.observer/filing/0001104659-26-093776.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.