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Power & Utilities

Oklo acquires precision manufacturing firm ARMEC in latest nuclear supply chain push

Oklo Inc (NYSE:OKLO) has acquired ARMEC, a manufacturing and engineering firm specializing in high-precision machining and prototyping for the nuclear industry, the company announced, in a move that further integrates engineering, manufacturing, and deployment capabilities across its operations.

ARMEC brings more than two decades of nuclear industry experience to Oklo, spanning high-precision machining, prototyping, fabrication, inspection, procurement support, and mechanical engineering, along with an established network of nuclear supply chain relationships.

ARMEC had already been working alongside Oklo on maturing nozzle manufacturing processes, including drawing development, inspection planning, quality assurance procedures, and supplier troubleshooting.

The firm generated positive free cash flow in its most recent fiscal quarter, which Wedbush analysts say will add a catalyst to Oklo's margin profile going forward.

"We view this as an accretive acquisition that adds complementary capabilities to OKLO's focus on its existing nuclear buildout while bringing new customer and supplier relationships to the company, which will further position OKLO in a better spot as nuclear energy projects see incremental demand," Wedbush wrote.

The acquisition is the latest in a series of strategic moves by Oklo, which held $2.54 billion in cash and marketable securities as of the first fiscal quarter of 2026. Wedbush noted the company has sufficient liquidity to pursue additional M&A over the coming quarters as it looks to expand its nuclear capabilities and solidify its supply chain ahead of rising demand from both federal and commercial customers.

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