Price
$169.90-9.14%Social Signal Score
Analyst Ratings
19 analystsRevenue
$901.63M+137.58%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Rex D. Geveden
- Sector
- Industrials
- Industry
- Aerospace & Defense
- Employees
- 10,400
- Beta
- 0.74
- Country
- US
- Piotroski score
- 5 / 9 (Middling)
- Altman Z-score
- 4.66
Financials
Revenue
$901.63M+137.6%Net Income
$89.01M+119.8%EBITDA
$121.24M+61.3%Free Cash Flow
$114.97M+1781.7%EPS (diluted)
$0.97+148.7%Shares Outstanding (diluted)
92.01M-11.5%Operating Expenses
$112.60MCash & Debt
$608.20MReturn of Capital
$24.66MRevenue by Segment (annual)
$3.20BDividend per Share
$0.27Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $3.20B | $329.86M | $3.60 |
| 2024 | $2.70B | $281.94M | $3.08 |
| 2023 | $2.50B | $245.85M | $2.68 |
| 2022 | $2.23B | $238.19M | $2.60 |
| 2021 | $2.12B | $305.87M | $3.24 |
| 2020 | $2.12B | $278.67M | $2.92 |
| 2019 | $1.89B | $244.12M | $2.56 |
| 2018 | $1.80B | $226.96M | $2.29 |
| 2017 | $1.69B | $147.84M | $1.49 |
| 2016 | $1.55B | $183.06M | $1.79 |
| 2015 | $1.42B | $131.47M | $1.23 |
| 2014 | $1.45B | $29.39M | $0.27 |
| 2013 | $1.55B | $346.08M | $3.09 |
| 2012 | $3.29B | $227.69M | $1.92 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from BWXT's reported EPS growth of 5.0% a year over 13 years.
- EPS in 5 years
- $4.60
- Implied price
- $220.69
- Return from $134.86
- 10.4% a year
To earn 15.0% a year on these assumptions you'd need to buy at $109.72 — -18.6% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 34 | 41 | 48 | 55 | 62 |
|---|---|---|---|---|---|
| -5.0% | -6.8% | -3.3% | -0.2% | 2.6% | 5.1% |
| 0.0% | -1.9% | 1.8% | 5.1% | 8.0% | 10.6% |
| 5.0% | 3.0% | 6.9% | 10.4% | 13.4% | 16.1% |
| 10.0% | 7.9% | 12.0% | 15.6% | 18.8% | 21.7% |
| 15.0% | 12.8% | 17.1% | 20.9% | 24.2% | 27.2% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
115+63.98%Social Signal Score
Mentions (58)
- News (Marketaux)seekingalpha.com·16h ago·Positive
BWX Technologies: This Nuclear Growth Engine Is Still Underestimated (NYSE:BWXT) BWX Technologies ( BWX[+291 characters]
View source ↗ - News (RSS)seekingalpha·16h ago·Neutral
BWX Technologies: This Nuclear Growth Engine Is Still Underestimated
View source ↗ - News (RSS)fool·1d ago·Positive
BWX Technologies Already Builds Reactors for the Navy. Here's Why It's My Top Nuclear Pick. This nuclear company boasts a strong moat and should benefit from growing support for nuclear energy.
View source ↗ - News (Marketaux)insidermonkey.com·1d ago·Positive
Jim Cramer Weighs In on BWX Technologies After 27% Pullback On September 29, Jim Cramer addressed th[+280 characters]
View source ↗ - Newsfool.com·1d ago·Neutral
BWX Technologies Already Builds Reactors for the Navy. Here's Why It's My Top Nuclear Pick. BWX Technologies is the exclusive manufacturer of nuclear reactors and fuel for the U.S. Navy. The company is expanding across commercial nuclear power, small modular reactors, microreactors, and advanced nuclear fuels.
View source ↗ - News (RSS)zerohedge·1d ago·Positive
…rom $37) to reflect higher costs of capital (i.e., more dilution) and a slower 2030-2035 buildout. He instead favors fuel and supply-chain names that make money now: BWXT, LEU, EU, URG, MIR. Asked to choose between enrichment and uranium, Northland picks uranium. That seems like the right reading of the symposium. The long-term story is intact and improving, with the IAEA raising forecasts again, hyperscalers writing checks and Japan back in the game. The near-term constraints are physical: fuel…
View source ↗ - News (RSS)investing·3d ago·Positive
Cathie Wood’s ARK stock trades: Cerebras and BWX Technologies lead buys
View source ↗ - 4chan /biz/biz·3d ago·Neutral
>>62748504 BWXT is the one killing me. Uranium screwed me again!
View source ↗ - News (RSS)fool·3d ago·Neutral
Prediction: This Nuclear Stock Outperforms Oklo and NuScale Through 2030 (Hint: It Already Has Revenue) BWXT is already doing what its rivals hope to achieve.
View source ↗ - Newszacks.com·3d ago·Positive
GE Vernova's BWRX-300 Secures First US Construction Permit GEV wins the first U.S. construction permit for its BWRX-300 SMR, strengthening its nuclear pipeline and long-term growth opportunity.
View source ↗ - News (RSS)investing·4d ago·Positive
Cathie Wood’s ARK stock trades include Rocket Lab and BWX Technologies
View source ↗ - News (RSS)zerohedge·4d ago·Neutral
…s NNE target to $22 from $37 to reflect higher costs of capital and a slower 2030-35 buildout, and said he prefers fuel and supply-chain names "that make money now" (BWXT, LEU, EU, URG). If the market pays fuel-cycle multiples and NANO keeps acquiring fuel-cycle assets, the conclusion follows. Goldman's view on the macro backdrop got stronger overnight. Commenting on the US-Korea package announced after Tuesday's close, which includes $120BN for eight large US reactors (six AP1000s, two APR1400s…
View source ↗ - Newsbusinesswire.com·4d ago·Neutral
BWX Technologies to Announce Third Quarter 2026 Results on Monday, November 2 LYNCHBURG, Va.--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) will issue a press release detailing third quarter 2026 results on Monday, November 2, 2026, after market close and will host a conference call at 5:00 p.m. ET. Listen-only participants are encouraged to participate and view the supporting presentation via the Internet at investors.bwxt.com. The dial-in numbers for participants are (U.S.) 1-800-715-98…
View source ↗ - News (RSS)zerohedge·4d ago·Neutral
… Army launched its "Janus" microreactor program last October, and in August it picked five companies under agreements worth up to $2.2 billion: Antares (Fort Bragg), BWXT (Fort Campbell), General Atomics (Fort Hood), Radiant (Fort Benning) and Westinghouse (Fort Drum). Meanwhile, the Air Force has its own microreactor pairings at three bases and has also been working with NANO Nuclear: AFWERX gave the company a $1.25 million contract last September to study putting its KRONOS microreactor at Joi…
View source ↗ - News247wallst.com·5d ago·Positive
3 Nuclear Power Stocks Worth Owning as the AI Power Crunch Builds Hyperscalers are signing multi-decade nuclear contracts as grid capacity tightens, and three stocks give investors very different exposure to that trade, with one belonging in the speculative bucket only.
View source ↗ - Newsmarketbeat.com·5d ago·Neutral
BWX Technologies Targets $6B Revenue by 2030 as Nuclear Backlog Surges BWX Technologies NYSE: BWXT used its 2026 Investor Day to outline a higher-growth outlook through 2030, supported by expansion in commercial nuclear equipment and services, government nuclear programs, special materials and advanced reactor initiatives.
View source ↗ - News (Marketaux)gurufocus.com·5d ago·Neutral
BWXT Maintained by Northland Capital Markets -- Price Target Lowered to $220 BWX Technologies I[+286 characters]
View source ↗ - Newszacks.com·5d ago·Positive
Can BWXT's Technical Talent Support Long-Term Nuclear Growth? BWX Technologies builds technical talent through training, mentoring and its Technical Fellows program to support long-term nuclear growth.
View source ↗ - News (RSS)seekingalpha·6d ago·Positive
BWX Technologies, Inc. (BWXT) Analyst/Investor Day Transcript
View source ↗ - News (RSS)seekingalpha·6d ago·Neutral
BWX Technologies, Inc. (BWXT) Analyst/Investor Day - Slideshow
View source ↗ - Newsseekingalpha.com·6d ago·Positive
BWX Technologies, Inc. (BWXT) Analyst/Investor Day Transcript BWX Technologies, Inc. (BWXT) Analyst/Investor Day Transcript
View source ↗ - Newsbusinesswire.com·7d ago·Negative
BWX Technologies Hosting Investor Day LYNCHBURG, Va.--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) is hosting an Investor Day with financial analysts and institutional investors today, Sept. 29, 2026, beginning at 8:30 a.m. ET. During the event, BWXT management will discuss the company's business, strategic direction and updated medium-term financial targets. There will also be a live question and answer session following the prepared remarks. Among the presenters will be: Rex Geveden, P…
View source ↗ - Newsmarketbeat.com·9d ago·Neutral
3 Defense Stocks Riding Nuclear, Missile, and Aerospace Demand The United States and other governments around the world are prioritizing military modernization, building up their capacity for nuclear deterrence, enhancing missile defense capabilities, and generally investing heavily in defense. A move toward a more militarized world may mean investors can capitalize on both larger defense giants and smaller companies with the potential for major growth.
View source ↗ - Newsbusinesswire.com·12d ago·Negative
BWX Technologies Receives BBB Investment Grade Rating from Fitch Ratings LYNCHBURG, Va.--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) today announced that it has received an inaugural investment grade credit rating of BBB with a Stable Outlook from Fitch Ratings, Inc. (“Fitch”). Fitch assigned BWXT's revolving credit facility a BBB+ rating and its 4.125% senior notes due in 2028 and 2029, BBB ratings.“We are pleased to receive a BBB investment grade rating from Fitch, reflecting our crit…
View source ↗ - Newszacks.com·12d ago·Positive
Nuclear Energy Stocks Rally as Demand for Reliable Clean Power Grows Investors looking to benefit from nuclear energy's long-term growth may consider NNE, RYCEY and BWXT, which are expanding their nuclear capabilities amid rising demand for reliable, carbon-free power.
View source ↗ - News (RSS)fool·12d ago·Negative
Oklo vs. NuScale vs. BWX Technologies: Ranking the 3 Popular Nuclear Stocks From Worst to First Three nuclear stocks are chasing the same industry revival, but only one of them already has a real business to back it up.
View source ↗ - News (RSS)investing·13d ago·Neutral
BWX Technologies stock hits 52-week low at $144.06
View source ↗ - News (RSS)yahoo·13d ago·Neutral
BWX Technologies (BWXT) Wins $4 Million Y-12 Design Contract. Could Construction Follow?
View source ↗ - News247wallst.com·18d ago·Neutral
Jim Cramer Picks Nokia as AI Supercycle Winner While Dumping on BWX Technologies' 30x Multiple Jim Cramer gave two nuclear and AI infrastructure plays completely opposite verdicts on the same night, and the reason comes down to a single number that separates a buy from a pass in a rising rate environment.
View source ↗ - Newszacks.com·18d ago·Neutral
Can BWX Technologies' Nuclear Manufacturing Expansion Support Growth? BWXT expands nuclear manufacturing and advanced technology capabilities across commercial, government and next-generation nuclear markets.
View source ↗ - News (RSS)yahoo·20d ago·Neutral
BWXT’s Latest NNSA Win Signals Bigger Nuclear Opportunity
View source ↗ - Newsetftrends.com·22d ago·Neutral
New Momentum in the Nuclear Fuel Chain The nuclear renaissance requires a fuel chain that can support the ambitions of the reactor development companies. The simplest example is a car and its gas station.
View source ↗ - Newszacks.com·25d ago·Neutral
Can BWXT's Canadian Lab Role Strengthen Nuclear Services Growth? BWX Technologies expands its nuclear services reach through a Canadian laboratory role, backed by Kinectrics' expertise and broader commercial operations.
View source ↗ - News (RSS)fool·27d ago·Positive
2 Nuclear Energy Stocks to Buy Before 2026 Ends Uranium Energy and BWX Technologies will both profit from the nuclear market's recovery.
View source ↗ - Newsetftrends.com·28d ago·Negative
Construction Firms Powering the Nuclear Renaissance Investors usually focus on reactor developers and uranium miners when deciding on allocations for investing in the nuclear renaissance. A narrow view on the nuclear sector could result in missed opportunities for investment returns in nuclear-adjacent companies.
View source ↗ - News (RSS)seekingalpha·28d ago·Positive
BWX Technologies: Strong Nuclear Tailwinds Outpacing Fundamentals
View source ↗ - News (Marketaux)seekingalpha.com·28d ago·Positive
BWX Technologies: Strong Nuclear Tailwinds Outpacing Fundamentals (NYSE:BWXT) BWX Technologies: Strong Nuclear Tailwinds Outpacing Fundamentals (NYSE:BWXT)
View source ↗ - Newsmarketbeat.com·29d ago·Positive
Powering the AI Boom: Uranium's $95 Spark Wall Street expects a structural supply bottleneck as tech hyperscalers secure multi-decade nuclear agreements to power advanced artificial intelligence data centers. With long-term uranium targets upgraded to about $95 per pound and a confidential Westinghouse IPO on the horizon, institutional capital is systematically front-running utility companies before legacy supply contracts fully expire.
View source ↗ - Newsfool.com·30d ago·Neutral
BWX Technologies Already Builds Reactors for the Navy. Why Is It Still the Cheapest Nuclear Stock? BWX Technologies anticipates double-digit revenue and EPS growth this year. It is the primary source of nuclear reactors and high-assay enriched fuel for the U.S. Navy's submarine and aircraft carrier fleet.
View source ↗ - News (RSS)yahoo·30d ago·Neutral
Expansion of Commercial Operations in Focus for BWX Technologies (BWXT)
View source ↗ - 4chan /biz/biz·31d ago·Positive
…e strong moves were weighed down by moderate contractions in major tech and healthcare holdings. Veeva Systems Inc (NYSE:VEEV) fell 3.25%, BWX Technologies Inc (NYSE:BWXT) dipped 1.63%, and your core indexing position, Vanguard S&P 500 ETF (NYSEARCA:VOO), experienced a mild pullback of 0.38%.
View source ↗ - 4chan /biz/biz·32d ago·Neutral
>>62656731 thanks anon. BWXT is semi local so I should have known about them
View source ↗ - 4chan /biz/biz·32d ago·Neutral
>>62656715 BWXT is mostly nuclear reactors for navy ships and servicing/ fueling civilian reactors in the US and Canada. Is a boomer industrial with embedded optionality on reactor growth for power. Trades mid 30’s due to moat. Beyond BWXT I’m going balls deep in Westinghouse when it IPO’s. It has already filed with the SEC so it will be coming in the next year probably. Westinghouse is owned by CCJ and BEPC.
View source ↗ - News (RSS)seekingalpha·34d ago·Neutral
BWX Technologies: A Hidden Nuclear Monopoly Trading Below Its Potential
View source ↗ - Newsseekingalpha.com·35d ago·Positive
…n by its unique government relationships, expanding commercial nuclear opportunities, and being the sole manufacturer of nuclear reactors and fuel for the U.S. Navy. BWXT's government segment, 67% of revenue, offers long-term visibility, while commercial operations are accelerating with 45% FY26 growth guidance. Strong backlog ($8.4B), robust cash flow, and strategic acquisitions (PCG, Kinectrics) position BWXT to capitalize on nuclear and AI-driven power demand.
View source ↗ - Newsbusinesswire.com·35d ago·Neutral
BWX Technologies to Hold Investor Day on September 29, 2026 LYNCHBURG, Va.--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) will host an Investor Day with financial analysts and institutional investors on Tuesday, September 29, 2026, beginning at 8:30 a.m. EDT. The event will be held live in New York City and feature presentations by BWXT's President and Chief Executive Officer Rex D. Geveden, Senior Vice President and Chief Financial Officer Mike T. Fitzgerald and other leaders from across…
View source ↗ - Newsetftrends.com·36d ago·Neutral
Nuclear Energy Scaling Up Through New Federal Projects Two of the most significant government-led nuclear energy programs are illustrating how quickly the advanced nuclear field is expanding. The Nuclear Energy Launch Pad added 13 reactor and fuel cycle technology projects to its development pipeline.
View source ↗ - News (RSS)yahoo·38d ago·Neutral
BWXT’s Microreactor Bet Gets a Major Vote of Confidence from the U.S. Army
View source ↗ - Newsmarketbeat.com·38d ago·Negative
BWX Technologies' Army Reactor Win Could Redraw Its Nuclear Growth Story BWX Technologies TodayBWXTBWX Technologies$153.88 -1.97 (-1.26%) As of 10:33 AM Eastern52-Week Range$147.74▼$241.82Dividend Yield0.70%P/E Ratio39.87Price Target$224.20Add to WatchlistThe Department of Defense faces a structural energy problem, and its latest solution is quietly reshaping the commercial nuclear landscape. The U.S. Army recently selected BWX Technologies, Inc. NYSE: BWXT to deploy a 20-megawatt Advanced Nucle…
View source ↗ - News (RSS)zerohedge·39d ago·Neutral
…akneck speeds with the goal of “bending metal as quickly as possible”. The following companies have been selected to participate under Project Janus: Antares Nuclear BWXT Advanced Technologies General Atomics Electromagnetic Systems Radiant Industries Westinghouse Government Services The nuclear industry has suffered from decades of atrophy with little to no new nuclear construction to incentivize the manufacturing industry to invest in supply lines to support the build-out of a new national nuc…
View source ↗ - News (Marketaux)gurufocus.com·40d ago·Positive
BWXT Looks 0.5% Undervalued on GF Value™ On August 26, 2026, BWX Tec[+253 characters]
View source ↗ - Newszacks.com·41d ago·Positive
Can BWXT's National Laboratory Role Expand Its Government Services? BWX Technologies deepens its government services role through national laboratory management, adding long-term facility operations to its portfolio.
View source ↗ - News (RSS)investing·46d ago·Neutral
Cathie Wood’s ARK sells Roblox stock, buys BWX Technologies
View source ↗ - Newsglobenewswire.com·48d ago·Negative
CCTE Engages Kinectrics to Independently Review ANEEL Fuel Qualification Program The collaboration advances ANEEL's technical and regulatory qualification ahead of commercial reactor demonstration. Pictured: In the front row from left to right, John D'Angelo (President of Kinectrics) and Milan Shah (COO of CCTE).
View source ↗ - Newszacks.com·49d ago·Negative
Can BWXT's Nuclear Cleanup Services Add a New Growth Avenue? BWX Technologies expands its nuclear services portfolio through decommissioning, remediation, waste management and nuclear site support.
View source ↗ - Newszacks.com·53d ago·Neutral
Can BWX Technologies' Nuclear Medicine Expansion Boost Growth? BWXT expands its commercial nuclear portfolio through nuclear medicine, isotope production and radiopharmaceutical capabilities.
View source ↗ - Newsseekingalpha.com·56d ago·Positive
BWX Technologies: Fundamentals Are Good But Valuation Is Expensive BWX Technologies (BWXT) earns a hold rating due to strong fundamentals but limited upside at current valuation. Naval business provides multi-year revenue visibility, supported by a $6.93 billion Government Operations backlog. Commercial Operations offers growth potential, with 39% organic revenue growth in Q1 2026 and margin expansion opportunities.
View source ↗ - Newsfool.com·59d ago·Positive
Advance Auto Parts vs. BWX Technologies: Is an Auto Parts Retailer or a Nuclear Energy Pioneer the Better Buy in 2026? Advance Auto Parts is executing a major restructuring plan to streamline its supply chain and enhance store efficiency. BWX Technologies maintains a dominant position in the nuclear propulsion market with a massive revenue backlog from government contracts.
View source ↗
Earnings
Mon, Nov 2(in 4 weeks)
Consensus estimate $1.19 per share
Typical surprise +19.0% (median, so one quarter with a near-zero estimate can't distort it)
- Mon, Aug 3$1.07 vs $1.04beat
- Mon, May 4$1.12 vs $0.92beat
- Mon, Feb 23$1.08 vs $0.89beat
- Mon, Nov 3$1.00 vs $0.85beat
- Mon, Aug 4$1.02 vs $0.79beat
- Mon, May 5$0.91 vs $0.77beat
Estimates and results for BWXT via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by BWXT officers and directors.
- Bought
- —
- Sold
- $4.6m
0 trades
10 trades
- Geveden Rex Dsold
- Geveden Rex Dsold
- Geveden Rex Dsold
- Geveden Rex Dsold
- Geveden Rex Dsold
- Geveden Rex Dsold
- Geveden Rex Dsold
- Geveden Rex Dsold
90 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- April Delaneyhouse · MD06 · disclosed Sep 10, 2026 (16d later)Sell$100,001 - $250,000
- April Delaneyhouse · MD06 · disclosed Sep 10, 2026 (38d later)Buy$1,001 - $15,000
- April McClain Delaneyhouse · MD06 · disclosed Aug 4, 2026 (8d later)Buy$1,001 - $15,000
- April McClain Delaneyhouse · MD06 · disclosed Aug 4, 2026 (5d later)Buy$1,001 - $15,000
- April McClain Delaneyhouse · MD06 · disclosed Aug 4, 2026 (11d later)Buy$15,001 - $50,000
- April McClain Delaneyhouse · MD06 · disclosed Jun 8, 2026 (24d later)Buy$15,001 - $50,000
- April McClain Delaneyhouse · MD06 · disclosed Jun 8, 2026 (32d later)Buy$1,001 - $15,000
- April McClain Delaneyhouse · MD06 · disclosed Jun 8, 2026 (31d later)Buy$15,001 - $50,000
- April McClain Delaneyhouse · MD06 · disclosed Jun 8, 2026 (25d later)Buy$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Nov 24, 2025 (24d later)Sell$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Nov 24, 2025 (25d later)Sell$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Nov 24, 2025 (25d later)Buy$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Aug 13, 2025 (63d later)Buy$1,001 - $15,000
- Lois Frankelhouse · FL22 · disclosed Oct 10, 2023 (32d later)Sell$1,001 - $15,000
- Lois Frankelhouse · FL22 · disclosed Jul 28, 2023 (30d later)Sell$1,001 - $15,000
- Lois Frankelhouse · FL21 · disclosed Feb 16, 2022 (37d later)Sell$1,001 - $15,000
- Lois Frankelhouse · FL21 · disclosed Jan 16, 2022 (37d later)Buy$1,001 - $15,000
- David Alfred Perduesenate · disclosed Aug 5, 2019 (27d later)Sell$15,001 - $50,000
- David Alfred Perduesenate · disclosed Aug 5, 2019 (28d later)Sell$1,001 - $15,000
- David Alfred Perduesenate · disclosed Jul 3, 2019 (22d later)Sell$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.