BWX Technologies letos klesla o více než 7 %, přesto těží z téměř monopolního postavení v dodávkách reaktorů a paliva pro americké námořnictvo. Ve 2. čtvrtletí tržby vzrostly na 901,6 milionu USD a zisk na akcii na 1,07 USD.
There are nuclear stocks trading at lower valuations than BWX Technologies (NYSE: BWXT), including Constellation (NASDAQ: CEG) and Duke Energy (NYSE: DUK), large utility companies that use nuclear power, but compared with its peers, BWX stock is still a steal. The stock is down more than 7% so far this year.
Hot nuclear stocks GE Vernova (GEV +0.01%), NuScale Power (SMR -0.51%), Oklo (OKLO +3.59%), Cameco (CCJ +0.12%), and Uranium Energy (UEC +0.26%) all trade at higher valuations than BWX whether you look at trailing price-to-earnings (P/E), forward P/E, or price-to-sales (P/S) ratio.
BWX may not be the flavor of the month, but that presents an opportunity for investors. The stock benefits from a near-sole-source monopoly supplying nuclear reactors and high-assay enriched fuel for the U.S. Navy's submarine and aircraft carrier fleet. Here are three reasons to buy this stock now.
Image source: Getty Images.
Strong financial health and a big backlog In the second quarter, the defense company reported $901.6 million in revenue, up 18% year over year, driven by expansion in government and commercial nuclear services. It also reported $1.07 in earnings per share (EPS), a 5% increase from the same quarter a year ago.
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The company recently signed more than $1.4 billion in contracts with the U.S. Navy to support its Nuclear Propulsion Program, including a five-year, $1.3 billion long-lead material procurement deal and $165 million to procure long-lead time nuclear system components and manufacturing to support the Navy's Ford-class aircraft carrier program.
BWX carries a backlog of more than $8.6 billion, giving it multiyear revenue visibility that insulates it from broader economic downturns.
The company was confident enough to raise its yearly revenue guidance to $3.8 billion, up 61.7%, and non-GAAP EPS of $4.70 to $4.80, up 18% at the midpoint.
A nice naval military-driven moat BWX is the lone manufacturer of nuclear reactors and fuel for the U.S. Navy's submarine, Virginia-class and Columbia-class, and aircraft carrier fleets.
There are high levels of regulatory requirements, security clearances, and technology that any competitor would have to address to process high-assay, low-enriched uranium (HALEU) and build military-grade naval nuclear reactors. That gives BWX significant pricing power.
In addition, the war in Iran has highlighted the need for Navy modernization and fleet expansion. That's become a high-priority defense agenda, ensuring long-term government demand for BWX's services.
The company is expanding its commercial sales Thanks to its position as a component and fuel manufacturer for next-generation small modular reactors (SMRs) and its manufacture of radioisotopes for diagnostic imaging and targeted cancer therapies, BWX is diversifying its revenue stream into high-margin markets.
In Q2, it reported commercial revenue of $303 million, up 72%, year over year, and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) of $36 million, up 123% over the same period a year ago. The company is predicting 45% growth in commercial sales this year thanks in large part to two recent acquisitions. In 2025, it purchased Kinectrics , which serves the small modular reactor and traditional large-scale nuclear reactor markets. This past July, it completed its purchase of Precision Components Group, which makes complex, heavy-walled, and heat-transfer components.
AXQ Capital LP ve 2. čtvrtletí koupila nový podíl ve společnosti BWX Technologies: 9 544 akcií za zhruba 1,858 mil. USD. BWXT zároveň oznámila zisk na akcii 1,07 USD a tržby 901,62 mil. USD.
AXQ Capital LP acquired a new stake in BWX Technologies, Inc. (NYSE:BWXT – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 9,544 shares of the technology company’s stock, valued at approximately $1,858,000.
Other large investors have also recently modified their holdings of the company. Symphony Financial Ltd. Co. purchased a new position in BWX Technologies during the 2nd quarter valued at about $211,000. Camelot Portfolios LLC purchased a new position in BWX Technologies in the second quarter valued at about $779,000. Susquehanna Fundamental Investments LLC raised its holdings in BWX Technologies by 200.2% in the second quarter. Susquehanna Fundamental Investments LLC now owns 68,388 shares of the technology company’s stock worth $13,312,000 after purchasing an additional 45,605 shares in the last quarter. Moore Capital Management LP raised its holdings in BWX Technologies by 100.4% in the second quarter. Moore Capital Management LP now owns 62,977 shares of the technology company’s stock worth $12,258,000 after purchasing an additional 31,553 shares in the last quarter. Finally, Benjamin Edwards Inc. increased its position in shares of BWX Technologies by 8.1% during the second quarter. Benjamin Edwards Inc. now owns 1,328 shares of the technology company’s stock worth $258,000 after purchasing an additional 100 shares in the last quarter. Hedge funds and other institutional investors own 94.39% of the company’s stock.
BWX Technologies Price Performance BWXT opened at $157.81 on Friday. The company has a 50-day moving average of $171.01 and a 200-day moving average of $194.32. The company has a debt-to-equity ratio of 1.51, a quick ratio of 2.33 and a current ratio of 2.40. BWX Technologies, Inc. has a 1-year low of $147.74 and a 1-year high of $241.82. The company has a market capitalization of $14.46 billion, a P/E ratio of 40.88, a PEG ratio of 2.51 and a beta of 0.75.
BWX Technologies (NYSE:BWXT – Get Free Report) last released its quarterly earnings data on Monday, August 3rd. The technology company reported $1.07 earnings per share for the quarter, topping the consensus estimate of $1.04 by $0.03. BWX Technologies had a net margin of 10.11% and a return on equity of 30.83%. The firm had revenue of $901.62 million for the quarter, compared to analyst estimates of $902.41 million. During the same quarter in the prior year, the business earned $1.02 earnings per share. BWX Technologies’s quarterly revenue was up 18.0% on a year-over-year basis. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. Equities analysts expect that BWX Technologies, Inc. will post 4.75 EPS for the current fiscal year. BWX Technologies Announces Dividend The firm also recently disclosed a quarterly dividend, which was paid on Friday, September 4th. Stockholders of record on Tuesday, August 18th were paid a $0.27 dividend. The ex-dividend date of this dividend was Tuesday, August 18th. This represents a $1.08 annualized dividend and a dividend yield of 0.7%. BWX Technologies’s payout ratio is currently 27.98%.
Insider Buying and Selling at BWX Technologies In related news, CEO Rex D. Geveden sold 10,000 shares of BWX Technologies stock in a transaction dated Wednesday, August 12th. The stock was sold at an average price of $172.50, for a total value of $1,725,000.00. Following the transaction, the chief executive officer owned 192,491 shares of the company’s stock, valued at approximately $33,204,697.50. This trade represents a 4.94% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is owned by company insiders.
Wall Street Analyst Weigh In A number of research firms recently issued reports on BWXT. Deutsche Bank Aktiengesellschaft upgraded shares of BWX Technologies from a “hold” rating to a “buy” rating and boosted their target price for the company from $205.00 to $255.00 in a research report on Friday, May 15th. Wells Fargo & Company raised BWX Technologies from an “underweight” rating to an “equal weight” rating and dropped their price objective for the company from $200.00 to $170.00 in a report on Thursday, August 27th. Weiss Ratings cut BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, August 26th. BTIG Research reissued a “buy” rating and set a $235.00 price objective on shares of BWX Technologies in a research note on Tuesday, August 4th. Finally, Truist Financial dropped their price target on shares of BWX Technologies from $212.00 to $202.00 and set a “hold” rating for the company in a research report on Friday, August 14th. Two research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $220.27.
View Our Latest Research Report on BWXT
(Free Report)
BWX Technologies, Inc (NYSE: BWXT) is a specialized supplier of nuclear components and services, primarily serving the U.S. government and commercial markets. The company’s core expertise lies in the design, fabrication and servicing of nuclear propulsion systems for the U.S. Navy, where it supports the maintenance and overhaul of naval nuclear reactors. In addition to defense applications, BWXT develops small modular reactors (SMRs), nuclear fuel and related technologies for non‐defense power generation, offering scalable solutions to meet evolving energy and industrial demands.
Beyond propulsion and power systems, BWXT is a leading producer of medical radioisotopes used in diagnostic imaging and cancer treatment.
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Beacon Pointe Advisors ve 2. čtvrtletí nakoupila novou pozici v BWX Technologies: 6 490 akcií za zhruba 1,265 milionu USD. Firma zároveň oznámila čtvrtletní EPS 1,07 USD, nad odhadem analytiků.
Beacon Pointe Advisors LLC purchased a new stake in BWX Technologies, Inc. (NYSE:BWXT – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 6,490 shares of the technology company’s stock, valued at approximately $1,265,000.
Several other hedge funds have also recently modified their holdings of BWXT. BlackRock Inc. purchased a new stake in BWX Technologies during the second quarter valued at approximately $2,359,895,000. Bank of New York Mellon Corp purchased a new position in BWX Technologies in the second quarter worth $222,587,000. Bank of America Corp DE purchased a new position in BWX Technologies in the second quarter worth $202,020,000. Invesco Ltd. increased its position in shares of BWX Technologies by 60.1% during the third quarter. Invesco Ltd. now owns 2,549,150 shares of the technology company’s stock worth $469,987,000 after purchasing an additional 956,770 shares in the last quarter. Finally, William Blair Investment Management LLC acquired a new position in shares of BWX Technologies during the second quarter worth $183,211,000. Hedge funds and other institutional investors own 94.39% of the company’s stock.
Analyst Ratings Changes A number of equities research analysts have commented on the company. JPMorgan Chase & Co. assumed coverage on BWX Technologies in a research note on Monday, July 27th. They issued an “overweight” rating and a $230.00 price target for the company. Deutsche Bank Aktiengesellschaft upgraded shares of BWX Technologies from a “hold” rating to a “buy” rating and upped their price objective for the company from $205.00 to $255.00 in a report on Friday, May 15th. Weiss Ratings lowered shares of BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday. Seaport Research Partners upgraded shares of BWX Technologies from a “neutral” rating to a “buy” rating and set a $245.00 target price for the company in a research note on Monday, June 22nd. Finally, Wall Street Zen downgraded shares of BWX Technologies from a “buy” rating to a “hold” rating in a research report on Saturday, August 8th. Two research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $224.20.
Check Out Our Latest Report on BWXT Insider Buying and Selling at BWX Technologies In related news, CEO Rex D. Geveden sold 10,000 shares of the company’s stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $172.50, for a total transaction of $1,725,000.00. Following the completion of the transaction, the chief executive officer owned 192,491 shares in the company, valued at $33,204,697.50. This represents a 4.94% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is currently owned by company insiders.
BWX Technologies Stock Performance Shares of BWXT stock opened at $153.12 on Monday. BWX Technologies, Inc. has a 52-week low of $147.74 and a 52-week high of $241.82. The company has a quick ratio of 2.33, a current ratio of 2.40 and a debt-to-equity ratio of 1.51. The stock has a market cap of $14.03 billion, a PE ratio of 39.67, a price-to-earnings-growth ratio of 2.39 and a beta of 0.76. The business has a 50-day simple moving average of $175.83 and a 200-day simple moving average of $195.75.
BWX Technologies (NYSE:BWXT – Get Free Report) last announced its quarterly earnings results on Monday, August 3rd. The technology company reported $1.07 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.04 by $0.03. The firm had revenue of $901.62 million for the quarter, compared to the consensus estimate of $902.41 million. BWX Technologies had a net margin of 10.11% and a return on equity of 30.83%. The firm’s quarterly revenue was up 18.0% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.02 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. On average, equities analysts expect that BWX Technologies, Inc. will post 4.75 EPS for the current year.
BWX Technologies Announces Dividend The business also recently announced a quarterly dividend, which will be paid on Friday, September 4th. Stockholders of record on Tuesday, August 18th will be paid a dividend of $0.27 per share. The ex-dividend date of this dividend is Tuesday, August 18th. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.7%. BWX Technologies’s payout ratio is currently 27.98%.
(Free Report)
BWX Technologies, Inc (NYSE: BWXT) is a specialized supplier of nuclear components and services, primarily serving the U.S. government and commercial markets. The company’s core expertise lies in the design, fabrication and servicing of nuclear propulsion systems for the U.S. Navy, where it supports the maintenance and overhaul of naval nuclear reactors. In addition to defense applications, BWXT develops small modular reactors (SMRs), nuclear fuel and related technologies for non‐defense power generation, offering scalable solutions to meet evolving energy and industrial demands.
Beyond propulsion and power systems, BWXT is a leading producer of medical radioisotopes used in diagnostic imaging and cancer treatment.
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LYNCHBURG, Va.--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) announced today its selection to deploy its BWXT Advanced Nuclear Reactor (BANR) technology in support of the Janus program. Janus is a next-generation nuclear energy initiative led by the U.S. Army in partnership with the Defense Innovation Unit (DIU) to deliver reliable, resilient energy to support national defense missions and critical installations. The Janus Program launched in October 2025.
“Our long-standing strengths in reactor engineering innovation, TRISO fuel development and advanced nuclear manufacturing are the foundation of our BANR technology,” said Rex D. Geveden, BWXT president and chief executive officer.
Share The Army announced the first BANR will be deployed at Fort Campbell, Kentucky, located on the Kentucky-Tennessee border.
"The Janus Program is about transitioning from designs and experiments to reliable commercial hardware which secures our energy independence," said Dr. Jeff Waksman, Principal Deputy Assistant Secretary of the Army for Installations, Energy and Environment. "The Janus Program vendors were selected through a deeply rigorous evaluation on technical, financial, and organizational capabilities conducted by an All-Star panel of dozens of experts from across the nation. We look forward to working alongside each team as they proceed toward successfully completing the rigorous technical milestones we've agreed upon.”
“Our long-standing strengths in reactor engineering innovation, TRISO fuel development and advanced nuclear manufacturing are the foundation of our BANR technology,” said Rex D. Geveden, BWXT president and chief executive officer. “As we commence work on the Janus program, we are delivering the nation’s most credible and reliable path to deployable nuclear power. BANR is purpose built for mission success, and we are driving forward with the discipline, experience and proven capability that national security demands.”
BWXT will execute the Janus program under a phased contracting approach. The first phase includes working with the Army and DIU on final site selection within Fort Campbell, initiating nuclear regulatory processes with the Army and initiating TRISO fuel fabrication at existing BWXT facilities. Concurrently, BWXT will work with the customer and potential partners on establishing the operating company structure, characterizing the site, and preparing supply chains for long-lead procurements. BWXT is targeting groundbreaking for site construction in late 2028 with reactor operations commencing in the early 2030’s.
About BANR
BANR is a high temperature, gas-cooled nuclear reactor that utilizes TRISO, or TRi-structural ISOtropic, fuel. BANR is designed for critical infrastructure and can operate behind the meter or integrate with the grid, providing a safe, reliable and resilient energy solution. For Janus, a 20-megawatt electric version of BANR will be deployed.
Other features of the BANR technology:
Compact footprint with option for multi-unit layout (one reactor sits on less than 5 acres) Power output is scale-able by deploying multiple reactors on the same site Leverages existing qualified materials and commercially available components Can operate as cogeneration (electricity + process heat) or all-electricity Four-year refueling cycle; produces 75-megawatts of thermal energy BANR has received interest from multiple industries seeking a reliable, diversified source of energy, including Tata Chemicals Soda Ash LLC, which signed a letter of intent to explore deploying up to eight BANR units in Wyoming.
According to a U.S. Army announcement on the Janus selection process, the Army down selected five vendors to own, construct and operate nuclear microreactors at several military installations.
Forward-Looking Statements
BWXT cautions that this release contains forward-looking statements, including statements relating to the performance, design, suitability and impact of the BANR technology and engineering work to be undertaken by BWXT for the Janus program. These forward-looking statements involve a number of risks and uncertainties, including, among other things, modification or termination of the project, execution of future contracts and delays. If one or more of these or other risks materialize, actual results may vary materially from those expressed. For a more complete discussion of these and other risk factors, please see BWXT’s annual report on Form 10-K for the year ended December 31, 2025, and subsequent quarterly reports on Form 10-Q filed with the Securities and Exchange Commission. BWXT cautions not to place undue reliance on these forward-looking statements, which speak only as of the date of this release and undertakes no obligation to update or revise any forward-looking statement, except to the extent required by applicable law.
About BWXT
At BWX Technologies, Inc. (NYSE: BWXT), we are People Strong, Innovation Driven. A U.S.-based company with more than 11,000 employees, BWXT is a Fortune 1000 and Defense News Top 100 manufacturing and engineering innovator that provides safe and effective nuclear solutions for global security, clean energy, nuclear medicine, space exploration and environmental restoration. BWXT owns and operates 19 manufacturing facilities globally, and its 14 strategic partnerships support the U.S. and Canadian governments at more than two dozen additional locations.
For more information, visit www.bwxt.com. Follow us on LinkedIn, X, Facebook and Instagram.
CCTE si vybrala Kinectrics k nezávislé technické kontrole programu kvalifikace paliva ANEEL. Cílem je podpořit cestu k demonstračnímu komerčnímu reaktoru.
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). In the back row from left to right, Sean Donnelly (VP of Nuclear New Build), Paul Thompson (Executive Advisor of CCTE), and Paul Chan (CTO of CCTE)
CHICAGO, Aug. 18, 2026 (GLOBE NEWSWIRE) -- Clean Core Thorium Energy (CCTE) has selected Kinectrics Inc. (Kinectrics), a division of BWX Technologies Inc. (NYSE: BWXT), to conduct an independent technical review of the ANEEL fuel qualification program as the company advances toward commercial reactor demonstration.
Kinectrics will perform an independent assessment of the ANEEL fuel qualification program, reviewing key aspects of fuel design, manufacturing, safety and regulatory readiness. The review is intended to support future evaluation by utility Fuel Design Authorities and other stakeholders as the program progresses towards a commercial demonstration irradiation.
This collaboration represents a critical milestone in CCTE’s commercial demonstration program, following previously announced collaborations with BWXT Canada Ltd. for the supply of CANDU fuel bundle hardware and with Canadian Nuclear Laboratories (CNL) for fabrication of full-scale, reactor-ready ANEEL fuel bundles. Together, these partnerships establish the manufacturing, engineering and independent technical capabilities required to advance ANEEL toward commercial reactor demonstration.
“Kinectrics brings world-class expertise in nuclear safety analysis and licensing support, making them one of the most trusted independent evaluators in the nuclear industry,” said Milan Shah, COO of Clean Core Thorium Energy. “With BWXT Canada supplying the fuel bundles and CNL advancing ANEEL fuel pellet fabrication, their independent evaluation provides critical validation as we progress toward regulatory approval and future deployment.”
The collaboration between CCTE, BWXT Canada, CNL, and Kinectrics highlights the strength of Canada’s nuclear supply chain in supporting advanced fuel technologies. Together, these capabilities establish a practical pathway toward demonstration of thorium-based fuel in existing CANDU reactors, supporting the development of fuel with enhanced inherent safety, reduced waste and improved proliferation resistance, while leveraging established reactor infrastructure without requiring major reactor modifications.
The engagement builds on a series of technical milestones achieved by CCTE over the past year. Earlier this year, ANEEL completed accelerated irradiation testing at Idaho National Laboratory’s Advanced Test Reactor, achieving burnups exceeding 60 GWd/MTU. In parallel, CCTE also published a comprehensive peer-reviewed engineering assessment in Nuclear Engineering and Design, a leading peer-reviewed journal in nuclear engineering published by Elsevier, demonstrating the fuel’s performance, safety characteristics and compatibility across multiple reactor applications.
Together, these milestones establish the experimental, manufacturing and independent technical foundation supporting ANEEL’s commercial reactor demonstration programme and future commercial deployment.
About ANEEL Fuel
ANEEL is CCTE’s nuclear fuel platform which includes fuel designs and manufacturing, patents and intellectual property, physical high-burnup irradiation data, and advanced modelling. The fuel is a flexible design combining thorium and enriched uranium, with potential applications across Pressurized Heavy Water Reactors (PHWRs), Gen IV reactors, and Light Water Reactors (LWRs). Across these reactor technologies, ANEEL is designed to improve fuel utilization, with the potential to reduce long-lived spent fuel volumes per unit of energy generated and strengthen safety margins by improving inherent safety characteristics and proliferation resistance.
About Clean Core Thorium Energy
Clean Core Thorium Energy is a nuclear fuel company exploring thorium-driven nuclear innovations. Clean Core’s patented nuclear fuel technology (called the ANEEL fuel) is comprised of thorium and enriched uranium (LEU to HALEU), which can improve the safety and cost-efficiency of water-cooled reactors and advanced reactor technologies. The ANEEL fuel is a novel solution to safety, waste, and proliferation concerns in today’s nuclear plants.
Learn more at https://cleancore.energy/. Follow us on social media: LinkedIn and X.
BWXT rozšiřuje své aktivity v oblasti jaderné sanace a správy odpadu, včetně projektu West Valley, kde tým začal pracovat 24. června 2025. Firma se zapojuje i do programů v Paducahu a Hanfordu.
Key Takeaways BWXT applies its nuclear expertise across decommissioning, remediation and waste-management programs.BWXT's West Valley project expands its role in nuclear cleanup, waste management and environmental monitoring.BWXT supports Paducah and Hanford programs, broadening its exposure to complex government nuclear projects. BWX Technologies, Inc. (BWXT - Free Report) is expanding its role in the nuclear industry through decommissioning, remediation and nuclear site management services. Beyond designing and manufacturing nuclear components, the company participates in programs focused on facility cleanup, waste management and the disposition of nuclear materials. These activities allow BWXT to apply its nuclear engineering and operational expertise across another part of the nuclear lifecycle.
A key opportunity is the West Valley Demonstration Project Phase 1B, where a BWXT-led team began work on June 24, 2025. The program includes demolition of remaining plant components, soil remediation, waste management and disposition, environmental monitoring and ongoing site support. This expands BWXT's involvement in the cleanup and closure of a major nuclear site.
BWXT is also participating in nuclear deactivation and waste-disposition activities at other government sites. Its Paducah project involves nuclear operations, deactivation and remediation, while the Hanford Integrated Tank Disposition Contract focuses on accelerating cleanup of high-risk waste at the Hanford Tank Farms. These programs provide BWXT with opportunities to apply its nuclear materials and site-management capabilities to complex government projects.
The expansion of nuclear cleanup activity could provide BWXT with another avenue for leveraging its longstanding nuclear expertise. As government programs address aging nuclear infrastructure, facility decommissioning and radioactive waste, BWXT's participation across cleanup and remediation projects can broaden its exposure to long-duration nuclear services opportunities.
Companies Expanding Nuclear Cleanup CapabilitiesThe nuclear industry continues to require specialized services for decommissioning, remediation and waste management. Companies like Jacobs Solutions Inc. (J - Free Report) and Fluor Corporation (FLR - Free Report) are also involved in nuclear cleanup and remediation programs.
Jacobs provides engineering and environmental services for nuclear facilities and complex cleanup programs.
Fluor supports nuclear decommissioning, remediation and waste-management programs across government and commercial applications.
Earnings Estimates for BWXT StockThe Zacks Consensus Estimate for 2026 and 2027 earnings per share suggests year-over-year growth of 18.45% and 10.52%, respectively.
Image Source: Zacks Investment Research
BWXT Stock Trading at a DiscountBWX Technologies is trading at a discount relative to the industry, with a forward 12-month price-to-sales of 3.96X compared with the industry average of 8.88X.
Image Source: Zacks Investment Research
BWXT Stock Price PerformanceOver the past month, BWXT shares have risen 2.2% compared with the industry’s 7.3% growth.
Image Source: Zacks Investment Research
BWXT’s Zacks RankBWX Technologies currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
BWX Technologies rozšiřuje byznys do nukleární medicíny díky akvizici Kinectrics, která v květnu 2025 přidala kapacity pro výrobu a dodávky izotopů pro radiofarmaceutický průmysl. Firma tak posiluje přítomnost v radioizotopech, radiofarmaceutikách a diagnostickém zobrazování.
Key Takeaways BWXT expands into nuclear medicine through Kinectrics' isotope production and supply capabilities.BWXT's commercial operations span medical radioisotopes, radiopharmaceuticals and diagnostic imaging products.BWXT broadens its healthcare reach through partnerships with life science and pharmaceutical companies. BWX Technologies, Inc. (BWXT - Free Report) is broadening its commercial nuclear portfolio through expanded capabilities in nuclear medicine and medical radioisotopes. The company's acquisition of Kinectrics in May 2025 added capabilities in the production and supply of isotopes for the radiopharmaceutical industry, enabling BWXT to expand its presence across both nuclear power and nuclear medicine markets.
BWX Technologies’ commercial operations segment already provides products for diagnostic imaging and radiotherapeutic treatments, including medical radioisotopes, radiopharmaceuticals and medical devices. These capabilities give the company exposure to healthcare applications that rely on specialized nuclear materials and technologies.
The Kinectrics acquisition also strengthens BWX Technologies’ ability to serve customers across the nuclear medicine value chain. Kinectrics has capabilities spanning isotope production and supply, while BWX Technologies’ existing commercial operations include partnerships with life science and pharmaceutical companies. This combination expands the company's commercial reach beyond traditional nuclear energy applications.
Demand for critical medical radioisotopes and radiopharmaceuticals provides another avenue for BWX Technologies to leverage its nuclear expertise. As the company integrates Kinectrics' capabilities, its broader presence across nuclear medicine could diversify its commercial operations while creating opportunities in specialized healthcare markets.
Companies Expanding Nuclear Medicine CapabilitiesThe nuclear medicine industry continues advancing radiopharmaceutical and diagnostic imaging capabilities to support growing demand for specialized medical applications. Companies like Cardinal Health, Inc. (CAH - Free Report) and GE HealthCare Technologies Inc. (GEHC - Free Report) are also expanding their presence across the nuclear medicine and medical imaging markets.
Cardinal Health operates nuclear pharmacies and radiopharmaceutical manufacturing facilities, supporting the preparation, production and distribution of products used in nuclear medicine.
GE HealthCare provides medical imaging and diagnostic pharmaceutical technologies that support nuclear medicine workflows and broader diagnostic applications.
Earnings Estimates for BWXT StockThe Zacks Consensus Estimate for 2026 and 2027 earnings per share suggests year-over-year growth of 18.45% and 10.52%, respectively.
Image Source: Zacks Investment Research
BWXT Stock Trading at a DiscountBWX Technologies is trading at a discount relative to the industry, with a forward 12-month price-to-sales of 3.94X compared with the industry average of 8.65X.
Image Source: Zacks Investment Research
BWXT Stock Price PerformanceOver the past year, BWXT shares have fallen 1.2% against the industry’s 13.9% growth.
Image Source: Zacks Investment Research
BWXT’s Zacks RankBWX Technologies currently sports a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
BWX Technologies (BWXT - Free Report) came out with quarterly earnings of $1.07 per share, beating the Zacks Consensus Estimate of $1.01 per share. This compares to earnings of $1.02 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +5.94%. A quarter ago, it was expected that this supplier of nuclear fuel and components to the U.S. government would post earnings of $0.92 per share when it actually produced earnings of $1.12, delivering a surprise of +21.74%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
BWX, which belongs to the Zacks Aerospace - Defense Equipment industry, posted revenues of $901.63 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 1.10%. This compares to year-ago revenues of $764.04 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
BWX shares have lost about 2.4% since the beginning of the year versus the S&P 500's gain of 9.4%.
What's Next for BWX?While BWX has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for BWX was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.24 on $983.93 million in revenues for the coming quarter and $4.61 on $3.78 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Aerospace - Defense Equipment is currently in the top 26% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Ducommun (DCO - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.
This aerospace industry supplier is expected to post quarterly earnings of $0.94 per share in its upcoming report, which represents a year-over-year change of +6.8%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Ducommun's revenues are expected to be $213.67 million, up 5.6% from the year-ago quarter.
AI’s Power Problem Is Turning Nuclear Stocks Into a Bigger Market StoryBWX Technologies NYSE: BWXT reported second-quarter 2026 revenue growth of 18% and raised its full-year financial outlook, citing continued demand across nuclear national security and commercial power markets.
Second-quarter revenue reached $902 million, including 9% organic growth, while adjusted EBITDA rose 7% to $156 million. Adjusted earnings per share increased 5% to $1.70, and free cash flow totaled $115 million. The company ended the quarter with $8.4 billion in backlog, up 40% from a year earlier, and reported a trailing 12-month book-to-bill ratio of 1.7 times.
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3 Overlooked Nuclear Fuel Supply Chain WinnersPresident and CEO Rex Geveden said the company sees the nuclear industry in the early stages of a “multi-decade super cycle of growth,” supported by demand for naval propulsion, national security programs, commercial reactor equipment and nuclear services.
Medical Business Sale and PCG Acquisition BWXT announced the sale of just over 80% of its medical business and Kinectrics stable-isotope enrichment operations to Nordic Capital in a transaction valued at up to $800 million. The deal includes $750 million of consideration, with shared economics that could lift the value to $800 million, according to Senior Vice President and CFO Mike Fitzgerald.
Nuclear's Pullback: A Generational Buying Opportunity?BWXT will retain a 20% equity interest in the businesses and will continue providing certain specialty manufacturing services after the transaction closes. The sale excludes the company’s Isogen joint venture with Framatome, which provides irradiation services through Bruce Power.
Geveden said the medical operations represented about 3% of BWXT’s total sales but required a disproportionate amount of management attention. He said the transaction would allow the company to concentrate resources on nuclear national security and commercial power opportunities while placing the medical assets with an owner focused on the healthcare market.
Fitzgerald said the businesses being sold are expected to account for approximately $130 million of 2026 revenue at a margin modestly above the Commercial Operations segment average. After the sale, BWXT will account for its retained interest through equity income rather than revenue.
The company also completed its acquisition of Precision Components Group, or PCG, in early July. While much of PCG’s current work is tied to the U.S. Naval Nuclear Propulsion Program, Geveden said the business adds commercial nuclear manufacturing capabilities, including experience supporting AP1000 components.
BWXT is assessing how to deploy capital at PCG and evaluating additional U.S. commercial manufacturing expansion. Potential sites include Mount Vernon, Indiana, as well as East Coast locations that could leverage PCG’s real estate and workforce. The company said it needs deep-water port access to serve global markets for large equipment, such as steam generators and reactor pressure vessels. BWXT received a $21 million Department of Energy award in May to support domestic manufacturing capacity expansion and expects a final investment decision in coming months.
Commercial Nuclear Pipeline Expands Commercial Operations revenue increased 72% in the quarter, including 33% organic growth. Adjusted EBITDA in the segment more than doubled to $36 million, while adjusted EBITDA margin was 11.9%. Results reflected higher Canadian field services and aftermarket work, nuclear medicine growth, and increased Kinectrics revenue.
Geveden said BWXT is pursuing work with multiple reactor vendors globally and sees a credible opportunity to secure at least one new-build nuclear equipment order before the end of 2026. He pointed to opportunities involving small modular reactors, AP1000 projects and GE Vernova’s BWRX-300 technology.
Canada’s recently released nuclear strategy was also cited as a potential source of future demand. The plan contemplates up to 10 new large reactors over coming decades, in addition to SMR deployments and CANDU life-extension programs. Geveden said long-lead equipment orders for large Canadian projects could begin to affect BWXT’s business positively in the early 2030s.
The company is also pursuing arrangements to monetize its mPower small modular reactor intellectual property. BWXT signed an exclusive land-based licensing agreement with Applied Atomics, which will lead and fund completion of the design and licensing process. BWXT will support that work, retain the intellectual property and hold exclusive manufacturing and royalty rights. Separately, BWXT is conducting a feasibility study with Core Power on using mPower technology for floating nuclear platforms serving offshore energy markets.
Government Operations and Advanced Nuclear Programs Government Operations revenue grew 2% during the quarter as growth in Special Materials and naval propulsion offset lower microreactor volumes. Segment adjusted EBITDA was $126 million, representing a 20.9% margin.
BWXT said its Defense Fuels Enrichment and High Purity Depleted Uranium programs are progressing. The company expects to deliver an operational prototype centrifuge this year at its centrifuge manufacturing development facility, while engineering and site preparation continue for new HPDU plants in Jonesborough, Tennessee.
Geveden also highlighted the Navy’s updated 30-year shipbuilding plan, which calls for sustained annual production of two Virginia-class submarines and one Columbia-class submarine, while accelerating Ford-class aircraft carrier procurement to a four-year cadence. He said the faster Ford cadence should improve manufacturing stability by reducing periods in which only one ship set is moving through BWXT’s plants.
The plan additionally introduces a nuclear-powered battleship concept using one Ford-class reactor. Geveden said the initiative remains in its early stages and is dependent on further authorization and appropriations, but long-lead procurement could begin in 2028 if the program moves forward.
Raised 2026 Outlook BWXT raised full-year free cash flow guidance by $30 million to a range of $345 million to $360 million. It now expects approximately $3.8 billion of revenue for 2026, representing high-teens growth from 2025, and increased adjusted EBITDA guidance to $662 million to $672 million.
Government Operations revenue growth is now expected in the high single digits, down from a prior low-teens expectation, reflecting better cost performance that reduces reported revenue under the company’s accounting rules. Government Operations adjusted EBITDA margin guidance rose to approximately 20.5%, from greater than 19% previously. Commercial Operations revenue growth guidance increased to approximately 45%, from approximately 30%, with slightly more than half of the increase attributed to PCG and the remainder driven by commercial power growth and improved Kinectrics performance. Commercial Operations adjusted EBITDA margin guidance was lowered to approximately 13% from approximately 14%, reflecting investments in U.S. and Canadian capacity. Non-GAAP earnings-per-share guidance was raised to $4.70 to $4.80, with the increase driven entirely by stronger operating earnings. Fitzgerald said BWXT expects about 55% of second-half earnings to be generated in the fourth quarter because of normal Commercial Operations seasonality and the timing of Government Operations program ramps.
About BWX Technologies (NYSE:BWXT)BWX Technologies, Inc NYSE: BWXT is a specialized supplier of nuclear components and services, primarily serving the U.S. government and commercial markets. The company's core expertise lies in the design, fabrication and servicing of nuclear propulsion systems for the U.S. Navy, where it supports the maintenance and overhaul of naval nuclear reactors. In addition to defense applications, BWXT develops small modular reactors (SMRs), nuclear fuel and related technologies for non‐defense power generation, offering scalable solutions to meet evolving energy and industrial demands.
Beyond propulsion and power systems, BWXT is a leading producer of medical radioisotopes used in diagnostic imaging and cancer treatment.
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Key Takeaways BWX Technologies' Q2 sales are estimated to rise 16.7%, while earnings are projected to decline 1%.Naval propulsion, uranium programs and manufacturing gains are expected to support Government Operations.Commercial nuclear demand, medical growth and Kinectrics are likely to lift Commercial Operations revenues. BWX Technologies, Inc. (BWXT - Free Report) is scheduled to report second-quarter 2026 results on Aug. 3, 2026, after market close. The company delivered an earnings surprise of 21.74% in the last reported quarter.
Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results.
Factors Likely to Affect BWXT’s Q2 2026 ResultsHigher revenues from naval nuclear propulsion programs, supported by steady production on the Virginia-class and Columbia-class submarine programs, as well as early work on the next Ford-class aircraft carrier, are likely to have boosted the overall top-line performance of BWXT’s Government Operations segment. Growth in defense fuels enrichment and High-Purity Depleted Uranium (HPDU) programs, along with improved manufacturing efficiency, is also expected to have supported this segment’s performance.
Higher demand for commercial nuclear components and services is expected to have boosted the top-line performance of BWXT’s Commercial Operations segment. Strong growth in its medical business, along with continued contributions from the Kinectrics acquisition, is also likely to have supported this segment’s revenues.
However, higher corporate expenses due to restructuring initiatives and business transformation efforts are likely to have offset some of the positives in the to-be-reported quarter.
Q2 Estimates for BWXTThe Zacks Consensus Estimate for BWXT’s second-quarter sales is pegged at $891.8 million, which indicates an increase of 16.7% from the prior-year number.
The consensus estimate for earnings is pegged at $1.01 per share, which indicates a year-over-year decline of 1%.
What the Zacks Model Unveils for BWX TechnologiesOur proven model predicts an earnings beat for BWX Technologies this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is the case here.
Earnings ESP: BWX Technologies has an Earnings ESP of +0.66%. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
Zacks Rank: BWXT currently carries a Zacks Rank of 3.
You can see the complete list of today’s Zacks #1 Rank stocks here.
Other Stocks to ConsiderCurtissWright (CW - Free Report) is slated to report its second-quarter 2026 results on Aug. 5, after market close. It has an Earnings ESP of +0.36% and a Zacks Rank of 3 at present.
CW’s long-term (three to five years) earnings growth rate is 14.3%. The Zacks Consensus Estimate for earnings is pegged at $3.62 per share, which suggests a year-over-year rise of 12.1%.
ATI INC (ATI - Free Report) is slated to report its second-quarter 2026 results on Aug. 6, before market open. It has an Earnings ESP of +1.32% and a Zacks Rank of 2 at present.
ATI’s long-term earnings growth rate is 28%. The Zacks Consensus Estimate for earnings is pegged at $1.03 per share, which suggests a year-over-year rise of 39.2%.
Vertical Aerospace (EVTL - Free Report) is set to report second-quarter 2026 earnings on Aug. 13, before market open. It has an Earnings ESP of +15.39% and a Zacks Rank of 3 at present.
The Zacks Consensus Estimate for EVTL’s loss is pegged at 39 cents per share, indicating year-over-year improvement. The company delivered an earnings surprise of 4.76% in the last reported quarter.
BWX Technologies dál rozšiřuje výrobní kapacity a investuje do závodů i vybavení, aby podpořila dlouhodobé obranné a komerční programy. K 31. březnu 2026 měla téměř 1,6 miliardy USD v čistém majetku, závodech a zařízení (PP&E).
Key Takeaways BWXT's production network supports long-term government and commercial customer contracts.BWXT is investing in facilities and equipment to support long-term nuclear and defense programs.BWX Technologies' manufacturing expansion enhances production capacity and operational efficiency. BWX Technologies, Inc. (BWXT - Free Report) continues expanding its manufacturing capabilities to boost growing demand across its defense, commercial nuclear and advanced reactor businesses. The company is investing in production facilities and specialized equipment to strengthen operational capacity and improve execution across long-term customer programs. As of March 31, 2026, BWXT reported nearly $1.6 billion in net property, plant and equipment (PP&E), highlighting the scale of its manufacturing platform.
Manufacturing investment remains a key part of BWXT's long-term strategy. The company's specialized production facilities support the fabrication of naval nuclear components, reactor technologies, precision manufacturing and other mission-critical products. Continued investment in manufacturing assets helps modernize operations while aiding production requirements across multiple business segments and strengthening its long-term manufacturing capabilities.
BWXT's manufacturing footprint also provides the flexibility to execute a diverse mix of government and commercial programs. As customer requirements continue evolving, investments in facilities and production equipment boost the company's ability to support long-duration contracts while improving manufacturing efficiency, operational execution and production reliability across its manufacturing network.
Growing demand for nuclear technologies across defense, energy and medical markets is expected to bolster additional manufacturing activity. BWXT's continued investment in production infrastructure positions the company to meet future customer requirements while reinforcing its long-term competitive position and supporting sustained growth across its diversified nuclear technology portfolio.
Companies Expanding Manufacturing InfrastructureNuclear technology companies continue investing in manufacturing assets to strengthen production capabilities and support future reactor deployment. Companies like Oklo Inc. (OKLO - Free Report) and NuScale Power Corporation (SMR - Free Report) are also expanding their manufacturing asset base through continued investments in facilities and equipment.
Oklo reported $95.6 million in net property, plant and equipment as of March 31, 2026, reflecting continued investment in construction in progress and equipment supporting its advanced reactor development.
NuScale Power reported $3.2 million in net property, plant and equipment as of March 31, 2026, highlighting continued investment in facilities and manufacturing assets aiding its small modular reactor technology.
Earnings Estimates for BWXT StockThe Zacks Consensus Estimate for 2026 and 2027 earnings per share suggests year-over-year growth of 14.71% and 13.74%, respectively.
Image Source: Zacks Investment Research
BWXT Stock Is Trading at a DiscountBWX Technologies is trading at a discount relative to the industry, with a forward 12-month price-to-sales of 4X compared with the industry average of 8.41X.
Image Source: Zacks Investment Research
BWXT Stock Price PerformanceOver the past year, BWXT shares have rallied 21.5% compared with the industry’s 7% growth.
Image Source: Zacks Investment Research
BWXT’s Zacks RankBWX Technologies currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
BWX Technologies rozšiřuje kapacity, investuje do závodů, zařízení a technologií, aby podpořila nasazení reaktorů nové generace. Firma využívá své know-how v jaderné výrobě, inženýrství a palivových technologiích.
Key Takeaways BWX Technologies is expanding capabilities to support next-generation reactor deployment.BWXT leverages nuclear manufacturing and engineering expertise across advanced reactor programs.BWX Technologies is investing in facilities and technical capabilities to support future reactor projects. BWX Technologies, Inc. (BWXT - Free Report) continues strengthening its position in the advanced nuclear market by expanding capabilities that support next-generation reactor deployment. The company is leveraging its expertise in nuclear manufacturing, engineering and fuel technologies to support advanced reactor developers and government customers. BWXT is also investing in facilities, equipment and technical capabilities that enhance its ability to deliver specialized reactor components and related nuclear technologies.
Advanced reactors require highly specialized manufacturing processes, precision engineering and a secure domestic supply chain for critical nuclear components. BWXT's decades of experience in naval nuclear propulsion and commercial nuclear operations provide a strong foundation to support these emerging reactor programs. The company's integrated capabilities enable it to manufacture complex reactor components while meeting stringent quality and regulatory requirements.
BWXT also continues expanding its advanced reactor portfolio through collaborations with government agencies and commercial developers. Its expertise spans reactor design support, nuclear fuel development, component manufacturing and engineering services, positioning the company to participate across multiple stages of advanced reactor deployment.
As interest in advanced nuclear technologies continues growing, demand for experienced nuclear manufacturers is expected to increase. BWXT's continued investment in technical capabilities, specialized manufacturing and engineering expertise positions the company to support future advanced reactor projects while strengthening its long-term growth opportunities.
Companies Advancing Advanced Reactor CapabilitiesAs advanced nuclear technologies keep gaining momentum, companies are expanding capabilities to support the deployment of next-generation reactors. Companies like Oklo Inc. (OKLO - Free Report) and NuScale Power Corporation (SMR - Free Report) are also fortifying their positions across the advanced reactor market.
Oklo continues advancing the deployment of its Aurora advanced reactor through fuel qualification, site development and commercialization activities while expanding the capabilities needed to support future reactor operations.
NuScale Power continues advancing its small modular reactor technology through engineering, licensing and supply-chain readiness, strengthening its ability to support future reactor deployment.
Earnings Estimates for BWXT StockThe Zacks Consensus Estimate for 2026 and 2027 earnings per share suggests year-over-year growth of 14.71% and 13.90%, respectively.
Image Source: Zacks Investment Research
BWXT Stock Is Trading at a DiscountBWX Technologies is trading at a discount relative to the industry, with a forward 12-month price-to-sales of 4.25X compared with the industry average of 14.05X.
Image Source: Zacks Investment Research
BWXT Stock Price PerformanceOver the past year, BWXT shares have rallied 34.9% compared with the industry’s 20.2% growth.
Image Source: Zacks Investment Research
BWXT’s Zacks RankBWX Technologies currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
BWXT dokončila akvizici Precision Components Group a rozšířila svou výrobní kapacitu v USA pro jaderné komponenty. Přidává více než 500 000 čtverečních stop kapacity a přes 450 zaměstnanců.
LYNCHBURG, Va.--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) announced today that it has successfully completed its previously announced acquisition of Precision Components Group, LLC (PCG), including its subsidiaries Precision Custom Components (PCC) and DC Fabricators (DCF). PCG is a U.S. manufacturer of complex, heavy-walled and heat-transfer components. The acquisition expands BWXT’s heavy-manufacturing footprint and enhances the company’s ability to deliver U.S.-made nuclear components for the commercial sector.
“Growing demand for reliable, carbon-free energy underscores the urgent need to strengthen the U.S. nuclear manufacturing base,” said John MacQuarrie, BWXT president for Commercial Operations.
Share“Growing demand for reliable, carbon-free energy underscores the urgent need to strengthen the U.S. nuclear manufacturing base,” said John MacQuarrie, BWXT president for Commercial Operations. “By expanding our manufacturing capabilities, we can better support reactor life-extension programs, new build activity and the long-term energy reliability our communities depend on.”
PCG joins BWXT’s Commercial Operations segment and will continue operating at its current facilities in York, Pennsylvania, and Florence, New Jersey. The acquisition adds more than 500,000 square feet of U.S. heavy-manufacturing capacity, including large-envelope machining, heavy weldments, pressure vessels, heat exchangers and ASME-certified component fabrication, and a skilled workforce of over 450 employees.
In addition to expanding commercial nuclear capacity, PCG will continue supporting existing workscopes, including components and services for Electric Boat, Bechtel Plant Machinery, Inc. and other U.S. Navy programs.
Forward-Looking Statements
BWXT cautions that this release contains forward-looking statements, including, without limitation, statements relating to the acquisition of Precision Components Group, LLC, including its subsidiaries Precision Custom Components, LLC, and DC Fabricators, Inc.; anticipated benefits of the acquisition; and future demand for commercial nuclear manufacturing services. These forward-looking statements are based on management’s current expectations and involve a number of risks and uncertainties, including, among other things, the ability to successfully integrate the acquired businesses; changes in market demand or government policy; and supply-chain, labor or cost pressures. If one or more of these or other risks materialize, actual results may differ materially from those expressed or implied by the forward-looking statements.
For a more complete discussion of these and other risk factors, please see BWXT’s Annual Report on Form 10-K for the year ended December 31, 2025, and subsequent Quarterly Reports on Form 10-Q filed with the Securities and Exchange Commission. BWXT cautions not to place undue reliance on these forward-looking statements, which speak only as of the date of this release and undertakes no obligation to update or revise any forward-looking statement, except as required by applicable law.
About BWXT
At BWX Technologies, Inc. (NYSE: BWXT), we are People Strong, Innovation Driven. A U.S.-based company with approximately 10,000 employees, BWXT is a Fortune 1000 and Defense News Top 100 manufacturing and engineering innovator that provides safe and effective nuclear solutions for global security, clean energy, nuclear medicine, space exploration and environmental restoration. BWXT owns and operates 17 manufacturing facilities globally, and its 14 strategic partnerships support the U.S. and Canadian governments at more than two dozen additional locations.
For more information, visit www.bwxt.com. Follow us on LinkedIn, X, Facebook and Instagram.
Key Takeaways BWXT's commercial nuclear segment is emerging as a key growth driver alongside its U.S. Navy business.BWXT's Commercial Operations revenues jumped 121% in Q1 2026, supported by broad-based nuclear demand.BWXT expanded its U.S. manufacturing footprint as Commercial Operations backlog reached nearly $1.72 billion. BWX Technologies (BWXT - Free Report) has long been recognized as the primary supplier of nuclear reactors and fuel for the U.S. Navy. While this government business continues to provide stable, long-term revenues, the company's commercial nuclear segment is emerging as an increasingly important growth engine.
Governments across North America and Europe are extending the operating lives of existing reactors while supporting the development of next-generation nuclear technologies, including small modular reactors ("SMRs") and advanced microreactors. These projects require specialized nuclear components, precision manufacturing, fuel handling systems, and engineering expertise — areas where BWXT has built decades of experience.
In April 2026, BWXT announced the acquisition of Precision Components Group, LLC. This marks BWXT’s first step in establishing a U.S. commercial nuclear component manufacturing footprint to support future new reactor builds and aftermarket.
During the first quarter of 2026, Commercial Operations revenues surged 121% year over year to $283.6 million, driven by strong demand for commercial nuclear components, field services, fuel and fuel-handling products, medical isotope sales, and contributions from Kinectrics.
BWXT reported a Commercial Operations book-to-bill ratio of 1.0 during the quarter, reflecting steady bookings from commercial nuclear components and field services. Kinectrics generated a book-to-bill ratio above 1.0, indicating that new orders continued to outpace revenue recognition.
Commercial Operations continues to build a robust backlog, providing strong visibility into future revenue growth. As of March 31, 2026, BWXT's Commercial Operations backlog reached nearly $1.72 billion, reflecting sustained demand for commercial nuclear components, engineering and field services, fuel handling solutions, and medical isotope products.
Nuclear Companies Positioned for the Commercial ExpansionBWX Technologies is not alone in benefiting from the renewed interest in commercial nuclear energy. Several companies are capitalizing on this long-term industry trend.
Cameco (CCJ - Free Report) continues expanding its uranium production and benefits from increasing global demand for nuclear fuel as utilities secure long-term supply contracts.
NuScale Power (SMR - Free Report) is focused on commercializing SMRs, targeting utilities, industrial customers, and data centers seeking reliable carbon-free electricity.
BWXT Stock’s Earnings EstimatesThe Zacks Consensus Estimate for 2026 earnings per share indicates an increase of 14.76% year over year.
Image Source: Zacks Investment Research
BWXT Stock Trades at a DiscountIn terms of valuation, BWXT’s forward 12-month price-to-sales (P/S) is 4.5X, a discount to the industry’s average of 12.98X.
Image Source: Zacks Investment Research
BWXT Stock’s Price PerformanceIn the past six months, shares of the company have risen 12.6% compared with the industry’s 13.8% growth.
Image Source: Zacks Investment Research
BWXT’s Zacks RankThe company currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
