Track market-moving stories before they get noisy

Investors in BWX Technologies, Inc. (BWXT - Free Report) need to pay close attention to the stock based on moves in the options market lately. That is because the Nov. 20, 2026 $95.00 Call had some of the highest implied volatility of all equity options today.

What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell-off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy.

What do the Analysts Think?Clearly, options traders are pricing in a big move for BWX Technologies shares, but what is the fundamental picture for the company? Currently, BWX Technologies is a Zacks Rank #3 (Hold) in the Aerospace - Defense Equipment industry that ranks in the Top 29% of our Zacks Industry Rank. Over the last 60 days, our Zacks Consensus Estimate for the to-be-reported quarter has moved from $1.21 per share to $1.19 in that period.

Given the way analysts feel about BWX Technologies right now, this huge implied volatility could mean there’s a trade developing. Oftentimes, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected.

BWX Technologies, Inc. (NYSE:BWXT – Get Free Report) has received a consensus rating of “Moderate Buy” from the sixteen brokerages that are presently covering the stock, MarketBeat.com reports. Five investment analysts have rated the stock with a hold recommendation, ten have issued a buy recommendation and one has assigned a strong buy recommendation to the company. The average 12 month price target among analysts that have covered the stock in the last year is $205.00.

Several brokerages have recently commented on BWXT. BNP Paribas Exane decreased their price objective on shares of BWX Technologies from $190.00 to $165.00 and set a “neutral” rating on the stock in a report on Thursday, September 24th. Weiss Ratings cut BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, August 26th. Citigroup reiterated an “outperform” rating on shares of BWX Technologies in a report on Wednesday, September 30th. BTIG Research reissued a “buy” rating and set a $235.00 target price on shares of BWX Technologies in a research note on Wednesday, September 30th. Finally, Guggenheim reissued a “buy” rating and set a $192.00 target price on shares of BWX Technologies in a research note on Wednesday, September 30th.

Check Out Our Latest Research Report on BWX Technologies

BWX Technologies Stock Performance Shares of BWX Technologies stock opened at $135.07 on Thursday. BWX Technologies has a 52 week low of $131.60 and a 52 week high of $241.82. The business’s fifty day simple moving average is $148.20 and its 200-day simple moving average is $179.92. The firm has a market cap of $12.37 billion, a PE ratio of 34.99, a price-to-earnings-growth ratio of 1.90 and a beta of 0.74. The company has a quick ratio of 2.33, a current ratio of 2.40 and a debt-to-equity ratio of 1.51. BWX Technologies (NYSE:BWXT – Get Free Report) last released its quarterly earnings results on Monday, August 3rd. The technology company reported $1.07 earnings per share for the quarter, topping analysts’ consensus estimates of $1.04 by $0.03. The business had revenue of $901.62 million during the quarter, compared to analysts’ expectations of $902.41 million. BWX Technologies had a return on equity of 30.83% and a net margin of 10.11%. The company’s revenue was up 18.0% compared to the same quarter last year. During the same period in the prior year, the business posted $1.02 EPS. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. Equities analysts forecast that BWX Technologies will post 4.75 earnings per share for the current year.

BWX Technologies Dividend Announcement The company also recently announced a quarterly dividend, which was paid on Friday, September 4th. Shareholders of record on Tuesday, August 18th were given a $0.27 dividend. This represents a $1.08 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend was Tuesday, August 18th. BWX Technologies’s payout ratio is currently 27.98%.

Insider Transactions at BWX Technologies In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of the business’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 sale, the chief executive officer directly owned 192,491 shares in the company, valued at $33,204,697.50. This represents a 4.94% decrease in their ownership of the stock. The sale 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 owned by company insiders.

Institutional Inflows and Outflows Hedge funds and other institutional investors have recently made changes to their positions in the business. BlackRock Inc. acquired a new position in shares of BWX Technologies in the second quarter valued at approximately $2,359,895,000. First Trust Advisors LP lifted its holdings in BWX Technologies by 12.2% during the 1st quarter. First Trust Advisors LP now owns 1,391,079 shares of the technology company’s stock worth $284,462,000 after buying an additional 151,580 shares in the last quarter. Bank of New York Mellon Corp lifted its holdings in BWX Technologies by 8.4% during the 1st quarter. Bank of New York Mellon Corp now owns 1,283,997 shares of the technology company’s stock worth $262,565,000 after buying an additional 99,053 shares in the last quarter. Bank of America Corp DE purchased a new position in BWX Technologies in the 2nd quarter valued at approximately $202,020,000. Finally, William Blair Investment Management LLC purchased a new position in BWX Technologies in the 2nd quarter valued at approximately $183,211,000. Hedge funds and other institutional investors own 94.39% of the company’s stock.

(Get Free Report)

BWX Technologies, Inc (NYSE: BWXT) is a specialty manufacturer and services provider focused on nuclear technology. The company designs and manufactures nuclear reactors, reactor components, nuclear fuel and related equipment, with a major emphasis on highly engineered systems used in naval and commercial applications.

BWXT is a key supplier to the U.S. government, supporting the U.S. Navy’s nuclear-powered aircraft carriers and submarines through reactor design, component manufacturing, fuel production, maintenance and life-cycle services.

Further Reading Five stocks we like better than BWX Technologies GM Beat and Added a $20 Billion Buyback—Why Did the Stock Fall? Intercepting Growth: Karman Secures $218M Lockheed Martin Deal Tech Stocks Took a Hit—These 2 Pharma Stocks Are Near New Highs Chip Stocks Have Pulled Back—Here’s How 3 Semiconductor ETFs Stack Up for Investors

Receive News & Ratings for BWX Technologies Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for BWX Technologies and related companies with MarketBeat.com's FREE daily email newsletter.

America's nuclear energy renaissance is being driven by a few big forces. There is rising demand for energy in a growing economy, and artificial intelligence (AI) data centers need stable, reliable power supplies. Nuclear energy can be a part of the mix to meet this growing demand.

But the U.S. military needs power, too. The U.S. Army recently announced a new agreement with several nuclear energy companies to build nuclear microreactors for U.S. military installations. On Aug. 26, the Department of the Army announced $2.2 billion in funding to several companies to own, construct, and operate nuclear microreactors. This is part of the Army's Janus Program, launched in 2025 to help provide the U.S. military with next-generation nuclear energy.

The goal of this $2.2 billion funding is to provide safe, reliable, secure nuclear power to the U.S. military through more than 20 nuclear microreactors. Microreactors are a type of small modular reactor, meaning they can be built out of modular, factory-assembled parts. This can enable more flexible, faster construction at lower cost than for traditional, larger-scale nuclear power plants.

One publicly traded company selected as a vendor for these new Army nuclear microreactors was BWX Technologies (BWXT -1.17%). Let's see why this nuclear energy stock could be a good choice for long-term investors.

Image source: Getty Images.

BWX Technologies (BWXT): Experienced in providing nuclear energy for the U.S. Navy
It makes sense that the U.S. Army would choose BWXT to help build nuclear microreactors. That's because BWXT already builds nuclear reactors for the U.S. Navy.

BWX Technologies is a well-established defense contractor with extensive experience since the 1950s as a nuclear energy supplier and partner for the U.S. Navy. BWXT nuclear reactors power U.S. Navy nuclear submarines and nuclear-powered aircraft carriers.

BWXT stock has gained about 136% in the past five years but has declined by about 40% in the past six months.

BWXT BWX Technologies$134.24-$1.59 (-1.17%)

NYSE · As of 4:00 PM ET 10/20/26

It's not the only nuclear energy stock that has gone through a sell-off. But BWXT's future might be brighter than that of most nuclear stocks. On its most recent quarterly earnings report, BWX Technologies raised its 2026 guidance for revenue, adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA), non-GAAP earnings per share (EPS), and free cash flow.

Unlike some small modular reactor companies, BWXT has a proven track record of deploying its technology and earning profits. Compared to some companies that have promising technologies but no profits, BWXT might offer a more stable, well-established way to invest in the future of nuclear energy.

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering BWX Technologies (BWXT - Free Report) , which belongs to the Zacks Aerospace - Defense Equipment industry.

This supplier of nuclear fuel and components to the U.S. government has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 13.84%.

For the most recent quarter, BWX was expected to post earnings of $1.01 per share, but it reported $1.07 per share instead, representing a surprise of 5.94%. For the previous quarter, the consensus estimate was $0.92 per share, while it actually produced $1.12 per share, a surprise of 21.74%.

Price and EPS Surprise

Thanks in part to this history, there has been a favorable change in earnings estimates for BWX lately. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the stock is positive, which is a great indicator of an earnings beat, particularly when combined with its solid Zacks Rank.

Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

BWX currently has an Earnings ESP of +0.22%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on November 2, 2026.

Investors should note, however, that a negative Earnings ESP reading is not indicative of an earnings miss, but a negative value does reduce the predictive power of this metric.

Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate.

Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

41 Followers

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Key Takeaways BWXT raises its 2026 revenue outlook to $3.80 billion and adjusted EPS guidance to $4.70-$4.80.Commercial revenues surge 71.7% to $302.5 million, lifting BWXT's full-year growth forecast to 45%.BWXT expects 55% of second-half earnings in Q4, while capacity spending pressures Commercial margins. BWX Technologies, Inc. (BWXT - Free Report) raised several key 2026 financial targets after second-quarter revenues increased 18% and adjusted earnings of $1.07 per share topped the Zacks Consensus Estimate of $1.01. The revision points to faster Commercial momentum and better Government profitability.

The stronger outlook also raises the execution bar. BWXT now needs to convert accelerating nuclear demand into earnings and cash flow while managing capacity spending and a fourth-quarter-heavy profit cadence.

BWXT Raises Key 2026 Financial TargetsBWXT now expects 2026 revenues of about $3.80 billion, up from more than $3.75 billion previously. Adjusted earnings guidance rose to $4.70-$4.80 per share from $4.60-$4.75, while adjusted EBITDA guidance increased to $662-$672 million from $650-$665 million.

Free cash flow guidance also moved higher to $345-$360 million from $315-$330 million. The breadth of the revisions matters because the upgrade extends beyond revenues and earnings to cash generation, giving the stronger outlook support across several financial measures.

BWXT Commercial Growth Drives the Guidance LiftCommercial Operations supplied the clearest growth signal in the second quarter. Revenues surged 71.7% year over year to $302.5 million, including 33% organic growth, while adjusted EBITDA more than doubled to $36.1 million. Growth reflected commercial nuclear components, field services, fuel handling, medical activity and Kinectrics.

Management lifted full-year Commercial revenue growth guidance to about 45% from about 30%. Slightly more than half of the increase reflects the Precision Components Group acquisition, with the balance tied to stronger organic commercial power growth and modestly better Kinectrics performance. GE Vernova Inc. (GEV - Free Report) also serves the nuclear market through turbine-island services, outage support and life-extension work, underscoring the broader investment cycle in nuclear equipment and services.

BWXT Government Margins Add Earnings SupportGovernment Operations revenues increased 2.1% to $601.3 million as naval propulsion and special materials growth outweighed lower advanced nuclear volumes. The segment posted a 20.9% adjusted EBITDA margin in the quarter, and management raised full-year margin guidance to about 20.5% from more than 19%.

Better cost execution, particularly on high-purity depleted uranium work, supports higher expected adjusted EBITDA dollars even with slower reported revenue growth. Still, quarterly comparisons can move with contract mix and favorable adjustments. Huntington Ingalls Industries, Inc. (HII - Free Report) , whose Newport News Shipbuilding division designs, builds and maintains nuclear-powered aircraft carriers and submarines, illustrates the long-cycle defense demand supporting the broader U.S. naval nuclear ecosystem.

BWXT’s Fourth Quarter Carries More Execution RiskApproximately 55% of BWXT’s second-half 2026 earnings are expected in the fourth quarter. Management linked that concentration to normal Commercial seasonality and the timing of new Government program ramp-ups, making late-year delivery unusually important to the full-year outlook.

Capital requirements add another layer of execution risk. Second-quarter capital expenditures rose 27% year over year to $41.4 million.

Commercial adjusted EBITDA margin guidance also fell to about 13% from about 14% as BWXT invests in U.S. capacity, PCG and Canada.

BWXT Signals Frame the Guidance Upside CarefullyHigher guidance is meaningful fundamental progress, but it does not eliminate the timing and margin risks embedded in the second half. Commercial growth is accelerating and Government profitability has improved, yet the earnings profile remains dependent on a concentrated fourth-quarter delivery window.

The Neutral stance remains appropriate, balancing stronger guidance and nuclear growth against capacity spending, contract-mix variability and the execution needed to finish 2026 on plan.

BWXT Stock Price MovementIn the past six months, BWX Technologies shares have fallen 41.7% compared with the industry’s decline of 16.8%.

Image Source: Bigstock

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' nuclear growth, $1.4 billion in naval contracts and raised 2026 guidance bolster its outlook, but valuation, margin pressure and execution risks warrant caution.

Nuclear power demand is rising, but that does not mean every nuclear reactor stock will deliver strong shareholder returns.

The key question is which nuclear-focused company has the most robust long-term growth potential, and how much success today's share price already assumes. These are my scenario ranges for 2031, not Wall Street price targets.

Image source: Getty Images.

Oklo's valuation already assumes significant deployment Oklo (OKLO +0.38%) plans to build, own, and operate its 15- to 75-megawatt (MW) capacity Aurora reactors and sell electricity directly to customers under long-term power agreements. Customer interest is already substantial, including Meta Platforms' agreement supporting Oklo's planned 1.2-gigawatt (GW) Ohio power campus and a nonbinding 12-GW Master Power Agreement with Switch. However, most of that potential capacity still needs to clear licensing, financing, and construction hurdles before it can generate revenue.

Premium Feature

Moneyball Superscore

63/100

Today's Change

(

0.38

%) $

0.13

Current Price

$

34.70

Analysts currently expect Oklo to generate about $812 million of revenue in 2031. The estimate also broadly fits the reactor economics. Assume a 50-MW Aurora operates at the U.S. nuclear industry's average annual capacity factor of 91% and earns $88 per MWh, in line with Constellation Energy's contracted clean power assumption for 2030.

Using those benchmarks, each 50-MW Aurora could generate roughly $35 million of annual revenue by 2031. I would also use a price-to-sales multiple of 3.1x to 3.5x, broadly in line with those of established power producers such as Vistra and Constellation Energy. Reaching $812 million would therefore require roughly 23 50-MW-equivalent plants, or about 1.15 GW of operating capacity.

In my base case, 23 operating powerhouses generate roughly $807 million of revenue. Applying a 3.3x sales multiple to the midpoint gives a market capitalization of about $2.7 billion, or roughly $14 per share, based on Oklo's current 186 million shares.

My bear case assumes only five powerhouses, or 250 MW, are operating by 2031. Roughly $175 million of revenue at 3.1 times sales means about $3 per share. The bull case assumes 30 powerhouses, or 1.5 GW, generating about $1.05 billion of revenue. At 3.5 times sales, that supports roughly $20 per share.

All three estimates are below Oklo's closing price of $38.55 as of Oct. 6. Hence, the stock appears to price in substantially more post-2031 growth or a much richer valuation multiple.

NuScale still needs real project revenue NuScale Power's (SMR -1.64%) US460 reactor design has already secured approval from the Nuclear Regulatory Commission.

NuScale Power's most advanced commercial opportunity is Romania's six-module Doicești project. However, current project plans do not expect the first module to begin commercial operation until July 2033, with the full plant targeted for December 2034.

Analysts expect NuScale Power's revenue to rise from about $1.49 billion in 2030 to $1.86 billion in 2031, with EPS turning slightly positive at $0.20. Assume price-to-sales multiple in the range of 3.8x to 6.6x, in line with the current multiples of nuclear technology and equipment player BWX Technologies (BWXT +1.13%) and power-equipment company GE Vernova.

For the bear case, I assume commercialization slips by roughly a year, and 2031 revenue reaches only the current $1.49 billion estimate for 2030. Applying the lower 3.8x sales multiple and dividing by NuScale Power's roughly 430 million current economic interests gives a value of about $13 per share.

The base case uses the analysts' $1.86 billion 2031 revenue estimate and the 5.2x average multiple, resulting in roughly $22 per share.

For the bull case, I assume NuScale reaches the current $2.32 billion 2032 revenue estimate one year early. Applying the upper 6.6x sales multiple gives a value of about $36 per share. All these estimates use NuScale Power's current economic-interest count so that future equity issuance would reduce per-share values.

Nano Nuclear's valuation hinges on proving KRONOS Nano Nuclear Energy (NNE +0.52%) had roughly $580 million in cash and short-term investments and about 53.7 million shares outstanding at the end of June 2026. Management estimates that its first full-scale KRONOS reactor prototype could cost about $300 million to $350 million.

Premium Feature

Moneyball Superscore

47/100

Today's Change

(

0.52

%) $

0.08

Current Price

$

15.34

In my bear case, Nano Nuclear Energy funds the full $350 million itself, and KRONOS creates little commercial value by 2031. So the company will have roughly $230 million left, or about $4.30 per current share, before accounting for additional operating cash burn.

Analysts currently expect about $900 million of fiscal 2031 revenue, although the company is still expected to be loss-making that year.

Currently profitable nuclear company BWX Technologies trades at around 3.8 times trailing sales. Applying a 50% discount to that multiple in my base case, because Nano Nuclear Energy would still be less mature and unprofitable, gives roughly $31.8 per share. However, if successful KRONOS commercialization helps the company reach a 3.8x sales multiple, the bull case rises to roughly $64 per share. All the estimates assume the current share count to persist in 2031.

BWX Technologies' biggest risk is valuation Analysts expect BWX Technologies' earnings per share to reach $7.69 in 2030, up 12.6% year over year. Assuming the same growth rate in 2031 gives roughly $8.66 of EPS.

Premium Feature

Moneyball Superscore

79/100

Today's Change

(

1.13

%) $

1.61

Current Price

$

143.83

BWX Technologies, which supplies nuclear power to the U.S. Navy, currently trades at about 26.7 times forward earnings. On the other hand, major defense contractors such as Lockheed Martin, Northrop Grumman, General Dynamics, and RTX trade at forward P/Es of 15.4x, 15.6x, 17.5x, and 22.8x, respectively.

Using the median peer forward P/E of 16.55 times for the base case, my estimated 2031 EPS of $8.66 supports a share price of roughly $143. For the bear case, applying a 15.4x multiple gives about $133 per share. In the bull case, if BWX Technologies maintains its current 26.7x forward P/E, the stock could reach roughly $231 per share.

BWX Technologies appears to be the least speculative of the four, but its upside still depends on overall investor sentiment and the valuation multiple in 2031.

Key Takeaways BWXT processes government uranium stockpiles and develops high-purity depleted uranium capabilities.BWXT develops low-enriched uranium fuel for research reactor conversions under a non-proliferation program.BWXT's uranium processing and downblending activity supported Government Operations growth. BWX Technologies, Inc. (BWXT - Free Report) is expanding its role in nuclear materials processing through uranium recovery, purification and downblending activities. The company processes government stockpiles of highly enriched uranium and is developing capabilities to manufacture high-purity depleted uranium. These specialized operations support government nuclear programs and broaden BWXT’s work beyond reactor components and fuel manufacturing.

BWXT performs uranium recovery and downblending at its facilities in Lynchburg, VA, and Erwin, TN. Its capabilities include receiving, storing, characterizing, dissolving, recovering and purifying uranium-bearing materials. The company also works with a Department of Energy-supported nuclear non-proliferation program to develop high-density, low-enriched uranium fuel needed for research reactor conversions.

The business recorded stronger demand in 2025. Revenues from BWXT’s Uranium Processing and Nuclear Services operations increased to $406.6 million from $287 million in 2024. The increase included a $68.1 million contribution from higher uranium processing and downblending activity, making these operations an important contributor to the growth of its Government Operations segment.

BWXT’s established processing facilities and experience handling uranium-bearing materials provide a foundation for its government work. Continued activity in uranium processing, recovery and downblending could support the segment’s future performance, although results will depend on contract activity, program requirements and execution.

Companies Supporting Specialized Nuclear Materials ProcessingThe need for specialized nuclear materials and fuel capabilities supports activity across the nuclear industry. Companies involved in nuclear fuel production and processing include Cameco Corporation (CCJ - Free Report) and Centrus Energy Corp. (LEU - Free Report) .

Cameco supplies uranium and nuclear fuel services for the nuclear energy industry, supporting the fuel requirements of power reactors.

Centrus Energy provides nuclear fuel services and develops uranium enrichment capabilities, including technologies intended to support the supply of enriched uranium for nuclear fuel applications.

Earnings Estimates for BWXT StockThe Zacks Consensus Estimate for BWXT’s 2026 and 2027 earnings per share suggests year-over-year growth of 18.45% and 10.10%, 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 3.23X compared with the industry average of 6.89X.

Image Source: Zacks Investment Research

BWXT Stock Price PerformanceOver the past three months, BWXT’s shares have fallen 23.6% compared with the industry’s 18% decline.

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, Inc. (NYSE:BWXT – Get Free Report)’s stock price hit a new 52-week low on Monday. The stock traded as low as $131.86 and last traded at $135.99, with a volume of 1621844 shares trading hands. The stock had previously closed at $134.86.

Analysts Set New Price Targets A number of equities research analysts have recently issued reports on BWXT shares. Bank of America reduced their price target on shares of BWX Technologies from $250.00 to $210.00 and set a “buy” rating for the company in a research report on Wednesday, September 30th. Truist Financial lowered their price target on BWX Technologies from $212.00 to $202.00 and set a “hold” rating on the stock in a report on Friday, August 14th. Seaport Research Partners raised BWX Technologies from a “neutral” rating to a “buy” rating and set a $245.00 price objective for the company in a research note on Monday, June 22nd. Wells Fargo & Company raised BWX Technologies from an “underweight” rating to an “equal weight” rating and reduced their price objective for the stock from $200.00 to $170.00 in a report on Thursday, August 27th. Finally, Citigroup reiterated an “outperform” rating on shares of BWX Technologies in a research report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and five have given a Hold rating to the stock. According to MarketBeat.com, BWX Technologies currently has an average rating of “Moderate Buy” and an average price target of $210.00.

Check Out Our Latest Report on BWXT

BWX Technologies Stock Up 1.0% The firm has a market cap of $12.48 billion, a PE ratio of 35.25, a P/E/G ratio of 2.06 and a beta of 0.74. 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 firm’s 50 day moving average is $156.20 and its 200-day moving average is $186.18. BWX Technologies (NYSE:BWXT – Get Free Report) last released its earnings results on Monday, August 3rd. The technology company reported $1.07 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to the consensus estimate of $902.41 million. During the same period in the previous year, the firm earned $1.02 earnings per share. BWX Technologies’s revenue was up 18.0% compared to the same quarter last year. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. As a group, equities research analysts expect that BWX Technologies, Inc. will post 4.75 earnings per share for the current fiscal year.

BWX Technologies Dividend Announcement The firm also recently disclosed a quarterly dividend, which was paid on Friday, September 4th. Shareholders of record on Tuesday, August 18th were issued a dividend of $0.27 per share. The ex-dividend date was Tuesday, August 18th. This represents a $1.08 annualized dividend and a yield of 0.8%. BWX Technologies’s payout ratio is currently 27.98%.

Insider Activity 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 completion of the transaction, the chief executive officer directly owned 192,491 shares in the company, valued at approximately $33,204,697.50. This trade represents a 4.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.60% of the company’s stock.

Institutional Investors Weigh In On BWX Technologies Institutional investors and hedge funds have recently made changes to their positions in the company. Stonebridge Financial Group LLC grew its holdings in shares of BWX Technologies by 3.9% during the third quarter. Stonebridge Financial Group LLC now owns 43,904 shares of the technology company’s stock valued at $6,015,000 after purchasing an additional 1,636 shares during the last quarter. QRG Capital Management Inc. boosted its holdings in shares of BWX Technologies by 14.2% during the second quarter. QRG Capital Management Inc. now owns 2,807 shares of the technology company’s stock valued at $546,000 after acquiring an additional 348 shares during the period. Envestnet Portfolio Solutions Inc. increased its holdings in shares of BWX Technologies by 3.9% in the 2nd quarter. Envestnet Portfolio Solutions Inc. now owns 6,935 shares of the technology company’s stock worth $1,350,000 after acquiring an additional 260 shares during the period. Security National Bank of SO Dak bought a new position in BWX Technologies in the 2nd quarter worth about $29,000. Finally, Sequoia Financial Advisors LLC increased its stake in shares of BWX Technologies by 18.3% in the second quarter. Sequoia Financial Advisors LLC now owns 60,999 shares of the technology company’s stock valued at $11,873,000 after purchasing an additional 9,425 shares during the period. 94.39% of the stock is owned by institutional investors and hedge funds.

(Get Free Report)

BWX Technologies, Inc (NYSE:BWXT) is a provider of nuclear components, systems and services for government and commercial customers. The company is best known for designing and manufacturing nuclear reactors and related components for the U.S. Navy’s nuclear-powered aircraft carriers and submarines. It also supports the nuclear fuel cycle and provides engineering, manufacturing, maintenance and technical services for nuclear facilities.

BWXT serves the U.S. government, commercial nuclear power producers, research institutions and customers in the healthcare and space industries.

See Also Five stocks we like better than BWX Technologies First Citizens BancShares vs MP Materials: A Tale of 2 Regulation Bets These 3 Short-Squeeze Candidates Have Catalysts, But Their Risks Are Just as Large 3 High-Yield Dividend Stocks That May Be Safer Than They Seem Insider Trades: Dell Sees Over $1 Billion in Sales, Berkshire Buys a Top Homebuilder Receive News & Ratings for BWX Technologies Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for BWX Technologies and related companies with MarketBeat.com's FREE daily email newsletter.

Nuclear power is experiencing a major global renaissance, but it has quietly powered the U.S. Navy for over 50 years, and BWX Technologies (BWXT -1.41%) has been central to this. BWX designs and builds nuclear reactor components and fuel for U.S. Navy submarines and aircraft carriers, and is its exclusive fuel supplier.

BWXT possesses an unrivaled competitive moat that delivers predictable, long-term growth and stands to benefit from growing support for nuclear energy technologies. Here's why BWX Technologies is my top nuclear pick right now.

Image source: Getty Images.

BWX Technologies has a robust moat BWX Technologies holds a strong competitive position as the exclusive manufacturer of naval nuclear reactors and nuclear fuel for the Naval Nuclear Propulsion Program. Over five decades, BWXT has delivered 420 compact naval nuclear reactors to the U.S. Navy. In May 2026, the company secured U.S. Naval Nuclear Propulsion Program contracts totaling $1.4 billion.

BWXT is leveraging its nuclear expertise to capitalize on growing demand Beyond defense, BWXT draws on decades of expertise in nuclear components and is well-positioned to capitalize on surging commercial nuclear demand as a merchant supplier. It manufactures heavy equipment that makes nuclear energy possible and is contracted by GE Vernova to fabricate the reactor pressure vessel for the BWRX-300 small modular reactor.

BWXT also supports next-generation developers by engineering specialized hardware, such as the intermediate heat exchanger for TerraPower's design. It also develops the BWXT Advanced Nuclear Reactor, a modular, factory-fabricated microreactor utilizing tri-structural isotropic (TRISO) fuel pellets. To expand its domestic manufacturing capacity, BWXT acquired Precision Components Group, adding over 500,000 square feet of heavy-manufacturing space across Pennsylvania and New Jersey.

In addition to manufacturing components, BWXT is expanding its fuel production capabilities. As part of this, the company is deploying prototype centrifuges at its Oak Ridge facility. It is also leading in advanced fuels such as TRISO and high-assay, low-enriched uranium (HALEU).

Premium Feature

Moneyball Superscore

80/100

Today's Change

(

-1.41

%) $

-1.93

Current Price

$

134.86

Time to buy the dip on BWX Technologies? Despite the strong secular tailwinds behind nuclear energy and BWXT's $8.4 billion backlog, the stock is down 44% from its 52-week high. The decline reflects short-term concerns, including temporary margin compression and heavy capital expenditures as it scales domestic manufacturing capacity. However, these investments position it to benefit from the growing tailwinds behind the nuclear energy industry.

BWX Technologies is anchored by its exclusive agreement with the Navy, giving it a strong moat and long-term earnings visibility. With its business spanning reactor manufacturing and fuel infrastructure, BWXT is positioned to capture value across the nuclear value chain.

The stock is now priced at 28 times forward earnings, well below its peak forward P/E of 50 times earlier this year. Given its robust competitive position and strong growth prospects, the pullback presents investors with a compelling opportunity to invest in BWX Technologies now.

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.) 1-800-715-9871 and (International) 1-646-307-1963; conference ID: 8025364. A replay of th.

LYNCHBURG, Va.--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) announced the award of a contract totaling approximately $189 million for the manufacture of naval nuclear reactor fuel. Under this contract, BWXT subsidiary Nuclear Fuel Services, Inc., located in Erwin, Tennessee, will manufacture and deliver fuel for the U.S. Naval Nuclear Propulsion Program. BWXT fuel and reactors power the U.S. Navy's Ohio, Virginia, Seawolf, Los Angeles and Columbia-class submarines, as well as the Nimit.

3 Defense Stocks Riding Nuclear, Missile, and Aerospace DemandBWX 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.

Chief Executive Officer Rex Geveden said the company expects $3.8 billion in sales in 2026, up 19% year over year, with approximately $3.7 billion tied to nuclear-related activities. He described BWXT as a “global nuclear industrial champion,” citing 16 major manufacturing sites across North America and Europe, 5 million square feet of nuclear-qualified manufacturing space and 11,400 employees.

Get BWX Technologies alerts:

Powering the AI Boom: Uranium’s $95 SparkThe company reported backlog of $8.4 billion, up from $4 billion at its prior Investor Day in early 2024. Geveden said the backlog represented roughly nine quarters of work at BWXT’s current run rate and reflected the company’s ability to convert demand into contracted programs.

2030 Financial Targets Chief Financial Officer Mike Fitzgerald introduced specific 2030 targets, replacing the company’s prior three- to five-year medium-term framework. BWXT is targeting:

Revenue of $5.5 billion to $6 billion in 2030, representing low-double-digit annual growth from 2026. Adjusted EBITDA of $1.1 billion to $1.2 billion, representing low- to mid-teens annual growth. Free cash flow of $525 million to $575 million, supported by low-double-digit growth from 2026. Adjusted EBITDA margin expansion to approximately 20% in 2030 from an expected 17.5% in 2026. BWX Technologies’ Army Reactor Win Could Redraw Its Nuclear Growth StoryFitzgerald said BWXT expects to generate more than $2 billion in cumulative free cash flow from 2026 through 2030. The company expects capital expenditures to remain in a range of 5% to 6% of revenue, including approximately 3.5% to 4% for maintenance capital and 1.5% to 2% for growth investments.

The company reaffirmed its 2026 guidance and provided an initial 2027 framework calling for high-single-digit revenue and adjusted EBITDA growth, along with modest margin expansion. BWXT expects 2027 Government Operations revenue growth of high single digits to low double digits, while Commercial Operations is expected to report low-single-digit growth after accounting for the anticipated sale of BWXT Medical and the full-year contribution from Precision Components Group.

BWXT recently announced the sale of a majority interest in BWXT Medical for up to $800 million while retaining an approximately 20% stake. Fitzgerald said the company has allocated about $1.6 billion of capital across 2024 through 2026 through organic investment, acquisitions, dividends and share repurchases. Following its Precision Components Group acquisition, BWXT had $400 million in cash and $1.7 billion in total liquidity, he said.

Commercial Nuclear Growth Plans John MacQuarrie, president of Commercial Operations, said the segment expects approximately $1.2 billion in 2026 revenue, including about $130 million from the medical business. The business had $1.6 billion in backlog at midyear and employs more than 4,000 people.

MacQuarrie said Commercial Operations has expanded from a primarily CANDU-focused business with about $330 million in revenue in 2020 to a broader supplier of nuclear components, fuel and lifecycle services. Services are now about half of the segment’s business, according to the presentation.

The company has delivered more than 325 commercial steam generators and has 60 more in backlog. It has also delivered more than 2 million fuel assemblies to Canadian customers. BWXT is completing an expansion of its Cambridge, Ontario, facility, adding about 40% to the portion of the plant used for large components and creating what management described as the world’s largest nuclear-component assembly clean room.

MacQuarrie pointed to Canadian life-extension projects, small modular reactor deployments and planned large-reactor construction as key opportunities. BWXT is manufacturing the reactor pressure vessel for Ontario Power Generation’s BWRX-300 project at Darlington, which he described as the Western world’s first SMR under construction. Ontario Power Generation has committed to four units at the site, he said.

The company is also pursuing opportunities in the U.S. and Europe, including work supporting AP1000 deployment in Bulgaria, steam-generator design for Rolls-Royce SMR, and potential BWRX-300 projects in Europe. Commercial Operations expects high-teens revenue compound annual growth through 2030, adjusted EBITDA growth above 20%, and EBITDA margins rising from about 13% to the high teens.

Government Programs and Special Materials Joe Miller, president of Government Operations, said the segment expects $2.6 billion in 2026 revenue and adjusted EBITDA of about $520 million, implying a margin of approximately 20.5%. Government Operations accounts for nearly $7 billion of BWXT’s total backlog, with naval nuclear propulsion representing about 70% of segment revenue.

Miller said the naval business is expected to grow at a 4% to 6% compound annual rate based on the existing U.S. shipbuilding plan. Potential upside could come from the proposed battleship program, the SSN-AUKUS program and other international support opportunities, though those items were not included in the company’s forecast.

The segment also includes technical services, advanced nuclear and special materials. BWXT said its technical-services joint ventures operate at 14 sites and generate equity income rather than consolidated revenue. The business has grown from $27 million in EBITDA in 2020 to approximately $80 million, Miller said.

In special materials, BWXT cited a $1.63 billion contract to provide 2,000 metric tons of high-purity depleted uranium and a separate $1.5 billion contract related to scaling centrifuge technology and preparing enrichment capability for highly enriched uranium. Management said the opportunities associated with rebuilding U.S. unobligated enrichment capability could extend into the tens of billions of dollars, though the company did not provide a specific share assumption.

BWXT also highlighted its advanced-nuclear programs. The company has completed fuel delivery for Project Pele and is preparing the reactor for shipment and fueling at Idaho National Laboratory. It plans to deploy a larger version of that technology under the Janus program at Fort Campbell. Miller said BWXT intends to remain a supplier of TRISO fuel both for its own reactor programs and for other reactor developers.

Geveden said BWXT’s investment case rests on demand for nuclear solutions tied to energy security, national security and rising electricity needs, including demand associated with artificial intelligence. He said the company intends to pursue growth while improving manufacturing throughput, applying automation and digital tools, and maintaining disciplined capital allocation.

About BWX Technologies (NYSE:BWXT)BWX Technologies, Inc NYSE: BWXT is a provider of nuclear components, systems and services for government and commercial customers. The company is best known for designing and manufacturing nuclear reactors and related components for the U.S. Navy's nuclear-powered aircraft carriers and submarines. It also supports the nuclear fuel cycle and provides engineering, manufacturing, maintenance and technical services for nuclear facilities.

BWXT serves the U.S. government, commercial nuclear power producers, research institutions and customers in the healthcare and space industries.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

Should You Invest $1,000 in BWX Technologies Right Now?Before you consider BWX Technologies, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and BWX Technologies wasn't on the list.

While BWX Technologies currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

Tesla, Nvidia, and Google helped shape the last era of market growth, but the next wave could come from a new group of companies. Inside this report, you’ll find 7 stocks that could play a major role in the next tech-driven market boom.

Get This Free Report

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

BWX Technologies, Inc. (BWXT) Analyst/Investor Day Transcript

-

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 critical role in providing nuclear solutions to national security and commercial power customers, strong financial position and disciplined approach to capital allocation,” said Mike Fitzgerald, BWXT’s chief financial officer. “This achievement reflects the actions we have taken to optimize our balance sheet while maintaining the financial flexibility to invest in our business and support long-term growth.”

In assigning the rating, Fitch cited BWXT’s strong position in providing critical nuclear reactor components and fuel for the U.S. naval propulsion and other strategic government programs, backed by its specialized licenses, intellectual property and ability to meet stringent regulatory requirements. Fitch also cited multi-year revenue visibility and cash flow stability, supported by BWXT’s robust backlog, as well as its conservative financial policy and financial flexibility to fund growth initiatives while maintaining leverage consistent with the investment grade rating.

Forward Looking Statement

BWXT cautions that this release contains forward-looking statements, including statements regarding the implications of Fitch Rating’s recent announcement of an investment grade credit rating for BWXT and statements relating to BWXT’s balance sheet, financial position, cash flows, backlog and leverage. These forward-looking statements involve a number of risks and uncertainties, including, among other things, BWXT’s ability to execute its business strategy and maintain its financial profile, changes in economic conditions, interest-rate or capital-market volatility and operational or competitive developments. If one or more of these or other risks materialize, actual results may vary materially from those expressed. These risks may also affect Fitch Rating’s future views of BWXT’s credit profile and could result in changes to BWXT’s ratings, outlook or rating sensitivities. 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.

More News From BWX Technologies, Inc.

Back to Newsroom

Bank of America Corp DE purchased a new position in BWX Technologies, Inc. (NYSE:BWXT – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 1,037,863 shares of the technology company’s stock, valued at approximately $202,020,000. Bank of America Corp DE owned approximately 1.13% of BWX Technologies at the end of the most recent reporting period.

Other institutional investors have also made changes to their positions in the company. BlackRock Inc. acquired a new position in shares of BWX Technologies in the second quarter worth $2,359,895,000. Franklin Resources Inc. boosted its holdings in shares of BWX Technologies by 2.4% during the 4th quarter. Franklin Resources Inc. now owns 2,258,282 shares of the technology company’s stock worth $390,321,000 after buying an additional 53,594 shares during the period. Geode Capital Management LLC boosted its holdings in BWX Technologies by 3.9% during the fourth quarter. Geode Capital Management LLC now owns 1,857,716 shares of the technology company’s stock valued at $321,176,000 after acquiring an additional 69,857 shares during the period. First Trust Advisors LP grew its holdings in BWX Technologies by 12.2% in the 1st quarter. First Trust Advisors LP now owns 1,391,079 shares of the technology company’s stock valued at $284,462,000 after buying an additional 151,580 shares during the last quarter. Finally, Bank of New York Mellon Corp grew its stake in shares of BWX Technologies by 8.4% in the first quarter. Bank of New York Mellon Corp now owns 1,283,997 shares of the technology company’s stock worth $262,565,000 after acquiring an additional 99,053 shares during the last quarter. 94.39% of the stock is currently owned by institutional investors and hedge funds.

BWX Technologies Stock Performance Shares of BWX Technologies stock opened at $145.33 on Thursday. The company has a debt-to-equity ratio of 1.51, a current ratio of 2.40 and a quick ratio of 2.33. The firm has a market cap of $13.32 billion, a P/E ratio of 37.65, a P/E/G ratio of 2.30 and a beta of 0.75. The firm has a 50 day simple moving average of $164.90 and a 200 day simple moving average of $191.32. BWX Technologies, Inc. has a fifty-two week low of $144.33 and a fifty-two week high of $241.82.

BWX Technologies (NYSE:BWXT – Get Free Report) last issued its quarterly earnings results on Monday, August 3rd. The technology company reported $1.07 EPS 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 company had revenue of $901.62 million during the quarter, compared to analysts’ expectations of $902.41 million. During the same quarter in the previous year, the company earned $1.02 EPS. BWX Technologies’s 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. Sell-side analysts predict that BWX Technologies, Inc. will post 4.75 earnings per share for the current fiscal year. BWX Technologies Dividend Announcement The company also recently declared a quarterly dividend, which was paid on Friday, September 4th. Investors of record on Tuesday, August 18th were given a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date was Tuesday, August 18th. BWX Technologies’s dividend payout ratio (DPR) is currently 27.98%.

Insiders Place Their Bets In other news, CEO Rex D. Geveden sold 10,000 shares of BWX Technologies stock in a transaction on 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 transaction, the chief executive officer directly owned 192,491 shares of the company’s stock, valued at $33,204,697.50. This trade represents a 4.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth A number of equities research analysts recently weighed in on BWXT shares. Guggenheim initiated coverage on BWX Technologies in a research report on Monday. They set a “buy” rating and a $192.00 target price on the stock. BTIG Research reiterated a “buy” rating and set a $235.00 target price on shares of BWX Technologies in a research report on Tuesday, August 4th. Wall Street Zen cut shares of BWX Technologies from a “buy” rating to a “hold” rating in a research note on Saturday, August 8th. Jefferies Financial Group assumed coverage on shares of BWX Technologies in a report on Thursday, September 3rd. They set a “buy” rating and a $181.00 price objective for the company. Finally, Wells Fargo & Company upgraded shares of BWX Technologies from an “underweight” rating to an “equal weight” rating and cut their target price for the company from $200.00 to $170.00 in a research note on Thursday, August 27th. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat, BWX Technologies currently has an average rating of “Moderate Buy” and a consensus target price of $217.92.

Read Our Latest Research Report on BWXT

BWX Technologies Profile (Free Report)

BWX Technologies, Inc (NYSE: BWXT) is a technology and manufacturing company that specializes in nuclear components, systems and services. The company primarily serves government and commercial customers in the nuclear energy, national security and medical markets.

BWXT is a major supplier to the U.S. government and supports the U.S. Navy’s nuclear propulsion program by designing and manufacturing nuclear reactors and related components for naval vessels. Its offerings also include nuclear fuel, reactor components, engineering and maintenance services, and technologies intended for advanced and small modular reactors.

Through its commercial and medical businesses, BWXT provides nuclear equipment and services for civilian power generation, produces medical radioisotopes and related technologies, and supports research and other specialized applications.

Read More Five stocks we like better than BWX Technologies 3 Luxury Consumer Brands to Watch in a Beaten-Down Sector Jackson’s Record Quarter Powers the Bull Case Holiday Shopping Is Almost Here—And Target May Be Ready to Win Big AI Panic Hit Tech Stocks—But NVIDIA’s Growth Engine Is Intact Want to see what other hedge funds are holding BWXT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for BWX Technologies, Inc. (NYSE:BWXT – Free Report).

Receive News & Ratings for BWX Technologies Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for BWX Technologies and related companies with MarketBeat.com's FREE daily email newsletter.

NuScale (SMR -13.37%), a developer of small modular reactors (SMRs), went public through a merger with a special purpose acquisition company (SPAC) on May 3, 2022. Its stock opened at $10.70 per share and eventually rose to a record high of $53.43 on Oct. 15, 2025.

At the time, investors were excited about the growth potential of NuScale's SMRs, which are much smaller than conventional nuclear reactors. They're prefabricated and assembled on-site to reduce the time, labor, and costs of deploying a nuclear power plant. NuScale's SMR generates only 77 MWe, whereas a conventional nuclear plant typically generates over 1,000 MWe. However, multiple SMRs can be deployed together to construct higher-capacity plants.

Image source: Getty Images.

But today, NuScale's stock trades at about $10. Its shares pulled back because it canceled its flagship U.S. commercial deployment project in Idaho in 2023, delayed its first commercial reactor deployments in Romania from 2030 to 2033, and racked up steep losses. Fluor (FLR +0.35%), which had worked with NuScale in Romania and owned more than half of NuScale's shares before its public debut, also liquidated its entire position earlier this year.

NuScale previously generated most of its revenue from its front-end engineering and design (FEED) work on its RoPower project in Romania, but that project ended in late 2025. Without a comparable project to fill that void, its revenue plunged in the first half of 2026. For the full year, analysts expect its revenue to decline 21% to $25 million with a net loss of $181 million.

Premium Feature

Moneyball Superscore

51/100

Today's Change

(

-13.37

%) $

-1.37

Current Price

$

8.85

With a market cap of $4.2 billion, NuScale trades at 169 times this year's sales. Instead of wondering whether it will ever justify its bubbly valuations, I believe it's smarter to invest in a larger, better-diversified nuclear company. That stock is BWX Technologies (BWXT -1.30%).

Why is BWX Technologies a better nuclear stock? BWX, which was spun off from Babcock & Wilcox (BW +8.93%) in 2015, is the only large-scale manufacturer of specialized nuclear components, fuel systems, and naval reactor systems in North America. It's also one of the few companies cleared to work with regulated nuclear materials, handle high-assay enriched uranium (HALEU) and tri-structural isotropic (TRISO) fuel, and supply naval reactor components to the U.S. Navy.

BWX's scale and diversification give it a wide moat and plenty of pricing power. It controls irreplaceable parts of North America's nuclear supply chain, and it generates most of its revenue from the defense sector. Its focus on government and military customers insulated it from the decade-long slowdown in commercial nuclear spending after the Fukushima disaster in 2011.

Premium Feature

Moneyball Superscore

80/100

Today's Change

(

-1.30

%) $

-1.99

Current Price

$

150.50

Unlike NuScale, which is still at least seven years away from its first commercial deployments, BWX already generates predictable revenue and profits. From 2021 to 2025, its revenue grew at an 11% CAGR from $2.1 billion to $3.2 billion, while its EPS rose at a 3% CAGR. At the end of 2025, its backlog reached $7.3 billion -- a 50% increase from a year earlier -- amid the resurgent demand for nuclear energy.

From 2025 to 2028, analysts expect its revenue and EPS to grow at CAGRs of 12% and 16%, respectively. Several catalysts will drive that growth: more orders from the U.S. Navy, the commercial sector's recovery, the expansion of its uranium processing business, and its integration of two major acquisitions (Kinectrics in 2025 and Precision Components Group in 2026). BWX also provides engineering support services to SMR developers, which gives it some exposure to NuScale's core market with far less risk.

At $153 per share with a market cap of $14 billion, BWX trades at four times this year's sales and 35 times this year's earnings. It isn't a screaming bargain yet, but it's a much safer play on the nuclear market than NuScale.

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.

Premium Feature

Moneyball Superscore

80/100

Today's Change

(

-1.66

%) $

-2.66

Current Price

$

157.59

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.

LYNCHBURG, Va.--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) announced today a contract award from the U.S. Department of Energy's National Nuclear Security Administration (DOE/NNSA) to deliver a conceptual design for the first module of a new Lithium Processing Facility to be constructed at the Y-12 National Security Complex. Lithium reprocessing is an ongoing function currently conducted in aging facilities. NNSA's national security mission requires modernization in order to continue.

BWX Technologies is rated buy, driven 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.

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.

Featured Articles Five stocks we like better than BWX Technologies Strike a Balance Between Growth and Stability With These 3 Names Ready to Rally Rubrik’s AI Security Bet Could Power the Next Leg Higher Apple’s Foldable iPhone Could Be a Catalyst, But Not a Cure-All Snowflake Is Up Nearly 50% in 2026—What Are Short Sellers Betting Against?

Receive News & Ratings for BWX Technologies Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for BWX Technologies and related companies with MarketBeat.com's FREE daily email newsletter.

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.

More News From BWX Technologies, Inc.

Danske Bank A S bought a new position in shares of BWX Technologies, Inc. (NYSE:BWXT – Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 5,891 shares of the technology company’s stock, valued at approximately $1,147,000.

Several other institutional investors also recently modified their holdings of BWXT. BlackRock Inc. bought a new stake in BWX Technologies during the 2nd quarter worth $2,359,895,000. Bank of New York Mellon Corp acquired a new stake in shares of BWX Technologies during the second quarter valued at about $222,587,000. Invesco Ltd. grew its holdings 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 during the last quarter. Select Equity Group L.P. acquired a new position in shares of BWX Technologies in the second quarter valued at approximately $68,902,000. Finally, Orion Porfolio Solutions LLC raised its holdings in BWX Technologies by 1,353.1% in the 2nd quarter. Orion Porfolio Solutions LLC now owns 363,757 shares of the technology company’s stock valued at $52,403,000 after buying an additional 338,723 shares during the last quarter. 94.39% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity In related news, CEO Rex D. Geveden sold 10,000 shares of the business’s stock in a transaction on 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 transaction, the chief executive officer owned 192,491 shares in the company, valued at $33,204,697.50. The trade was a 4.94% decrease in their position. The transaction was disclosed in a legal filing 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 owned by insiders.

BWX Technologies Trading Up 0.3% NYSE BWXT opened at $156.95 on Friday. The stock has a market capitalization of $14.38 billion, a P/E ratio of 40.66, a P/E/G ratio of 2.45 and a beta of 0.76. The business has a 50 day simple moving average of $180.70 and a 200 day simple moving average of $197.41. The company has a debt-to-equity ratio of 1.51, a current ratio of 2.40 and a quick ratio of 2.33. BWX Technologies, Inc. has a one year low of $154.59 and a one year high of $241.82. BWX Technologies (NYSE:BWXT – Get Free Report) last issued its quarterly earnings results on Monday, August 3rd. The technology company reported $1.07 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.04 by $0.03. The firm had revenue of $901.62 million for the quarter, compared to analyst estimates of $902.41 million. BWX Technologies had a return on equity of 30.83% and a net margin of 10.11%.The company’s revenue was up 18.0% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.02 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. Research analysts expect that BWX Technologies, Inc. will post 4.75 earnings per share for the current year.

BWX Technologies Dividend Announcement The business also recently disclosed a quarterly dividend, which will be paid on Friday, September 4th. Stockholders of record on Tuesday, August 18th will be paid a $0.27 dividend. The ex-dividend date is 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%.

Analysts Set New Price Targets Several analysts recently weighed in on the stock. Truist Financial reduced their price objective on shares of BWX Technologies from $212.00 to $202.00 and set a “hold” rating on the stock in a research note on Friday, August 14th. Wall Street Zen lowered BWX Technologies from a “buy” rating to a “hold” rating in a research report on Saturday, August 8th. Deutsche Bank Aktiengesellschaft raised BWX Technologies from a “hold” rating to a “buy” rating and lifted their target price for the stock from $205.00 to $255.00 in a report on Friday, May 15th. BTIG Research reiterated a “buy” rating and issued a $235.00 price target on shares of BWX Technologies in a research report on Tuesday, August 4th. Finally, 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. Two analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $227.20.

View Our Latest Analysis on BWX Technologies

BWX Technologies Company Profile (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.

Featured Articles Five stocks we like better than BWX Technologies 2 Biotech Stocks Shaping Up for Major Breakouts 3 Stocks Came Roaring Back—Now They’re Flashing Warning Signs 3 Beaten-Down Stocks That Haven’t Gotten the Message About the S&P 500’s Record Run Darden Restaurants Just Hit a 52-Week High–Is the Olive Garden Comeback Story Legit? Want to see what other hedge funds are holding BWXT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for BWX Technologies, Inc. (NYSE:BWXT – Free Report).

Receive News & Ratings for BWX Technologies Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for BWX Technologies and related companies with MarketBeat.com's FREE daily email newsletter.

BWX Technologies, Inc. (BWXT) announced today that Suzanne Maddux has been named senior vice president, operations, reporting directly to President and Chief Executive Officer Rex Geveden. This newly created position will support the company’s continued growth in nuclear national security and commercial nuclear power markets.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260820833987/en/

Suzanne Maddux, SVP Operations, BWXT

Maddux will assume direct leadership of Environmental Health and Safety, Security, Operational Excellence and Supply Chain. A key focus will be strengthening the connection between BWXT’s Government Operations and Commercial Operations organizations to maximize shared learning, leverage combined strengths and replicate proven practices across the enterprise. She will also provide oversight for manufacturing operations, engineering and quality.

“Suzanne brings deep operational expertise and a proven ability to unify complex organizations,” said Geveden. “As we execute on our robust backlog, sharpen our operational alignment and scale for future growth, Suzanne’s leadership will be central to helping ensure we are structured for long-term success. We are pleased to welcome her to BWXT.”

Maddux joins BWXT from Mercury Systems, where she served as vice president of global supply chain. She previously spent 18 years with RTX in senior roles across operations, supply chain, quality, engineering, program management and general management. She holds a bachelor’s degree in industrial and operations engineering from the University of Michigan.

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, FacebookandInstagram.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260820833987/en/