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NYSE · US · Aerospace & Defense

BWXT BWX Technologies

Naval reactors, fuel and components

Downtrend Trading below its 50-day average. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$130.2
+2.34% today
1W
−4.2%
1M
−6.0%
3M
−23.2%
YTD
−24.4%
1Y
−35.6%
Off 52w high
−45.2%
Next earnings (est.): 2026-11-02
Market cap$11.65B
P/E (trailing)33.0Forward 24.3
EV / sales3.7×EV/EBITDA 27.4×
Revenue (TTM)$3.51BGrowth 18.0% y/y
Margins22.1%gross · op 10.4%
Free cash flow$146MCash $608M · debt $2.02B
Analyst target$209.4+60.9% upside · 16 analysts · buy
Riskβ 0.74Short 4.5% of float · yield 0.83%

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

BWXT · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-08-03EarningsBeat / raise

    Reported EPS 1.07 vs 1.04 expected (+2.7% surprise).

  2. 7
    2026-05-04EarningsBeat / raise

    Reported EPS 1.12 vs 0.93 expected (+21.0% surprise).

  3. 6
    2026-02-23EarningsBeat / raise

    Reported EPS 1.08 vs 0.88 expected (+22.2% surprise).

  4. 5
    2025-11-03EarningsBeat / raise

    Reported EPS 1 vs 0.87 expected (+14.3% surprise).

  5. 4
    2025-08-04EarningsBeat / raise

    Reported EPS 1.02 vs 0.79 expected (+28.7% surprise).

  6. 3
    2025-05-05EarningsBeat / raise

    Reported EPS 0.91 vs 0.76 expected (+19.0% surprise).

  7. 2
    2025-02-24EarningsBeat / raise

    Reported EPS 0.92 vs 0.82 expected (+12.6% surprise).

  8. 1
    2024-11-04EarningsBeat / raise

    Reported EPS 0.83 vs 0.77 expected (+7.1% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-031.041.07+2.7%
2026-05-040.931.12+21.0%
2026-02-230.881.08+22.2%
2025-11-030.871.0+14.3%
2025-08-040.791.02+28.7%
2025-05-050.760.91+19.0%
2025-02-240.820.92+12.6%
2024-11-040.770.83+7.1%
2024-08-050.740.82+10.7%
2024-05-060.690.76+10.8%
2024-02-270.931.01+8.9%
2023-11-010.630.67+6.1%
2023-08-030.60.65+9.1%
2023-05-080.620.7+13.7%
2023-02-230.930.93+0.5%
2022-11-070.710.69−3.4%
2022-08-080.750.82+9.8%
2022-05-090.660.69+4.3%
2022-02-220.930.95+1.8%
2021-11-010.790.63−21.1%
2021-08-020.720.62−13.7%
2021-05-030.710.73+2.5%
2021-02-220.710.74+3.6%
2020-11-020.660.79+19.6%

About BWX Technologies

Website ↗

BWX Technologies, Inc. manufactures and sells nuclear components in the United States, Canada, and internationally. The company operates through two segments, Government Operations and Commercial Operations. It manufactures precision naval nuclear components, reactors, and nuclear fuel; close-tolerance and high-quality equipment for nuclear applications; critical nuclear components, fuels and assemblies for government and limited other uses; down blend government stockpiles of uranium; and fabricate fuel-bearing precision components. The company also supplies proprietary and sole-source valves, manifolds, and fittings to naval and commercial shipping customers; research reactor fuel elements for colleges, universities, and national laboratories; and components for defense applications. In addition, it manufactures commercial nuclear steam generators, nuclear fuel, fuel handling systems, …

11,000 employees · Lynchburg, United States

Small reactors promise factory-built firm power, but first-of-a-kind licensing, HALEU fuel and forging capacity push meaningful volume into the 2030s.

HALEU fuel→Forgings→Licence→Module

What would prove us wrong. Strengthens if a first unit reaches commercial operation on schedule and on budget.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
OKLO
Oklo
Advanced fission developer $26.27−0.30%−30.9%−63.4%
SMR
NuScale Power
Licensed SMR design $5.33−0.93%−36.7%−62.4%
RR.L
Rolls-Royce
SMR programme plus power systems 1,234.8p+6.06%−16.6%+7.4%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.