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BWX Technologies (BWXT)
NYSE:BWXT

BWX Technologies (BWXT) Price & Analysis

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BWXT Stock Chart & Stats

$199.75
-$1.74(-1.51%)
At close: 4:00 PM EST
$199.75
-$1.74(-1.51%)

Bulls Say, Bears Say

Bulls Say
Commercial Backlog And ContractsGrowth in the commercial backlog from refurbishment projects and awards tied to small modular reactor programs, along with a contract linked to a major reactor design, signals meaningful upside from civil nuclear projects.
Manufacturing CapacityOwnership of the only large, nuclear-certified component manufacturing capacity in North America positions the company to secure component work across diverse reactor types and reduce reliance on foreign suppliers.
Nuclear Medicine ExposureExposure to nuclear medicine provides an additional revenue avenue beyond power and defense, supporting business diversification and potential new growth streams.
Bears Say
Government Concentration RiskHeavy dependence on government operations and defense contracts creates concentration risk that could amplify revenue volatility if defense spending priorities change.
Profit MarginsBusiness segment profit margins were weaker than forecast due to higher corporate expenses and lower bonus income tied to reactor deliveries, putting pressure on overall profitability.
Valuation RiskCurrent market valuation appears to price in much of the company's future nuclear opportunities, limiting upside potential and prompting more cautious analyst ratings.

BWX Technologies News

BWXT FAQ

What was BWX Technologies’s price range in the past 12 months?
BWX Technologies lowest stock price was $84.21 and its highest was $220.57 in the past 12 months.
    What is BWX Technologies’s market cap?
    BWX Technologies’s market cap is $18.27B.
      When is BWX Technologies’s upcoming earnings report date?
      BWX Technologies’s upcoming earnings report date is May 11, 2026 which is in 49 days.
        How were BWX Technologies’s earnings last quarter?
        BWX Technologies released its earnings results on Feb 23, 2026. The company reported $1.08 earnings per share for the quarter, beating the consensus estimate of $0.891 by $0.189.
          Is BWX Technologies overvalued?
          According to Wall Street analysts BWX Technologies’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does BWX Technologies pay dividends?
            BWX Technologies pays a Quarterly dividend of $0.25 which represents an annual dividend yield of 0.56%. See more information on BWX Technologies dividends here
              What is BWX Technologies’s EPS estimate?
              BWX Technologies’s EPS estimate is 0.91.
                How many shares outstanding does BWX Technologies have?
                BWX Technologies has 91,445,090 shares outstanding.
                  What happened to BWX Technologies’s price movement after its last earnings report?
                  BWX Technologies reported an EPS of $1.08 in its last earnings report, beating expectations of $0.891. Following the earnings report the stock price went up 2.949%.
                    Which hedge fund is a major shareholder of BWX Technologies?
                    Currently, no hedge funds are holding shares in BWXT
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      BWX Technologies

                      BWX Technologies, Inc. manufactures and sells nuclear components in the United States, Canada, and internationally. It operates in three segments: Nuclear Operations Group, Nuclear Power Group, and Nuclear Services Group. The Nuclear Operations Group segment provides precision naval and critical nuclear components, reactors, nuclear fuel, and assemblies for the United States Department of Energy/National Nuclear Security Administration's Naval Nuclear Propulsion Program and other uses; missile launch tubes for United States Navy submarines; close-tolerance and equipment for nuclear applications; and converts Cold War-era government stockpiles of high-enriched uranium, as well as receives, stores, characterizes, dissolves, recovers, and purifies uranium-bearing materials; supplies research reactor fuel elements for colleges, universities, and national laboratories; and components for defense applications. The Nuclear Power Group segment offers commercial nuclear steam generators, nuclear fuel, fuel handling systems, pressure vessels, reactor components, heat exchangers, tooling delivery systems, and containers; engineering and in-plant services for nuclear power plants; designs, manufactures, commissions, and services nuclear power generation equipment; in-plant inspection, maintenance, and modification services, as well as non-destructive examination and tooling/repair solutions; and supplies medical radioisotopes and radiopharmaceuticals for research, diagnostic, and therapeutic uses. The Nuclear Services Group segment provides nuclear materials processing, environmental site restoration, and management and operating services; develops technology for nuclear power sources application; and designs, engineers, licenses, and manufactures nuclear reactors. The company was formerly known as The Babcock & Wilcox Company and changed its name to BWX Technologies, Inc. in June 2015. BWX Technologies, Inc. was founded in 1867 and is headquartered in Lynchburg, Virginia.

                      BWX Technologies (BWXT) Earnings & Revenues

                      BWXT Company Deck

                      BWXT Earnings Call

                      Q4 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call presents a largely positive outlook: strong revenue, EBITDA, EPS and free cash flow growth in 2025, substantial backlog expansion (+50% total, +85% commercial), successful strategic acquisitions (AOT, Kinectrics), and robust commercial momentum (Q4 commercial revenue +95%). Management provided constructive 2026 guidance (high-teens revenue growth, low- to mid-teens EBITDA growth) and strengthened liquidity via a $1.25B convertible. Near-term challenges include government segment mix/margin pressure from new programs, early-stage lower-margin ramping for defense fuels and HPDU, Tech 99 regulatory/quality uncertainty (excluded from guidance), and modest operational constraints for AI in classified sites. On balance, the highlights materially outweigh the lowlights given strong financial performance, backlog and strategic wins, supporting a positive forward view.View all BWXT earnings summaries

                      BWXT Stock 12 Month Forecast

                      Average Price Target

                      $223.33
                      ▲(11.80% Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 10,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 3, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":99.836,"date":1743465600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 7,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":110.397,"date":1746057600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n         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style=\"color:#199ca5\">Buy 17,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 3, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":148.866,"date":1754006400000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 21,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 4, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":161.586,"date":1756684800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 21,\t&nbsp; </span>\n              <span  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style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":174.688,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 25,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 18, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":172.601,"date":1767225600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 29,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 60, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      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                      Ownership Overview

                      0.30%28.05%21.90%21.70%
                      21.90% Other Institutional Investors
                      21.70% Public Companies and Individual Investors
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