Government ContractsThe DOE's $1.5 billion award to BWXT demonstrates the government's willingness to allocate significant dollars to domestic uranium enrichment.
Revenue GrowthBWXT reported 2Q25 results with better-than-expected 12.0% revenue growth, 15.6% EBITDA growth and 7.6% EPS growth; and increased 2025 revenue, EBITDA and non-GAAP EPS guidance.
Strategic ExpansionBWXT will design, construct, and operate a new HPDU manufacturing facility, marking a strategic expansion of BWXT's special materials business.