Commercial OpportunitiesBWXT's involvement in projects like SMRs and AP1000s provides upside potential to its business model.
Financial PerformanceBWXT 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.
Government ContractsThe DOE’s $1.5 billion award to BWXT demonstrates the government’s willingness to allocate significant dollars to domestic uranium enrichment.