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.
Navy ContractsBWXT's naval nuclear power plants remain in high demand, with the recent $2.6bn Navy pricing agreement driving record backlog.
Space ExplorationBWXT could benefit from NASA’s recently announced plans to develop lunar surface nuclear power technology by 2030, expanding the space opportunity set.