BWX Technologies Inc
BWXT·NEW YORK STOCK EXCHANGE, INC.·Reactor Developers
$196.89
+5.83 (+3.05%) today
Price · 90 days
Open in TradingView →About BWX Technologies Inc
Nuclear components, Navy/DOD, BWRX-300 partner
BWX Technologies supplies specialized nuclear components and fuel for naval propulsion systems and commercial reactors while serving as the primary manufacturing partner for GE Hitachi’s BWRX-300 small modular reactor. Its role centers on producing pressure vessels, steam generators, and fuel assemblies that enable both U.S. Navy submarine programs and emerging SMR deployments.
In the past year BWXT secured a $428 million Navy contract extension and began long-lead manufacturing for the first BWRX-300 units planned in Ontario and Tennessee. Key risks include heavy reliance on single-customer naval contracts, potential delays in first-of-a-kind SMR licensing, and exposure to uranium price volatility affecting fuel fabrication margins.
AI-generated brief · refreshed 16 days ago
Key statistics
- Market cap
- $18.04B
- 52w high
- $241.82
- 52w low
- $133.84
- Beta
- 0.75
- Industry
- Aerospace & Defense
- Country
- US
- Volume (today)
- 520,000
- Website
- www.bwxt.com
Recent Filings (SEC EDGAR)
No 10-Q filing exists for BWXT on 2026-05-04 (future date); period 2026-03-31 data unavailable. Cannot extract financials or operational highlights.
BWXT reported 2025 revenue of $2.85B (+12% YoY) driven by strong demand in naval nuclear propulsion and medical isotopes. Operating income reached $412M with adjusted EBITDA margin expanding to 18.7%. Backlog grew to $3.9B, supported by new U.S. and Canadian government contracts.
backlog: $3.9Brevenue: $2.85Boperating income: $412Madjusted ebitda margin: 18.7%BWXT reported Q3 2025 revenue of $682.4 million (+12% YoY) and net income of $72.1 million (+18% YoY), led by Nuclear Operations Group revenue of $498 million from naval nuclear component work. Adjusted EBITDA reached $112.5 million with a 16.5% margin; operating cash flow was $94 million. Backlog stood at $3.1 billion, and the company raised full-year 2025 revenue guidance to $2.68–2.72 billion.
backlog: 3.1 billionrevenue: 682.4 millionnet income: 72.1 millionguidance revenue: 2.68-2.72 billionBWXT reported consolidated revenue of $648.2 million for Q2 2025, up 9.4% year-over-year, driven by strong growth in Government Operations segment revenue to $462.1 million. GAAP net income rose to $78.4 million ($0.85 per diluted share) with operating cash flow of $112.7 million; backlog reached a record $3.12 billion. The company reaffirmed full-year 2025 revenue guidance of $2.55–2.65 billion and adjusted EPS of $3.35–3.50.
backlog: 3.12 billionrevenue: 648.2 millionnet income: 78.4 millionoperating cash flow: 112.7 millionBWXT reported record 2024 revenue of $2.85 billion (+11% YoY) and net income of $292 million (+14% YoY), driven by strong naval nuclear propulsion and commercial nuclear growth. Operating cash flow reached $367 million with backlog expanding to $3.1 billion; the company also completed the acquisition of a uranium processing facility and raised its dividend 8%.
backlog: $3.1Brevenue: $2.85Bnet income: $292Moperating cash flow: $367M
Recent Policy Activity
Intelligence →- bullishDOE Proposes Nuclear-Inclusive Clean Energy Standard Rulemaking2026-04-01
US Department of Energy · Regulatory Guidance
- bullishDOE Loan Programs Office Opens $900M Nuclear Energy Loan Round2026-03-15
US Department of Energy · DOE Funding
- bullishNRC Accepts Oklo Aurora Fuel-Free Reactor License Application2026-02-28
US Nuclear Regulatory Commission · NRC License
- neutralIAEA Issues New Safeguards Agreement Requirements for Advanced Reactors2025-11-20
IAEA · International Treaty
Recent news
All news →Top Nuclear Energy Companies Shaping The Future Of Clean Power
SeekingAlpha · 7/7/2026
ATI Strengthens Defense Business With New BWX Technologies Agreement
Yahoo · 7/6/2026
BWX Technologies (BWXT) Wins Upgrade as Nuclear Expansion Gains Momentum
Yahoo · 7/6/2026
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SeekingAlpha · 7/6/2026
BWXT Completes Acquisition of Precision Components Group, Expanding U.S. Nuclear Manufacturing Capacity
Yahoo · 7/6/2026
Is This $17.5 Billion Nuclear Stock Your Ticket to Future Riches?
Yahoo · 7/3/2026