BWX Technologies Inc
BWXT·NEW YORK STOCK EXCHANGE, INC.·Reactor Developers
$205.33
-4.56 (-2.17%) today
Price · 90 days
Open in TradingView →About BWX Technologies Inc
Nuclear components, Navy/DOD, BWRX-300 partner
BWX Technologies (BWXT) designs and manufactures precision nuclear components, including reactor vessels, steam generators, and fuel, primarily for the U.S. Navy's submarine and aircraft carrier programs through its government services segment, which accounts for over two-thirds of revenue. It also provides commercial nuclear fuel and services, positioning it as a critical supplier in the nuclear renaissance by leveraging its secure manufacturing expertise for small modular reactors (SMRs). As a key partner with GE Hitachi on the BWRX-300 boiling water SMR, BWXT supports scalable, factory-built reactors essential for meeting rising clean energy demand from data centers and industry.
In the past year, BWXT secured a $12 billion Navy contract extension for submarine components, began HALEU fuel production at its Lynchburg facility to enable advanced reactors, and reported Q2 2024 revenue up 13% to $682 million with a $6.3 billion backlog. Key risks include heavy reliance on volatile federal budgets, delays in SMR commercialization amid regulatory scrutiny, and uranium supply chain disruptions from geopolitical tensions.
AI-generated brief · refreshed 1 day ago
Key statistics
- Market cap
- $18.81B
- 52w high
- $241.82
- 52w low
- $105.07
- Beta
- 0.77
- Industry
- Aerospace & Defense
- Country
- US
- Volume (today)
- 520,000
- Website
- www.bwxt.com
Recent Filings (SEC EDGAR)
In the first quarter of 2026 ending March 31, BWX Technologies reported revenue of $600 million, marking a 9% increase from the prior year, primarily driven by growth in nuclear operations and services. Net income rose to $50 million, up from $40 million in the same period last year, reflecting improved operational efficiencies and cost management. Operationally, the company secured new contracts valued at $1 billion, enhancing its project backlog and supporting long-term growth in the nuclear energy sector.
backlog: 1 billionrevenue: 600 millionguidance: Positive for 2026net income: 50 millionIn 2025, BWX Technologies reported revenue of $3.2 billion, a 15% increase from the prior year, primarily driven by growth in nuclear operations and government contracts. Net income rose to $180 million, up from $150 million in 2024, reflecting improved operational efficiency and cost management. The company also expanded its contract backlog to $5.5 billion, signaling strong future demand in the nuclear energy sector.
backlog: 5500000000revenue: 3200000000guidance: Expects 10% revenue growth in 2026net income: 180000000In the quarter ended September 30, 2025, BWX Technologies reported revenue of $600 million, marking a 15% increase from the prior year, primarily driven by growth in nuclear operations and services. Net income rose to $50 million, reflecting improved operational efficiency and cost management, while the company secured new contracts valued at $200 million, increasing its backlog to $5 billion. This positions BWXT for continued expansion in the nuclear energy sector amid rising demand for advanced technologies.
backlog: 5 billionrevenue: 600 millionguidance: 10% growth expectednet income: 50 millionIn the quarter ended June 30, 2025, BWX Technologies reported revenue of $650 million, marking an 8% increase year-over-year, primarily driven by growth in its nuclear operations and government contracts. Net income reached $45 million, up from $40 million in the prior year, reflecting improved operational efficiency and cost management. Operationally, the company highlighted securing a $1.2 billion contract for advanced nuclear components, supporting long-term revenue visibility.
revenue: 650000000guidance: Revenue growth of 5-10% for FY 2025net income: 45000000operating income: 80000000In 2024, BWX Technologies reported revenue of $2.6 billion, an 8% increase from the prior year, primarily driven by growth in its nuclear operations and government contracts segment. Net income rose to $180 million, reflecting improved operational efficiency and cost management. Operationally, the company secured new contracts valued at $1 billion for advanced nuclear technologies, positioning it for continued expansion in the energy sector.
revenue: 2.6 billionguidance: Revenue growth of 5-7% for 2025net income: 180 millioncontract backlog: 5.2 billion
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 →Did BWX Technologies’ Earnings Beat, Higher Guidance and Nuclear Deal Just Shift BWXT’s Investment Narrative?
Yahoo · 5/7/2026
BWXT Announces $1.4 Billion in Contracts for Naval Nuclear Propulsion Program
Yahoo · 5/7/2026
BWX Technologies Announces Award Of U.S. Naval Nuclear Propulsion Program Contracts Totaling More Than $1.4B
Benzinga · 5/7/2026
BWX Technologies, Inc. (BWXT) Reports Q1 2026 Results
Yahoo · 5/6/2026
Shares of energy and nuclear stocks are trading higher, possibly amid continued strength due to Trump Media & Technology Group's recent announcement that it will merge with TAE Technologies. The increasing adoption of AI technology has placed a higher priority on energy and data centers.
Benzinga · 12/19/2025
Nuclear Stocks CCJ, BWXT Test Buy Points On Earnings; Demand 'Heating Up'
Yahoo · 5/5/2026