BWX Technologies, Inc. manufactures and sells nuclear components in the United States, Canada, and internationally. The company is headquartered in Lynchburg, Virginia.
| Revenue (TTM) | $3.51B |
| Gross Profit (TTM) | $775.94M |
| EBITDA | $476.49M |
| Operating Margin | 10.40% |
| Return on Equity | 28.30% |
| Return on Assets | 5.53% |
| Revenue/Share (TTM) | $38.35 |
| Book Value | $14.56 |
| Price-to-Book | 9.74 |
| Price-to-Sales (TTM) | 3.61 |
| EV/Revenue | 4.099 |
| EV/EBITDA | 24.74 |
| Quarterly Earnings Growth (YoY) | 14.10% |
| Quarterly Revenue Growth (YoY) | 18.00% |
| Shares Outstanding | $91.62M |
| Float | $91.23M |
| % Insiders | 0.35% |
| % Institutions | 94.35% |
Volatility is currently contracting
Investors looking to benefit from nuclear energy's long-term growth may consider NNE, RYCEY and BWXT, which are expanding their nuclear capabilities amid rising demand for reliable, carbon-free power.
Jim Cramer gave two nuclear and AI infrastructure plays completely opposite verdicts on the same night, and the reason comes down to a single number that separates a buy from a pass in a rising rate environment.
BWXT expands nuclear manufacturing and advanced technology capabilities across commercial, government and next-generation nuclear markets.
The nuclear renaissance requires a fuel chain that can support the ambitions of the reactor development companies. The simplest example is a car and its gas station.
BWX Technologies expands its nuclear services reach through a Canadian laboratory role, backed by Kinectrics' expertise and broader commercial operations.
Investors usually focus on reactor developers and uranium miners when deciding on allocations for investing in the nuclear renaissance. A narrow view on the nuclear sector could result in missed opportunities for investment returns in nuclear-adjacent companies.
Wall Street expects a structural supply bottleneck as tech hyperscalers secure multi-decade nuclear agreements to power advanced artificial intelligence data centers. With long-term uranium targets upgraded to about $95 per pound and a confidential Westinghouse IPO on the horizon, institutional capital is systematically front-running utility companies before legacy supply contracts fully expire.
LYNCHBURG, Va.--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) announced today a contract award from the U.S. Department of Energy's National Nuclear Security Administration (DOE/NNSA) to deliver a conceptual design for the first module of a new Lithium Processing Facility to be constructed at the Y-12 National Security Complex. Lithium reprocessing is an ongoing function currently conducted in aging facilities. NNSA's national security mission requires modernization in order to continue.
Microsoft and Meta just locked in nuclear power for decades, and the contracts are reshaping how the entire supply chain gets valued.
BWX Technologies is rated buy, driven by its unique government relationships, expanding commercial nuclear opportunities, and being the sole manufacturer of nuclear reactors and fuel for the U.S. Navy. BWXT's government segment, 67% of revenue, offers long-term visibility, while commercial operations are accelerating with 45% FY26 growth guidance. Strong backlog ($8.4B), robust cash flow, and strategic acquisitions (PCG, Kinectrics) position BWXT to capitalize on nuclear and AI-driven power demand.
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