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 | 11.00 |
| Price-to-Sales (TTM) | 4.11 |
| EV/Revenue | 4.58 |
| EV/EBITDA | 27.64 |
| Quarterly Earnings Growth (YoY) | 14.10% |
| Quarterly Revenue Growth (YoY) | 18.00% |
| Shares Outstanding | $91.62M |
| Float | $91.23M |
| % Insiders | 0.35% |
| % Institutions | 94.43% |
Volatility is currently expanding
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.
Two of the most significant government-led nuclear energy programs are illustrating how quickly the advanced nuclear field is expanding. The Nuclear Energy Launch Pad added 13 reactor and fuel cycle technology projects to its development pipeline.
BWX Technologies TodayBWXTBWX Technologies$153.88 -1.97 (-1.26%) As of 10:33 AM Eastern52-Week Range$147.74▼$241.82Dividend Yield0.70%P/E Ratio39.87Price Target$224.20Add to WatchlistThe Department of Defense faces a structural energy problem, and its latest solution is quietly reshaping the commercial nuclear landscape. The U.S. Army recently selected BWX Technologies, Inc. NYSE: BWXT to deploy a 20-megawatt Advanced Nuclear Reactor at Fort Campbell as part of the Janus program.
LYNCHBURG, Va.--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) announced today its selection to deploy its BWXT Advanced Nuclear Reactor (BANR) technology in support of the Janus program. Janus is a next-generation nuclear energy initiative led by the U.S. Army in partnership with the Defense Innovation Unit (DIU) to deliver reliable, resilient energy to support national defense missions and critical installations. The Janus Program launched in October 2025. The Army announced the first B.
BWX Technologies deepens its government services role through national laboratory management, adding long-term facility operations to its portfolio.
Since the announcement of Microsoft (MSFT) working with Constellation Energy (CEG) to restart a reactor at the Three Mile Island plant, publicly traded companies in the nuclear sector have seen significant stock price changes.
The collaboration advances ANEEL's technical and regulatory qualification ahead of commercial reactor demonstration. Pictured: In the front row from left to right, John D'Angelo (President of Kinectrics) and Milan Shah (COO of CCTE).
Tiblio connects your broker and runs your put-and-call-writing strategy for you — on BWXT and any ticker you trade — then tracks every position and per-strategy win rate.
