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BWXT

BWX Technologies, Inc.

BWXT

NYSE·Industrials·Aerospace & Defense·Mkt cap $17.5B

$187.08

-2.18%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$133.84 - $241.82

P/E

49.75

Fwd P/E

43.39

Beta

0.73

Div Yield

0.54%

Avg Vol

1.0M

Shares Out

91.6M

Mkt Cap

$17.5B

Price action

Price chart

Up 35.9% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Exclusive contracts with U.S. Department of Defense and Department of Energy providing stable, long-term revenue streams
  • Specialized technical expertise and certifications in nuclear manufacturing that create high barriers to entry for competitors
  • Integrated capabilities across naval propulsion, commercial power, and nuclear services enabling comprehensive solutions
  • Decades of operational history and proven track record in mission-critical nuclear applications

Bear Case

2 risks

  • Low volatility (beta 0.7).
  • Significant premium - growth priced in

Growth

Stable outlook

Increased U.S. defense spending and naval modernization programs supporting submarine fleet expansion

Value

Significant premium - growth priced in

Momentum

Weak

-11.0% over 3m

Quality

Stable

Excellent business quality

Dividend

Modest

0.54% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Aug 3, 2026

Q2 26 RECAP

MAY 4, 2026

Reported EPS of $1.12 vs $0.92 consensus (+21.7% surprise). Revenue of $860.2M vs $837.5M expected (+2.7%). Beat on both top and bottom lines.

EPS beat +21.7%
Rev beat +2.7%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+21.7%

Next: Aug 3, 2026

Revenue trend · last 8Q

+3%

+13%

+12%

+29%

+19%

+26%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$681.5M

$672.0M

$746.3M

$682.3M

$764.0M

$866.3M

$885.8M

$861.1M

Margins · last 8Q

Gross

Operating

Profit

10.6%

Wall Street consensus

5 analysts · 80% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

4

80%

Hold

1

20%

Sell

0%

Median Price Target

$230.00

+22.9% vs $187.08

Low $205.00
Median $230.00
High $255.00

Latest: Seaport Global · Jun 22, 2026

1 analyst covering

vs Industry

How BWXT stacks vs Aerospace & Defense

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.