BWX Technologies, Inc.
BWXT
NYSE·Industrials·Aerospace & Defense·Mkt cap $14.4B
$157.59
▼ -1.66%
P/E
40.62
Mkt Cap
$14.4B
52-Wk Range
$147.74–$241.82
52-Week Range
$147.74 - $241.82
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 3.8% over the trailing year
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).
- Premium valuation to Nuclear & SMR peers
Growth
Stable outlook
Increased U.S. defense spending and naval modernization programs supporting submarine fleet expansion
Value
Premium valuation to Nuclear & SMR peers
Momentum
Weak
-15.9% over 3m
Quality
Stable
Strong fundamentals
Dividend
Modest
0.67% yield
Smart-money signal
Who's buying BWXT right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 2, 2026
AUG 3, 2026
Reported EPS of $1.07 vs $1.04 consensus (+2.9% surprise). Revenue of $901.6M vs $902.4M expected (-0.1%).
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+2.9%
Revenue trend · last 8Q
—
+3%
+13%
+12%
+29%
+19%
+26%
+18%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$672.0M
$746.3M
$682.3M
$764.0M
$866.3M
$885.8M
$861.1M
$901.6M
Margins · last 8Q
Gross
0.0%
Operating
12.7%
Profit
9.9%
Wall Street consensus
5 analysts · 80% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
80%
Hold
20%
Sell
0%
Median Price Target
—
Latest: Jefferies · Sep 3, 2026
vs Industry
How BWXT stacks vs Aerospace & Defense
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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