BWX Technologies, Inc. BWXT
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Full analysis: 4 Aug 2026
Latest news check: 6 Jun 2026
General analysis — not personal advice.
HOLD
7/10
Confidence
Current position can be maintained at existing valuation.
Strong order intake, raised guidance and nuclear growth are balanced against high valuation and regulatory risks.
Market sentiment
8/10
↑
Trend: Improving
The market reacts positively to the nuclear theme and the strategic focus on defense and energy.
Price context
The price sits roughly 27 % below the 52-week high after a 15 % pullback over the past three months, indicating consolidation while fundamentals remain intact.
Risk assessment
4/10
Dilution:
Low
Stable cash flow and profitability.
Jurisdiction:
Low
Operations primarily in USA and Canada.
Execution:
Medium
Scaling commercial nuclear is capital intensive.
Recent changes
- New Q1 report in the update: 26% revenue growth and higher full-year guidance for adj. EBITDA, Non-GAAP EPS, and free cash flow.
About the company
BWX Technologies manufactures nuclear reactor components and fuel primarily for the US Navy. The company is also expanding into commercial nuclear power and advanced fuels such as TRISO.
Sector:
Nuclear power and defense
Type:
Industrial
Next report
15 Nov 2026
Q3
Catalysts
Q4 2026
Medical business sale close
Medium
Q4 2026
Uranium enrichment license filing
High
Q1 2027
New SMR contracts
High
Horizon:
Bull case
Strong backlog and raised guidance after the Q2 report provide momentum for the stock.
Bear case
High valuation and regulatory delays may limit upside in the near term.
Sensitivity analysis
| Factor | If it weakens | If it strengthens |
|---|---|---|
| US Navy contracts | Reduced defense budgets → slower backlog growth and lower revenue trajectory. | Expanded Navy programs → higher backlog and more stable multi-year revenue. |
| Uranium enrichment license | Delayed NRC license → postponed capacity build-out and missed NNSA revenue. | Approved license → faster fuel production expansion and new government contracts. |
We monitor these factors. Follow the company to get email when any of them hit.
Signal rationale (informational)
Strong order intake, raised guidance and nuclear growth are balanced against high valuation and regulatory risks.
Recent news
- On 3 August 2026 BWXT announced the sale of its medical isotopes business to Nordic Capital for up to 800 MUSD. The company simultaneously raised its 2026 full-year guidance.
Key figures
Revenue
Q2 2026
USD 902M
Revenue TTM
TTM
USD 3.4B
EBITDA
Q2 2026
USD 156M
Net income
Q2 2026
USD 89.1M
Cash
Q2 2026
USD 512M
Total debt
Q2 2026
USD 2.0B
Gross margin
Q1 2026
22.9%
Shares outstanding
Q2 2026
92.0M
EPS
Q2 2026
USD 0.97
Price & valuation
Last close
USD 169
Market Cap
USD 15.5B
1 week
+0.4 %
3 months
-18.3 %
12 months
-5.9 %
From 52w high
-29.2 %
From 52w low
+7.3 %
Exchange
NYSE
Type
Industrials
Sector
Nuclear power and defense
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Firelda provides general information and analysis, not personal investment advice. Content does not consider your financial situation or goals. Investments can rise and fall in value. Always do your own research.