BWX Technologies: Poised For Steady Growth, (Long) Live The (Nuclear) King
BWX Technologies maintains a near-monopoly on U.S. naval nuclear reactors and fuel, anchoring steady revenue growth backed by multi-year government contracts and a record $6 B backlog (+70% YoY). Commercial expansion in medical isotopes, HALEU enrichment, and SMR components adds secular growth alongside its defense core, positioning BWXT as a diversified nuclear leader. A conservative DCF supports long-term intrinsic value, while strong execution, government visibility, and multiple growth catalysts justify a continued Buy rating on the stock.
Will BWX (BWXT) Beat Estimates Again in Its Next Earnings Report?
BWX (BWXT) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
3 Defense Equipment Stocks to Buy Amid Solid Air Traffic Outlook
Aerospace-Defense Equipment stocks like CW, BWXT and DRS gain altitude on M&A momentum and solid air traffic trends.
Rising Clean Energy Demand Fuels Renewed Interest in Nuclear Stocks
Investors looking to build a nuclear-focused portfolio may find strong opportunities in companies such as BWX Technologies, Dominion Energy and Duke Energy.
BWX Technologies: Robust Q2 And Upgraded Outlook Reinforce Buy Thesis
BWXT's unique supply lead in US Navy reactors and accelerating commercial growth underpin my buy rating, with a 12% upside to a $186 target. Q2 results validated the growth thesis: record $6B backlog, Kinectrics acquisition, and strong beats on revenue and EPS. Premium valuation is justified by stable defense cash flows, rapid commercial expansion, and high visibility into future earnings.
BWX Technologies: Nuclear Scale, Space Catalysts And Medical Upside Signal A Buy
Stock has delivered +520% in a decade, yet the latest pullback offers an entry point for long term investors. Smooth uptrend through crises (pandemic, inflation, rate hikes) shows a committed shareholder base. Multi-year government contracts and a $6B backlog give BWXT visibility that most defense peers can't match.
3 AI-Powered Nuclear Energy OEMs With More Upside Post Solid Q2 Results
MIR, BWXT and GEV delivered upbeat Q2 results and raised outlooks, fueling optimism for nuclear energy OEMs in the AI-driven power boom.
Nuclear Reactors on the Moon? Why BWX Technologies Is Soaring
Nuclear energy stocks have been all the rage recently. Demonstrating this is the return of the VanEck Uranium and Nuclear ETF NYSEARCA: NLR.
BWX: Chinese Good Reflows Ex-U.S. Internationally Disinflationary
BWX ETF offers attractive exposure to international government bonds, especially Japan, as global disinflation trends limit further rate hikes outside the US. The ETF's high duration (7.8 years) makes it a higher-sensitivity way to play an ex-US rate cut and incidentally also exposes investors to international FX in a dollar-negative environment. Japan's limited rate hike potential, due to new economic pressure and greater trade competition, supports a positive outlook for BWX's rate-sensitive portfolio.
BWX Technologies, Inc. (BWXT) Q2 2025 Earnings Call Transcript
BWX Technologies, Inc. (NYSE:BWXT ) Q2 2025 Earnings Conference Call August 4, 2025 5:00 PM ET Company Participants Chase Jacobson - Vice President of Investor Relations & Strategic Finance Michael T. Fitzgerald - SVP, CFO, VP of Finance & Chief Accounting Officer Rex D.
BWX Technologies (BWXT) Q2 Earnings and Revenues Top Estimates
BWX Technologies (BWXT) came out with quarterly earnings of $1.02 per share, beating the Zacks Consensus Estimate of $0.79 per share. This compares to earnings of $0.82 per share a year ago.
Analysts Estimate BWX Technologies (BWXT) to Report a Decline in Earnings: What to Look Out for
BWX (BWXT) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
