The company has outpaced market returns over the past decade. Consistent dividend payments and a sustainable payout ratio highlight the firm's shareholder-friendly capital allocation. Recent earnings updates show resilient growth, supported by robust revenue streams and disciplined cost management.
SMR surges 180% YTD on tech partnerships and data center demand, but BWX Technologies' strong contracts may give it the edge.
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.
BWXT is the sole provider of the major nuclear components for the Navy nuclear submarine and aircraft carrier program. BWXT is a team member of 10 – 14 government, Department of Energy and the National Nuclear Security Administration site remediation or management contracts. The commercial nuclear renaissance provides growth opportunities.
BWXT's unique position in defense, energy, and medicine, plus a $5B order book, underpins stable growth and diversification beyond government contracts. Commercial segment is set for rapid expansion, especially post-Kinectrics acquisition, driving projected 50% annual revenue growth and margin improvement. Valuation models show 14-30% upside with limited downside; shares remain undervalued despite recent outperformance, supporting a 'buy' recommendation.
Surging data center power demand and fresh U.S. nuclear policies put CEG, VST, MIR, BWXT, and CCJ in sharp investor focus.
Subscribers to Schaeffer's Weekend Trader options recommendation service received this BWXT commentary on Sunday night, along with a detailed options trade recommendation -- including complete entry and exit parameters.
Nuclear stocks erupted higher last Friday after President Donald Trump signed new executive orders aimed at hastening the development of nuclear energy sites. The orders contain decrees to reduce the licensing approval process to 18 months and allow new construction on federal land.
Start Time: 17:00 January 1, 0000 5:47 PM ET BWX Technologies, Inc. (NYSE:BWXT ) Q1 2025 Earnings Conference Call May 05, 2025, 17:00 PM ET Company Participants Rex Geveden - President and CEO Robb LeMasters - SVP and CFO Chase Jacobson - VP, IR Conference Call Participants Scott Deuschle - Deutsche Bank Pete Skibitski - Alembic Global Bob Labick - CJS Securities Thomas Meric - Janney Montgomery Michael Ciarmoli - Truist Peter Arment - Baird Andre Madrid - BTIG Jeffrey Campbell - Seaport Research Partners Operator Ladies and gentlemen, welcome to BWX Technologies First Quarter 2025 Earnings Conference Call. At this time, all the participants are in a listen-only mode.
BWX Technologies (BWXT) came out with quarterly earnings of $0.91 per share, beating the Zacks Consensus Estimate of $0.73 per share. This compares to earnings of $0.76 per share a year ago.
BWXT's Q1 results are expected to reflect robust top-line performance from both of its business segments amid low margin pressures.
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.