Bwx Technologies Inc. (BWXT)
Summary
BWX Technologies vs. Rocket Lab: Should You Go Nuclear or Go to Space in Your Portfolio?
BWX Technologies offers stability through critical nuclear infrastructure and strong government relationships. Rocket Lab provides high-growth potential through its vertically integrated launch and satellite service model.
BWX Technologies: Navy, Army And AI To Fuel Demand
BWX Technologies is rated Buy, leveraging its leadership in U.S. naval nuclear components and emerging commercial and military reactor opportunities. BWXT's recent underperformance and multiple compression have brought shares near Base case fair value, with a Bull case offering 32% upside. Key growth drivers include U.S. Navy procurement, data center nuclear fuel partnerships, and military microreactor projects, but risks stem from customer concentration and competitive threats.
Polen 5Perspectives Small-Mid Growth Q3 2026 Portfolio Update
During Q3 2026, the Polen 5Perspectives Small-Mid Growth Composite Portfolio returned -12.5% (net of fees) compared to the -10.4% return of the Russell 2500 Growth Index. The top contributors to the Portfolio's relative performance in the quarter were Twist Bioscience, Twilio, and Embraer. The most significant detractors from the Portfolio's relative performance in the quarter were nLight, Terawulf, and BWX Technologies.
Bwx Technologies Inc. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 59 | $12,065.1 | $8,083.59 | -$3,981.51 | -33% |
 Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 2,194 | $346,573.82 | $300,029.5 | -$46,544.32 | -13.43% |
 Curtis Ellergodt Rothschild Investment LLC | 139 | $28,424.07 | $18,687.16 | -$9,736.91 | -34.26% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 27,391 | $5.33M | $3.68M | -$1.65M | -30.93% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 28,475 | $3.69M | $3.9M | $205,136.29 | 5.55% |
Bwx Technologies Inc. Analysts
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Jeff Grampp Northland Capital Markets | 230.11 | $31,524.79 | $31,386.73 | -$138.06 | -0.44% |
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Bwx Technologies Inc. Profile
| Aerospace & Defense Industry | Industrials Sector | Rex D. Geveden CEO | NYSE Exchange | 05605H100 CUSIP |
| US Country | 10,400 Employees | 18 Aug 2026 Last Dividend | 1 Jul 2015 Last Split | 2 Aug 2010 IPO Date |
Overview
BWX Technologies, Inc., a prominent company in the nuclear industry, operates on a global scale with its base in Lynchburg, Virginia. Initially known as The Babcock & Wilcox Company, it underwent a rebranding to BWX Technologies, Inc. in June 2015. Founded in 1867, the company has built a solid reputation for manufacturing and selling nuclear components, with its operations branching into the United States, Canada, and other international markets. BWX Technologies divides its operations into two main segments: Government Operations and Commercial Operations, catering to a diverse clientele that includes naval and commercial shipping customers, along with colleges, universities, and national laboratories. This strategic segmentation allows BWX Technologies to leverage its expertise in naval nuclear components, reactors, nuclear fuel, and a range of other nuclear-related services and products.
Products and Services
- Naval Nuclear Components and Reactors
- Nuclear Fuel Services
- Commercial Nuclear Components
- Maintenance and Inspection Services
- CANDU Nuclear Power Plant Products and Services
- Medical Isotopes and Radiopharmaceuticals Manufacturing
This involves the design and manufacture of critical components for naval nuclear reactors, including reactors themselves and nuclear fuel, to support the navy's fleet.
The company is also engaged in the down-blending of government stockpiles of uranium, handling, storing, characterizing, dissolving, recovering, and purifying uranium-bearing materials. Additionally, it supplies research reactor fuel elements to academic and national research facilities.
In the commercial sector, BWXT manufactures steam generators, heat exchangers, pressure vessels, and various reactor components essential for nuclear power plants. This extends to auxiliary equipment such as storage containers for nuclear fuel and high-level nuclear waste.
BWX Technologies offers comprehensive in-plant inspection, maintenance, and modification services, alongside non-destructive examination and tooling/repair solutions, supporting the ongoing operation and safety of nuclear facilities.
The company provides nuclear fuel, fuel handling systems, tooling delivery systems, nuclear grade materials, and precisely machined components, along with related services, tailored for CANDU reactors, a type of nuclear reactor developed by Canada.
On the cutting edge of nuclear medicine, BWX Technologies ventures into the health sector by manufacturing medical radioisotopes and radiopharmaceuticals for diagnostic and therapeutic purposes, in addition to medical devices.
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