BWXT, WWD and TDG look attractive on dips as rising defense spending, strong aerospace demand and major contract wins support growth prospects.
ArrowMark Colorado Holdings LLC lessened its holdings in BWX Technologies, Inc. (NYSE: BWXT) by 51.6% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 64,997 shares of the technology company's stock after selling 69,226 shares during the period. ArrowMark Colorado
Cameco is one of the planet's largest uranium miners with world-class assets. BWX Technologies is a rapidly growing engineering company with a wealth of experience in small reactor technology.
BWX Technologies stock surges 101.9% in a year, backed by strong earnings growth, rising estimates and solid demand for nuclear components across defense and commercial markets.
BWX Technologies anchors the U.S. naval nuclear propulsion supply chain, producing reactor components and fuel while investing in next-gen nuclear systems.
Here is how BWX Technologies (BWXT) and Rolls-Royce Holdings PLC (RYCEY) have performed compared to their sector so far this year.
NASA's Artemis II mission is targeting an April 2026 launch window, and prediction markets currently place the odds of liftoff by April 30 at roughly 54.5%.
BWX Technologies delivered strong Q4 and FY2025 results, consistently beating revenue and EPS expectations, but shares now appear overvalued. Despite robust demand, a 105% stock rally, and record $7.3B backlog, BWXT's EV/EBITDA and P/E multiples trade at 100%+ sector premiums. I lower my rating from Buy to Hold, with a DCF-based target price of $206, reflecting only 2.2% upside from current levels.
BWX Technologies, Inc. (BWXT) Q4 2025 Earnings Call Transcript
BWX Technologies (BWXT) came out with quarterly earnings of $1.08 per share, beating the Zacks Consensus Estimate of $0.91 per share. This compares to earnings of $0.92 per share a year ago.
BWXT's government and commercial units show solid revenue momentum, but earnings pressure could test the stock's near-term trajectory.
Here are four defense stocks that are expected to post an earnings beat this reporting cycle.