Educational research only—not investment advice or a recommendation. Scores and estimates may use delayed, incomplete, restated, or corrected market and filing data. Independently verify information before making an investment decision.

BWX Technologies, Inc.

BWXTNYSE
Wall Street Score · overall investment40/100
$134.07USD+$2.87 (+2.19%)
Company website www.bwxt.com
Headquarters800 Main Street, Lynchburg, VA, 24504, US
Financial statement currencyUSD · no FX conversion applied
Industrials · Aerospace & Defense
Price updated todayFinancials updated Oct 1, 2026

BWXT · Price history

Price at last available close

$134.07

−$0.28 (-0.21%) 1M

2026-10-27

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Company & revenue

About BWX Technologies, Inc.

Primary reporting period: 2025-12-31 · Research updated Oct 12, 2026. A research update is not a new financial filing.

Who they are

BWX Technologies, Inc. operates globally, specializing in the production and sale of nuclear components across the United States, Canada, and other international regions. The company's multifaceted operations are categorized into three distinct segments: Nuclear Operations Group, Nuclear Power Group, and Nuclear Services Group. The Nuclear Operations Group is a pivotal supplier of precision naval and critical nuclear components, including reactors, nuclear fuel, and assemblies, primarily supporting the United States Department of Energy/National Nuclear Security Administration's Naval Nuclear Propulsion Program.

How they make money

BWX Technologies designs and manufactures nuclear components, reactor systems and nuclear fuel and provides specialized services for U.S. government and commercial nuclear customers. Its FY2025 Form 10-K reports Government Operations and Commercial Operations. Government work includes naval nuclear propulsion components and related programs; commercial operations include nuclear equipment, fuel and medical isotope activities. Contract timing and backlog conversion are important to evaluating future revenue.

Brands & revenue mix

BWXT

Primary corporate brand for all nuclear and defense operations.

Separate brand revenue is not available in this research.Source

Revenue share is not unit sales or a best-seller ranking. Parent brands and included sub-brands can overlap; do not add overlapping rows.

Product / operating segments

No reconciled product or operating-segment revenue breakdown is available for the current research period. Company-wide revenue remains separate from segment disclosure.

Geographic revenue

No reconciled geographic revenue breakdown was confirmed for the current research period.

Customer types

Customer categories were not separately identified in the reviewed source set.

Customer concentration

The company operates in capital-intensive industries with a focus on major projects, meaning a relatively small number of customers may account for a significant portion of revenue as of the fiscal year ended December 31, 2025.

Business relationships & partnerships

  • ATI Inc — Strategic agreement extended through 2030.Source
  • West Valley Cleanup Alliance, LLC — A limited liability company formed by BWXT TSG, Jacobs Technology, Inc. and Geosyntec Consultants, Inc. for the West Valley Demonstration Project.Source

Strengths

  • Specialized nuclear manufacturing capabilities — Research interpretation: qualification requirements, engineering expertise and long-cycle government programs can support customer relationships; backlog is not guaranteed immediate revenue.Source

Risks

  • Contract concentration and project execution — Research interpretation: government procurement timing, nuclear safety requirements, supply chains and complex project delivery can affect revenue recognition, margins and cash flow.Source

Wall Street Score

Overall investment score · Quality, value, risk and opportunity

40

Weak

PoorElite

View category scores →

Company Quality

How good is the actual business—regardless of today’s stock price?

71

Strong

Financial Strength

42

Business Quality / Moat

91

Management

90

Growth Quality

63

Risk / Durability

83

Great Company · Expensive Stock

Uses financial strength, moat, management, growth quality and durability. It excludes share price, P/E, market cap, intrinsic value and margin of safety.

Opportunity

Opportunity Score · How does the current price compare with estimated value?

41

Avoid

Based on current valuation, company quality, recent trends, and available market signals.

View score details →

Model Outlook

12-month model · What does the model think happens next?

53/100

Building Historical Record

Model Score 53/100 — estimates relative performance potential, distinct from the overall Wall Street Score and the separate Company Quality score.

Probability unavailable — the model has not produced a calibrated probability yet.

Click for full breakdown →

WSS View

The quick read

The overall Wall Street Score is low across its combined quality, valuation and risk inputs. This can reflect an expensive share price, business weaknesses, or both; check Company Quality and the category breakdown before drawing a conclusion.

At today’s price, the WSS valuation framework currently reads as less attractive based on the available valuation and market data.

The model outlook is currently moderate.

What we like
  • •Recent buyback activity is present
What to watch
  • •Valuation is a weaker part of the current profile
  • •Revenue fundamentals are weak
  • •Debt / balance-sheet profile needs attention

Company-specific research

Questions worth answering for BWXT

Research inputs 100% complete

These questions are generated from this company's current financial and score data so the page adds context instead of treating the headline score as a stand-alone conclusion.

  • •Can BWXT maintain its current revenue growth rate and improve the amount of that revenue that turns into earnings and cash?
  • •Is BWXT's positive free cash flow repeatable, or is the current level being helped by temporary working-capital or spending changes?
  • •Is BWXT's debt load manageable relative to cash generation, interest costs and upcoming maturities?
  • •What future growth or profitability would be needed to justify BWXT's current valuation?
Business analysis: 16 days ago · Fresh

Essential Investment Snapshot

Wall Street Score

40

0–100 · Weak

Opportunity Score

41

0–100 · Weak

Market Cap

$12.28B

P/E Ratio

35.3

EPS

$3.88

52-Week High

$241.82

52-Week Low

$133.21

Beta

0.74

Intrinsic Value

$131.74

Analyst Target

$202.00

Shares Outstanding

91.9M

Total Revenue

$3.51B

Total Debt

$2.02B

Dividend Yield (TTM)

0.79%

View dividend history

Liquidation Value / Share

$14.52

Estimated net asset value per share

Dividend / Share (TTM)

$1.06

Trailing 12 months by ex-date; not a forecast

Momentum & Volatility Signals

Two different market-behavior signals. Momentum measures direction and trend strength. Volatility measures how large and unstable the price moves are, regardless of direction.

0–100 market signals
Momentum
33/ 100
+5 pts / 5d

Weakening momentum

5D -0.1% · 20D -2.9% · RSI 39 · Price vs 20D avg -1.8%
Volatility
39/ 100
+8 pts / 5d

Normal movement

20D realized vol 43.3% · 60D 37.4% · Acceleration 1.16x
Momentum = Where is it going?

A high momentum score means price has been trending upward with confirming short- and medium-term strength. A low score means downward or weakening momentum.

Volatility = How violently is it moving?

A high volatility score means larger, less stable price swings. It can happen while a stock is rising or falling, so high volatility is not automatically bullish or bearish.

Important: the volatility score above is based on realized price volatility. Implied volatility (IV) comes from options prices and represents the market's expected future movement. Wall Street Score will keep IV separate and will only display it when a verified options-chain feed is available.

Notices for BWXT

Detected from reported data — verify before acting.

Dividend history reported

Dividend payments are recorded. Review the dates and regular/special classification below; past payments do not guarantee future dividends.

Historical repurchase activity

Reported cash flows or share-count measures indicate past repurchase activity. This does not verify an active buyback authorization or future purchases.

Community Sentiment

0 active · 0 total calls
0% Bullish (0) 0% Bearish (0)

No personal call yet on BWXT.

Potential upside factors

  • +Growth opportunities may come from revenue expansion, margin improvement, new products, market-share gains, and stronger cash flow.
  • +Research interpretation: qualification requirements, engineering expertise and long-cycle government programs can support customer relationships.
  • +backlog is not guaranteed immediate revenue.
  • +Positive free cash flow may provide capacity to invest in growth.

Potential downside factors

  • −Key risks may include competition, margin pressure, debt levels, valuation risk, and changes in demand within the Aerospace & Defense industry.
  • −Research interpretation: government procurement timing, nuclear safety requirements, supply chains and complex project delivery can affect revenue recognition, margins and cash flow.

These research factors come from saved company research and financial data, not community votes. They are starting points to verify against filings, not buy or sell recommendations.

Create a free account to make a call.

Scores

Click any score for full breakdown
Wall Street Score
Weak40/ 100
Weak (0–50)Fair (51–71)Strong (72+)

Weak

40

Tap for breakdown →

Poor

33

Debt Cost2.2%
Debt Reduction YoY-91.0%
Debt / Equity1.64x

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Poor

30

Revenue YoY9.9%
Revenue CAGR13.2%
Net Margin10.1%

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Fair

66

Asset Growth YoY48.8%
Liquidation/Share$14.52
Net Assets/MCap0.19x

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Poor

15

Earnings Yield2.8%
Buyback Yield0.2%
Debt Cost2.2%

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Elite

90

ROIC9.8%
ROE26.6%
ROA8.0%

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Elite

91

EPS Growth10.1%
FCF/Share Growth32.8%
Rev/Share Growth12.1%

Tap for breakdown →

Poor

10

Intrinsic Value$131.74
Value Reference$79.04
MOS-1.2%

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Fair

52

Revenue30
Moat91
Valuation10

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Poor

0

MOS %-1.2%
Value Reference$79.04
Deep Discount Reference$52.70

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Poor

35

Interest Coverage7.3x
ROIC9.8%
FCF Yield2.4%

Tap for breakdown →

Poor

37

Financial35
Valuation10
Debt33

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Fair

65

Survival Years1.6 yrs
Current Ratio2.32x
FCF Margin9.2%

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Score Changes

6 historical score records available

Previous Score

39

Sep 9, 2026

Change

+1.0

points

Current Score

40

Oct 1, 2026

Category Changes

Revenue+0.8
Debt0
Assets+0.9
Capital+3.0
Management0
Moat0
Valuation+5.9
Buffett+0.9

BWXT increased 1 points because Capital improved by 3 points, Valuation improved by 5.9 points.

Positive Contributors

  • + Capital improved by 3 points
  • + Valuation improved by 5.9 points

Projected Score

Projected Score

42

Projected Change

+1.4 points

Preliminary comparable-period financial changes suggest improvement of approximately 1.4 points. This is a projected estimate, not the official WallStreetScore.

Price vs. Value

Near Fair Value

Current Price

$134.07

Model Intrinsic Value

$131.74

Difference

+$2.33

+1.8% vs IV

Margin of Safety

-1.8%

UndervaluedFair ValueOvervalued
Value Reference: $79.04
Deep Discount Reference: $52.70

Financial Charts

Revenue

201420152016201720182019202020212022202320242025$0$800M$1.6B$2.4B$3.2B

Additional Metrics

Operating Cash Flow

201520172019202120232025$0$150M$300M$450M$600M

Total Debt

201520172019202120232025$0$550M$1.1B$1.6B$2.2B

Total Assets

201520172019202120232025$0$1.5B$3.0B$4.5B$6.0B

Net Margin %

No data
Monetary values in USD. Share counts in raw units.

Free includes 3 annual periods plus available TTM; Premium includes up to 10 annual periods. History depends on available company filings. Swipe the table horizontally to see older periods. A dash means unavailable, not zero.

Line ItemTTM2025202420232022202120202019201820172016
Revenue$3.51B$3.20B$2.70B$2.50B····························
Cost of Revenue$2.74B$2.47B$2.05B$1.88B····························
Gross Profit$775.2M$731.5M$655.2M$620.6M····························
Research & Development$15.6M$13.9M$7.5M$7.6M····························
SG&A Expenses$420.4M$394.4M$318.7M$279.7M····························
Operating Expenses$435.9M$408.3M$274.6M$237.5M····························
EBITDA$553.3M$551.5M$474.1M$447.0M····························
Operating Income$339.4M$323.2M$380.6M$383.1M····························
Interest Expense$34.5M$44.2M$39.5M$47.0M····························
Income Before Tax$429.5M$398.1M$348.7M$321.4M····························
Income Tax Expense$73.3M$68.3M$66.4M$75.1M····························
Net Income$355.3M$329.9M$281.9M$245.8M····························
Basic EPS$3.88$3.60$3.08$2.68····························
Basic Shares91.72M91.57M91.57M91.62M····························
Diluted Shares92.01M91.86M91.86M91.87M····························
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Earnings Summary

Estimated earnings date:Nov 2, 2026
Estimated EPS: $1.19Estimated revenue: $967.9M
Jun 30, 2026Q2FY2026

Revenue

$901.6M

Estimate unavailable.

Revenue Beat/Miss

Not available (no estimate stored)

EPS

$0.97

Estimate unavailable.

EPS Beat/Miss

Not available (no estimate stored)

Debt Change

+31.8%

Cash Change

+1544.5%

Margin Change

-0.4 pp

Debt and cash show percentage changes versus the comparison period; margin shows the change in percentage points (pp). These are company-wide changes, not per-share amounts.

Financial Changes Since Prior Period

What Improved

  • Cash position grew

What Weakened

  • Margins contracted
  • Debt increased

Potential Score Impact

Positive indicators included revenue growth, EPS growth, cash levels. Pressure indicators included debt levels, net income margin. These factors may support or pressure the Revenue, Management, Financial, and Debt categories; this summary does not claim that the stored scores changed.

Stored Earnings Analysis

Revenue increased 18.0%. EPS increased 14.1%. Cash increased 1544.5%. Total debt increased 31.8%. Net income margin declined by 0.4 percentage points.

Earnings-Call Transcript

Earnings-call transcript analysis is not currently available.

These results may influence future scores when the next evaluation is completed.

Upgrade to Premium to unlock all earnings history.View plans
Earnings data: 120 days ago · Stale

Insider Activity

Guru / Smart Money

Guru Score

7

Smart Money

7

Number of Gurus

1

Total Guru Value

Avg Portfolio Weight

Largest Holder

Largest Holder %

New Positions

Increased Positions

Reduced Positions

Exited Positions

Net Guru Sentiment

Loading data...

Short Interest

Government disclosed trading activity is available on the Smart Money directory. Filings may be delayed and may not represent complete current holdings.

Dividend History

Log in to view dividend history.

Conservative Projected Values

3 Years

$———.——

Premium

5 Years

$———.——

Premium

10 Years

$———.——

Premium

Conservative Projection Rate

——%

Premium

Conservative Projected Values — price projections derived from actual 10-year adjusted historical returns, conservatively adjusted and capped at 8% annually. These are distinct from the Outperformance Model Score and WallStreetScore.

Conservative Projected Values

Premium unlocks the 3-year, 5-year, and 10-year conservative projected values with full calculation breakdowns based on actual historical returns.

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Historical Outperformance Record

Premium includes stored forecasts and any available evaluated results. Completed results, win rates and calibrated probabilities are shown only when supported records exist; access does not create historical outcomes.

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Historical Trends

6 historical records
Jul 21, 26Jul 23, 26Aug 12, 26Sep 2, 26Sep 9, 26Oct 1, 260255075100

Historical Score Chart

3 of 6 records shown
3 historical score records are shown. Start your seven-day free trial to unlock 3 more records and the complete score history.Start Free Trial

Wall Street Score

Sep 2, 26Sep 9, 26Oct 1, 260255075100

Debt Score

Sep 2, 26Sep 9, 26Oct 1, 260255075100

Revenue Score

Sep 2, 26Sep 9, 26Oct 1, 260255075100

Asset Score

Sep 2, 26Sep 9, 26Oct 1, 260255075100

Capital Score

Sep 2, 26Sep 9, 26Oct 1, 260255075100

Management Score

Sep 2, 26Sep 9, 26Oct 1, 260255075100

Moat Score

Sep 2, 26Sep 9, 26Oct 1, 260255075100

Valuation Score

Sep 2, 26Sep 9, 26Oct 1, 260255075100

Buffett Score

Sep 2, 26Sep 9, 26Oct 1, 260255075100

Intrinsic Value

Sep 2, 26Sep 9, 26Oct 1, 26$129.00$130.00$131.00$132.00$133.00

Value Reference

Sep 2, 26Sep 9, 26Oct 1, 26$77.00$78.00$79.00$80.00$81.00

Margin of Safety %

Sep 2, 26Sep 9, 26Oct 1, 26-0.2%-0.2%-0.1%-0.1%0.0%

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News

Rumor Mill · BWXT

Corporate developments & opportunities

Explore market →

Stock in this report

Confirmed announcementcontract

BWXT awarded $189 million naval nuclear fuel contract

Source date 2026-10-01

BWXT announced an approximately $189 million contract to manufacture naval nuclear reactor fuel. Its Nuclear Fuel Services subsidiary will deliver fuel for the U.S. Naval Nuclear Propulsion Program, with work scheduled to finish in August 2027.

Evidence score95/100

Strong source support

Potential impact

unknown

Research focus: a contract award is not immediate revenue or profit. Delivery timing, performance costs and funding affect results; BWXT also identifies contract modification or termination as risks.

Evidence credibility is not a forecast of stock performance. Rumor Mill is separate from the WSS score.

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