BWX Technologies builds nuclear reactors and fuel for U.S. Navy submarines and aircraft carriers, plus commercial nuclear power equipment and medical radioisotopes. Think of them as the nuclear plumber for the military and energy sectors.
Revenue hit USD 3.20B in 2025, with net margin around 10%. The Nuclear Operations Group, supplying the U.S. Navy, is the main profit driver, backed by long-term government contracts that provide recurring, stable income.
The U.S. Navy's nuclear program is a near-monopoly for BWXT, with no private competitors like Huntington Ingalls or General Dynamics able to replicate its specialized reactor manufacturing. However, the moat is eroding as commercial nuclear demand grows and ne
Sell (sector percentile 12) — value C, growth B-, profitability C+, momentum D-, revisions C. Updated daily, sector-relative, identical for every user.
Key events, in time order
Rep. Delaney's repeated BWXT purchases; committee oversees DOE nuclear programs
Earnings call highlights higher 2026 outlook; medical divestiture and PCG deal sharpen nuclear focus
Q2 adj EPS $1.07 beat, revenue up 18%, FY outlook raised
Definitive agreement; up to $800M; buyer is healthcare investor
Analyst sees Precision Components acquisition as key to U.S. commercial nuclear manufacturing
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Nuclear energy is presented as a solution to AI's power demands. $BWXT is mentioned as a reactor component provider in this context.
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