BWX Technologies, Inc.

BWX Technologies Inc is a specialty manufacturer and service provider of nuclear components, operating in two segments: Government Operations and Commercial Ope...

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BWX Technologies, Inc.
BWXT ENGINES & TURBINES · Market Cap: $16B
$169.67 ▼ -3.89%
$6.86 today · as of 29 Jul 2026
50 S.I.F.T
S.I.F.T.™ Analysis
Red
Caution – significant pillar weakness detected.
Last updated: 29 Jul 2026 · Confidence: 55%
Pillar Breakdown
🛡 Safety 35
Balance sheet or moat concerns are weighing on the score.
💰 Income 60
High cyclicality and lack of recurring revenue are limiting stability.
📊 Fundamentals 35
Strong growth but valuation is elevated.
⏱ Time 85
Shorter track record or weaker tailwinds.
🧠 Munger Reality Filter AVOID

Moderate moat from specialized nuclear manufacturing and long-term U.S. government contracts, offset by weak commercial operations and poor capital efficiency.

Strengths: High time-in-market score of 85 demonstrates long operating history, Majority revenue from stable Government Operations segment with U.S. naval contracts, Established position in nuclear components with sales across North America
Risks: Very low ROE of 2.11% signals poor profitability and inefficient use of equity, Extremely high debt-to-CFO ratio of 32.88 indicates significant leverage risk, Zero warchest percentage and low safety pillar score of 35 reflect limited financial resilience
📈 Price History

Business Overview

BWX Technologies Inc is a specialty manufacturer and service provider of nuclear components, operating in two segments: Government Operations and Commercial Operations. The Government Operations segment produces naval nuclear reactors and fuel for the U.S. Naval Nuclear Propulsion Program, while the Commercial Operations segment designs and manufactures commercial nuclear steam generators, heat exchangers, pressure vessels, reactor components, and other auxiliary equipment, including containers for the storage of spent nuclear fuel and other high-level nuclear waste. The majority of the company's revenue comes from Government Operations, with sales principally in the United States, Canada, and other regions.
Key Metrics
ROE (10yr)
2.1%
Debt / CFO
N/A
Div. Yield
0.00%
FCF Growth
0.0%

Financial Details

Recent Quarters
Quarter Revenue Gross Profit EPS
No quarterly data available.
Segment Breakdown
Data Center 56%
Client 28%
Gaming 9%
Embedded 7%

Management

Leadership Summary
  • Strong emphasis on nuclear innovation and small modular reactors.
  • Deep expertise in U.S. government and defense contracts.
  • Proven track record of operational efficiency and margin expansion.
  • Focus on safety culture and regulatory compliance in nuclear sector.
Track Record

Under current leadership, BWXT has achieved consistent revenue growth, expanded its naval nuclear propulsion business, and advanced commercial nuclear opportunities while maintaining strong backlog.

Recent Commentary

“CEO highlighted robust demand for nuclear components and strategic investments in clean energy during the latest earnings call.”

Analyst Reviews & Risks

Wall Street Consensus
4.6
out of 5 (Strong Buy)
Average Target: $485.00
Key Investment Risks
  • Very low ROE of 2.11% signals poor profitability and inefficient use of equity
  • Extremely high debt-to-CFO ratio of 32.88 indicates significant leverage risk
  • Zero warchest percentage and low safety pillar score of 35 reflect limited financial resilience
Ownership & Sentiment

Institutional Ownership: N/A%

Short Interest: N/A%

AI Investment Thesis
  • Dominant position in U.S. naval nuclear propulsion with long-term, high-margin contracts from the Navy providing stable revenue.
  • Exposure to growing commercial nuclear power demand driven by clean energy transition and advanced reactor deployments.
  • Diversified portfolio including medical isotopes and fuel fabrication reduces sector-specific cyclicality.
  • Substantial backlog exceeding $1B offers multi-year revenue visibility and earnings predictability.
  • Leadership in specialized nuclear manufacturing and materials creates high barriers to entry and pricing power.
Key Catalysts & Risks
Catalysts
  • New or expanded DoD contracts for Columbia-class submarines and aircraft carriers.
  • Federal funding increases for nuclear infrastructure and SMR/TRISO fuel programs.
  • Commercial wins in medical radioisotope supply or international nuclear component sales.
Risks
  • Heavy dependence on U.S. government budgets exposes company to sequestration or policy shifts.
  • Regulatory delays or safety incidents could stall project timelines and margins.
  • Supply chain constraints for specialized nuclear-grade materials increase cost and execution risk.
Peer Comparison
Company P/E Rev Growth Gross Margin ROE Debt/Equity
NVDA N/A N/A% N/A% 61.51% 0.51
INTC N/A N/A% N/A% -5.53% 6.65
AVGO N/A N/A% N/A% 16.36% 2.72
AMD N/A N/A% N/A% 6.29% 1.78
  • ...

    Investors

    1
  • Ticker

    BWXT
  • ...

    Sector

    ENGINES & TURBINES
  • Current Price

    $169.67
  • S.I.F.T. Score

    50
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