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: $17B

$185.24 ▼ -2.89%

$5.52 today · as of 06 Jun 2026

50 S.I.F.T

S.I.F.T.™ Analysis

Red

Caution – significant pillar weakness detected.

Last updated: 06 Jun 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 HOLD

Strong specialized moat in naval nuclear propulsion via long-term government contracts, though commercial nuclear segment faces broader competition.

Strengths: High time_in_market score (85) reflects decades of experience and established position, Stable government operations segment provides predictable revenue from U.S. naval programs, Large market cap (~$16.9B) supports scale in nuclear components manufacturing

Risks: Very low safety pillar score (35) and fundamentals (35) indicate elevated operational or financial vulnerabilities, Extremely high debt_to_cfo ratio of 32.88 signals significant leverage risk, Zero warchest_pct and low dividend yield limit financial flexibility and shareholder returns

📈 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%

FAQ

The safety pillar at 35 likely reflects nuclear industry regulatory, environmental, and operational risks that outweigh other factors.

Government Operations dominate revenue and offer long-term contracts, supporting an income_stability score of 60, but overall red colour suggests caution.

A low ROE indicates limited profitability relative to equity, contributing to the weak fundamentals pillar and hold recommendation.

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

Experienced team with strong nuclear and defense sector backgrounds
Emphasis on operational excellence and contract execution in government markets
Focus on innovation in clean energy and medical isotopes
Proven ability to secure and deliver on long-term DoD and DOE contracts

Track Record

Under current leadership, BWXT has achieved consistent revenue growth, expanded its nuclear components business, and maintained high margins through disciplined project management and strategic acquisitions.

Recent Commentary

“In recent earnings calls, management highlighted robust demand for naval nuclear reactors and progress on commercial SMR initiatives, while noting supply chain challenges.”

Analyst Reviews & Risks

Wall Street Consensus

4.6

out of 5 (Strong Buy)

Average Target: $485.00

Key Investment Risks

Very low safety pillar score (35) and fundamentals (35) indicate elevated operational or financial vulnerabilities
Extremely high debt_to_cfo ratio of 32.88 signals significant leverage risk
Zero warchest_pct and low dividend yield limit financial flexibility and shareholder returns

Ownership & Sentiment

Institutional Ownership: N/A%

Short Interest: N/A%

AI Investment Thesis

Dominant provider of nuclear components and fuel for US Navy submarines and carriers with multi-decade visibility
Positioned to capture share in the emerging US and global small modular reactor (SMR) buildout
High-single-digit revenue growth supported by record backlog and long-term government contracts
Expanding medical-isotope and commercial nuclear services businesses add diversified growth
Attractive free-cash-flow profile and capital returns in a geopolitically supported nuclear sector

Key Catalysts & Risks

Catalysts

Columbia-class submarine ramp and AUKUS-related naval nuclear work
DOE or utility awards for SMR demonstration projects
Potential medical-isotope supply contracts with pharma partners

Risks

Execution or cost-overrun risk on complex, fixed-price naval programs
Regulatory or political delays in commercial nuclear licensing
Dependence on a small number of large government customers

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%	-1.64%	8.05
AVGO	N/A	N/A%	N/A%	14.7%	3.03
AMD	N/A	N/A%	N/A%	8.08%	999

Investors
1
Ticker
BWXT
Sector
ENGINES & TURBINES
Current Price
$185.24
S.I.F.T. Score
50