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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: $14B
$150.12 ▼ -1.55%
$2.37 today · as of 12 Sep 2026
50 S.I.F.T
S.I.F.T.™ Analysis
Red
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Caution – significant pillar weakness detected.
Last updated: 12 Sep 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 expertise and long-term U.S. government contracts, but undermined by weak profitability metrics and limited commercial diversification.

Strengths: Strong time_in_market score of 85 reflecting established operations, Stable majority revenue from Government Operations segment, Modest dividend yield of 1.17% provides some income
Risks: Low ROE of 2.11% signals poor capital efficiency, High debt-to-CFO ratio of 32.88 indicates significant leverage risk, Low safety pillar score of 35 and overall red colour flag elevated concerns
📈 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

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
  • Leadership team brings extensive experience in nuclear technology, defense contracting, and government programs.
  • Strong emphasis on safety, regulatory compliance, and operational excellence in highly technical environments.
  • Strategic focus on expanding commercial nuclear and clean energy opportunities alongside core naval propulsion work.
  • Proven ability to secure long-term government contracts and manage complex, high-stakes projects.
Track Record

Delivered consistent revenue growth, margin expansion, and successful execution of major naval nuclear programs under current leadership.

Recent Commentary

“Management has highlighted robust backlog, opportunities in advanced reactors, and disciplined capital allocation in recent earnings calls.”

Analyst Reviews & Risks

Wall Street Consensus
4.6
out of 5 (Strong Buy)
Average Target: $485.00
Key Investment Risks
  • Low ROE of 2.11% signals poor capital efficiency
  • High debt-to-CFO ratio of 32.88 indicates significant leverage risk
  • Low safety pillar score of 35 and overall red colour flag elevated concerns
Ownership & Sentiment

Institutional Ownership: N/A%

Short Interest: N/A%

AI Investment Thesis
  • Dominant supplier of nuclear components for U.S. Navy submarines and aircraft carriers with multi-decade contract visibility.
  • Expanding commercial nuclear footprint via small modular reactor (SMR) components and fuel fabrication services.
  • Diversified growth in medical radioisotopes and industrial imaging creating higher-margin revenue streams.
  • Strong balance sheet, consistent free cash flow, and shareholder-friendly capital return policy.
  • Attractive valuation relative to peers with embedded growth from defense modernization and clean energy transition.
Key Catalysts & Risks
Catalysts
  • Award of next-generation submarine reactor components and Columbia-class program ramp
  • SMR technology partnerships and first commercial fuel orders
  • Increased medical isotope production capacity and new FDA approvals
  • Potential uplift from higher U.S. defense nuclear spending in upcoming budgets
Risks
  • Delays or cancellations in government nuclear programs due to budget constraints
  • Execution and regulatory risks in scaling new SMR and isotope facilities
  • Competition from larger nuclear players and potential loss of sole-source positions
  • Supply chain disruptions for specialized nuclear materials and skilled labor shortages
Peer Comparison
Company P/E Rev Growth Gross Margin ROE Debt/Equity
NVDA N/A N/A% N/A% 60.22% 0.68
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% 7.62% 1.83
  • ...

    Investors

     1

  • Ticker

     BWXT
  • ...

    Sector

     ENGINES & TURBINES

  • Current Price

     $150.12

  • S.I.F.T. Score

     50
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