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BWX’s first quarter results for 2026 exceeded Wall Street’s expectations for both revenue and non-GAAP earnings, but the market reaction was notably negative. Management attributed the performance to higher throughput, strong operational execution, and robust demand in both government and commercial segments. CEO Rex Geveden pointed to “improved throughput, favorable pacing of work, and exceptional operational execution” as major contributors. The company also highlighted a significant year-over

BWX Technologies could be one of the best long-term nuclear plays.

In October 2025, a company with zero revenue, no operating reactors, and a product still years away from commercialization briefly crossed a $30 billion valuation. That company was Oklo Inc. (NYSE: OKLO.

BWXT jumps 197% YTD as strong earnings growth, major Navy contracts and solid valuation support its long-term outlook.

Two profitable nuclear energy companies, one winner.

BWX Technologies, Inc. (NYSE:BWXT) is one of the 14 Stocks That Will Skyrocket. Another stock in Green’s coverage is a nuclear power play operating in the small and medium reactor (SMR) industry. It also runs “the ONLY large nuclear manufacturing facility in North America,” he says, and adds: “like Rockefeller’s Standard Oil back in its […]

BWX Technologies, Inc. recently reported first-quarter 2026 results, with sales rising to US$860.22 million and net income to US$91.07 million, while also declaring a US$0.27 per-share quarterly dividend payable on June 5, 2026 to shareholders of record on May 19, 2026. Alongside beating earnings expectations, BWX Technologies raised its 2026 revenue guidance above US$3.75 billion and moved to expand nuclear manufacturing capacity through the planned acquisition of Precision Components...

BWX Technologies, Inc. (NYSE:BWXT) is among the 10 Best Large Cap Defense Stocks to Buy According to Hedge Funds. On May 4, the company announced robust financial results for Q1 2026, beating Wall Street’s estimates for both revenue and earnings. Revenue for the quarter was reported at $860.2 million, up 26% from the prior year. […]

Nuclear stocks Cameco and BWX Technologies both traded near buy points on Tuesday morning after reporting better-than-expected first-quarter earnings. Cameco is the "sole vertically integrated nuclear company," from uranium mining and refining to providing the reactor core via its 49% stake in Westinghouse Electric, William Blair analyst Jed Dorsheimer wrote in an April 20 coverage initiation. BWX is the U.S. Navy's main nuclear reactor supplier though its recent growth is being fueled by its commercial business.

Moby summary of BWX Technologies, Inc.'s Q1 2026 earnings call

BWX Technologies (NYSE:BWXT) reported what President and CEO Rex Geveden called “a great start to 2026,” posting first-quarter results that came in ahead of management expectations and were supported by higher throughput, favorable pacing of work, and operational execution across business lines. Fi

BWX (BWXT) delivered earnings and revenue surprises of +21.59% and +5.09%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Monday, BWX Technologies reported first-quarter earnings per share of $1.12 from sales of $860.2. million.

Dow Jones Futures: Iran attacks sparked stock market losses Monday. Palantir stock rallied on earnings late.

Aerospace and defense company BWX (NYSE:BWXT) reported Q1 CY2026 results beating Wall Street’s revenue expectations, with sales up 26.1% year on year to $860.2 million. Its non-GAAP profit of $1.12 per share was 21% above analysts’ consensus estimates.

First, I would like to welcome Mike Fitzgerald, our CFO, to the call. Mike has been with BWXT since 2022 and previously held the roles of Chief Accounting Officer, Head of Finance and CFO of Government Operations. Second quarter financial results exceeded our expectations, driven by strong execution and pacing of work in Government Operations.

If your electricity bill jumped this year, you’re not imagining it. The driver is the server racks humming inside warehouses going up across Virginia, Texas, Ohio, and Arizona, more than summer heat or aging infrastructure alone. The AI boom is colliding with a power grid that wasn’t built for it, and the bill is getting ... How AI Data Centers Are Reshaping the Power Market (And the 4 Plays Investors Are Making)

Aerospace and defense company BWX (NYSE:BWXT) will be reporting earnings this Monday after the bell. Here’s what you need to know.

Palantir and Nvidia partner CoreWeave head into earnings next week. Lithium play Albemarle is in a base ahead of earnings.

MIR and BWXT are riding surging nuclear demand, each leveraging growth, innovation and expansion strategies as competition heats up in the energy space.

Here is how Astronics Corporation (ATRO) and BWX Technologies (BWXT) have performed compared to their sector so far this year.

BWXT enters earnings season with strong momentum and consistent beats, but supply-chain issues and labor shortages could challenge near-term performance.

BWX Technologies (BWXT) is back in focus as investors react to optimism ahead of its upcoming March quarter earnings report, where expectations center on year over year EPS growth and another potential consensus beat. See our latest analysis for BWX Technologies. The recent 1 month share price return of 9.62% and year to date share price return of 22.12% suggest momentum has been building. Meanwhile, the 1 year total shareholder return of 105.99% puts the latest pullback into a longer trend...

Joby to report Q1 2026 results on May 5; wider loss estimate, high costs and eVTOL certification progress could shape the stock.

BWX (BWXT) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

With more focus on nuclear energy, companies connected to nuclear power could be strong long-term investments.

BWX Technologies, Inc. (NYSE:BWXT) is included among the 10 Best Nuclear Energy Stocks to Buy for Dividends. BWX Technologies, Inc. (NYSE:BWXT) provides safe and effective nuclear solutions for global security, clean energy, environmental restoration, nuclear medicine, and space exploration. The company is also the sole manufacturer of naval nuclear reactors for US submarines and aircraft […]

Nuclear energy demand is soaring, and companies occupying a niche space in the complex supply chain could be positioned to benefit as the industry grows.

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