Notícias

BWX's second quarter performance reflected robust demand across both its government and commercial nuclear businesses, with revenue growth led by increased activity in commercial nuclear power and aftermarket services. Management pointed to strong operational execution and productivity improvements, particularly in Government Operations, as key contributors. CEO Rex Geveden highlighted the company's “position of strength with exposure across the nuclear value chain,” and noted that the recent sa

Babcock (NYSE:BW) reported higher second-quarter revenue, net income and adjusted EBITDA, citing increased project activity and demand for reliable power generation from utility, industrial and data center customers. Chairman and Chief Executive Officer Kenny Young said the company raised its full-

Commercial nuclear revenue surged 72% as management raised full-year guidance.

Hyperscalers are signing decade-long power deals that would have seemed absurd three years ago, and three nuclear stocks sit at the center of that shift as an operator, a fuel producer, and a components maker each tell a very different story about risk and reward.

BWX Technologies, Inc. reported past Q2 2026 results with sales of US$901.63 million and net income of US$89.01 million, raised full‑year 2026 revenue guidance to about US$3.80 billion, and its board declared a US$0.27 per‑share quarterly dividend payable on September 4, 2026. At the same time, BWX Technologies agreed to sell most of its medical business for up to US$800 million, sharpening its focus on core nuclear markets and advanced reactor technologies. We’ll now examine how the raised...

BWXT raises its 2026 outlook as stronger operations support higher guidance, while a medical divestiture and PCG deal sharpen its nuclear focus.

Moby summary of BWX Technologies, Inc.'s Q2 2026 earnings call

BWXT posts 18% revenue growth, raises full-year guidance, and sharpens focus on nuclear core markets with $800 million medical business sale.

BWX Technologies (NYSE:BWXT) reported second-quarter 2026 revenue growth of 18% and raised its full-year financial outlook, citing continued demand across nuclear national security and commercial power markets. Second-quarter revenue reached $902 million, including 9% organic growth, while adjusted

Aerospace and defense company BWX (NYSE:BWXT) met Wall Street’s revenue expectations in Q2 CY2026, with sales up 18% year on year to $901.6 million. Its non-GAAP profit of $1.07 per share was 2.7% above analysts’ consensus estimates.

Aerospace and defense company BWX (NYSE:BWXT) will be reporting earnings this Monday afternoon. Here’s what to expect.

Westinghouse Electric says it plans to start construction on 10 new reactors in the U.S. by 2030. Its IPO could be a blockbuster.

BWXT heads into Q2 with nuclear, medical and defense demand supporting sales, while earnings are expected to edge lower.

Vertiv's latest quarter hit $3.3 billion as data center demand surges, while BWX Technologies maintains steady defense contracts.

JPMorgan just pointed investors toward a fast-rising player in AI nuclear energy. On July 27, 2026, the bank started coverage of BWX Technologies (BWXT) with an overweightrating and a $230 price target. That target runs through December 2027 and sits about 30% above where the stock traded when the ...

BWX Technologies (BWXT) stock has recently drawn attention after a period of weaker performance, with the share price down 7% over the past week and 17% over the past month. See our latest analysis for BWX Technologies. The recent slide in BWX Technologies’ share price, including a 27.24% decline over the past 90 days, contrasts with its 3-year total shareholder return of 134.56% and 5-year total shareholder return of 215.24%. This points to fading short term momentum against a stronger long...

BWX Technologies has delivered very strong share price gains over the past five years, yet its current valuation checks now suggest the stock may be pricing in a premium to its intrinsic value. The Discounted Cash Flow (DCF) intrinsic value estimate and the earnings based multiples both point to BWX Technologies trading on the expensive side after this long run. The stock has returned 215.2% over the past five years, which puts extra focus on whether the current price still leaves room for a...

US-Saudi nuclear deal could reshape the energy landscape. See how nuclear ETFs may offer diversified exposure to companies positioned to benefit.

One company has logged eight straight quarters of $600M+ revenue; the other just crossed $1.6M in its first full quarter of sales.

XE and BWXT offer two distinct paths into the growing nuclear sector, from advanced reactor development to established government-backed nuclear operations.

SMR's regulatory lead and $1 billion liquidity set the stage, but contracts, financing and dilution will decide its commercial success.

Polen Capital, an investment management company, released its second-quarter 2026 investor letter for “Polen 5Perspectives Small-Mid Growth Strategy”. A copy of the letter can be downloaded here. Polen 5Perspectives Small-Mid Growth Composite Portfolio returned 28.4% gross and 28.2% net of fees, respectively, compared to the 24.0% return of the Russell 2500 Growth Index. Markets rebounded strongly […]

A growing number of former employees of the contractor conducting a multibillion-dollar cleanup at Los Alamos National Laboratory are blowing the whistle in federal court, accusing the company’s highest officials of a pattern of noncompliance and false reporting. The tally of former workers who have joined a pending lawsuit against Newport News Nuclear-BWXT Los Alamos — better known as N3B — ...

The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how defense contractors stocks fared in Q1, starting with BWX (NYSE:BWXT).

BWX Technologies expands manufacturing investments to strengthen production capacity across defense, commercial nuclear and advanced reactor markets.

XE's capital-light strategy centers on reactor licensing, TRISO fuel and services, aiming for recurring revenues and scalable growth as commercialization expands.

Investing.com -- Bangladesh is preparing to bring its first nuclear power plant online, marking a significant step in its effort to reduce dependence on imported fossil fuels and strengthen long-term energy security, Bloomberg reported on Saturday.

ATI stock has logged a very large 5 year return, yet both the Discounted Cash Flow (DCF) intrinsic value estimate and the market multiple checks currently point to the shares trading at a premium rather than offering clear value. Over 5 years, ATI has delivered a return of about 8x, which puts extra focus on whether recent gains are now ahead of the company’s fundamentals. The newly extended long term supply agreement with BWX Technologies tied to the U.S. Naval Nuclear Propulsion Program...

SMR investors continue to grapple with limited current revenues, operating losses and uncertainty around when commercial reactor sales will finally materialize.

OKLO is building an integrated isotope platform to turn nuclear waste streams into critical radioisotopes and strengthen U.S. supply chains.