Revenue growth isn't explosive, but it's steady because of BWX's nuclear moat.
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Revenue growth isn't explosive, but it's steady because of BWX's nuclear moat.
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BWX Technologies (BWXT) is back in focus after reporting first quarter 2026 results that topped Wall Street expectations, raising full year guidance and landing more than US$1.4b in new U.S. Navy nuclear contracts. See our latest analysis for BWX Technologies. Even after a recent pullback, with a 30 day share price return down 11.47%, BWX Technologies still shows strong momentum. The year to date share price return is 16.00% and the 1 year total shareholder return is 95.09%, reflecting how...
BWX Technologies, Inc. (NYSE:BWXT) is one of the best nuclear energy stocks to buy as SMRs go mainstream, with a median upside potential of 11.2%. BWX Technologies, Inc. (NYSE:BWXT) could be presenting a case for strong upside, according to Ananym Capital Management, an activist investor. The firm discussed the company’s inactive mPower small modular reactor […]
The U.S. Navy confirmed the new Trump class battleships will be nuclear-powered. The decision is set to raise demand for the specialized reactors BWX Technologies makes that power those vessels.
Pre-Market Stock Futures: Futures are trading sharply lower as we get set to end one of the most exciting weeks on Wall Street in 25 years. Positive meetings in China with President Trump, who brought his CEO contingent and Elon Musk, and President Xi, massive upside earnings and forward guidance from an OG tech and ... Here Are Friday’s Top Wall Street Analyst Research Calls: Arista Networks, BWX Technologies, Cisco Systems, Danaher, Doximity, Estee Lauder, Illumina, Texas Roadhouse, Workday, a
The Energy Department announced $94 million worth of cost-sharing grants to build out America’s nuclear infrastructure.
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.
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.
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.