BWXT
IndustrialsBWX Technologies, Inc. · Aerospace & Defense · $19B
What is BWX Technologies, Inc.?
BWX Technologies is a specialized manufacturer of nuclear components and fuel serving the U.S. government, naval programs, and commercial nuclear power operators. Headquartered in Lynchburg, Virginia, the company occupies a rare position at the intersection of defense and clean energy.
BWXT generates revenue across three segments. Its Nuclear Operations Group supplies precision components, reactors, and nuclear fuel for the U.S. Navy's propulsion program, as well as missile launch tubes and uranium processing services. The Nuclear Power Group serves commercial nuclear plants with steam generators, fuel handling systems, and reactor components, while also producing medical radioisotopes. The Nuclear Services Group provides in-plant inspection, maintenance, and engineering services to nuclear operators.
BWX Technologies was established in 2010 and is headquartered in Lynchburg, Virginia.
- Naval nuclear reactor components and fuel assemblies
- Commercial nuclear steam generators and pressure vessels
- Uranium conversion and recovery services
- Medical radioisotopes and radiopharmaceuticals
- In-plant nuclear maintenance and inspection services
Is BWXT a Good Stock to Buy?
UQS Score rates BWXT as Good overall, reflecting a balanced but differentiated profile across the five pillars.
The Growth pillar stands out as the clearest strength — BWXT operates in segments benefiting from sustained government investment in naval nuclear propulsion and a global renaissance in commercial nuclear power. These structural tailwinds support a durable revenue trajectory that is difficult for most industrials peers to replicate.
Valuation is rated Elevated, suggesting the market has already priced in a meaningful portion of the growth story, which may limit near-term upside for value-oriented investors. Quality, Moat, and Risk all register as Neutral, indicating a competent but not exceptional profile on those dimensions.
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Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.
Does BWXT pay dividends?
Yes — BWX Technologies, Inc. pays a dividend.
BWXT pays a regular dividend, which is somewhat uncommon for a defense-industrial company with active reinvestment needs. The dividend reflects management's confidence in the stability of long-term government contracts. Investors seeking income alongside exposure to nuclear infrastructure may find this combination appealing, though the payout is modest relative to traditional income sectors.
When does BWXT report earnings?
BWX Technologies reports earnings on a quarterly cadence, consistent with standard practice for U.S.-listed industrials.
BWXT's results have been shaped by the rhythm of government contract deliveries and commercial nuclear services demand. Revenue visibility tends to be high given the long-cycle nature of naval and nuclear plant contracts, though quarterly timing of project milestones can create variability.
For the most recent quarter's results and guidance updates, visit BWX Technologies' investor relations page directly.
BWXT Price History
+266.3% over 5Y
Monthly close, adjusted for stock splits and dividend reinvestment.
What if I invested in BWX Technologies, Inc.?
Based on BWX Technologies, Inc.'s historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.
BWXT Long-term Outlook
BWXT's Growth pillar rating of Strong points to a favorable fundamental trajectory. Demand for naval nuclear propulsion components is underpinned by multi-decade government commitments, while commercial nuclear power is experiencing renewed policy and investment support globally. The Neutral Risk rating suggests the business is not exposed to unusual operational or financial stress, though the Elevated Valuation pillar is a reminder that much of the optimism may already be reflected in the share price.
Growth drivers
- Sustained U.S. Navy investment in nuclear-powered submarine and carrier programs
- Global commercial nuclear power expansion driving demand for components and services
- Growing medical radioisotope market tied to diagnostic and therapeutic applications
Key risks
- Elevated valuation leaves limited margin of safety if contract timelines shift
- Concentration in U.S. government contracts creates budget and policy dependency
- Execution risk on complex, long-cycle nuclear manufacturing projects
BWXT vs Peers
BWXT competes broadly within the defense and industrial manufacturing space, though its nuclear specialization sets it apart from most peers.
Woodward focuses on energy control systems for aerospace and industrial markets, overlapping with BWXT in defense but without the nuclear specialization.
Bombardier is a Canadian manufacturer concentrated in business aviation, sharing the defense-adjacent industrial category but operating in an entirely different end market.
The Class A shares of Bombardier represent the same business as BBD-B.TO, with differences in voting rights rather than underlying operations.
Frequently Asked Questions
What does BWX Technologies do?
BWX Technologies manufactures nuclear components, reactors, and fuel for the U.S. Navy's propulsion program, commercial nuclear power plants, and medical radioisotope production. It also provides in-plant maintenance and engineering services to nuclear operators in the U.S., Canada, and internationally.
Does BWXT pay dividends?
Yes, BWXT pays a regular dividend. The company's long-term government contracts provide revenue stability that supports consistent dividend payments. Investors should check the company's investor relations page for the current dividend rate and payment schedule.
When does BWXT report earnings?
BWX Technologies follows a standard quarterly earnings cadence. Specific dates are announced in advance on the company's investor relations page, which is the most reliable source for upcoming report schedules.
Is BWXT a good stock to buy?
UQS Score rates BWXT as Good overall. The Growth pillar is rated Strong, reflecting favorable structural demand in naval nuclear and commercial power markets. However, the Valuation pillar is Elevated, which means investors should weigh the growth outlook against current pricing. The full pillar breakdown is available to Pro members.
Is BWXT overvalued?
The UQS Valuation pillar for BWXT is rated Elevated, indicating the stock trades at a premium relative to fundamental benchmarks. This does not mean the stock will decline, but it does suggest the market has already priced in a significant portion of the growth story. Pro members can view the detailed valuation metrics.
How does BWXT compare to its competitors?
BWXT's nuclear specialization makes direct comparisons difficult. Peers like Woodward operate in defense-adjacent industrial markets but lack nuclear focus. BWXT's combination of government contract stability and commercial nuclear exposure is relatively unique among publicly traded industrials.
What is BWXT's market cap bracket?
BWXT is classified as a large-cap stock, reflecting its scale as a leading supplier to U.S. government nuclear programs and a significant participant in commercial nuclear services.
Who founded BWX Technologies?
BWX Technologies was formed in 2010 as a spinoff from Babcock & Wilcox Enterprises. The company's roots in nuclear manufacturing trace back much further through its predecessor organizations. Detailed founding history is publicly available through the company's official communications.
Is BWXT a long-term quality stock?
As a long-term quality indicator, BWXT's profile is mixed but constructive. The Strong Growth pillar and structural demand from naval and commercial nuclear programs support durability. Quality and Moat are both Neutral, suggesting the business is capable but not exceptional on those dimensions. Pro members can access the complete multi-pillar analysis.
What is the main competitive advantage of BWX Technologies?
BWXT's primary advantage is its position as a sole or limited-source supplier for highly specialized nuclear components — particularly for the U.S. Navy's propulsion program. Regulatory barriers, security clearances, and decades of manufacturing expertise create significant obstacles for potential new entrants.
What sector does BWXT belong to?
BWXT is classified in the Industrials sector, though its nuclear focus gives it characteristics that overlap with defense and energy. Investors interested in the broader industrials landscape can explore [sector peers](/sector/industrials) on UQS Score.
Is BWXT a growth stock or value stock?
Based on UQS pillar labels, BWXT leans toward growth — the Growth pillar is rated Strong, while the Valuation pillar is Elevated, meaning it does not screen as a traditional value opportunity. It may appeal most to investors prioritizing long-cycle growth in nuclear infrastructure over near-term valuation discipline.
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Pro Analysis
BWXT — Score History
| Date | UQS | Quality | Moat | Growth | Risk | Value | Change |
|---|---|---|---|---|---|---|---|
| May 21, 2026 | 57.1 | 54.7 | 56.0 | 90.6 | 45.9 | 29.2 | 0.0 |
| May 20, 2026 | 57.1 | 54.7 | 56.0 | 90.6 | 45.9 | 29.6 | 0.0 |
| May 19, 2026 | 57.1 | 54.7 | 56.0 | 90.6 | 45.9 | 29.3 | +0.1 |
| May 16, 2026 | 57.0 | 54.7 | 56.0 | 90.6 | 45.9 | 29.1 | 0.0 |
| May 15, 2026 | 57.0 | 54.7 | 56.0 | 90.6 | 45.9 | 28.6 | 0.0 |
| May 13, 2026 | 57.0 | 54.7 | 56.0 | 90.6 | 45.9 | 28.9 | 0.0 |
| May 12, 2026 | 57.0 | 54.7 | 56.0 | 90.6 | 45.9 | 28.6 | 0.0 |
| May 11, 2026 | 57.0 | 54.7 | 56.0 | 90.6 | 45.9 | 28.9 | -1.4 |
| May 10, 2026 | 58.4 | 54.3 | 56.0 | 90.6 | 45.9 | 38.5 | +0.1 |
| May 8, 2026 | 58.3 | 54.3 | 56.0 | 90.6 | 45.9 | 38.0 | +1.6 |
BWXT — Pillar Breakdown
Quality
— 54.7/100 (25%)BWX Technologies, Inc. has average quality metrics, with room for improvement in margins or capital efficiency.
How effectively capital is deployed to generate returns.
Profitability relative to shareholders' equity.
Ability to convert revenue into operating profit.
Bottom-line profit as a share of revenue.
Asset productivity — how much gross profit each dollar of assets generates.
Free cash flow relative to market value.
Growth
— 90.6/100 (20%)BWX Technologies, Inc. is growing rapidly with strong revenue and earnings expansion.
Revenue trajectory over the last twelve months.
Compound annual revenue growth rate over 3 years.
Year-over-year earnings per share growth.
Analyst consensus for future revenue growth.
Analyst consensus for future earnings growth.
Risk
— 45.9/100 (15%)BWX Technologies, Inc. has some risk factors including moderate leverage or solvency concerns.
Debt levels relative to earnings capacity.
Total debt relative to shareholder equity.
Short-term liquidity — ability to pay near-term obligations.
Earnings capacity relative to interest payments.
Valuation
— 29.2/100 (15%)BWX Technologies, Inc. appears expensively valued relative to its fundamentals and growth prospects.
Inverse of forward P/E — higher yield means cheaper stock.
How many years of FCF the market cap represents.
P/E relative to earnings growth — lower is more attractive.
Enterprise value multiple relative to sector median.
Moat
— 56/100 (25%)BWX Technologies, Inc. has meaningful competitive advantages that should protect its market position. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for BWXT.
Score Composition
Financial Data
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How is the BWXT UQS Score Calculated?
The UQS (Unified Quality Score) for BWX Technologies, Inc. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.
Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.
Moat (25%) assesses BWX Technologies, Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.
Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.
Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.
Valuation (15%) measures whether BWX Technologies, Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.
Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.