The Motley Fool·16h ago
Prediction: This Nuclear Stock Outperforms Oklo and NuScale Through 2030 (Hint: It Already Has Revenue)Oklo and NuScale remain early in reactor commercialization. BWXT offers nuclear growth backed by an established business.
BWXT is experiencing accelerating revenue growth, up 18.0% YoY in Q2 2026, driven by robust demand in nuclear operations and commercial services. However, gross margin has compressed to 22.4% from 25.1% a year earlier, and operating margin has fallen to 10.0% ...
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Revenue growth accelerated to 18.0% YoY in Q2 2026, but gross margin contracted to 22.4% from 25.1% a year earlier, and operating margin fell to 10.0% from 13.4%, reflecting cost pressures and mix shift.
BWX Technologies is a specialized nuclear technology and services company focused on naval nuclear reactors, nuclear fuel, and commercial nuclear maintenance, positioning it as a critical player in defense, space, and clean-energy infrastructure.
The company operates under high regulatory oversight with long-term government contracts, providing durable earnings and strong cash flow support.
BWXT's specialized nuclear technology and regulatory oversight create high barriers to entry, ensuring a competitive advantage in its markets.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 3, 2026 | $1.07+2.9% vs $1.04 | $902M-0.1% vs $902M |
Q2 2026 May 4, 2026 | $1.12+21.7% vs $0.92 | $860M+2.7% vs $837M |
Q1 2026 Feb 23, 2026 | $1.08+21.2% vs $0.89 | $886M+5.8% vs $838M |
Q4 2025 Nov 3, 2025 | $1.00+17.2% vs $0.85 | $866M+9.2% vs $793M |
Oklo and NuScale remain early in reactor commercialization. BWXT offers nuclear growth backed by an established business.
GEV wins the first U.S. construction permit for its BWRX-300 SMR, strengthening its nuclear pipeline and long-term growth opportunity.
Two nuclear ETFs tell completely different stories about who wins when atomic energy expands, and owning the wrong one could mean riding a single commodity price instead of the broader industrial buildout.
LYNCHBURG, Va.--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) will issue a press release detailing third quarter 2026 results on Monday, November 2, 2026, after market close and will host a conference call at 5:00 p.m. ET. Listen-only participants are encouraged to participate and view the supporting presentation via the Internet at investors.bwxt.com. The dial-in numbers for participants are (U.S.) 1-800-715-9871 and (International) 1-646-307-1963; conference ID: 8025364. A replay of th.
Benchmark BWXT against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for BWX Technologies, Inc. (BWXT)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $134.86 | $12.36B | 37.57 | 18.3% | 10.31% | 28.51% | 0.75% | |
| $545.64 | $20.16B | 42.40 | 12.08% | 14.81% | 20.69% | — | |
| $117.74 | $14.81B | 10.58 | 3.07% | 7.67% | 26.38% | — | |
| $615.04 | $13.59B | 25.46 | 10.89% | 5.6% | 12.68% | — | |
| $268.54 | $10.58B | 17.45 | 8.23% | 5.01% | 12.89% | — | |
| $330.09 | $89.31B | 21.35 | 10.13% | 8.18% | 17.43% | — |
BWX Technologies, Inc. (BWXT) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
BWX Technologies, Inc. (BWXT) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 3, 2026·SEC
May 5, 2026·SEC
May 4, 2026·SEC
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BWX Technologies, Inc. (BWXT) stock FAQ — growth, dividends, profitability & financials explained
BWX Technologies, Inc. (BWXT) reported $3.51B in revenue for fiscal year 2025. This represents a 3% increase from $3.40B in 2008.
BWX Technologies, Inc. (BWXT) grew revenue by 18.3% over the past year. This is strong growth.
Yes, BWX Technologies, Inc. (BWXT) is profitable, generating $355.3M in net income for fiscal year 2025 (10.3% net margin).
Yes, BWX Technologies, Inc. (BWXT) pays a dividend with a yield of 0.75%. This makes it attractive for income-focused investors.
BWX Technologies, Inc. (BWXT) has a return on equity (ROE) of 28.5%. This is excellent, indicating efficient use of shareholder capital.
BWX Technologies, Inc. (BWXT) generated $316.8M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
