Zacks Investment Research·1d ago
Here's Why BWX Technologies (BWXT) is a Strong Growth StockWondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
BWXT's revenue has reaccelerated to $953.0M in 2026Q3, with year-over-year growth of 10.0% after a trough near 2.9% in 2024Q4, and gross margin has recovered to 23.8% from a 21.0% low, suggesting improving production economics.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue expanded from $682.3M in 2025Q1 to $953.0M in 2026Q3 with gross margin recovering to 23.8%, but operating margin of 13.9% and net margin of 10.7% have not yet shown consistent operating leverage over the period.
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 11/8/2026, 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) |
|---|---|---|
Q4 2026Latest Nov 2, 2026 | $1.26+6.8% vs $1.18 | $953M-1.8% vs $971M |
Q3 2026 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 |
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
BWX Technologies is down 30% YTD, but Q3 2026 results signal potential for a turnaround. Revenue growth slowed to 10% YoY, but adjusted EBITDA and non-GAAP EPS saw robust rebounds, with margins expanding to 18.9%. 2026 guidance remains strong with $3.8B revenue and $4.75 EPS midpoint; 2027 outlook anticipates slower, single-digit growth but modest margin expansion.
Nuclear energy stocks are crashing. BWX Technologies is a reliable player in the military and commercial nuclear space.
LYNCHBURG, Va.--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) (“BWXT”) announced today that it has commenced (i) offers to purchase for cash (the “Offers”) from each holder and beneficial owner (each, a “Holder”) any and all of its outstanding 4.125% Senior Notes due 2028 (CUSIP Nos. 05605H AB6 / U12213 AB7) (the “2028 Notes”) and 4.125% Senior Notes due 2029 (CUSIP Nos. 05605H AC4 / U12213 AC5) (the “2029 Notes” and, together with the 2028 Notes, the “Notes” and each, a “Series”) and (i.
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 |
|---|---|---|---|---|---|---|---|
| $119.52 | $10.95B | 29.33 | 18.3% | 10.41% | 28.48% | 0.84% | |
| $463.47 | $17.12B | 30.76 | 12.08% | 14.86% | 21.16% | 0.2% | |
| $132.68 | $16.69B | 11.61 | 3.07% | 8.03% | 27.77% | 1.2% | |
| $611.16 | $13.5B | 25.19 | 10.89% | 5.55% | 12.37% | — | |
| $288.74 | $11.38B | 15.60 | 8.23% | 5.42% | 13.95% | 1.88% | |
| $354.06 | $95.79B | 20.81 | 10.13% | 8.24% | 17.6% | 1.64% |
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)
Nov 4, 2026·SEC
Nov 3, 2026·SEC
Nov 2, 2026·SEC
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BWX Technologies, Inc. (BWXT) stock FAQ — growth, dividends, profitability & financials explained
BWX Technologies, Inc. (BWXT) reported $3.60B in revenue over the trailing twelve months. Revenue was $3.20B in fiscal year 2025. That is 6% less than the $3.40B of fiscal year 2008.
BWX Technologies, Inc. (BWXT) grew revenue by 17.7% over the trailing twelve months, compared with the twelve months before.
Yes. BWX Technologies, Inc. (BWXT) earned $374.9M in net income over the trailing twelve months (a 10.4% net margin).
Yes. BWX Technologies, Inc. (BWXT) pays a dividend that yields 0.84% at the current price, a small yield.
BWX Technologies, Inc. (BWXT) had a return on equity (ROE) of 28.5% over the trailing twelve months. That is well above the market's typical 10-15%.
BWX Technologies, Inc. (BWXT) generated $372.3M in free cash flow over the trailing twelve months.
