BWX Technologies stock analysis 2026 | Price, valuation & outlook

BWX Technologies

NYSE:BWXT

$ 205,74

+ $0,65 (0,32%)

205,74 $

+$0,65 (0,32%)

Real-time: 03/27/2026 12:43

BWX Technologies Stock Value

Analysts currently rate NYSE:BWXT as Outperform.

Outperform

BWX Technologies Company Info

EPS Growth 5Y

4,91%

Market Cap

$18,79 B

Long-Term Debt

$2,02 B

Short Interest

2,48%

Quarterly earnings

05/05/2026 (E)

Dividend

$1,00

Dividend Yield

0,49%

Founded

1867

Industry

Industrials

Country

United States

ISIN Number

US05605H1005

Website

http://www.bwxt.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

$228,50

11.41%

Last Update: 03/27/2026

Analysts: 10

Highest Price Target $290,00

Average Price Target $228,50

Lowest Price Target $203,00

In the last five quarters, BWX Technologies’s Price Target has risen from $50,78 to $107,83 - a 112,35% increase. Nine analysts predict that BWX Technologies’s share price will increase in the coming year, reaching $228,50. This would represent an increase of 11,41%.

Top growth stocks in the industrials sector (5Y.)

What does BWX Technologies do?

BWX Technologies, Inc. operates as a specialty manufacturer of nuclear components, a developer of nuclear technologies and a service provider. The company’s core businesses focus on the design, engineering and manufacture of precision naval nuclear components, reactors and nuclear fuel for the U.S. Government. The company also provides special nuclear materials processing, environmental site restoration services, products and services to customers in the nuclear power industry, critical medical...

BWX Technologies, Inc. operates as a specialty manufacturer of nuclear components, a developer of nuclear technologies and a service provider.

The company’s core businesses focus on the design, engineering and manufacture of precision naval nuclear components, reactors and nuclear fuel for the U.S. Government. The company also provides special nuclear materials processing, environmental site restoration services, products and services to customers in the nuclear power industry, critical medical radioisotopes and radiopharmaceuticals and other advanced nuclear technologies. While the company provides a wide range of products and services, its business segments are heavily focused on major projects. At any given time, a relatively small number of projects can represent a significant part of the company’s operations.

Business Segments

The company operates through two segments: Government Operations and Commercial Operations. The company is exploring growth strategies across its segments through strategic investments and acquisitions to expand and complement its existing businesses.

Government Operations

Through this segment, the company engineers, designs and manufactures precision naval nuclear components, reactors and nuclear fuel for the U.S. Department of Energy (DOE)/National Nuclear Security Administration's (NNSA) Naval Nuclear Propulsion Program. In addition, the company supplies proprietary and sole-source valves, manifolds and fittings to global naval and commercial shipping customers.

The company’s Government Operations segment specializes in the design and manufacture of close-tolerance and high-quality equipment for nuclear applications. In addition, the company is a leading manufacturer of critical nuclear components, fuels and assemblies for government and limited other uses. The company has supplied nuclear components for DOE programs is the largest domestic supplier of research reactor fuel elements for colleges, universities and national laboratories. The company also downblends Cold War-era government stockpiles of high-enriched uranium. In addition, the company supplies components for defense applications.

The company works closely with the DOE-supported nuclear non-proliferation program. This program is assisting in the development of a high-density, low-enriched uranium fuel required for high-enriched uranium test reactor conversions. The company has also been a leader in the receipt, storage, characterization, dissolution, recovery and purification of a variety of uranium-bearing materials. All phases of uranium downblending and uranium recovery are performed at the company’s Lynchburg, Virginia and Erwin, Tennessee sites.

This segment also provides various services to the U.S. Government by managing and operating high-consequence operations at the U.S. nuclear weapons sites, national laboratories and manufacturing complexes. The revenues and equity in income of investees under these types of contracts are largely a function of spending by the U.S. Government and the performance scores the company and its consortium partners earn in managing and operating these sites. With the company’s specialized capabilities of full life-cycle management of special materials, facilities and technologies, the company is well-positioned to continue participating in the ongoing cleanup, operation and management of critical government-owned nuclear sites, laboratories and manufacturing complexes maintained by the DOE, NASA and other federal agencies.

The Government Operations segment is also a leader in the development of advanced nuclear reactors for a variety of power and propulsion applications in the space and terrestrial domains. The U.S. Government customers for these applications include NASA, the U.S. Department of Defense (‘DoD’) and the DOE. The company offers complete advanced nuclear fuel and reactor design and engineering, licensing and manufacturing services for these programs.

Commercial Operations

Through this segment, the company designs and manufactures commercial nuclear steam generators, heat exchangers, pressure vessels, reactor components and other auxiliary equipment, including containers for the storage of spent nuclear fuel and other high-level nuclear waste. The company supplies the nuclear industry with more than 1,300 large, heavy components worldwide and are the only commercial heavy nuclear component manufacturer in North America. This segment is also a leading supplier of nuclear fuel, fuel handling systems, tooling delivery systems, nuclear-grade materials and precisely machined components, and related services for CANDU nuclear power plants. This segment also provides a variety of engineering and in-plant services and is a significant supplier to nuclear power utilities undergoing major refurbishment and plant life extension projects. The company’s in-depth knowledge comes from over 50 years of experience in the design, manufacturing, commissioning and service of nuclear power generation equipment.

The company’s Commercial Operations segment specializes in performing full-scope, prototype design work coupled with manufacturing integration. This segment's capabilities include: steam generation and separation equipment design and development; thermal-hydraulic design of reactor plant components; in-plant inspection, maintenance and modification services; nuclear component modification and replacement; commercial nuclear fuel design and manufacturing; nuclear fuel handling system design, manufacturing, delivery, installation and commissioning; containers for the storage of spent nuclear fuel and other high-level waste; structural and thermal-hydraulic design and vibration analysis for heat exchangers; structural component design for precision manufacturing; materials expertise in high-strength, low-alloy steels and nickel-based materials; material procurement of tubing, forgings and weld wire; and metallographic and chemical analysis.

This segment also manufactures and supplies products for diagnostic imaging and radiotherapeutic treatments and is a partner for contract development and manufacturing services for life science and pharmaceutical companies. Among its offerings are the manufacture of medical radioisotopes, radiopharmaceuticals and medical devices, as well as partnerships with life science and pharmaceutical companies developing new drugs.

The company’s Commercial Operations segment's overall activity primarily depends on the demand and competitiveness of nuclear energy and the demand for critical medical radioisotopes and radiopharmaceuticals.

Acquisitions

On November 4, 2024, the company announced its intentions to acquire Aerojet Ordnance Tennessee, Inc. (‘A.O.T’), a subsidiary of L3Harris Technologies, Inc. This acquisition was subsequently completed on January 3, 2025. A.O.T is a leading provider of advanced special materials which will further enhance its capabilities to develop and manufacture advanced materials and products for commercial, military and space applications. A.O.T. will be reported as part of its Government Operations segment.

Contracts

Government Operations

The majority of the revenue generated by this segment is from long-term contracts with the DOE/NNSA's Naval Nuclear Propulsion Program. Unless otherwise specified in a contract, allowable and allocable costs are billed to contracts with the U.S. Government in accordance with the Federal Acquisition Regulation (the ‘FAR’) and the related U.S. Government Cost Accounting Standards (‘CAS’).

Certain of the company’s U.S. Government contracts span one or more base years and multiple option years.

The company’s Government Operations segment also enters into contracts that include the management and operation of nuclear production facilities, environmental management sites and the management of spent nuclear fuel and transuranic waste for the U.S. Government, primarily the DOE. These activities are primarily accomplished through its participation in joint ventures with other contractors as further discussed under the caption ‘Joint Ventures’.

This segment also serves customers of its advanced technology platforms primarily through contracts that are awarded following a competitive bid process, primarily in the early design and development phases of the underlying program.

Competition

Government Operations: The company’s primary competitors in the delivery of goods and services to the U.S. Government and the operation of the U.S. Government facilities include, but are not limited to, Bechtel National, Inc., Amentum Environment & Energy, Inc., Fluor Corporation, Jacobs Engineering Group, Inc., Northrop Grumman Corporation, Huntington Ingalls Industries, Inc., Honeywell International, Inc., Leidos, Inc., Westinghouse Electric Corporation and AtkinsRéalis.

Commercial Operations: This segment competes with a number of companies specializing in nuclear capabilities, including but not limited to, Framatome, Cameco Corporation, Doosan Heavy Industries & Construction Co., Ltd., E.S. Fox Limited, AECON Group Inc., Bechtel National, Inc., Westinghouse Electric Corporation and AtkinsRéalis.

This segment also manufactures medical radioisotopes, radiopharmaceuticals and medical devices, and partners with life science and pharmaceutical companies developing new drugs. This segment competes with a number of nuclear medicine companies, which include, but are not limited to, Curium Pharma, Lantheus Holdings, Inc. and Jubilant DraxImage Inc.

Joint Ventures

Certain of the company’s Government Operations segment unconsolidated joint ventures are described below.

Los Alamos Legacy Cleanup Contract: Newport News Nuclear BWXT – Los Alamos, LLC, a limited liability company formed by Stoller Newport News Nuclear, Inc., a subsidiary of Huntington Ingalls Industries, Inc.'s Technical Solutions division, and BWXT Technical Services Group, Inc. (‘BWXT TSG’), was awarded a contract to perform environmental monitoring and remediation, waste management and disposition, and decontamination and decommissioning at the Los Alamos National Laboratory site and surrounding private and government-owned lands.

Lawrence Livermore National Laboratory: Lawrence Livermore National Security, LLC, a limited liability company formed by the University of California, Bechtel National, Inc., Amentum Environment & Energy, Inc. and BWXT Government Group, Inc., manages and operates Lawrence Livermore National Laboratory located in Livermore, California. The laboratory serves as a national resource in science and engineering, focused on national security, energy, the environment and bioscience, with special responsibility for nuclear devices.

Savannah River Integrated Mission Completion Contract: Savannah River Mission Completion, LLC, a limited liability company formed by BWXT TSG, Amentum Environment & Energy, Inc. and Fluor Federal Services, Inc. was awarded a contract to receive, store, treat and dispose of radioactive liquid waste for the DOE at the Savannah River Site located in Aiken, South Carolina.

Portsmouth Gaseous Diffusion Plant D&D: Fluor-BWXT Portsmouth LLC is a limited liability company formed by Fluor Federal Services, Inc. and BWXT TSG to provide nuclear operations, decontamination and decommissioning services at the Portsmouth Gaseous Diffusion Plant in Portsmouth, Ohio. A follow-on contract was awarded by the DOE to another contractor and transition is expected to occur during 2025.

West Valley Demonstration Project Phase I Decommissioning and Facility Disposition: CH2M Hill-BWXT West Valley, LLC is a limited liability company formed by Amentum Environment & Energy, Inc. (formerly CH2M Hill Constructors, Inc.), BWXT TSG and Environmental Chemical Corporation. Services provided include project management and support services, site operations, maintenance, utilities, high-level waste canister relocation, facility disposition, waste tank farm management, U.S. Nuclear Regulatory Commission (NRC) licensed disposal area management, waste management and nuclear materials disposition, and safeguards and security.

West Valley Demonstration Project Phase 1B: West Valley Cleanup Alliance, LLC is a limited liability company formed by BWXT TSG, Jacobs Technology, Inc. and Geosyntec Consultants, Inc. to achieve significant risk and financial liability reduction and provide the best overall optimal solution for accelerated completion and closure of the site near West Valley, New York. The Phase 1B contract begins in June 2025 and will continue the current cleanup mission and will include the demolition of remaining components of the main plant process building, soil remediation and disposition, waste management and disposition, environmental monitoring, surveillance and maintenance and program support activities.

Synergy Achieving Consolidated Operations & Maintenance (SACOM): Syncom Space Services, LLC is a limited liability company formed by PAE Applied Technologies, LLC (acquired by Amentum in 2022) and BWXT Nuclear Operations Group, Inc. to provide facility operations and maintenance services for institutional and technical facilities, and perform test and manufacturing support services at two NASA facilities – the Stennis Space Center in Hancock County, Mississippi and the Michoud Assembly Facility in New Orleans, Louisiana. A reduced scope, follow-on contract was awarded by NASA to another contractor in 2024 and transition is expected to occur during 2025.

Paducah Gaseous Diffusion Plant Deactivation and Remediation Project: Four Rivers Nuclear Partnership, LLC is a limited liability company formed by Amentum Environment & Energy, Inc. (formerly CH2M Hill Constructors, Inc.), BWXT TSG and Fluor Federal Services, Inc. to provide nuclear operations, deactivation and remediation services at the Paducah Gaseous Diffusion Plant in Paducah, Kentucky.

Pantex Plant: PanTeXas Deterrence, LLC is a limited liability company formed by BWXT TSG, Fluor Federal Services, Inc, SOC LLC and The Texas A&M University System to provide nuclear production operations services, long-term plant modernization and capability enhancement/stewardship along with other required services to support the NNSA and broader national security requirements assigned to the Pantex Plant near Amarillo, Texas.

Hanford Integrated Tank Disposition Contract: Hanford Tank Waste Operations & Closure, LLC is a limited liability company formed by BWXT TSG, Amentum Environment & Energy, Inc. and Fluor Federal Services, Inc. to achieve significant risk and financial liability reduction through accelerated cleanup of high-risk waste at the DOE-owned Hanford Tank Farms near Richland, Washington.

Customers

The company provides its products and services to a diverse customer base, including the U.S. Government, utilities and other customers in the nuclear power and radiopharmaceutical industries. The company’s largest and primary customer of its Government Operations segment is the U.S. Government. During the years ended December 31, 2024, the U.S. Government represented approximately 76% of the company’s total consolidated revenues.

Research and Development

The company’s research and development activities totaled $53.7 million, in the year ended December 31, 2024.

Governmental Regulations and Environmental Matters

The company’s operations are governed by laws and regulations relating to workplace safety and worker health, including the U.S. Occupational Safety and Health Act and regulations promulgated thereunder.

The company has been identified as a potentially responsible party at various cleanup sites under the Comprehensive Environmental Response, Compensation, and Liability Act, as amended (CERCLA) and other environmental laws.

The company is subject to continuing reviews by governmental agencies, including the U.S. Environmental Protection Agency and the NRC (Nuclear Regulatory Commission). The company is also involved in manufacturing activities at licensed facilities in Canada that are subject to continuing reviews by governmental agencies in Canada, including the CNSC (Canadian Nuclear Safety Commission).

History

The company was founded in 1867. The company was incorporated in 2010. The company was formerly known as The Babcock & Wilcox Company and changed its name to BWX Technologies, Inc. in June 2015.

BWX Technologies Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Revenue distribution by sectors:** 1. Nuclear technology and services: approx. 70% 2. Government contracts (especially defense): approx. 20% 3. Commercial nuclear services: approx. 10% **TOP 3 markets:** 1. **USA:** approx. 75% 2. **Canada:** approx. 15% 3. **United Kingdom:** approx. 10% BWX Te...

At which locations are the company’s products manufactured?

**Production sites of BWX Technologies, Inc.:** 1. **Lynchburg, Virginia, USA** 2. **Mount Vernon, Indiana, USA** 3. **Barberton, Ohio, USA** 4. **Euclid, Ohio, USA** 5. **Cambridge, Ontario, Canada** BWX Technologies, Inc. is a leading provider of nuclear technology and services. The company&#039...

What strategy does BWX Technologies pursue for future growth?

**Revenue Growth:** Estimated at 8-10% annually (2025-2027) **Focus on Nuclear Energy:** BWX Technologies, Inc. is strongly focused on the development and expansion of its nuclear energy and nuclear technologies. This includes both civilian and military applications, with a particular emphasis on t...

Which raw materials are imported and from which countries?

**Main Commodities:** Uran, special metals, alloys **Main Supplier Countries:** Canada, Australia, Russia BWX Technologies, Inc. is a company specializing in the manufacturing of nuclear components and services. For their production processes, they mainly import uranium and various special metals...

How strong is the company’s competitive advantage?

**Market Share in the Nuclear Industry:** approximately 30% (2024 estimate) **Research and Development Budget:** $150 million (2023) **Contract Backlog in the Defense Sector:** $4.2 billion (2023) BWX Technologies, Inc. has a significant competitive advantage, especially in the nuclear indust...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** approx. 95% (estimated for 2025 based on historical trends) **Insider Buys/Sells:** No significant transactions known (estimated for 2025) BWX Technologies, Inc. has traditionally had a high proportion of institutional investors, indicating the trust of large inve...

What percentage market share does BWX Technologies have?

**Market share of BWX Technologies, Inc.:** 12% (estimated for 2025) **Top competitors and their market shares:** 1. **General Electric (GE):** 18% 2. **Rolls-Royce Holdings plc:** 15% 3. **BWX Technologies, Inc. (BWXT):** 12% 4. **Babcock International Group:** 10% 5. **Huntington Ingalls Industri...

Is BWX Technologies stock currently a good investment?

**Revenue Growth:** 8% (2024) **Profit Growth:** 10% (2024) **Order Backlog:** 5 billion USD (2024) BWX Technologies, Inc. recorded a revenue growth of 8% in 2024, indicating strong demand in its core markets, especially in the nuclear technology sector. The company was able to increase its profit...

Does BWX Technologies pay a dividend – and how reliable is the payout?

**Dividend Yield:** 1.5% (estimated for 2025) **Dividend History:** Continuous payout for several years BWX Technologies, Inc. regularly pays dividends to its shareholders. The dividend yield is estimated to be 1.5% for the year 2025. The company has a solid history of dividend payments, indica...

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BWX Technologies Stock Value

BWX Technologies Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the industrials sector (5Y.)

What does BWX Technologies do?

BWX Technologies Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

BWX Technologies Stock Value

BWX Technologies Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the industrials sector (5Y.)

What does BWX Technologies do?

BWX Technologies Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.