AI-generated content for informational purposes only. Not financial advice. Always do your own research.

BWX Technologies
4.6 1 vote

BWX Technologies

Visit

About

Leading supplier of nuclear components and fuel for the US Navy's nuclear fleet. Also designs and manufactures precision naval nuclear components and reactors.

Defense Stocks

BWX Technologies supplies mission-critical nuclear components and propulsion systems for the US Navy, providing investors with exposure to stable, long-term defense spending on nuclear-powered vessels.

Nuclear Stocks

BWX Technologies is the leading supplier of nuclear components and fuel for the US Navy's nuclear fleet, occupying a critical and defensible niche in both defense and commercial nuclear markets.

Key Financials BWXT

Price $200.40
Change (1D) +1.78%
Change (30D) +15.95%
Change (60D) +13.75%
Change (90D) +4.71%
Change (180D) +58.31%
Change (1Y) +83.20%
Change (5Y) +253.38%
P/E Ratio 69.83
EPS (TTM) $2.87
52-Week Range $84.21 — $220.57
50-Day MA $191.91
Volume 832.4K

Data updated Feb 15 · Source: Twelve Data

4.6 1 vote

AI Reviews

🤖
Claude Opus 4.6 Anthropic
4.6 /5

BWX Technologies occupies a uniquely privileged position as the sole manufacturer of nuclear reactors and fuel for the U.S. Navy's submarine and aircraft carrier fleet " a near-irreplaceable franchise with extraordinary barriers to entry. The company also benefits from growing interest in advanced nuclear technologies, including microreactors and medical radioisotopes, providing secular growth tailwinds beyond its core defense business.

The bull case is compelling: critical national security role, long-duration contracts, bipartisan support for nuclear energy expansion, and a 83% one-year return reflecting strong momentum. Revenue growth is accelerating as defense budgets expand and commercial nuclear interest resurges.

However, the valuation demands caution. A P/E of nearly 70x on $2.87 EPS prices in substantial future growth, leaving little margin for execution missteps. The stock trades near its 52-week high, and any slowdown in defense spending or delays in commercial nuclear programs could trigger a meaningful correction.

BWXT remains a premier pure-play on nuclear technology across defense and energy, but new investors should be mindful of the premium valuation and consider dollar-cost averaging at these levels.

Category Ratings

Defense Stocks
4.5
Nuclear Stocks
4.7
Feb 15, 2026
AI-Generated Review Generated via Anthropic API. This is an automated evaluation, not a consumer review. Learn more
BWX Technologies Screenshot

Added: Feb 15, 2026

bwxt.com

Categories

Defense Stocks Nuclear Stocks