BWX Technologies, Inc. BWXT

BWX Technologies, Inc. is a specialty manufacturer of nuclear components, a developer of nuclear technologies and a service provider. The Company also provides special nuclear materials processing, environmental site restoration services, products, and services. Its Government Operations segment manufactures naval nuclear reactors, including related nuclear fuel, for the United States Naval Nuclear Propulsion Program for use in submarines and aircraft carriers. It also fabricates fuel-bearing precision components that range in weight from a few grams to hundreds of tons, manufactures electromechanical equipment, and performs design, manufacturing, inspection, assembly, and testing activities. The Company is also a provider of advanced specialty materials, fabrication, and high-strength alloy manufacturing. Its Commercial Operations segment designs and manufactures commercial nuclear steam generators, heat exchangers, pressure vessels, reactor components, and other auxiliary equipment.

Con 7 acciones de BWXT (USD 953,57) habrías recibido USD 7,42 en dividendos en los últimos 12 meses.

• The Motley Fool 2 oct

  Prediction: This Nuclear Stock Outperforms Oklo and NuScale Through 2030 (Hint: It Already Has Revenue)

  BWX Technologies is positioned to outperform nuclear peers Oklo and NuScale through 2030 due to its established $3.2 billion revenue base and decades of nuclear manufacturing experience. While Oklo and NuScale are still commercializing reactor technologies, BWXT generates revenue from U.S. Navy contracts, TRISO fuel production, medical isotopes, and is developing advanced reactors and microreactors. The company raised its 2026 revenue guidance to $3.8 billion with 19% growth expected.

  

• Zacks Investment Research 2 oct

  GE Vernova's BWRX-300 Secures First US Construction Permit

  GE Vernova received the first U.S. construction permit for its 300-MW BWRX-300 small modular reactor design from the NRC for a Tennessee Valley Authority project in Tennessee. The approval removes a major regulatory hurdle and establishes a foundation for standardized deployment across multiple projects in the U.S. and Canada. The company expects long-term revenue opportunities from fuel, maintenance, and services across the reactor lifecycle.

  

• The Motley Fool 1 oct

  X-Energy Just Went Public in 2026. Here's How It Stacks Up Against Oklo, NuScale, and BWX Technologies.

  X-Energy, a small modular reactor (SMR) developer, went public at $23 per share in April 2026 but has since dropped to $14, trading 40% below its IPO price. While the company has secured major deals with Amazon and Dow, it faces significant challenges including unproven TRISO fuel technology, regulatory hurdles with the NRC, and a premium valuation at 19x sales despite ongoing losses. The analyst recommends avoiding X-Energy in favor of more established nuclear players like BWX Technologies.

  

• Zacks Investment Research 30 sept

  Can BWXT's Technical Talent Support Long-Term Nuclear Growth?

  BWX Technologies is investing in workforce development with approximately 10,400 employees globally to support its expanding nuclear operations. The company offers competitive compensation, professional training, mentoring, tuition support, and leadership development programs. BWXT's Technical Fellows program recognizes innovative employees. The stock trades at a discount to industry peers with forward P/S of 3.12X versus 7.12X industry average, and carries a Zacks Rank #3 (Hold) with projected earnings growth of 18.45% in 2026 and 10.73% in 2027.

  

• Zacks Investment Research 23 sept

  Nuclear Energy Stocks Rally as Demand for Reliable Clean Power Grows

  Nuclear energy is gaining prominence in the global clean energy transition as a reliable, carbon-free power source. The U.S. aims to expand nuclear capacity from 100 GW in 2024 to 400 GW by 2050, driven by reactor license extensions, SMR technology progress, and rising electricity demand from AI data centers and EV adoption. Several nuclear-related companies are positioned to benefit from this growth.