BWX Technologies (BWXT)
Builds naval reactors and fuel alongside commercial nuclear equipment, services and medical isotopes.
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Builds naval nuclear reactors, components and fuel through Government Operations, while Commercial Operations supplies reactor equipment, lifecycle services and medical isotopes. Most activity is anchored in U.S. government programs, with a substantial Canadian commercial-nuclear base and a smaller international footprint.
Builds precision naval nuclear components, reactors and fuel for the U.S. government, while Government Operations also processes special nuclear materials and supports high-consequence federal sites. Operations are concentrated in the United States, with a substantial Canadian commercial-nuclear base and a smaller international footprint.
Commercial Operations supplies commercial-reactor components and lifecycle services, CANDU fuel and refurbishment capabilities, medical isotopes and radiopharmaceuticals. Acquisitions have added isotope infrastructure, plant-life services, specialty-material fabrication and U.S. heavy manufacturing.
Execution depends on regulated nuclear safety systems, controlled materials handling and exacting manufacturing. The business is shaped by U.S. government contracts, nuclear licensing and program funding; its mPower reactor development was wound down after funding proved insufficient. The current nuclear-focused identity dates to the 2015 separation of the power-generation business.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 14, 2026 | Guggenheim | Initiate | Rating: —Target: — | Target: $192 |
| Sep 3, 2026 | Jefferies | Initiate | Rating: —Target: — | Target: $181 |
| Aug 27, 2026 | Wells Fargo | Upgrade | Target: — | Target: $170 |
| Aug 14, 2026 | Truist Financial | Target | Target: $205 | Target: $202 |
| Jun 22, 2026 | Seaport Global | Upgrade | Target: $195 | Target: $245 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $608.2M · Total debt $2.02B · Total assets $4.42B · Shareholders' equity $1.33B
- Revenue
- $901.6M
- Operating income
- $89.9M
- Net income
- $89.0M
HistoryDividendAnnual yield
| Institutions | 93.16% | 85.35M shares | |
|---|---|---|---|
| 884 holders · as of Jun 30, 2026 | |||
| Insiders | 0.37% | 339.5K shares | |
| 17 holders · as of Sep 2, 2026 | |||
| Strategic holders | 5.34% | 4.89M shares | |
| 1 holder · as of Feb 4, 2022 | |||
| Other | 1.13% | 1.04M shares | |
| remainder | |||
91.61M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 13.23% | 12.12M | as of Jun 30, 2026 |
Boston PartnersInstitution | 5.73% | 5.25M | filed Feb 11, 2022 |
BlackRock, Inc.Strategic | 5.34% | 4.89M | filed Feb 4, 2022 |
Vanguard Portfolio Management LLCInstitution | 5.19% | 4.76M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.52% | 4.14M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 12, 2026 | Rex D. Geveden | director, officer: President and CEO | −10,000 | $172.50 |
| May 11, 2026 | Michael Thomas Fitzgerald | officer: SVP & Chief Financial Officer | −2,417 | $209.25 |
| May 12, 2026 | Rex D. Geveden | director, officer: President and CEO | −10,000 | $204.81 |
| Mar 2, 2026 | Kevin James Gorman | officer: VP & Chief Accounting Officer | −1,344 | $214.71 |
| Feb 25, 2026 | Gerhard F. Burbach | director | −1,983 | $208.61 |
- Amentum
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- Cameco
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- Huntington Ingalls Industries
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- Leidos
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- Northrop Grumman
Strategic deterrence, defense electronics, and space mission systems
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| BWX Technologies | $144.63 | −1.93% | $13.51B | 38.0 | 29.0 | 3.8 | +18.0% |
| Amentum | $19.78 | −0.60% | $4.86B | 24.0 | 7.8 | 0.3 | −2.0% |
| Fluor | $54.46 | −0.51% | $7.65B | — | 16.8 | 0.5 | +8.8% |
| Cameco | $94.69 | +1.57% | $40.60B | 160.1 | 69.0 | 16.4 | −11.0% |
| Huntington Ingalls Industries | $269.46 | −2.40% | $10.88B | 16.5 | 13.8 | 0.8 | +10.9% |
| Leidos | $124.01 | −3.29% | $16.13B | 12.0 | 10.3 | 0.9 | +7.2% |
| Northrop Grumman | $511.77 | −2.83% | $74.82B | 16.7 | 17.5 | 1.7 | +5.1% |
| Median | 16.7 | 15.3 | 0.9 | +6.1% |