BWXT
Neutral signalScored 2026-10-20 Drivers: Congress, trend, fundamentals. Insiders: neutral. Moteurs : Congrès, tendance, fondamentaux. Initiés : neutre.
Research, not advice.
À propos
BWX Technologies, Inc.
- Nom
- BWX Technologies, Inc.
- Secteur
- Industrials
- Industrie
- Aerospace & Defense
- Bourse
- NYSE
- Capitalisation
- $11.7B
- Employés
- 10,400
- PDG
- Rex D. Geveden
- Site web
- https://www.bwxt.com
- Marché
- BCKIYCWFISNGDHIILEU
BWX Technologies, Inc. operates globally, specializing in the production and sale of nuclear components across the United States, Canada, and other international regions. The company's multifaceted operations are categorized into three distinct segments: Nuclear Operations Group, Nuclear Power Group, and Nuclear Services Group. The Nuclear Operations Group is a pivotal supplier of precision naval and critical nuclear components, including reactors, nuclear fuel, and assemblies, primarily supporting the United States Department of Energy/National Nuclear Security Administration's Naval Nuclear Propulsion Program. This segment also fabricates missile launch tubes for U.S. Navy submarines, produces specialized close-tolerance equipment for various nuclear applications, and is involved in converting Cold War-era stockpiles of high-enriched uranium. Its responsibilities further extend to the receiving, storage, characterization, dissolution, recovery, and purification of uranium-bearing materials, alongside providing research reactor fuel elements for academic and national laboratories, and other defense-related components. The Nuclear Power Group caters to the commercial nuclear sector, offering a comprehensive range of products such as nuclear steam generators, fuel, fuel handling systems, pressure vessels, reactor components, heat exchangers, tooling delivery systems, and specialized containers. This group provides engineering and in-plant services for nuclear power facilities, overseeing the design, manufacturing, commissioning, and servicing of nuclear power generation equipment. It also delivers essential in-plant inspection, maintenance, and modification services, non-destructive examination, and tooling/repair solutions. Moreover, it is a key provider of medical radioisotopes and radiopharmaceuticals for research, diagnostic, and therapeutic applications. Finally, the Nuclear Services Group focuses on critical support functions, encompassing nuclear materials processing, environmental site remediation, and comprehensive management and operating services. This segment is also dedicated to advancing technology for nuclear power sources and plays a role in the design, engineering, licensing, and manufacturing of nuclear reactors. Founded in 1867 as The Babcock & Wilcox Company, the corporation adopted its current name, BWX Technologies, Inc., in June 2015, and is headquartered in Lynchburg, Virginia.
Price (1 year)
Live chart from TradingView — independent market data, as price context around the filings, not the Quorum score. EMA 50/200 and Bollinger load by default. When the exchange is known it is sent as EXCHANGE:SYMBOL; otherwise TradingView resolves the ticker best-effort.
VENTE TOTALE: 10 000 titres (~1 712 147,00 $ US)
- Insiders
- Geveden Rex D
- Total bought
-
—
Avg buy (VWAP, 90d window) —
- Total sold
-
$452,985
Avg sell (VWAP, 90d window) $174.22 vs last close $131.20 (-24.7%)
Total sold sums Form 4 code S in this window. Codes F, M, A and G are left out.
$452,985 of that total is under a Rule 10b5-1 plan. It is shown here and left out of the score.
- Last activity
- 2026-08-12
- Liquidity
- Liquid $164,816,517/day · 20d vol
- Last synced
-
2026-10-26 21:10:12
Sign in to request a sync of this company's price history and timing levels.
Insider holdings as a share of total assets aren't available for this company.
Avg buy and avg sell are volume-weighted prices (sum of shares × price, divided by shares) for Form 4 rows in this 90-day window that report both figures. A comparison with last close is market context for that average, not advice.
Recent Form 4
Filings in the 90-day window for this company. Value is shares × price from the filing. Research, not advice.
| Date | Person | Side | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|
| 2026-08-12 | Geveden Rex D | Sell · S · 10b5-1 | 2,600 | $174.22 | $452,985 | Form 4 |
Sales marked 10b5-1 are scheduled in advance and don't count toward the Quorum score. Les ventes marquées 10b5-1 sont planifiées à l'avance et ne pèsent pas dans le score Quorum.
Congressional trades
STOCK Act disclosures (90-day window)
Amounts are STOCK Act brackets as disclosed. Quorum does not turn a bracket into an exact price or a midpoint.
| Date | Member | Side | Amount range | Filing |
|---|---|---|---|---|
| 2026-08-03 | April Delaney | Buy | $1,001 - $15,000 | Filing |
| 2026-07-30 | April Delaney | Buy | $1,001 - $15,000 | Filing |
| 2026-07-27 | April Delaney | Buy | $1,001 - $15,000 | Filing |
| 2026-07-24 | April Delaney | Buy | $15,001 - $50,000 | Filing |
Recent trades
| Date | Representative | Type | Amount |
|---|---|---|---|
| 2026-08-25 | April McClain Delaney | Sale | $100,001 - $250,000 |
| 2026-08-03 | April McClain Delaney | Purchase | $1,001 - $15,000 |
| 2026-07-30 | April McClain Delaney | Purchase | $1,001 - $15,000 |
| 2026-07-27 | April McClain Delaney | Purchase | $1,001 - $15,000 |
| 2026-07-24 | April McClain Delaney | Purchase | $15,001 - $50,000 |
| 2026-05-15 | April McClain Delaney | Purchase | $15,001 - $50,000 |
| 2026-05-14 | April McClain Delaney | Purchase | $1,001 - $15,000 |
| 2026-05-08 | April McClain Delaney | Purchase | $15,001 - $50,000 |
| 2026-05-07 | April McClain Delaney | Purchase | $1,001 - $15,000 |
| 2025-10-31 | Lisa C. McClain | Sale (Full) | $1,001 - $15,000 |
| 2025-10-30 | Lisa C. McClain | Sale (Full) | $1,001 - $15,000 |
| 2025-10-30 | Lisa C. McClain | Purchase | $1,001 - $15,000 |
| 2025-06-11 | Lisa C. McClain | Purchase | $1,001 - $15,000 |
| 2023-09-08 | Lois Frankel | Sale (Full) | $1,001 - $15,000 |
| 2023-06-28 | Lois Frankel | Sale (Partial) | $1,001 - $15,000 |
| 2022-01-10 | Lois Frankel | Sale (Partial) | $1,001 - $15,000 |
| 2021-12-10 | Lois Frankel | Purchase | $1,001 - $15,000 |
| 2018-11-14 | Lamar Seeligson Smith | Purchase | $1,001 - $15,000 |
| 2018-08-16 | Lamar Seeligson Smith | Purchase | $1,001 - $15,000 |
Signal
Neutral signalScored 2026-10-20 Drivers: Congress, trend, fundamentals. Insiders: neutral. Moteurs : Congrès, tendance, fondamentaux. Initiés : neutre.
BWXT combines strong liquidity (85) with a meaningful earnings catalyst (65) driven by raised 2026 guidance, naval contract momentum, and AI-driven nuclear demand, justifying a constructive stance.
The first sentence of the analysis written for BWXT on 2026-10-20 - a real excerpt, not a sample. The rest of it, the 0-100 score and the rating it produced are part of Plus. See plans.
Factor checklist — research, not advice
A check leans with a bullish reading. A cross leans against it. A dash is unavailable or mixed.
- Insider Unavailable or mixed. – Insider: neutral. All sales (≈ $453K) were pre-planned Rule 10b5-1 trades, excluded from the score. No open-market buys or discretionary sales. – Initiés : neutre. Toutes les ventes (≈ $453K) sont sous plan 10b5-1 préétabli, exclues du score. Aucun achat ni vente discrétionnaire.
- Narrative Supports a bullish reading. Stored narrative reading is in the bullish band
- Congress Unavailable or mixed. 8 purchase disclosures year to date, a thin reading
- Timing Pulls against a bullish reading. Close is more than 0.5 ATR under stored support
- Financial indicators Supports a bullish reading. Current ratio 2.32 · operating margin 10%
Suggested stop 123.60, 1.5 ATR under the last close(5.8% under the last close). Reward/risk to the next stored resistance is 3.58. Research, not advice. Not an order.
Recent news
- 2026-10-19 Why BWX (BWXT) Could Beat Earnings Estimates Again BWX (BWXT) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
- 2026-10-19 The Nuclear Renaissance on the U.S. Grid The quickest way to add nuclear power to the U.S. grid is to get more out of the reactors already running. Over the past month, Google (GOOG) and Amazon (AMZN) signed agreements backing nearly 1.2 GW of uprates at existing plants.
- 2026-10-16 BWX Technologies vs. Rocket Lab: Should You Go Nuclear or Go to Space in Your Portfolio? BWX Technologies offers stability through critical nuclear infrastructure and strong government relationships. Rocket Lab provides high-growth potential through its vertically integrated launch and satellite service model.
- 2026-10-16 BWX Technologies: Navy, Army And AI To Fuel Demand BWX Technologies is rated Buy, leveraging its leadership in U.S. naval nuclear components and emerging commercial and military reactor opportunities. BWXT''s recent underperformance and multiple compression have brought shares near Base case fair value, with a Bull case offering 32% upside. Key growth drivers include U.S. Navy procurement, data center nuclear fuel partnerships, and military microreactor projects, but risks stem from customer concentration and competitive threats.
- 2026-10-15 Polen 5Perspectives Small-Mid Growth Q3 2026 Portfolio Update During Q3 2026, the Polen 5Perspectives Small-Mid Growth Composite Portfolio returned -12.5% (net of fees) compared to the -10.4% return of the Russell 2500 Growth Index. The top contributors to the Portfolio''s relative performance in the quarter were Twist Bioscience, Twilio, and Embraer. The most significant detractors from the Portfolio''s relative performance in the quarter were nLight, Terawulf, and BWX Technologies.
- 2026-10-14 Is BWXT a Buy as Nuclear Growth Meets Execution and Valuation Risk? BWX Technologies'' nuclear growth, $1.4 billion in naval contracts and raised 2026 guidance bolster its outlook, but valuation, margin pressure and execution risks warrant caution.
- 2026-10-14 BWXT Falls 19.8% in 3 Months: Does the Pullback Create Opportunity? BWX Technologies'' 19.8% stock decline offers a more attractive entry point as nuclear demand and backlog grow, but valuation, margin pressure and execution risks warrant caution.
- 2026-10-14 BWXT Raises 2026 Guidance as Commercial Nuclear Growth Accelerates BWX Technologies raises its 2026 revenue, earnings and cash flow guidance as commercial nuclear growth surges, but margin pressure and fourth-quarter execution pose risks.
- 2026-10-13 BWX Technologies: Upgraded To Buy As Core Business Provides Stable And Predictable Cash Flows BWX Technologies (BWXT) is upgraded to Buy, with a YE27 price target of $183, offering 25% upside after a valuation reset. BWXT''s core defense business provides stable, predictable cash flows, while commercial nuclear operations drive accelerating growth and margin expansion. Commercial segment revenue grew 63% in 2025 and is guided up 45% in 2026, with high-teens CAGR and EBITDA margin expansion targeted through 2030.
- 2026-10-12 Leonardo DRS (NASDAQ:DRS) & BWX Technologies (NYSE:BWXT) Financial Analysis Leonardo DRS (NASDAQ: DRS - Get Free Report) and BWX Technologies (NYSE: BWXT - Get Free Report) are both industrials companies, but which is the better business? We will contrast the two businesses based on the strength of their dividends, risk, profitability, institutional ownership, valuation, earnings and analyst recommendations. Profitability This table compares Leonardo DRS and BWX
Market snapshot
Financial ratios
| Metric | Trend | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|---|
| Gross Profit Margin | 22.9% | 24.2% | 24.9% | 24.7% | 25.9% | |
| Ebit Margin | 13.8% | 14.4% | 14.8% | 15.7% | 20.3% | |
| Ebitda Margin | 17.2% | 17.5% | 17.9% | 19.0% | 23.6% | |
| Operating Profit Margin | 10.1% | 14.1% | 15.3% | 15.6% | 16.3% | |
| Pretax Profit Margin | 12.4% | 12.9% | 12.9% | 14.1% | 18.6% | |
| Continuous Operations Profit Margin | 10.3% | 10.4% | 9.9% | 10.7% | 14.4% | |
| Net Profit Margin | 10.3% | 10.4% | 9.8% | 10.7% | 14.4% | |
| Bottom Line Profit Margin | 10.3% | 10.4% | 9.8% | 10.7% | 14.4% | |
| Current Ratio | 2.322 | 1.961 | 2.181 | 2.098 | 1.683 | |
| Quick Ratio | 2.253 | 1.876 | 2.107 | 2.090 | 1.677 | |
| Solvency Ratio | 0.144 | 0.206 | 0.179 | 0.167 | 0.201 | |
| Cash Ratio | 0.748 | 0.156 | 0.210 | 0.096 | 0.074 | |
| Price To Earnings Ratio | 48.011 | 36.166 | 28.631 | 22.338 | 14.778 | |
| Price To Earnings Growth Ratio | 2.844 | 2.423 | 9.305 | -1.131 | 1.348 | |
| Forward Price To Earnings Growth Ratio | 2.844 | 2.423 | 9.305 | -1.131 | 1.348 | |
| Price To Earnings Diluted Ratio | 48.145 | 36.283 | 28.631 | 22.338 | 14.778 | |
| Price To Earnings Diluted Growth Ratio | 2.842 | 2.493 | 9.305 | -1.131 | 1.303 | |
| Price To Book Ratio | 12.835 | 9.439 | 7.532 | 7.098 | 7.085 | |
| Price To Sales Ratio | 4.948 | 3.773 | 2.816 | 2.379 | 2.125 | |
| Price To Free Cash Flow Ratio | 53.596 | 40.036 | 33.095 | 114.486 | 60.209 | |
| Price To Operating Cash Flow Ratio | 32.982 | 24.975 | 19.329 | 21.705 | 11.694 | |
| Debt To Assets Ratio | 0.472 | 0.368 | 0.440 | 0.492 | 0.475 | |
| Debt To Equity Ratio | 1.635 | 0.977 | 1.296 | 1.722 | 1.867 | |
| Debt To Capital Ratio | 0.620 | 0.494 | 0.564 | 0.633 | 0.651 | |
| Long Term Debt To Capital Ratio | 0.620 | 0.491 | 0.563 | 0.632 | 0.651 | |
| Financial Leverage Ratio | 3.464 | 2.656 | 2.943 | 3.500 | 3.926 | |
| Working Capital Turnover Ratio | 4.759 | 6.018 | 5.898 | 6.221 | 7.613 | |
| Operating Cash Flow Ratio | 0.714 | 0.861 | 0.970 | 0.665 | 0.840 | |
| Operating Cash Flow Sales Ratio | 0.150 | 0.151 | 0.146 | 0.110 | 0.182 | |
| Free Cash Flow Operating Cash Flow Ratio | 0.615 | 0.624 | 0.584 | 0.190 | 0.194 | |
| Debt Service Coverage Ratio | 9.117 | 7.843 | 6.980 | 8.178 | 11.497 | |
| Interest Coverage Ratio | 7.312 | 9.642 | 8.144 | 9.573 | 9.672 | |
| Short Term Operating Cash Flow Coverage Ratio | 54.528 | 32.674 | 58.192 | 39.153 | 0.000 | |
| Operating Cash Flow Coverage Ratio | 0.238 | 0.387 | 0.301 | 0.190 | 0.325 | |
| Capital Expenditure Coverage Ratio | 2.600 | 2.658 | 2.404 | 1.234 | 1.241 | |
| Dividend Paid And Capex Coverage Ratio | 1.732 | 1.688 | 1.539 | 0.876 | 0.988 | |
| Dividend Payout Ratio | 0.280 | 0.313 | 0.346 | 0.340 | 0.260 | |
| Enterprise Value Multiple | 31.440 | 23.587 | 18.257 | 15.460 | 11.326 |
Sparkline shows each ratio oldest → newest (left → right).
How the latest year compares
For each ratio: its most recent value, the change versus one year earlier, and versus its 5-year average. ▲ higher ▼ lower
| Metric | Current | vs 1Y ago | vs 5Y avg |
|---|---|---|---|
| Gross Profit Margin | 22.9% | ▼-1.4% | ▼-1.7% |
| Ebit Margin | 13.8% | ▼-0.5% | ▼-2.0% |
| Ebitda Margin | 17.2% | ▼-0.3% | ▼-1.8% |
| Operating Profit Margin | 10.1% | ▼-4.0% | ▼-4.2% |
| Pretax Profit Margin | 12.4% | ▼-0.4% | ▼-1.7% |
| Continuous Operations Profit Margin | 10.3% | ▼-0.1% | ▼-0.8% |
| Net Profit Margin | 10.3% | ▼-0.1% | ▼-0.8% |
| Bottom Line Profit Margin | 10.3% | ▼-0.1% | ▼-0.8% |
| Current Ratio | 2.322 | ▲0.361 | ▲0.273 |
| Quick Ratio | 2.253 | ▲0.376 | ▲0.252 |
| Solvency Ratio | 0.144 | ▼-0.061 | ▼-0.035 |
| Cash Ratio | 0.748 | ▲0.592 | ▲0.491 |
| Price To Earnings Ratio | 48.011 | ▲11.845 | ▲18.026 |
| Price To Earnings Growth Ratio | 2.844 | ▲0.421 | ▼-0.114 |
| Forward Price To Earnings Growth Ratio | 2.844 | ▲0.421 | ▼-0.114 |
| Price To Earnings Diluted Ratio | 48.145 | ▲11.861 | ▲18.110 |
| Price To Earnings Diluted Growth Ratio | 2.842 | ▲0.349 | ▼-0.120 |
| Price To Book Ratio | 12.835 | ▲3.397 | ▲4.038 |
| Price To Sales Ratio | 4.948 | ▲1.175 | ▲1.740 |
| Price To Free Cash Flow Ratio | 53.596 | ▲13.560 | ▼-6.689 |
| Price To Operating Cash Flow Ratio | 32.982 | ▲8.007 | ▲10.845 |
| Debt To Assets Ratio | 0.472 | ▲0.104 | ▲0.022 |
| Debt To Equity Ratio | 1.635 | ▲0.658 | ▲0.136 |
| Debt To Capital Ratio | 0.621 | ▲0.126 | ▲0.028 |
| Long Term Debt To Capital Ratio | 0.621 | ▲0.129 | ▲0.029 |
| Financial Leverage Ratio | 3.464 | ▲0.809 | ▲0.167 |
| Working Capital Turnover Ratio | 4.759 | ▼-1.259 | ▼-1.343 |
| Operating Cash Flow Ratio | 0.714 | ▼-0.147 | ▼-0.096 |
| Operating Cash Flow Sales Ratio | 0.150 | ▼-0.001 | ▲0.002 |
| Free Cash Flow Operating Cash Flow Ratio | 0.615 | ▼-0.008 | ▲0.174 |
| Debt Service Coverage Ratio | 9.117 | ▲1.274 | ▲0.394 |
| Interest Coverage Ratio | 7.312 | ▼-2.330 | ▼-1.557 |
| Short Term Operating Cash Flow Coverage Ratio | 54.528 | ▲21.854 | ▲17.619 |
| Operating Cash Flow Coverage Ratio | 0.238 | ▼-0.149 | ▼-0.050 |
| Capital Expenditure Coverage Ratio | 2.600 | ▼-0.058 | ▲0.573 |
| Dividend Paid And Capex Coverage Ratio | 1.732 | ▲0.044 | ▲0.367 |
| Dividend Payout Ratio | 0.280 | ▼-0.033 | ▼-0.028 |
| Enterprise Value Multiple | 31.440 | ▲7.853 | ▲11.426 |
Key metrics
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Market cap | $15.83B | $10.20B | $7.03B | $5.31B | $4.51B | |
| Enterprise value | $17.34B | $11.18B | $8.16B | $6.56B | $5.67B | |
| EV / Sales | 5.42x | 4.14x | 3.27x | 2.94x | 2.67x | |
| EV / Op. cash flow | 36.13x | 27.38x | 22.44x | 26.83x | 14.69x | |
| EV / Free cash flow | 58.72x | 43.89x | 38.42x | 141.51x | 75.62x | |
| EV / EBITDA | 31.44x | 23.59x | 18.26x | 15.46x | 11.33x | |
| Net debt / EBITDA | 2.74x | 2.07x | 2.53x | 2.95x | 2.31x | |
| Current ratio | 2.32x | 1.96x | 2.18x | 2.10x | 1.68x | |
| Income quality | 1.46x | 1.45x | 1.48x | 1.02x | 1.26x | |
| Graham number | $33 | $29 | $25 | $22 | $22 | |
| Graham net-net | -$20 | -$12 | -$13 | -$14 | -$14 | |
| Tax burden | 82.9% | 80.9% | 76.5% | 75.8% | 77.3% | |
| Interest burden | 90.0% | 89.8% | 87.2% | 89.6% | 91.7% | |
| Working capital | $888.3M | $455.8M | $442.8M | $403.8M | $314.1M | |
| Invested capital | $3.30B | $2.19B | $2.15B | $2.03B | $1.83B | |
| Return on assets | 7.7% | 9.8% | 8.9% | 9.1% | 12.2% | |
| Operating ROA | 9.1% | 13.6% | 14.3% | 13.6% | 14.4% | |
| Return on tangible assets | 9.6% | 11.7% | 10.9% | 11.2% | 15.1% | |
| Return on equity | 26.8% | 26.1% | 26.3% | 31.8% | 48.0% | |
| Return on invested capital | 7.4% | 12.8% | 12.3% | 11.7% | 13.1% | |
| Return on capital employed | 9.0% | 15.9% | 16.1% | 15.5% | 16.9% | |
| Earnings yield | 2.1% | 2.8% | 3.5% | 4.5% | 6.8% | |
| Free cash flow yield | 1.9% | 2.5% | 3.0% | 0.9% | 1.7% | |
| Capex / Op. cash flow | 38.5% | 37.6% | 41.6% | 81.0% | 80.6% | |
| Capex / Depreciation | 169.0% | 178.9% | 192.6% | 268.6% | 450.3% | |
| Capex / Sales | 5.8% | 5.7% | 6.1% | 8.9% | 14.6% | |
| SG&A / Sales | 12.3% | 11.8% | 11.2% | 10.5% | 10.8% | |
| R&D / Sales | 0.4% | 0.3% | 0.3% | 0.4% | 0.5% | |
| Stock comp / Sales | 0.8% | 0.8% | 0.6% | 0.6% | 0.9% | |
| Intangibles / Total assets | 19.4% | 15.8% | 17.6% | 18.6% | 18.8% | |
| Days sales outstanding | 108d | 103d | 99d | 110d | 118d | |
| Days payables outstanding | 21d | 28d | 25d | 28d | 44d | |
| Operating cycle | 115d | 110d | 104d | 111d | 118d | |
| Cash conversion cycle | 94d | 82d | 79d | 83d | 74d |
Change by theme
Grouped by what each metric measures. Each figure is the change over the period shown — ▲ up ▼ down versus then.
Change over 1 year
Change over 5 years