BWX Technologies

BWXT

Market cap $17.9B

BWXT and UEC ramp up nuclear infrastructure and uranium supply efforts as energy reliability gains focus.

BWX Technologies' $8.65 billion backlog and timing of performance obligations boost revenue visibility, supporting planning across Government and Commercial Operations.

BWX Technologies isn't as well known as other nuclear stocks. The bulk of its revenue comes from its government segment.

The U.S. Navy confirmed the new Trump class battleships will be nuclear-powered. The decision is set to raise demand for the specialized reactors BWX Technologies makes that power those vessels.

The nuclear energy sector reached a pivotal milestone this month as Ontario Power Generation (OPG) successfully installed the first basemat module for the Darlington New Nuclear Project. This development marks a significant leap forward for the G7's first commercial grid-scale Small Modular Reactor (SMR), signaling a tangible shift in the nuclear renaissance for global investors.

BWXT jumps 197% YTD as strong earnings growth, major Navy contracts and solid valuation support its long-term outlook.

Activist investor Ananym ‌Capital Management sees room for BWX Technologies' stock to double in coming years if the defense and energy company commercializes its mothballed nuclear reactor design to help meet ballooning energy demand.

The U.S. ​Department of Energy is considering a plan to ‌finance billions of dollars for components of large nuclear reactors that can take a long time to secure, the head of the industry group ​Nuclear Energy Institute said on Tuesday.

The nuclear industry has seen a recent flurry of announcements, headlined by two major industry partnerships to rapidly deploy new reactors. These exciting developments come against the backdrop of a new national poll showing increased positive sentiment towards nuclear energy.

LYNCHBURG, Va.--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) announced today the award of U.S. Naval Nuclear Propulsion Program contracts totaling more than $1.4 billion. The first contract, valued at $1.285 billion, supports long-lead material procurement for the program. The base contract is for fiscal year 2026 and is the first of five annual task order awards available through 2030. The second contract, valued at $165 million, is for procurement of long-lead time reactor system comp.