BWX Technologies

BWXT

Market cap $16.2B

During Q2 2026, Polen 5 Perspectives Small-Mid Growth Composite Portfolio returned 28.2% compared to the 24.0% return of the Russell 2500 Growth Index. The top contributors to relative performance in the period were Bloom Energy, Sandisk Corp, and DigitalOcean Holdings. The most significant detractors from the Portfolio's relative performance in the quarter were Fastly, Astera Labs (not owned), and BWX Technologies.

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.

BWX Technologies expands advanced reactor capabilities through nuclear manufacturing, engineering and fuel technologies to support future deployment.

The U.S. nuclear sector advanced on two fronts in recent days. Advanced microreactors completed a key federal target while the existing commercial fleet signed a landmark agreement with a major retailer.

LYNCHBURG, Va.--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) announced today that it has successfully completed its previously announced acquisition of Precision Components Group, LLC (PCG), including its subsidiaries Precision Custom Components (PCC) and DC Fabricators (DCF). PCG is a U.S. manufacturer of complex, heavy-walled and heat-transfer components. The acquisition expands BWXT's heavy-manufacturing footprint and enhances the company's ability to deliver U.S.-made nuclear compone.

BWX dominates a crucial link of the nuclear supply chain. It has better scale and diversification than many of its industry peers.

BWXT expands R&D investments to advance nuclear technologies, strengthen innovation and support long-term growth.

BWX Technologies continues to deliver robust results, driven by strong government contracts and surging commercial demand, but valuation remains stretched. Q2 is expected to show another revenue beat, with commercial operations benefiting from Kinectrics acquisition and organic growth, though margin pressure looms longer term. BWXT trades at a significant premium to peers, with a forward earnings multiple of 40.1x and a free cash flow yield of just 1.8%, limiting margin of safety.

BWXT's commercial nuclear business is accelerating with acquisitions, rising backlog, and surging revenues on demand growth for components and nuclear services.

LYNCHBURG, Va.--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) will issue a news release detailing second quarter 2026 results on Monday, Aug. 3, 2026, after market close and will host a conference call at 5:00 p.m. EDT. Listen-only participants are encouraged to participate and view the supporting presentation via the Internet at investors.bwxt.com. The dial-in numbers for participants are (U.S.) 1-800-715-9871 and (International) 1-646-307-1963; conference ID: 6333615. A replay of the c.