Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$18.1B
92M shares
52-week range
$133.84 – $241.82
51% from low
Sector
ENGINES & TURBINES
Exchange
NYSE
CS
Borrow rate
0.29%
Easy to borrow
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| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.80B | $1.89B | $2.12B | $2.12B | $2.23B | $2.50B | $2.70B | $3.20B |
| Cost of revenue | $1.30B | $1.36B | $1.55B | $1.57B | $1.68B | $1.88B | $2.05B | $2.47B |
| Gross profit | $504.0M | $533.9M | $575.4M | $550.3M | $551.9M | $620.6M | $655.2M | $731.5M |
| Gross margin | 28.0% | 28.2% | 27.1% | 25.9% | 24.7% | 24.9% | 24.2% | 22.9% |
| R&D | $15.2M | $17.7M | $14.2M | $11.1M | $9.5M | $7.6M | $7.5M | $13.9M |
| Operating income | $305.0M | $325.5M | $358.6M | $345.8M | $348.6M | $383.1M | $380.6M | $323.2M |
| EBITDA | $368.1M | $410.8M | $453.9M | $500.6M | $424.6M | $447.0M | $474.1M | $551.5M |
| Net income | $227.0M | $244.1M | $278.7M | $305.9M | $238.2M | $245.8M | $281.9M | $329.9M |
| Net margin | 12.6% | 12.9% | 13.1% | 14.4% | 10.7% | 9.8% | 10.4% | 10.3% |
| EPS (diluted) | 2.27 | 2.55 | 2.91 | 3.24 | 2.60 | 2.68 | 3.07 | 3.59 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $3.8B | $4.70 | $4.56–$4.76 | 9 |
| 2027 | $4.1B | $5.22 | $5.12–$5.45 | 10 |
| 2028 | $4.4B | $5.85 | $5.44–$6.26 | 5 |
| 2029 | $4.7B | $6.28 | $6.12–$6.64 | 1 |
Forward consensus · source: Financial Modeling Prep
BWX Technologies Inc is a specialty manufacturer and service provider of nuclear components, operating in two segments: Government Operations and Commercial Operations. The Government Operations segment produces naval nuclear reactors and fuel for the U.S. Naval Nuclear Propulsion Program, while the Commercial Operations segment designs and manufactures commercial nuclear steam generators, heat exchangers, pressure vessels, reactor components, and other auxiliary equipment, including containers for the storage of spent nuclear fuel and other high-level nuclear waste. The majority of the company's revenue comes from Government Operations, with sales principally in the United States, Canada, and other regions.
www.bwxt.comNo one on the platform currently holds BWXT.
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2026-03-31 | 22,438 | $4.6M |
| Renaissance Technologiesas of 2026-03-31 | 11,600 | $2.4M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-05-19 | $0.2700 | 2026-06-05 |
| 2026-03-11 | $0.2700 | 2026-03-27 |
| 2025-11-19 | $0.2500 | 2025-12-10 |
| 2025-08-18 | $0.2500 | 2025-09-05 |
| 2025-05-19 | $0.2500 | 2025-06-05 |
| 2025-03-11 | $0.2500 | 2025-03-28 |
| 2024-11-19 | $0.2400 | 2024-12-10 |
| 2024-08-16 | $0.2400 | 2024-09-05 |
| 2024-05-16 | $0.2400 | 2024-06-06 |
| 2024-03-08 | $0.2400 | 2024-03-28 |
No one on the platform has traded BWXT yet.
| $34.3B |
| — |
| FTAIFTAI Aviation Ltd. | $263.62 | +1.36% | $27.0B | — |
| HIIHuntington Ingalls Industries, Inc. | $277.39 | -1.63% | $10.9B | — |
Source: Financial Modeling Prep · peers by sector/industry
| 2023-11-20 |
| $0.2300 |
| 2023-12-12 |
| 2023-08-16 | $0.2300 | 2023-09-07 |
Trading at 60.3× earnings vs its 25.6× historical median P/E.
Fair value ≈ $80.54 · price $189.25 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$BWXT Current Stock Price: $208.56 Contracts to trade: $210.0 BWXT Jul 17 2026 Call Entry: $9.00 Exit: $13.38 ROI: 49% Hold ~24 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
View on StockTwits ↗Trump committing ~$17.5B toward 10 new nuclear reactors is a pretty notable policy signal If this actually flows through, the nuclear supply chain is where the second-order effects show up Names getting immediate attention: $CCJ Cameco Still the cleanest uranium lever here, and indirectly tied to long-term fuel demand $BAM Brookfield Exposure through infrastructure + ownership structure in the buildout side $BWXT BWX Technologies More on the actual reactor component / defense-adjacent manufacturing side $CW Curtiss-Wright Picks up on critical systems like pumps and valves that keep plants running safely $LEU Centrus Energy One of the few domestic enrichment plays in the U.S. Not everything will move in a straight line off headlines like this But structurally, nuclear tends to trade on policy cycles first, then earnings later Worth watching if this becomes a sustained funding theme or just a one-off announcement Next alert coming soon If you’re not following with notifications on, you’re usually seeing the move after it’s already started
View on StockTwits ↗President Trump just committed $17,500,000,000 to build 10 new nuclear reactors Here are the stocks that benefit: $CCJ: Cameco Owns nearly half of the private company building all 10 reactors, and sells the uranium to fuel them $BAM: Brookfield Owns the other half of that same company $BWXT: BWX Technologies Builds the actual reactor parts inside each plant $CW: Curtiss-Wright Makes the pumps and valves that keep reactors running safely $LEU: Centrus Energy The only U.S. company that enriches uranium domestically
View on StockTwits ↗$ETN +3% $NXT +3% $BWXT +2.5% $CCJ +1.5% $GEV +1.2%. Power and energy infrastructure names continue to show relative strength as AI-driven electricity demand rises. The move spans nuclear, generation, grid, and data center power systems, highlighting ongoing sector rotation.
View on StockTwits ↗THE ELECTRICITY VALUE CHAIN • $FSLR • $NNE • $TLN • $BWXT While promising a "100% chance of making money" is speculative hype, this specific cohort targets the absolute physical bottleneck of the AI expansion—the unassailable moat of zero-carbon sovereign electricity. Independent nuclear generation titan $TLN surges as hyperscalers bypass traditional grid delays to buy out direct baseload power. This aggressively re-rates high-specification nuclear component giant $BWXT and advanced microreactor vanguard $NNE, capturing premium alpha inside the off-grid compute boom. Backed by massive domestic policy tailwinds and multi-year corporate backlogs, utility-scale solar hegemon $FSLR remains the ultimate structural cash cow for clean energy scaling. Are you parking capital inside the high-conviction nuclear fortress of $TLN, or capturing the massive structural asymmetry inside the micro-nuclear pioneer $NNE? Drop your entry targets below!
View on StockTwits ↗$BWXT Going in the right direction. Just need to stay up.
View on StockTwits ↗$BWXT nuclear energy the future. $260+ is my PT end of year
View on StockTwits ↗$BWXT BWX Technologies in a failed breakdown. Two bars below the 40-week (20-day) MA then not. Long shadow reached into the cloud then not.
View on StockTwits ↗If anyone is wondering why all of a sudden energy stocks are catching a bid today, this would be the headline. $GEV +4.88% $LEU +4.84% $BWXT +3.25% $ENS +3.22% Industry titan $GEV (GE Vernova) spearheaded the tape today following a high-conviction "Outperform" initiation from Bernstein, slapping an aggressive $1,206 price target on the stock. Concurrently, nuclear fuel sovereign $LEU is experiencing intense institutional accumulation. Specialized nuclear manufacturer $BWXT recently closed its defining acquisition of Precision Components Group, instantly securing over 500,000 sq ft of commercial nuclear fabrication capacity to insulate its massive backlog alongside advanced battery champion $ENS. As the AI energy crisis transitions into a raw nuclear infrastructure battle, where are you chasing alpha? Are you entering the premium right-side momentum of Bernstein's favorite $GEV, or accumulating the deep manufacturing moat inside newly expanded $BWXT? Drop your entries below!
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.