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Upturn AI SWOT - About
BWXT 
BWX Technologies Inc (BWXT)
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Upturn Advisory Summary
10/24/2025: BWXT (5-star) is a STRONG-BUY. BUY since 29 days. Simulated Profits (15.08%). Updated daily EoD!
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Number of Analysts
11 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $203.3
1 Year Target Price $203.3
| 6 | Strong Buy |
| 3 | Buy |
| 1 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 121.92% | Avg. Invested days 58 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 18.58B USD | Price to earnings Ratio 63.33 | 1Y Target Price 203.3 |
Price to earnings Ratio 63.33 | 1Y Target Price 203.3 | ||
Volume (30-day avg) 11 | Beta 0.77 | 52 Weeks Range 83.90 - 214.72 | Updated Date 10/26/2025 |
52 Weeks Range 83.90 - 214.72 | Updated Date 10/26/2025 | ||
Dividends yield (FY) 0.49% | Basic EPS (TTM) 3.21 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 10.28% | Operating Margin (TTM) 11.24% |
Management Effectiveness
Return on Assets (TTM) 6.12% | Return on Equity (TTM) 27.01% |
Valuation
Trailing PE 63.33 | Forward PE 44.05 | Enterprise Value 18467990018 | Price to Sales(TTM) 6.49 |
Enterprise Value 18467990018 | Price to Sales(TTM) 6.49 | ||
Enterprise Value to Revenue 6.45 | Enterprise Value to EBITDA 37.53 | Shares Outstanding 91398740 | Shares Floating 90991102 |
Shares Outstanding 91398740 | Shares Floating 90991102 | ||
Percent Insiders 0.4 | Percent Institutions 96.67 |
Upturn AI SWOT
BWX Technologies Inc
Company Overview
History and Background
BWX Technologies, Inc. (BWXT) traces its roots back to the Babcock & Wilcox Company, founded in 1867. BWXT became an independent company in 2015, focusing on nuclear components and fuel, specializing in design, engineering, manufacturing, and service for nuclear applications.
Core Business Areas
- Nuclear Operations Group (NOG): Manufactures nuclear reactors and components for the U.S. government, primarily for naval nuclear propulsion. Also produces nuclear fuel and specialty components.
- Nuclear Power Group (NPG): Provides nuclear components and services for commercial nuclear power plants. This includes manufacturing of nuclear fuel, reactor components, and providing outage services.
- Nuclear Services Group (NSG): Provides environmental management, nuclear site management, and technical services to U.S. Department of Energy sites.
Leadership and Structure
BWXT is led by Rex D. Geveden (President and CEO). The company has a board of directors and operates with a corporate structure divided into the Nuclear Operations, Nuclear Power, and Nuclear Services segments. Each segment is headed by senior management who report to the CEO.
Top Products and Market Share
Key Offerings
- Naval Nuclear Reactors and Components: Designs and manufactures nuclear reactors and components for U.S. Navy submarines and aircraft carriers. BWXT is a primary supplier to the U.S. Navy in this area, holding a significant market share. Competitors are limited due to high barriers to entry (technical expertise, security clearances). Revenue is not explicitly available, but this segment constitutes a substantial portion of BWXT's revenue.
- Nuclear Fuel: Manufactures nuclear fuel for commercial nuclear power plants and research reactors. Market share information is not publicly disclosed at the individual product level but BWXT is one of the leading nuclear fuel manufactures. Competitors include Westinghouse and Framatome.
- Medical Isotopes: Produces medical isotopes used in diagnostic and therapeutic procedures, targeting growing healthcare segments. Competitors include NorthStar Medical Radioisotopes.
Market Dynamics
Industry Overview
The nuclear industry is heavily regulated and characterized by high barriers to entry. It is impacted by government policies related to energy independence and nuclear safety. The commercial nuclear power market is experiencing a mix of plant closures and upgrades, while demand for nuclear energy remains a consideration. There is also increasing interest in small modular reactors (SMRs). The medical isotope market is growing due to advancements in nuclear medicine.
Positioning
BWXT is a leading provider of nuclear components and services, particularly to the U.S. government, providing a unique position in the market. Its competitive advantages include its established relationships with government agencies and technical expertise.
Total Addressable Market (TAM)
The total addressable market for BWXT is difficult to calculate exactly, but is in the tens of billions of dollars annually, encompassing government nuclear programs, commercial nuclear power, and medical isotope production. BWXT has a strong position in the government sector, and aims to continue to expand in commercial power and medical isotope markets.
Upturn SWOT Analysis
Strengths
- Strong relationships with the U.S. government
- Technical expertise in nuclear engineering and manufacturing
- High barriers to entry for competitors
- Diversified revenue streams across government and commercial sectors
- Established infrastructure and manufacturing facilities
Weaknesses
- Dependence on government contracts
- Exposure to regulatory changes and political risks
- High capital expenditures for manufacturing and R&D
- Limited growth potential in some segments of the nuclear industry
- Public perception of nuclear power
Opportunities
- Expansion into new markets, such as small modular reactors (SMRs)
- Growth in the medical isotope market
- Increased demand for nuclear services and maintenance
- Development of new nuclear technologies
- Government investments in nuclear infrastructure
Threats
- Political opposition to nuclear energy
- Economic downturns affecting government spending
- Technological obsolescence
- Competition from alternative energy sources
- Nuclear accidents or incidents affecting public perception
Competitors and Market Share
Key Competitors
- Westinghouse Electric Company (private)
- Framatome (private)
- Fluor Corporation (FLR)
Competitive Landscape
BWXT's advantages include its strong relationship with the U.S. government and its technical expertise. Its disadvantages include its dependence on government contracts and its exposure to regulatory risks.
Major Acquisitions
Lynchburg Armored Car, Inc.
- Year: 2023
- Acquisition Price (USD millions): 17
- Strategic Rationale: Secure transport for nuclear materials.
Growth Trajectory and Initiatives
Historical Growth: BWXT has experienced moderate growth in recent years, driven by government contracts and nuclear services.
Future Projections: Analysts expect BWXT to continue to grow at a moderate pace in the coming years, driven by increased demand for nuclear services, SMRs, and medical isotopes.
Recent Initiatives: BWXT is investing in new technologies, such as SMRs and advanced nuclear fuels. The company is also expanding its medical isotope production capacity.
Summary
BWX Technologies is a strong player in the nuclear sector, benefitting from its relationship with the US government. It must however navigate regulatory risks and public perception of nuclear energy. Investment in new technologies and expanding into other markets offers good opportunity. Overall BWXT is positioned for stable growth with good dividend return. They should be aware of competition from alternative energy sources.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BWXT Annual Reports (10-K filings), Company Presentations, Analyst Reports, Public News Sources
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market share figures are estimates based on available data and may not be precise. Future performance is not guaranteed.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About BWX Technologies Inc
Exchange NYSE | Headquaters Lynchburg, VA, United States | ||
IPO Launch date 2010-08-02 | President, CEO & Director Mr. Rex D. Geveden | ||
Sector Industrials | Industry Aerospace & Defense | Full time employees 8700 | Website https://www.bwxt.com |
Full time employees 8700 | Website https://www.bwxt.com | ||
BWX Technologies, Inc. manufactures and sells nuclear components in the United States, Canada, and internationally. It operates through two segments, Government Operations and Commercial Operations. The company manufactures precision naval nuclear components, reactors, and nuclear fuel; close-tolerance and high-quality equipment for nuclear applications; critical nuclear components, fuels and assemblies for government and limited other uses; down blend government stockpiles of uranium; and fabricate fuel-bearing precision components. It also supplies proprietary and sole-source valves, manifolds, and fittings to naval and commercial shipping customers; research reactor fuel elements for colleges, universities, and national laboratories; and components for defense applications. In addition, the company manufactures commercial nuclear steam generators, nuclear fuel, fuel handling systems, pressure vessels, reactor components, heat exchangers, tooling delivery systems; and containers for the storage of nuclear fuel and other high-level nuclear waste. Further, it supplies nuclear fuel, fuel handling systems, tooling delivery systems, nuclear-grade materials and precisely machined components; and manufactures medical radioisotopes, radiopharmaceuticals, and medical devices. Additionally, it provides specialized engineering services that include structural component design, 3-D thermal-hydraulic engineering analysis, weld and robotic process development, electrical and controls engineering and metallurgy and materials engineering; in-plant inspection, maintenance and modification services; and non-destructive examination and tooling/repair solutions. It also offers nuclear power plant lifecycle support services. The company was formerly known as The Babcock & Wilcox Company and changed its name to BWX Technologies, Inc. in June 2015. BWX Technologies, Inc. was founded in 1867 and is headquartered in Lynchburg, Virginia.
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