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Upturn AI SWOT - About
BWXT 
BWX Technologies Inc (BWXT)
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Upturn Advisory Summary
09/17/2025: BWXT (5-star) is a STRONG-BUY. BUY since 2 days. Simulated Profits (-4.68%). 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 $183.64
1 Year Target Price $183.64
| 6 | Strong Buy |
| 3 | Buy |
| 1 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 83.82% | Avg. Invested days 54 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 16.15B USD | Price to earnings Ratio 54.86 | 1Y Target Price 183.64 |
Price to earnings Ratio 54.86 | 1Y Target Price 183.64 | ||
Volume (30-day avg) 11 | Beta 0.74 | 52 Weeks Range 83.90 - 188.98 | Updated Date 09/17/2025 |
52 Weeks Range 83.90 - 188.98 | Updated Date 09/17/2025 | ||
Dividends yield (FY) 0.56% | Basic EPS (TTM) 3.22 |
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 54.86 | Forward PE 41.84 | Enterprise Value 17640831421 | Price to Sales(TTM) 5.64 |
Enterprise Value 17640831421 | Price to Sales(TTM) 5.64 | ||
Enterprise Value to Revenue 6.16 | Enterprise Value to EBITDA 35.85 | Shares Outstanding 91398704 | Shares Floating 90991102 |
Shares Outstanding 91398704 | Shares Floating 90991102 | ||
Percent Insiders 0.4 | Percent Institutions 97.33 |
Upturn AI SWOT
BWX Technologies Inc
Company Overview
History and Background
BWX Technologies, Inc. (BWXT) was founded in 2010 as a spinoff from The Babcock & Wilcox Company. It has a long history, tracing its roots back to the early days of nuclear technology, with significant involvement in the Manhattan Project. BWXT has evolved into a leading supplier of nuclear components and fuel for the U.S. government and commercial nuclear power plants.
Core Business Areas
- Nuclear Operations Group (NOG): This segment is BWXT's largest. It manufactures naval nuclear reactors, nuclear fuel, and other components for the U.S. Navy's submarines and aircraft carriers. They also provide management and operating services at various government facilities.
- Nuclear Power Group (NPG): This segment focuses on providing nuclear fuel, components, and services for commercial nuclear power plants. They also design and manufacture medical isotopes and provide specialized engineering services.
- Nuclear Services Group (NSG): This segment focuses on environmental management, nuclear materials management, and site restoration services.
Leadership and Structure
BWXT is led by Rex D. Geveden (President and CEO) and has a board of directors overseeing its operations. The organizational structure is divided into the aforementioned three main business segments, each with its own leadership team and reporting structure.
Top Products and Market Share
Key Offerings
- Naval Nuclear Reactors and Fuel: BWXT is the sole manufacturer of naval nuclear reactors and fuel for the U.S. Navy. They essentially have a 100% market share in this highly specialized area. Competitors do not really exist here as it's government contracted.
- Commercial Nuclear Fuel and Components: BWXT provides fuel and components for commercial nuclear reactors. Market share varies by specific product and customer, but they are a significant player in this market, competing with companies like Westinghouse and Framatome. No specific revenue is tied to this offering.
- Medical Isotopes: BWXT manufactures medical isotopes used in diagnostic imaging and cancer treatment. No specific revenue is tied to this offering. Competitors include NorthStar Medical Radioisotopes and Curium.
Market Dynamics
Industry Overview
The nuclear industry is characterized by high barriers to entry, stringent regulations, and long-term contracts. Growth is driven by nuclear power plant maintenance, upgrades, and the development of new reactor technologies. The medical isotope market is also growing due to increasing demand for diagnostic and therapeutic applications.
Positioning
BWXT holds a dominant position in the naval nuclear reactor market and is a significant player in the commercial nuclear fuel and services market. Their competitive advantages include their specialized expertise, long-standing relationships with the U.S. government and commercial customers, and their secure facilities.
Total Addressable Market (TAM)
The global nuclear power market is expected to reach hundreds of billions of dollars. The medical isotopes market is also significant and growing. BWXT is well-positioned to capture a share of both markets due to its leading market share in naval reactors, expertise, and established relationships.
Upturn SWOT Analysis
Strengths
- Sole supplier of naval nuclear reactors and fuel
- Strong relationships with the U.S. government and commercial customers
- Specialized expertise in nuclear technology
- Secure facilities and stringent safety standards
- Strong cash flow generation
Weaknesses
- Reliance on government contracts
- Sensitivity to changes in government spending and nuclear policy
- High regulatory burden
- Relatively concentrated customer base
- Limited diversification outside of nuclear-related businesses
Opportunities
- Growing demand for nuclear power in emerging markets
- Expansion of medical isotope production and sales
- Development of new reactor technologies (e.g., small modular reactors)
- Potential for increased government spending on nuclear infrastructure
- Growing demand for nuclear waste management and decommissioning services
Threats
- Changes in government nuclear policy
- Competition from other nuclear suppliers
- Technological obsolescence
- Safety incidents or accidents
- Economic downturns and reduced government spending
Competitors and Market Share
Key Competitors
- Westinghouse Electric Company (Private)
- Framatome (Private)
- NorthStar Medical Radioisotopes (Private)
Competitive Landscape
BWXT's advantages include its sole-supplier status for naval nuclear reactors and fuel, its strong relationships with the U.S. government, and its specialized expertise. Disadvantages may include its reliance on government contracts and its relatively concentrated customer base. Its competitors are Westinghouse and Framatome.
Major Acquisitions
Lynchburg facility from Framatome
- Year: 2023
- Acquisition Price (USD millions): 76.7
- Strategic Rationale: Expands BWXTu2019s commercial nuclear operations capabilities and supports growth.
Growth Trajectory and Initiatives
Historical Growth: BWXT's historical growth has been driven by demand for its naval nuclear reactors and fuel, as well as its commercial nuclear services. Requires specific revenue growth rates over the past years.
Future Projections: Future growth is expected to be driven by continued demand for naval nuclear reactors, expansion of medical isotope production, and potential opportunities in new reactor technologies. Analyst estimates vary depending on the specific assumptions.
Recent Initiatives: Recent initiatives include investments in medical isotope production capacity, development of new reactor technologies, and acquisitions to expand their service offerings.
Summary
BWX Technologies is a strong player in the nuclear industry, particularly as the sole supplier for the U.S. Navy's nuclear reactors. Its dependence on government contracts presents a risk, but their expertise and relationships are solid advantages. Diversification through medical isotopes shows promise. They need to be careful on changes in government spending.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BWX Technologies Investor Relations
- Company SEC Filings
- Industry Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Market share data and TAM estimates are based on available information and may not be precise. Financial data is based on publicly available information.
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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