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Upturn AI SWOT - About
BWXT 
BWX Technologies Inc (BWXT)
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Upturn Advisory Summary
06/30/2025: BWXT (4-star) is a STRONG-BUY. BUY since 43 days. Profits (32.18%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Number of Analysts
11 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Year Target Price $141.22
Year Target Price $141.22
| 6 | Strong Buy |
| 3 | Buy |
| 1 | Hold |
| 0 | Under performing |
| 1 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit 69.59% | Avg. Invested days 57 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 13.08B USD | Price to earnings Ratio 45.6 | 1Y Target Price 141.22 |
Price to earnings Ratio 45.6 | 1Y Target Price 141.22 | ||
Volume (30-day avg) 11 | Beta 0.66 | 52 Weeks Range 84.02 - 145.33 | Updated Date 06/30/2025 |
52 Weeks Range 84.02 - 145.33 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 0.70% | Basic EPS (TTM) 3.14 |
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 10.39% | Operating Margin (TTM) 11.33% |
Management Effectiveness
Return on Assets (TTM) 6.94% | Return on Equity (TTM) 28.28% |
Valuation
Trailing PE 45.6 | Forward PE 44.44 | Enterprise Value 14224363355 | Price to Sales(TTM) 4.7 |
Enterprise Value 14224363355 | Price to Sales(TTM) 4.7 | ||
Enterprise Value to Revenue 5.11 | Enterprise Value to EBITDA 29.68 | Shares Outstanding 91360704 | Shares Floating 90890218 |
Shares Outstanding 91360704 | Shares Floating 90890218 | ||
Percent Insiders 0.43 | Percent Institutions 93.34 |
Analyst Ratings
Rating 4 | Target Price 141.22 | Buy 3 | Strong Buy 6 |
Buy 3 | Strong Buy 6 | ||
Hold 1 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
BWX Technologies Inc
Company Overview
History and Background
BWX Technologies, Inc. (BWXT) was founded in 1867 as Babcock & Wilcox, focusing on steam generation. It evolved to become a major supplier of nuclear components and fuel for the U.S. government. In 2015, Babcock & Wilcox reorganized, spinning off its power generation business, and retaining the nuclear operations as BWX Technologies, Inc.
Core Business Areas
- Nuclear Operations Group: Manufactures nuclear reactors and components for the U.S. Navy and the Department of Energy. This includes naval nuclear fuel and specialized nuclear materials. It is the largest segment by revenue.
- Nuclear Services Group: Provides technical, management, and site services to support nuclear operations, including environmental management and waste processing.
- Medical Isotopes: Develops and manufactures medical isotopes, used in diagnostic and therapeutic applications.
Leadership and Structure
Rex D. Geveden is the current President and Chief Executive Officer. The company has a traditional hierarchical structure with distinct business units focused on different aspects of nuclear technology.
Top Products and Market Share
Key Offerings
- Naval Nuclear Fuel: BWXT is the sole manufacturer of naval nuclear fuel for U.S. submarines and aircraft carriers. This constitutes a significant portion of their revenue. The competitor is the US Government as it is the only customer. Market Share is nearly 100% with regard to the US Navy.
- Nuclear Components: BWXT manufactures reactors and components for nuclear power plants. Competitors include Westinghouse Electric Company and Framatome. The revenue from this product is substantial, but market share is confidential.
- Medical Isotopes: BWXT manufactures medical isotopes for diagnostic and therapeutic applications. Competitors include Curium Pharma and NorthStar Medical Radioisotopes. BWXT is expanding its presence in this market with revenue increasing but with overall market share data is not readily available.
Market Dynamics
Industry Overview
The nuclear technology industry is characterized by high barriers to entry, stringent regulations, and long-term contracts. Demand is driven by government spending, nuclear power plant maintenance and upgrades, and the growing need for medical isotopes.
Positioning
BWXT is a leading player in the nuclear technology industry, particularly in the defense and government sectors. Its competitive advantages include its specialized expertise, established relationships with government agencies, and sole supplier status for naval nuclear fuel.
Total Addressable Market (TAM)
The global nuclear technology market is estimated to be worth hundreds of billions of dollars annually. BWXT is strategically positioned to capture a significant share, particularly within the U.S. government sector and expanding into the medical isotopes area. TAM is expected to keep expanding with the increasing need for nuclear energy.
Upturn SWOT Analysis
Strengths
- Sole supplier of naval nuclear fuel to the U.S. Navy
- Strong relationships with U.S. government agencies
- Specialized expertise in nuclear technology
- High barriers to entry for competitors
- Strong reputation for quality and reliability
Weaknesses
- Concentration of revenue in government contracts
- Exposure to political and regulatory risks
- Limited diversification outside nuclear technology
- Dependence on nuclear energy adoption rates
- Potential environmental liabilities
Opportunities
- Growth in the medical isotopes market
- Expansion of nuclear power generation globally
- Increased government spending on nuclear infrastructure
- Development of new nuclear technologies
- Acquisitions of complementary businesses
Threats
- Changes in government policies and spending priorities
- Competition from other nuclear technology companies
- Negative public perception of nuclear energy
- Regulatory changes
- Cybersecurity threats
Competitors and Market Share
Key Competitors
- Westinghouse Electric Company (private)
- Framatome (private)
- Fluor Corporation (FLR)
Competitive Landscape
BWXT benefits from its unique position as the sole supplier of naval nuclear fuel, but faces competition from other companies in the nuclear power and services markets. BWXT's strengths include its specialized expertise, strong relationships with government agencies, and reputation for quality and reliability.
Major Acquisitions
Lynchburg Technology Group
- Year: 2015
- Acquisition Price (USD millions): 55
- Strategic Rationale: Expanded BWXT's engineering and technical capabilities in nuclear operations.
Growth Trajectory and Initiatives
Historical Growth: BWXT has experienced steady growth in revenue and earnings over the past several years, driven by strong demand for its nuclear products and services and expansion into adjacent markets.
Future Projections: Analysts project continued growth for BWXT, driven by the expansion of the medical isotopes market, increased government spending on nuclear infrastructure, and the potential for new nuclear power plant construction. Projected Growth Rate: [4, 5, 5] (percent)
Recent Initiatives: Recent initiatives include expanding its medical isotopes production capacity, securing new contracts with the U.S. government, and investing in research and development of new nuclear technologies.
Summary
BWX Technologies is a strong player in the nuclear sector due to its exclusive contracts with the US government, specifically the Navy. The financial performance is generally positive, with steady growth in key metrics. BWXT must mitigate risks associated with government dependency and negative public sentiment towards nuclear energy. Exploring diversification within the medical isotope markets or newer small reactors would be wise.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BWX Technologies Investor Relations
- SEC Filings
- Analyst Reports
- Industry Publications
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data may be estimated. Financial data is indicative and may not reflect actual results.
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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