BWX Technologies, Inc. (BWXT) AI Stock Analysis

BWX Technologies, Inc. manufactures and supplies nuclear components across domestic and international markets. Operating across three segments, its Nuclear Operations Group supplies precision naval and critical nuclear components, reactors, nuclear fuel, and assemblies for the U.S. Naval Nuclear Propulsion Program, alongside missile launch tubes for submarines and uranium processing. Its Nuclear Power Group produces commercial nuclear steam generators, fuel, pressure vessels, and heat exchangers while delivering plant engineering, inspection, and maintenance services. Additionally, the company provides medical radioisotopes and radiopharmaceuticals for diagnostic and therapeutic applications.

Revenue increased from $2.12B in FY2021 to $3.20B in FY2025, recording a 5-year revenue CAGR of 8.5% through FY2025. Gross margin contracted from 25.9% in FY2021 to 22.9% in FY2025, while operating margin fell from 16.3% to 10.1% over the same period. Net income climbed to $329.9M in FY2025 with diluted EPS of $4.01, up from $281.9M and $3.33 in FY2024. For the trailing twelve months ending June 30, 2026, revenue stood at $3.51B with a profit margin of 10.1%. In the quarter ended June 30, 2026, revenue grew 18.0% year-over-year and quarterly earnings grew 14.1%.

As of June 30, 2026, BWX Technologies held $608.2M in cash and short-term investments against $2.02B in total debt, resulting in net debt of $1.41B. Shareholders' equity was $1.33B, yielding a debt-to-equity ratio of 1.51 and a current ratio of 2.40. In FY2025, operating cash flow reached $479.8M, supporting capital expenditures of $184.6M, cash dividend payments of $92.5M, and share buybacks of $30.0M.

BWXT has a market capitalization of $12.55B and an enterprise value of $14.40B. The stock trades at a trailing P/E of 35.5x and a forward P/E of 27.0x, above the median of its US-listed Industrials peers of 24.8x and 17.2x, respectively. Its price-to-sales multiple of 3.6x also exceeds the peer median of 1.5x. BWXT delivered a 1-year return of -34.1%, trailing the S&P 500 return of 16.8%, though its 5-year return of 156.5% surpassed the index return of 83.0%.

BWXT offers an annualized forward dividend of $1.06 per share, representing a dividend yield of 0.77% and a payout ratio of 24.8%. The company has paid dividends for 15 consecutive years, with an annualized 5-year dividend growth rate of 5.6%. Dividends are distributed on a quarterly frequency, with the last ex-dividend date on August 18, 2026.

Wall Street coverage includes 11 Strong Buy, 3 Buy, and 4 Hold ratings, with zero Sell or Strong Sell recommendations. The mean price target of $209.44 implies upside of 52.9% from the last close of $137.01. Consensus estimates project FY2026 EPS of $4.74 on revenue of $3.82B, followed by FY2027 EPS of $5.23 on revenue of $4.17B. BWXT has beaten EPS estimates in each of the last 4 quarters, with next earnings scheduled for November 2, 2026.

This page is an AI-written research summary of BWX Technologies, Inc. (BWXT). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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