BWX Technologies, Inc.

BWX Technologies, Inc.

BWXTยทNYSE

$184.72

-1.4%
IndustrialsAerospace & Defense

BWX Technologies, Inc. manufactures and sells nuclear components in the United States, Canada, and internationally. It operates in three segments: Nuclear Operations Group, Nuclear Power Group, and Nuclear Services Group. The Nuclear Operations Group segment provides precision naval and critical nuclear components, reactors, nuclear fuel, and assemblies for the United States Department of Energy/National Nuclear Security Administration's Naval Nuclear Propulsion Program and other uses; missile launch tubes for United States Navy submarines; close-tolerance and equipment for nuclear applications; and converts Cold War-era government stockpiles of high-enriched uranium, as well as receives, stores, characterizes, dissolves, recovers, and purifies uranium-bearing materials; supplies research reactor fuel elements for colleges, universities, and national laboratories; and components for defense applications. The Nuclear Power Group segment offers commercial nuclear steam generators, nuclear fuel, fuel handling systems, pressure vessels, reactor components, heat exchangers, tooling delivery systems, and containers; engineering and in-plant services for nuclear power plants; designs, manufactures, commissions, and services nuclear power generation equipment; in-plant inspection, maintenance, and modification services, as well as non-destructive examination and tooling/repair solutions; and supplies medical radioisotopes and radiopharmaceuticals for research, diagnostic, and therapeutic uses. The Nuclear Services Group segment provides nuclear materials processing, environmental site restoration, and management and operating services; develops technology for nuclear power sources application; and designs, engineers, licenses, and manufactures nuclear reactors. 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.

At a Glance

Live Snapshot
Market Cap$16.92B
EPS3.6000
P/E Ratio51.31
Earnings Date08/03/2026
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BWX Technologies, Inc. Street Expectations Map

BWXT ยท NYSE

Wall Street analysts project that BWXT stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 225.00, with estimates ranging from a low of 205.00 to a high of 255.00.

Lowest Target
205.00
10.98%
Consensus Target
225.00
21.81%
Highest Target
255.00
38.05%

The consensus 1-year price target stands at 225.00, with estimates ranging from a low of 205.00 to a high of 255.00.

Analyst Consensus Analysis

Upside Potential

+21.8%

Strong upside potential. Consensus indicates attractive return opportunity with favorable risk-reward profile.

Analyst Agreement

22.2% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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BWX Technologies, Inc. Forward Estimates of Revenue

BWXT ยท NYSE
Latest Revenue
3.20B
FY 2025
Avg Estimate
3.68B
FY 2026
Estimate Range
3.63B - 3.75B
Analyst Spread

Forward Growth Analysis

Projected Growth+15.1%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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BWX Technologies, Inc. Forward Estimates of Net Income

BWXT ยท NYSE
Latest Net Income
329.86M
FY 2025
Avg Estimate
392.28M
FY 2026
Estimate Range
384.37M - 400.19M
Analyst Spread

Forward Growth Analysis

Projected Growth+18.9%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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BWX Technologies, Inc. Forward Estimates of EPS

BWXT ยท NYSE
Latest EPS
3.60
FY 2025
Avg Estimate
$4.25
FY 2026
Estimate Range
$4.18 - $4.36
Analyst Spread

Forward Growth Analysis

Projected Growth+17.9%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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BWX Technologies, Inc. Forward Estimates of EBIT

BWXT ยท NYSE
Latest EBIT
442.33M
FY 2025
Avg Estimate
616.20M
FY 2026
Estimate Range
607.69M - 628.11M
Analyst Spread

Forward Growth Analysis

Projected Growth+39.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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BWX Technologies, Inc. Forward Estimates of EBITDA

BWXT ยท NYSE
Latest EBITDA
551.51M
FY 2025
Avg Estimate
732.13M
FY 2026
Estimate Range
722.02M - 746.29M
Analyst Spread

Forward Growth Analysis

Projected Growth+32.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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BWX Technologies, Inc. Forward Estimates of SG&A Expense

BWXT ยท NYSE
Latest SG&A Expense
394.42M
FY 2025
Avg Estimate
406.71M
FY 2026
Estimate Range
401.09M - 414.58M
Analyst Spread

Forward Growth Analysis

Projected Growth+3.1%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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BWX Technologies, Inc. Insider Positioning

BWXT ยท NYSE

During the last 12 months, insiders have sold $2.94M worth of BWXT shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

3.7K

756.03K

Net Activity

-756K

-$756K

3-6 Months

Bought

0

0.00

Sold

3.8K

792.92K

Net Activity

-793K

-$793K

6-9 Months

Bought

0

0.00

Sold

2.1K

409.10K

Net Activity

-409K

-$409K

9-12 Months

Bought

0

0.00

Sold

5.5K

980.36K

Net Activity

-980K

-$980K

Top Buyers

No buying activity

Top Sellers

1
GRD

Geveden Rex D

Director, Officer: President And Ceo

6.7K sharesโ€ข4 transactions

$1.35M

2
BGF

Burbach Gerhard F

Director

2.0K sharesโ€ข1 transactions

$414K

3
MOF

Meguid Omar Fathi

Officer: Svp And Chief Digital Officer

2.3K sharesโ€ข1 transactions

$407K

4
WROJ

Whitford Ronald Owen Jr

Officer: Svp, General Counsel And Sec.

2.1K sharesโ€ข1 transactions

$371K

5
GKJ

Gorman Kevin James

Officer: Vp & Chief Accounting Officer

1.3K sharesโ€ข1 transactions

$289K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $2.94M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$756K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.