Added to YB: 2025-08-06
Pitch date: 2025-08-05
BWXT [neutral]
BWX Technologies, Inc.
+16.2%
current return
Author Info
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Company Info
BWX Technologies, Inc. manufactures and sells nuclear components in the United States, Canada, and internationally.
Market Cap
$18.3B
Pitch Price
$179.92
Price Target
135.57 (-35%)
Dividend
0.50%
EV/EBITDA
38.77
P/E
60.00
EV/Sales
6.46
Sector
Aerospace and Defense
Category
growth
Show full summary:
$BWXT BWX Technologies Q2 2025 Earnings Highlights
BWXT (earnings update): Q2 beat w/ rev $764M (+12% YoY), EPS $1.02 (+29% vs est). Full guidance raised: rev $3.1B, EPS $3.65-3.75. Gov ops +8.9% ($589M) w/ monopoly on US Navy nuclear reactors. Commercial +24% ($176.1M) benefiting from nuclear renaissance. Target $92.50-111 (P/E) or $136 (DCF). Risk: gov budget dependence.
Read full article (4 min)