Professional
Added to YB: 2025-09-08
Pitch date: 2025-06-30
BWXT [bullish]
BWX Technologies, Inc.
+41.36%
current return
Author Info
No bio for this author
Company Info
BWX Technologies, Inc. manufactures and sells nuclear components in the United States, Canada, and internationally.
Market Cap
$18.9B
Pitch Price
$143.27
Price Target
N/A
Dividend
0.52%
EV/EBITDA
36.94
P/E
55.15
EV/Sales
6.06
Sector
Aerospace and Defense
Category
growth
Brown Advisory Small-Cap Growth New Position: BWX Technologies, Inc.
BWXT (new position): Near monopoly supplier of critical reactor components for U.S. nuclear submarine fleet with only NRC Class 1 license for highly enriched uranium. Expanding into commercial nuclear reactors & medical isotopes. Critical products, long-term contracts, recurring revenue driving growth with declining capex intensity for strong FCF generation.
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