Added to YB: 2026-09-22
Pitch date: 2026-06-30
BWXT [bullish]
BWX Technologies, Inc.
-23.69%
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
$13.5B
Pitch Price
$193.25
Price Target
N/A
Dividend
0.73%
EV/EBITDA
26.12
P/E
38.22
EV/Sales
4.25
Sector
Aerospace and Defense
Category
growth
Polen 5Perspectives Small-Mid Growth Portfolio Holding: BWX Technologies, Inc.
BWXT (hold): BWX Technologies remains a holding despite quarterly share-price underperformance as investor enthusiasm shifted toward higher-beta AI and technology-related beneficiaries. Fundamentals remained solid, and the company — primarily a supplier of nuclear components and services to the U.S. Navy while expanding in commercial nuclear power and advanced reactors — is still viewed as well positioned to benefit from investment in nuclear energy and defense modernization.
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