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BWBWXT

BWX Technologies, Inc.

$BWXT·$13B·Aerospace & Defense·Industrials
$137.60+0.3%YTD-21.4%1Y-32.7%
Price updated 4m ago·X counts updated 5d ago
BWBWXT
$BWXTBWX Technologies, Inc.
$137.60+0.29%190 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $BWXT on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

190X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $BWXT's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-11

BWX Technologies is bullish on X — nuclear cohort showing signs of potential near-future low with AI super-intelligence power-demand framing, South Korea + Saudi Arabia nuclear news rundown lifting cohort, and dividend pay date. Framed alongside SMR/OKLO/URNJ/URA as ETF-adjacent beneficiaries.

Read what X is saying about $BWXT

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BWXT — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersSelling offAI verdict · as of 2026-10-03

Falling on heavy selling — points lower unless it turns around.

BWXT at 3% of 52w range despite Q1 revenue +26% YoY — the nuclear-cohort re-rate is pulling it with SMR/OKLO.

BWX Technologies is a US nuclear-components maker — naval nuclear reactors, nuclear medicine, SMR components, and critical defense-related nuclear supply. The stock has lost 23% YTD, now at 3% of its 52-week range despite revenue accelerating.

  • Growth is accelerating: Q1 2026 revenue of $861M at +26% YoY after +19%, +29%, and +12% in prior quarters — the Columbia-class submarine ramp plus the medical radioisotope business are both contributing.
  • EPS beats are compounding: last four prints at +3%, +22%, +21%, +17% — the operating-margin at 10% is intact, with FY27 consensus EPS continuing to improve.
  • 49x trailing earnings is paying for the nuclear-renaissance narrative: BWXT framed alongside SMR/OKLO/NNE/URA as ETF-adjacent beneficiaries, with South Korea/Saudi Arabia nuclear news lifting the cohort. The GE Vernova BWRX-300 US permit (Oct 2) is both validating the category and reminding investors competitors can execute faster.

A Nov 2 Q3 print with Government segment organic growth plus Commercial Operations margin trend firming re-rates it off the lows; a Pentagon-budget delay or an SMR-category-specific competitive signal and the breakdown extends.

Agrees with X sentimentX correctly flags the nuclear cohort near-term setup with AI super-intelligence power-demand framing, South Korea + Saudi Arabia nuclear news lifting the group, and BWXT framed as ETF-adjacent (SMR/OKLO/URNJ/URA). The crowd is directionally bullish and the mechanics (26% YoY, EPS +21% beat) back the view.

What to watch: Nov 2 Q3 earnings — Government segment organic growth, Commercial Operations margin trend, backlog growth, and FY27 guide. A Pentagon-budget delay or a signed SMR competitor-win (like GE Vernova BWRX-300) scaling faster is the asymmetric downside.

On the calendar: 2026-11-02 — Q3 2026 earnings

Read the AI verdict on $BWXT

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Manufactures nuclear reactor components for US Navy submarines and carriers and provides DOE nuclear operations support.

Industry overviewAI analysisGenerated by AI from underlying data

Where Aerospace & Defense sits in its cycle right now — and what that implies for $BWXT.

Aerospace & Defense · Industrials

No material change from last week — Defense procurement backlogs remain intact on NATO 2% GDP commitments.

What this means for $BWXT

Neutral — Manufactures nuclear reactor components for US Navy submarines and carriers and provides DOE nuclear operations support.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
-5.3%YTD
-0.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
49.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
8.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
10.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
27.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
22.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 3, 2026$1.07$1.04+2.9%
Q1 2026May 4, 2026$1.12$0.92+21.7%
Q4 2025Feb 23, 2026$1.08$0.89+21.2%
Q3 2025Nov 3, 2025$1.00$0.85+17.2%
Next earningsMon, Nov 2·consensus EPS $1.18

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$861.1M+26.2%23.0%10.0%$0.99$50.1M
Q4 FY25$885.8M+18.7%21.0%8.1%$1.02$56.8M
Q3 FY25$866.3M+28.9%21.8%10.6%$0.90$94.9M
Q2 FY25$764.0M+12.1%25.1%13.4%$0.86$126.3M

Forward consensus

5-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.8B$3.7B – $3.8B$4.74$4.69 – $4.7813
FY27$4.1B$4.0B – $4.4B$5.24$5.02 – $5.6514
FY28$4.5B$4.1B – $5.2B$5.94$5.54 – $6.4114
FY29$4.9B$4.8B – $5.3B$6.75$6.47 – $7.418
FY30$5.4B$5.3B – $5.8B$7.71$7.39 – $8.4812

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.5%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-9.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-27.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 12Rex D GevedenCEO10.0K sh$1.7MSellMay 12Rex D GevedenCEO10.0K sh$2.0MSellMay 11Fitzgerald Michael ThomasCFO2.4K sh$506K
+ 37 other (26 awards · 7 exempts · 4 inkinds) in window

See when $BWXT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsSep 33
AI summary

BWX Technologies (BWXT) filed a Form 3 for Suzanne Maddux, newly appointed Senior Vice President of Operations. Maddux reported zero beneficial ownership of BWXT securities as of the filing date. This is a routine initial ownership disclosure.

8-KShareholder voteMay 58-K — Item 5.07: Shareholder vote
AI summary

BWXT held its Annual Meeting of stockholders around 2026-05-05 (8-K Item 5.07). Stockholders elected 11 directors to the board. A non-binding say-on-pay vote on executive compensation was conducted. Independent auditor ratification was approved. Routine governance event — monitor for unusually high withhold votes as an activist signal.

+ 8 other (3 10-Qs · 2 earnings 8-Ks · 2 13Gs · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Polen 5Perspectives Small-Mid Growth Q3 2026 Portfolio Updateseekingalpha.com·1d agoIs BWXT a Buy as Nuclear Growth Meets Execution and Valuation Risk?zacks.com·2d agoBWXT Falls 19.8% in 3 Months: Does the Pullback Create Opportunity?zacks.com·2d agoBWXT Raises 2026 Guidance as Commercial Nuclear Growth Accelerateszacks.com·2d agoBWX Technologies: Upgraded To Buy As Core Business Provides Stable And Predictable Cash Flowsseekingalpha.com·4d ago

In themes

Explore the broader themes this ticker is being talked about under.

Defense & DronesNuclear Renaissance

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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