BWX Technologies, Inc.

BWXT • Aerospace & Defense

$157.59

▼ -2.66 (-1.66%)

Precio actual

ResultadosÚltimo reporte: 30 jun 2026

PERFIL EQUILIBRADONeutralConfianza: 70%

Perfil cuantitativo — no constituye una recomendación de inversión.

Perfil cuantitativo — no constituye una recomendación de inversión.Metodología

Tesis del análisis: Perfil mixto. La empresa no es necesariamente mala, pero la valoración, el crecimiento o el balance todavía no justifican una señal más fuerte.

Capitalización

$14.50B

Crecimiento

10.0%

Flujo de caja

5/5

Tendencia

Stable

Evidencia

Márgenes estables o en mejora · 10.3%Crecimiento positivo de ingresos · 11.6%Flujo de caja libre positivo · 3.22Flujo de caja libre consistente · 5/5Liquidez saludable · 2.32

Datos financieros hasta: 30 jun 2026, 12:00 a.m. UTCÚltima actualización de earnings: 30 jun 2026, 12:00 a.m. UTCÚltima actualización del perfil: 7 ago 2026, 12:26 p.m. UTC

Resumen de la compañía

Valoración, calidad, fortaleza financiera, momentum y datos de analistas.

Price$157.59

Change-1.66%

Shares Out92.01M

Market Cap$14.50B

Enterprise Value$16.52B

52W Range157.10 - 241.82

Beta0.74

P/E40.80

P/S4.13

P/B10.87

P/FCF45.77

EV/Sales4.70

Price$157.59

Change-1.66%

Shares Out92.01M

Market Cap$14.50B

Enterprise Value$16.52B

52W Range157.10 - 241.82

Beta0.74

P/E40.80

P/S4.13

P/B10.87

P/FCF45.77

EV/Sales4.70

EV/EBITDA31.76

EV/FCF52.15

Earnings Yield2.45%

FCF Yield2.18%

Dividend Yield0.50%

Gross Margin22.87%

Oper. Margin10.11%

Profit Margin10.31%

Debt/Eq1.64

Current Ratio2.32

Quick Ratio2.32

Revenue 5Y10.02%

Target$210.60

Target Upside33.64%

Target Median$202.00

Target Range170.00 - 255.00

Volume658.38K

Avg Volume992.44K

EPS Surprise0.20

ADN de inversión

Qué tan fuerte luce esta compañía para inversionistas de largo plazo

de 100

Calidad del negocio

Márgenes, ventaja competitiva, retornos

61/100

Fortaleza financiera

Deuda, caja, estabilidad

76/100

Potencial de crecimiento

Ingresos y expansión

95/100

Atractivo del precio

Barata o cara hoy

28/100

Por qué este puntaje▼

Márgenes estables o en mejora · 10.3%Crecimiento positivo de ingresos · 11.6%Flujo de caja libre positivo · 3.22Flujo de caja libre consistente · 5/5Liquidez saludable · 2.32Múltiplo de ganancias caro · 47.98

Analyst view

Analyst sentiment and price target

BWXT

Analyst sentiment

Based on 16 analyst votes · 2026-09-05

81/100

Bullish

Hold

Bearish

Precio objetivo

2026-08-07

Bajo

$245.00

Promedio

$250.00

Mediana

$250.00

Alto

$255.00

Resumen de la compañía

IPO: 8/2/2010

Industria: Aerospace & Defense

P/B i: 10.87

Deuda / Patrimonio i: 1.64

Margen operativo: 10.11%

Margen neto: 10.31%

ROE i: -

ROIC: -

Salud financiera

Puntaje15 / 20

Deuda / Patrimonio: 1.64

Ratio corriente: 2.32

Ratio rápido: 2.32

Estado: Good

Transacciones internas

Actividad reciente de ejecutivos e insiders

Miller Joseph Kirwan

Transacción: 07/01/2026

VENTA

Cambio

-237

Precio

Not reported

Presentación

07/02/2026

Tipo

VENTA

Miller Joseph Kirwan

Transacción: 07/01/2026

VENTA

Cambio

-106

Precio

$194.65

Presentación

07/02/2026

Tipo

VENTA

Cajade Gonzalo Raul

Transacción: 07/01/2026

VENTA

Cambio

-124

Precio

$194.65

Presentación

07/02/2026

Tipo

VENTA

Insider	Tipo	Cambio	Precio	Transacción	Presentación
Miller Joseph Kirwan	VENTA	-237	Not reported	07/01/2026	07/02/2026
Miller Joseph Kirwan	VENTA	-106	$194.65	07/01/2026	07/02/2026
Cajade Gonzalo Raul	VENTA	-124	$194.65	07/01/2026	07/02/2026
Cajade Gonzalo Raul	VENTA	-332	Not reported	07/01/2026	07/02/2026
Richardson John M	COMPRA	—	Not reported	06/05/2026	06/09/2026
PIASECKI NICOLE WEYERHAEUSER	COMPRA	—	Not reported	06/05/2026	06/09/2026
Melvin Leland D	COMPRA	—	Not reported	06/05/2026	06/09/2026
Krieg Kenneth J	COMPRA	—	Not reported	06/05/2026	06/09/2026
JABLONSKY DANIEL L	COMPRA	—	Not reported	06/05/2026	06/09/2026
JASKA JAMES M	COMPRA	—	Not reported	06/05/2026	06/09/2026
Burbach Gerhard F	COMPRA	—	Not reported	06/05/2026	06/09/2026
Bertsch Jan	COMPRA	—	Not reported	06/05/2026	06/09/2026
Geveden Rex D	VENTA	-1,318	$207.13	05/12/2026	05/12/2026
Fitzgerald Michael Thomas	VENTA	-1,520	$100.83	05/11/2026	05/12/2026
Fitzgerald Michael Thomas	VENTA	-2,417	$209.25	05/11/2026	05/12/2026
Fitzgerald Michael Thomas	VENTA	-2,826	$61.70	05/06/2026	05/07/2026
Fitzgerald Michael Thomas	VENTA	-1,618	$215.20	05/06/2026	05/07/2026
JABLONSKY DANIEL L	COMPRA	+762	Not reported	04/30/2026	05/04/2026
Richardson John M	COMPRA	+762	Not reported	04/30/2026	05/04/2026
PIASECKI NICOLE WEYERHAEUSER	COMPRA	+762	Not reported	04/30/2026	05/04/2026

Sobre la compañía

BWX Technologies, Inc.

BWX Technologies, Inc. operates globally, specializing in the production and sale of nuclear components across the United States, Canada, and other international regions. The company's multifaceted operations are categorized into three distinct segments: Nuclear Operations Group, Nuclear Power Group, and Nuclear Services Group. The Nuclear Operations Group is a pivotal supplier of precision naval and critical nuclear components, including reactors, nuclear fuel, and assemblies, primarily supporting the United States Department of Energy/National Nuclear Security Administration's Naval Nuclear Propulsion Program. This segment also fabricates missile launch tubes for U.S. Navy submarines, produces specialized close-tolerance equipment for various nuclear applications, and is involved in converting Cold War-era stockpiles of high-enriched uranium. Its responsibilities further extend to the receiving, storage, characterization, dissolution, recovery, and purification of uranium-bearing materials, alongside providing research reactor fuel elements for academic and national laboratories, and other defense-related components. The Nuclear Power Group caters to the commercial nuclear sector, offering a comprehensive range of products such as nuclear steam generators, fuel, fuel handling systems, pressure vessels, reactor components, heat exchangers, tooling delivery systems, and specialized containers. This group provides engineering and in-plant services for nuclear power facilities, overseeing the design, manufacturing, commissioning, and servicing of nuclear power generation equipment. It also delivers essential in-plant inspection, maintenance, and modification services, non-destructive examination, and tooling/repair solutions. Moreover, it is a key provider of medical radioisotopes and radiopharmaceuticals for research, diagnostic, and therapeutic applications. Finally, the Nuclear Services Group focuses on critical support functions, encompassing nuclear materials processing, environmental site remediation, and comprehensive management and operating services. This segment is also dedicated to advancing technology for nuclear power sources and plays a role in the design, engineering, licensing, and manufacturing of nuclear reactors. Founded in 1867 as The Babcock & Wilcox Company, the corporation adopted its current name, BWX Technologies, Inc., in June 2015, and is headquartered in Lynchburg, Virginia.

Fuente - Link

Competidores

AVAV CHRW CW ESLT FTAI HII NVT RBA TXT WWD

Tamaño = capitalización · color = línea del gráfico

Rendimiento de peers · 1A

Top performers + empresa seleccionada

Ultimas Noticias

BWXT Selected to Develop Conceptual Design for NNSA Lithium Processing Facility

LYNCHBURG, Va.--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) announced today a contract award from the U.S. Department of Energy's National Nuclear Security Administration (DOE/NNSA) to deliver a conceptual design for the first module of a new Lithium Processing Facility to be constructed at the Y-12 National Security Complex. Lithium reprocessing is an ongoing function currently conducted in aging facilities. NNSA's national security mission requires modernization in order to continue.

Business Wire

Microsoft and Meta Signed Multi-Decade Nuclear Power Deals. These 3 Stocks Supply That Power

Microsoft and Meta just locked in nuclear power for decades, and the contracts are reshaping how the entire supply chain gets valued.

24/7 Wall Street

The Nuclear Energy Boom: Where the Industry Really Stands Heading Into Q4 2026

The nuclear boom is real, but commercialization is the ultimate test.

Fool - Investing News

Cathie Wood's Ark Just Bought $7.6 Million of Nuclear Supplier BWX Technologies While Continuing to Dump Roblox Stock. Is Nuclear Power Ark's Next Big AI-Adjacent Bet?

Cathie Wood's Ark Invest recently purchased shares of BWX Technologies. BWX is a leader in nuclear energy tech, and it's manufacturing microreactors that could power data centers.

The Motley Fool

BWX Technologies: A Hidden Nuclear Monopoly Trading Below Its Potential

BWX Technologies is rated buy, driven by its unique government relationships, expanding commercial nuclear opportunities, and being the sole manufacturer of nuclear reactors and fuel for the U.S. Navy. BWXT's government segment, 67% of revenue, offers long-term visibility, while commercial operations are accelerating with 45% FY26 growth guidance. Strong backlog ($8.4B), robust cash flow, and strategic acquisitions (PCG, Kinectrics) position BWXT to capitalize on nuclear and AI-driven power demand.

Seeking Alpha

Sorpresas de ganancias

Período	Estimado	Real	Sorpresa
2026-05-04	0.92	1.12	0.2
2026-02-23	0.891	1.08	0.189
2025-11-03	0.853	1	0.147
2025-08-04	0.79	1.02	0.23
2025-05-05	0.765	0.91	0.145
2025-02-24	0.8	0.92	0.12
2024-11-04	0.78	0.83	0.05
2024-08-05	0.75	0.82	0.07
2024-05-06	0.69	0.76	0.07
2024-02-27	0.94	1.01	0.07
2023-11-01	0.63	0.67	0.04
2023-08-03	0.59	0.65	0.06