BWX Technologies Management
Management Kriterienprüfungen 3/4
BWX Technologies CEO ist Rex Geveden , ernannt in Jan 2017, hat eine Amtszeit von 9.33 Jahren. Die jährliche Gesamtvergütung beträgt $15.74M , bestehend aus 7% Gehalt und 93% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.22% der Aktien des Unternehmens, im Wert von $39.96M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 3.5 Jahre bzw. 8.5 Jahre.
Wichtige Informationen
Rex Geveden
Geschäftsführender
US$15.7m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 6.99% |
| Amtszeit als Geschäftsführer | 9.3yrs |
| Eigentum des Geschäftsführers | 0.2% |
| Durchschnittliche Amtszeit des Managements | 3.5yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 8.5yrs |
Jüngste Management Updates
Recent updates
Narrativ-Update • May 02
BWXT: Enrichment Expansion And Nuclear Backlog Will Temper Execution And Pricing Risks
Analysts have raised their BWX Technologies price targets by $10 to $20, citing the company's move into enrichment, recent Buy initiations, and a strong commercial nuclear power backlog as key supports for the updated outlook. Analyst Commentary Recent Street research on BWX Technologies reflects a mix of optimism around nuclear exposure and enrichment, alongside a more cautious thread that highlights execution and valuation risks as the company takes on new projects and capital needs.Seeking Alpha • Apr 30
BWX Technologies: Great Company But Priced To Perfection
Summary BWX Technologies boasts a dominant competitive moat in nuclear solutions, especially as a sole-source supplier for US Navy programs. BWXT's fundamentals are robust, with guidance for 17% revenue growth and 13.5% EBITDA growth, but the stock trades at a stretched 49x forward earnings. Free cash flow yield is just 1.5%, implying little room for further multiple expansion or upside at current valuations. Despite strong growth prospects and revenue visibility, I recommend waiting for a better entry point given the fully priced valuation. Read the full article on Seeking Alpha
Narrativ-Update • Apr 17
BWXT: Enrichment Expansion And Nuclear Services Contracts Will Shape Balanced Future Outlook
The analyst price target for BWX Technologies has been revised upward by about $8, with analysts pointing to updated fair value assumptions, modestly adjusted discount and growth inputs, and recent research highlighting opportunities in enrichment, commercial nuclear contracts, and broader nuclear services as key drivers behind the change. Analyst Commentary Bullish Takeaways Bullish analysts highlight BWX Technologies' move into enrichment as a potential new earnings stream that could support higher fair value assumptions over time, particularly if the company can secure meaningful share in that segment.Narrativ-Update • Apr 03
BWXT: Nuclear And Defense Projects Will Balance Valuation Concerns And Execution Risks
BWX Technologies' analyst fair value estimate has been raised by $18 to $200, as analysts weigh supportive new Buy ratings and higher price targets alongside fresh bearish and neutral views, as well as slightly updated assumptions for discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent Street research on BWX Technologies reflects a split view, with some firms highlighting upside tied to the company’s nuclear exposure and others flagging valuation and execution questions.
Narrativ-Update • Mar 20
BWXT: Commercial Nuclear Contracts Will Drive Future Upside Potential
Narrative Update The analyst price target for BWX Technologies has shifted higher to $278.47 from $273.76, with analysts pointing to stronger assumed revenue growth, slightly adjusted margin and discount rate assumptions, and ongoing interest in the company’s nuclear capabilities and commercial power opportunities as key supports for the new valuation framework. Analyst Commentary Recent Street research shows a mix of enthusiasm and caution around BWX Technologies, with several bullish analysts raising price targets and highlighting specific growth avenues, while others flag valuation as a key watchpoint.Narrativ-Update • Mar 05
BWXT: Commercial Nuclear Contracts And SMR Components Will Support Future Upside
The analyst price target for BWX Technologies has been revised higher to reflect a tighter fair value estimate of about $274. Analysts point to a strong commercial nuclear book to bill over 2x, new long term fuel contracts, and SMR component wins, even as some recent research has shifted to a more neutral stance on valuation.Narrativ-Update • Feb 19
BWXT: Nuclear Programs And Enrichment Projects Will Face Valuation And Execution Tradeoffs
Narrative Update: BWX Technologies The updated analyst price target for BWX Technologies moves slightly higher to $224.44 from $221.22, as analysts factor in modest tweaks to discount rate, revenue growth, margin outlook, and a higher assumed future P/E multiple, while recent research points to balanced views on valuation and sector demand. Analyst Commentary Recent research on BWX Technologies points to a mixed but generally balanced setup, with price targets adjusted higher by some firms and a recent downgrade driven by valuation concerns.Narrativ-Update • Feb 05
BWXT: Nuclear Demand And Defense Exposure Will Support Future Contract Upside
Narrative Update The analyst price target for BWX Technologies has been revised higher from US$272.00 to about US$276.21, with analysts pointing to a slightly lower discount rate, modestly stronger margin assumptions, and recent neutral ratings and price target adjustments that reflect both valuation sensitivity and ongoing interest in the company's nuclear exposure. Analyst Commentary Recent research on BWX Technologies has centered on valuation, with several firms taking a more neutral stance even as some bullish analysts continue to lift their price targets.Narrativ-Update • Jan 22
BWXT: Nuclear Demand And Defense Exposure Will Support Future Contract Upside
Narrative Update The analyst price target for BWX Technologies has been raised to $205 from $195, as analysts point to solid sector demand expectations, particularly in nuclear and in aerospace and defense, while also citing valuation as a reason for more neutral ratings. Analyst Commentary Recent research on BWX Technologies reflects a mix of optimism about demand trends and caution around how the shares are currently priced.Narrativ-Update • Jan 08
BWXT: Nuclear Demand And Defense Exposure Will Shape A Balanced Outlook
Narrative Update Analysts have lifted their price target on BWX Technologies from US$120 to US$182, citing updated assumptions for revenue growth, profit margins and future P/E multiples. This revision is supported by Street research that points to long term nuclear demand and the company’s exposure across military and commercial markets.Narrativ-Update • Dec 22
BWXT: Rising Nuclear Demand Will Drive Defense And Commercial Contract Upside
Analysts have raised their fair value estimate for BWX Technologies from $250 to $272, citing rising nuclear power demand and the company’s distinctive positioning across both military and commercial markets as key drivers. They expect revenue growth to strengthen enough to more than offset a modestly weaker outlook for profit margins.Narrativ-Update • Dec 08
BWXT: Expanding Nuclear Defense And Enrichment Contracts Will Drive Future Momentum
Analysts have nudged our fair value estimate for BWX Technologies higher to approximately $221 from about $216, citing a series of Street price target increases that reflect growing conviction in the company’s unique positioning across nuclear defense and commercial power markets. Analyst Commentary Bullish analysts highlight that the reset in targets is grounded in rising conviction that BWX can convert its strong backlog and program visibility into sustained double digit earnings growth, supporting a higher multiple versus traditional defense peers.Narrativ-Update • Nov 24
BWXT: Strong Demand For New Reactors And Defense Contracts Will Drive Momentum
Analysts have raised their fair value price target for BWX Technologies from $208.40 to $216.40. They cite improved growth prospects and stronger demand across both military and commercial nuclear markets.Narrativ-Update • Nov 07
BWXT: Defense And Nuclear Demand Will Support Balanced Outlook Amid Budget Uncertainty
Analysts have raised their price target for BWX Technologies from $203.30 to $208.40, citing strengthened demand in both the defense and nuclear power sectors, as well as ongoing positive market sentiment. Analyst Commentary Recent analyst research on BWX Technologies highlights both opportunities and risks affecting the company's outlook and valuation.Analyseartikel • Nov 07
BWX Technologies, Inc. Just Beat Revenue Estimates By 7.7%
BWX Technologies, Inc. ( NYSE:BWXT ) just released its latest quarterly results and things are looking bullish. The...Narrativ-Update • Oct 24
Strong Sector Demand And Major Contracts Will Drive Long-Term Revenue Expansion
Analysts have raised the fair value estimate for BWX Technologies from $192.10 to $203.30, citing strong nuclear sector demand, ongoing government program reliance, and robust outlooks across both defense and commercial markets as key drivers behind the upward price target revisions. Analyst Commentary Recent research notes on BWX Technologies reflect a generally positive outlook, while some caution remains around near-term defense industry uncertainties.Narrativ-Update • Oct 10
Defense Modernization And Nuclear Energy Demand Will Unlock Future Market Potential
Analysts have raised BWX Technologies' fair value price target by $2.10 to $192.10. They cite the company's strong positioning in both nuclear defense and merchant nuclear power markets as key drivers for the upward revision.Analyseartikel • Oct 01
Weekly Picks: 💻 A Tiny Chip Stock Possibly Trading At A Huge Discount And 2 More Picks
This week’s picks cover: Why NeoVolta could handle America's power crunch (Sponsored), why Ensilica is a prime target for a takeover, why BWX Technologies benefits immensely from multiple big catalysts, and how Cassiar Gold could experience a massive positive re-rating over the next year
Neues Narrativ • Sep 29
M&A Activity, Industry Diversification & A Defense Contract Monopoly Will Push BWXT For Healthy Long-Term Growth
Catalysts Continuous growing demand of SMRs (Small Module Reactors), particularly in the US and Canada, positions BWXT for sustained growth as one of the leaders in the industry With the current administrations push for more nuclear energy with multiple announcements of funding in nuclear infrastructure & fuel, BWXT sits ready to take advantage of market tail winds when more news crosses the ticker. Having a ‘monopoly’ on government contracts regarding nuclear reactor engines on submarines & aircraft carriers helps position BWXT for all government related news in the industry.Narrativ-Update • Sep 26
Defense Modernization And Nuclear Energy Demand Will Unlock Future Market Potential
Analysts have raised their price target for BWX Technologies to $190.00, citing robust recurrent defense contracts, increasing demand for naval and space nuclear power, and strong commercial nuclear growth prospects, though some caution remains over valuation at elevated multiples. Analyst Commentary Bullish analysts highlight BWX's strong exposure to large, recurring nuclear defense programs and significant upside as a merchant supplier to the broader nuclear power industry, portraying the company as able to capitalize on both stable and high-growth segments.Narrativ-Update • Sep 11
Defense Modernization And Nuclear Energy Demand Will Unlock Future Market Potential
Analysts have modestly raised BWX Technologies' price target to $183.64, citing its strong positioning in both defense and commercial nuclear markets, durable cash flows, and unique growth catalysts across military and civilian applications, though concerns persist over its premium valuation. Analyst Commentary Bullish analysts highlight BWX Technologies' strong positioning in both defense and commercial nuclear sectors, benefiting from persistent demand in large nuclear defense programs and emerging opportunities as a merchant nuclear supplier.Narrativ-Update • Aug 06
Defense Modernization And Nuclear Energy Demand Will Unlock Future Market Potential
Analysts have raised their price target for BWX Technologies to $168.33, acknowledging long-term growth prospects from new nuclear opportunities but cautioning that the current valuation is stretched and upside is limited, leading to a Hold rating despite the higher fair value. Analyst Commentary Price target increased to better reflect long-term value from new build commercial nuclear opportunities.Analyseartikel • Jun 27
BWX Technologies, Inc. (NYSE:BWXT) Shares Could Be 27% Above Their Intrinsic Value Estimate
Key Insights The projected fair value for BWX Technologies is US$112 based on 2 Stage Free Cash Flow to Equity Current...Analyseartikel • Jun 12
Earnings Tell The Story For BWX Technologies, Inc. (NYSE:BWXT) As Its Stock Soars 27%
BWX Technologies, Inc. ( NYSE:BWXT ) shares have continued their recent momentum with a 27% gain in the last month...Seeking Alpha • Feb 05
BWX Technologies: A Competitive Advantage In New Nuclear
Summary BWX Technologies has a substantial competitive advantage in the new nuclear market, with advanced SMR technology and established supply chains. The emerging new nuclear companies Oklo, NuScale, and NanoNuclear lack the financial strength, track record, and technical advantage to compete effectively with BWXT. Despite BWXT's strong position, uncertainties in nuclear industry growth, regulatory changes, and competition in AI and EV markets pose significant investment risks. BWXT remains on my buy list for future consideration, pending a stock pullback or clearer industry growth prospects. Read the full article on Seeking AlphaAnalyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$345m |
| Dec 31 2025 | US$16m | US$1m | US$329m |
| Sep 30 2025 | n/a | n/a | US$307m |
| Jun 30 2025 | n/a | n/a | US$294m |
| Mar 31 2025 | n/a | n/a | US$289m |
| Dec 31 2024 | US$8m | US$1m | US$282m |
| Sep 30 2024 | n/a | n/a | US$277m |
| Jun 30 2024 | n/a | n/a | US$268m |
| Mar 31 2024 | n/a | n/a | US$253m |
| Dec 31 2023 | US$7m | US$963k | US$246m |
| Sep 30 2023 | n/a | n/a | US$223m |
| Jun 30 2023 | n/a | n/a | US$224m |
| Mar 31 2023 | n/a | n/a | US$240m |
| Dec 31 2022 | US$6m | US$925k | US$238m |
| Sep 30 2022 | n/a | n/a | US$312m |
| Jun 30 2022 | n/a | n/a | US$310m |
| Mar 31 2022 | n/a | n/a | US$295m |
| Dec 31 2021 | US$5m | US$925k | US$306m |
| Sep 30 2021 | n/a | n/a | US$255m |
| Jun 30 2021 | n/a | n/a | US$268m |
| Mar 31 2021 | n/a | n/a | US$273m |
| Dec 31 2020 | US$5m | US$925k | US$279m |
| Sep 30 2020 | n/a | n/a | US$274m |
| Jun 30 2020 | n/a | n/a | US$276m |
| Mar 31 2020 | n/a | n/a | US$271m |
| Dec 31 2019 | US$5m | US$919k | US$244m |
Vergütung im Vergleich zum Markt: RexDie Gesamtvergütung ($USD15.74M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt US ($USD14.80M).
Entschädigung vs. Einkommen: RexDie Bezüge der Mitarbeiter sind im vergangenen Jahr um mehr als 20 % gestiegen.
Geschäftsführer
Rex Geveden (63 yo)
9.3yrs
Amtszeit
US$15,742,833
Vergütung
Mr. Rex D. Geveden has been the Chief Executive Officer and President at BWX Technologies, Inc. since January 1, 2017 and served as its Chief Operating Officer from October 26, 2015 to December 2016. Mr. G...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| President | 9.3yrs | US$15.74m | 0.22% $ 40.0m | |
| Senior VP & CFO | 1yr | US$1.37m | 0.0075% $ 1.4m | |
| Senior VP & Chief Administrative Officer | 3.8yrs | US$2.10m | 0.0035% $ 632.7k | |
| Senior VP & CHRO | less than a year | US$1.56m | 0.00019% $ 34.3k | |
| President of Government Operations | less than a year | US$1.66m | 0.0056% $ 1.0m | |
| Chief Nuclear Officer | 4.3yrs | US$1.70m | 0.00055% $ 99.4k | |
| Corporate Controller & Chief Accounting Officer | no data | keine Daten | 0.00012% $ 21.7k | |
| Vice President of Investor Relations & Strategic Finance | 3.2yrs | keine Daten | keine Daten | |
| Senior VP General Counsel | less than a year | keine Daten | keine Daten | |
| President of Commercial Operations Segment | 9.3yrs | keine Daten | 0.025% $ 4.5m | |
| President of Technical Services Group | 7.7yrs | keine Daten | keine Daten | |
| Senior VP & Chief Corporate Affairs Officer | 3.5yrs | keine Daten | keine Daten |
3.5yrs
Durchschnittliche Betriebszugehörigkeit
51yo
Durchschnittliches Alter
Erfahrenes Management: BWXTDas Führungsteam des Unternehmens gilt als erfahren (3.5 Jahre durchschnittliche Betriebszugehörigkeit).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| President | 9.3yrs | US$15.74m | 0.22% $ 40.0m | |
| Independent Director | 7.8yrs | US$282.47k | 0% $ 0 | |
| Independent Director | 2.3yrs | US$277.47k | 0% $ 0 | |
| Independent Director | 9.7yrs | US$287.47k | 0.024% $ 4.3m | |
| Independent Chair of the Board | 12.9yrs | US$406.22k | 0.013% $ 2.4m | |
| Independent Director | 9.7yrs | US$262.47k | 0.0071% $ 1.3m | |
| Lead Independent Director | 9.7yrs | US$262.47k | 0.0024% $ 439.3k | |
| Independent Director | less than a year | keine Daten | keine Daten | |
| Independent Director | 6.9yrs | US$262.47k | 0.0061% $ 1.1m | |
| Independent Director | 5.4yrs | US$262.47k | 0.0024% $ 432.1k |
8.5yrs
Durchschnittliche Betriebszugehörigkeit
63.5yo
Durchschnittliches Alter
Erfahrener Vorstand: BWXTDie Vorstandsmitglieder gelten als erfahren (8.5 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/20 08:33 |
| Aktienkurs zum Tagesende | 2026/05/20 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
BWX Technologies, Inc. wird von 27 Analysten beobachtet. 13 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Peter Arment | Baird |
| Andrew Kaplowitz | Barclays |
| David Strauss | Barclays |