BWX Technologies (BWXT) Resumen de Acciones
BWX Technologies, Inc. fabrica y vende componentes nucleares en Estados Unidos, Canadá y a escala internacional. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 0/6 |
| Crecimiento futuro | 2/6 |
| Rendimiento pasado | 3/6 |
| Salud financiera | 3/6 |
| Dividendos | 0/6 |
BWXT Community Fair Values
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Read full narrativeCompetidores de BWX Technologies, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$209.89 |
| Máximo en las últimas 52 semanas | US$241.82 |
| Mínimo de 52 semanas | US$105.07 |
| Beta | 0.78 |
| Cambio en 1 mes | -2.12% |
| Variación en 3 meses | 6.44% |
| Cambio de 1 año | 94.43% |
| Variación en 3 años | 215.72% |
| Variación en 5 años | 230.07% |
| Variación desde la OPV | 943.71% |
Noticias y actualizaciones recientes
Actualización del análisis • 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 AlphaRecent updates
Actualización del análisis • 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
Actualización del análisis • 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.Actualización del análisis • 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.
Actualización del análisis • 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.Actualización del análisis • 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.Actualización del análisis • 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.Actualización del análisis • 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.Actualización del análisis • 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.Actualización del análisis • 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.Actualización del análisis • 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.Actualización del análisis • 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.Actualización del análisis • 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.Actualización del análisis • 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.Artículo de análisis • 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...Actualización del análisis • 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.Actualización del análisis • 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.Artículo de análisis • 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
Nuevo análisis • 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.Actualización del análisis • 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.Actualización del análisis • 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.Actualización del análisis • 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.Artículo de análisis • 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...Artículo de análisis • 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 AlphaSeeking Alpha • Jan 04
BWX Technologies: A Defensive Option In The Emerging Small And Micro Nuclear Power Sector
Summary BWX Technologies (BWXT) is a defense contractor with a strong, predictable revenue stream and potential growth in commercial nuclear operations, particularly small modular reactors (SMRs). BWXT's proven nuclear technology and manufacturing capacity position it well against startups, with potential growth from contracts in mining, space, shipping, and data centers. Valuation reflects BWXT's defense monopoly status, with a consensus price target of $137 for 2025, implying a P/Cash Earnings multiple of 30x. The main risk is the potential restriction on commercializing SMR technology due to national security, but the current valuation does not fully account for this potential. Read the full article on Seeking AlphaRentabilidad de los accionistas
| BWXT | US Aerospace & Defense | Mercado US | |
|---|---|---|---|
| 7D | -3.0% | 3.2% | 2.1% |
| 1Y | 94.4% | 34.7% | 30.6% |
Rentabilidad vs. Industria: BWXT superó a la industria US Aerospace & Defense, que obtuvo un rendimiento del 34.7% el año pasado.
Rentabilidad vs. Mercado: BWXT superó al mercado US, que obtuvo un rendimiento del 30.6% el año pasado.
Volatilidad de los precios
| BWXT volatility | |
|---|---|
| BWXT Average Weekly Movement | 7.3% |
| Aerospace & Defense Industry Average Movement | 8.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Precio estable de las acciones: BWXT no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de BWXT (7%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1867 | 10,400 | Rex Geveden | www.bwxt.com |
BWX Technologies, Inc. fabrica y vende componentes nucleares en Estados Unidos, Canadá e internacionalmente. La empresa opera a través de dos segmentos, Operaciones Gubernamentales y Operaciones Comerciales. Fabrica componentes nucleares navales de precisión, reactores y combustible nuclear; equipos de alta calidad y tolerancias estrechas para aplicaciones nucleares; componentes, combustibles y ensamblajes nucleares críticos para usos gubernamentales y otros usos limitados; reduce las reservas gubernamentales de uranio; y fabrica componentes de precisión para combustible.
Resumen de fundamentos de BWX Technologies, Inc.
| Estadísticas fundamentales de BWXT | |
|---|---|
| Capitalización bursátil | US$19.72b |
| Beneficios(TTM) | US$344.55m |
| Ingresos (TTM) | US$3.38b |
55.8x
Ratio precio-beneficio (PE)5.7x
Ratio precio-ventas (PS)¿Está BWXT sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de BWXT | |
|---|---|
| Ingresos | US$3.38b |
| Coste de los ingresos | US$2.61b |
| Beneficio bruto | US$765.03m |
| Otros gastos | US$420.48m |
| Beneficios | US$344.55m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 3.76 |
| Margen bruto | 22.66% |
| Margen de beneficio neto | 10.20% |
| Ratio deuda/patrimonio | 157.6% |
¿Cómo se ha desempeñado BWXT a largo plazo?
Ver rendimiento histórico y comparativaDividendos
0.5%
Rentabilidad actual por dividendo27%
Ratio de pagos¿Paga BWXT dividendos fiables?
Ver historial de dividendos e índices de referencia de BWXT| fechas de dividendos de BWX Technologies | |
|---|---|
| Fecha ex dividendo | May 19 2026 |
| Fecha de pago de dividendos | Jun 05 2026 |
| Días hasta ex dividendo | 8 days |
| Días hasta la fecha de pago de dividendos | 25 days |
¿Paga BWXT dividendos fiables?
Ver historial de dividendos e índices de referencia de BWXTAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/07 12:07 |
| Precio de las acciones al final del día | 2026/05/07 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
BWX Technologies, Inc. está cubierta por 27 analistas. 13 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Peter Arment | Baird |
| Andrew Kaplowitz | Barclays |
| David Strauss | Barclays |