BWX Technologies Gestione
Criteri Gestione verificati 3/4
BWX Technologies Il CEO è Rex Geveden, nominato in Jan2017, e ha un mandato di 9.5 anni. la retribuzione annua totale è $ 15.74M, composta da 7% di stipendio e 93% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.22% delle azioni della società, per un valore di $ 37.86M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.7 anni e 8.7 anni.
Informazioni chiave
Rex Geveden
Amministratore delegato
US$15.7m
Compenso totale
| Percentuale dello stipendio del CEO | 6.99% |
| Mandato del CEO | 9.5yrs |
| Proprietà del CEO | 0.2% |
| Durata media del management | 3.7yrs |
| Durata media del Consiglio di amministrazione | 8.7yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • Jul 08
BWXT: Precision Components Acquisition And SMR Licensing Will Shape Future Upside Potential
Analysts have nudged their price target for BWX Technologies higher, with fair value moving from $232.27 to $238.79 as they factor in recent upgrades to Buy ratings, as well as support from the Precision Components Group acquisition and updated guidance. Analyst Commentary Recent research on BWX Technologies centers on how the Precision Components Group acquisition and updated guidance feed into the company’s long term growth profile and valuation.Seeking Alpha • Jul 02
BWX Technologies: Even A Q2 Beat And Raise Is Not Enough
Summary BWX Technologies continues to deliver robust results, driven by strong government contracts and surging commercial demand, but valuation remains stretched. Q2 is expected to show another revenue beat, with commercial operations benefiting from Kinectrics acquisition and organic growth, though margin pressure looms longer term. BWXT trades at a significant premium to peers, with a forward earnings multiple of 40.1x and a free cash flow yield of just 1.8%, limiting margin of safety. I maintain a Hold rating, awaiting either margin expansion or a more attractive entry point as the current valuation fully reflects positive fundamentals. Read the full article on Seeking Alpha
Aggiornamento della narrazione • Jun 24
BWXT: Commercial Nuclear Expansion Will Drive Future Upside Potential
The analyst price target for BWX Technologies has been nudged higher to $281.40 from $278.47 as analysts factor in recent upgrades tied to the Precision Components Group acquisition and raised 2026 guidance, while modestly adjusting assumptions for growth, margins, and future P/E. Analyst Commentary Recent research on BWX Technologies has tilted more positive, with bullish analysts highlighting raised 2026 guidance, the Precision Components Group acquisition and a series of upgrades tied to these developments.
Aggiornamento della narrazione • Jun 08
BWXT: Nuclear Contract Wins And Enrichment Expansion Will Shape Balanced Risk Reward
BWX Technologies' analyst price target has moved up from $205 to $255, with analysts pointing to a more supportive industry backdrop and fresh upside potential from its commercial nuclear and government-related businesses. Analyst Commentary Recent research points to a more supportive backdrop for BWX Technologies, with several firms citing the combination of commercial nuclear projects and government-related work as a key driver behind higher valuation ranges.Aggiornamento della narrazione • May 25
BWXT: Nuclear Contract Pipeline And Enrichment Ambitions Will Balance Execution Risks
Analysts have lifted their average price target on BWX Technologies closer to the recently highlighted $255 level, citing a more supportive industry backdrop and fresh upside potential tied to commercial nuclear contracts, government operations, and enrichment initiatives. Analyst Commentary Recent research on BWX Technologies has shifted toward a more constructive tone, with several firms pointing to a more supportive setup for commercial nuclear projects, government operations, and enrichment efforts.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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
Nuova narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| 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$244m |
Compensazione vs Mercato: La retribuzione totale di Rex ($USD 15.74M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 14.67M ).
Compensazione vs guadagni: La retribuzione di Rex è aumentata di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Rex Geveden (64 yo)
9.5yrs
Mandato
US$15,742,833
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 9.5yrs | US$15.74m | 0.22% $ 37.9m | |
| Senior VP & CFO | 1.2yrs | US$1.37m | 0.0075% $ 1.3m | |
| Senior VP & Chief Administrative Officer | 3.9yrs | US$2.10m | 0.0035% $ 599.6k | |
| Senior VP & CHRO | 1.1yrs | US$1.56m | 0.00041% $ 70.2k | |
| President of Government Operations | 1.1yrs | US$1.66m | 0.0057% $ 979.9k | |
| Chief Nuclear Officer | 4.4yrs | US$1.70m | 0.00055% $ 94.2k | |
| Corporate Controller & Chief Accounting Officer | no data | Nessun dato | 0.00012% $ 20.6k | |
| Vice President of Investor Relations & Strategic Finance | 3.3yrs | Nessun dato | Nessun dato | |
| Senior VP General Counsel | less than a year | Nessun dato | Nessun dato | |
| President of Commercial Operations Segment | 9.4yrs | Nessun dato | 0.025% $ 4.2m | |
| President of Technical Services Group | 7.8yrs | Nessun dato | Nessun dato | |
| Senior VP & Chief Corporate Affairs Officer | 3.7yrs | Nessun dato | Nessun dato |
3.7yrs
Durata media
52yo
Età media
Gestione esperta: Il team dirigenziale di BWXT è considerato esperto (durata media dell'incarico 3.7 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 9.5yrs | US$15.74m | 0.22% $ 37.9m | |
| Independent Director | 7.9yrs | US$282.47k | 0% $ 0 | |
| Independent Director | 2.5yrs | US$277.47k | 0% $ 0 | |
| Independent Director | 9.8yrs | US$287.47k | 0.024% $ 4.1m | |
| Independent Chair of the Board | 13.1yrs | US$406.22k | 0.013% $ 2.3m | |
| Independent Director | 9.8yrs | US$262.47k | 0.0071% $ 1.2m | |
| Lead Independent Director | 9.8yrs | US$262.47k | 0.0024% $ 416.3k | |
| Independent Director | less than a year | Nessun dato | Nessun dato | |
| Independent Director | 7.1yrs | US$262.47k | 0.0061% $ 1.0m | |
| Independent Director | 5.6yrs | US$262.47k | 0.0024% $ 409.4k |
8.7yrs
Durata media
64.5yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di BWXT sono considerati esperti (durata media dell'incarico 8.7 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/10 09:27 |
| Prezzo dell'azione a fine giornata | 2026/07/10 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
BWX Technologies, Inc. è coperta da 28 analisti. 15 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Peter Arment | Baird |
| David Strauss | Barclays |
| Andrew Kaplowitz | Barclays |