View ValuationBWX Technologies 将来の成長Future 基準チェック /46BWX Technologies利益と収益がそれぞれ年間13.2%と9.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に26.1% 13.2%なると予測されています。主要情報13.2%収益成長率13.19%EPS成長率Aerospace & Defense 収益成長0%収益成長率9.4%将来の株主資本利益率26.09%アナリストカバレッジGood最終更新日15 May 2026今後の成長に関する最新情報お知らせ • May 06+ 1 more updateBWX Technologies, Inc. Raised Earnings Guidance for the Year Ending December 31, 2026BWX Technologies, Inc. raised earnings guidance for year ending December 31, 2026. For the period, the company expects revenue of >$3,750 million against previous guidance ~$3,750 million.お知らせ • Feb 24+ 1 more updateBwx Technologies, Inc. Provides Revenue Guidance for Year Ending December 31, 2026BWX Technologies, Inc. provided revenue guidance for year ending December 31, 2026. For the period, the company expects revenue of ~$3,750 million.お知らせ • Aug 05+ 1 more updateBWX Technologies, Inc. Raises Earnings Guidance for the Year Ending December 31, 2025BWX Technologies, Inc. raised earnings guidance for the year ending December 31, 2025. For the year, the company expects revenue of $3,100 million against previous guidance of $3,000 million.すべての更新を表示Recent updatesDeclared Dividend • May 11First quarter dividend of US$0.27 announcedShareholders will receive a dividend of US$0.27. Ex-date: 19th May 2026 Payment date: 5th June 2026 Dividend yield will be 0.4%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 27%. Cash payout ratio: 30%.お知らせ • May 06+ 1 more updateBWX Technologies, Inc. Raised Earnings Guidance for the Year Ending December 31, 2026BWX Technologies, Inc. raised earnings guidance for year ending December 31, 2026. For the period, the company expects revenue of >$3,750 million against previous guidance ~$3,750 million.お知らせ • Apr 21BWX Technologies, Inc. (NYSE:BWXT) entered into a definitive agreement to acquire Precision Components Group, LLC.BWX Technologies, Inc. (NYSE:BWXT) entered into a definitive agreement to acquire Precision Components Group, LLC on April 20, 2026. The acquisition includes Precision Components Group, LLC’s subsidiaries, Precision Custom Components and DC Fabricators. Precision Components Group will join BWXT’s Commercial Operations segment and continue operating at its current facilities. The acquisition adds more than 500,000 square feet of U.S. heavy-manufacturing capacity, including large-envelope machining, heavy weldments, pressure vessels, heat exchangers and ASME-certified component fabrication, and a skilled workforce of over 400 employees. For the period ending December 31, 2025, Precision Components Group, LLC reported total revenue of $125 million. The transaction is expected to close during the second half of 2026, subject to required regulatory approvals and customary closing conditions.お知らせ • Apr 06BWX Technologies, Inc. to Report Q1, 2026 Results on May 04, 2026BWX Technologies, Inc. announced that they will report Q1, 2026 results After-Market on May 04, 2026お知らせ • Mar 19BWX Technologies, Inc., Annual General Meeting, Apr 30, 2026BWX Technologies, Inc., Annual General Meeting, Apr 30, 2026.Recent Insider Transactions • Mar 10Insider recently sold Mex$5.0m worth of stockOn the 2nd of March, Kevin Gorman sold around 1k shares on-market at roughly Mex$3,735 per share. This transaction amounted to 92% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$7.1m. Insiders have been net sellers, collectively disposing of Mex$105m more than they bought in the last 12 months.Declared Dividend • Mar 02Fourth quarter dividend of US$0.27 announcedShareholders will receive a dividend of US$0.27. Ex-date: 11th March 2026 Payment date: 27th March 2026 Dividend yield will be 0.4%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 28%. Cash payout ratio: 33%.Recent Insider Transactions • Feb 28Independent Director recently sold Mex$7.1m worth of stockOn the 25th of February, Gerhard Burbach sold around 2k shares on-market at roughly Mex$3,580 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$113m more than they bought in the last 12 months.お知らせ • Feb 24+ 1 more updateBwx Technologies, Inc. Provides Revenue Guidance for Year Ending December 31, 2026BWX Technologies, Inc. provided revenue guidance for year ending December 31, 2026. For the period, the company expects revenue of ~$3,750 million.Reported Earnings • Feb 24Full year 2025 earnings released: EPS: US$3.59 (vs US$3.08 in FY 2024)Full year 2025 results: EPS: US$3.59 (up from US$3.08 in FY 2024). Revenue: US$3.20b (up 18% from FY 2024). Net income: US$328.9m (up 17% from FY 2024). Profit margin: 10% (in line with FY 2024). Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Aerospace & Defense industry.お知らせ • Feb 20BWX Technologies, Inc. Appoints Dan Jablonsky to Its Board of Directors and Audit and Finance Committee, Effective March 2, 2026BWX Technologies, Inc. announced that Dan Jablonsky has been appointed to its board of directors effective March 2, 2026. He will also serve on the board’s audit and finance committee. Jablonsky most recently served as chief executive officer and chairman of Ursa Major, a leading provider of advanced propulsion systems for space and defense applications. He has held senior leadership roles in the aerospace and defense industry for more than a decade. Prior to Ursa Major, Jablonsky served as president and chief executive officer of Maxar Technologies, where he led the NYSE-listed company through a comprehensive turnaround and growth strategy, culminating in a $6.4 billion take-private acquisition by Advent International. Prior to that, he was general counsel and then president of DigitalGlobe. Jablonsky began his career as a surface warfare officer and nuclear engineer in the U.S. Navy before transitioning to law practice. Jablonsky holds a bachelor’s degree in mechanical engineering from the United States Naval Academy, graduated from the Navy Nuclear Power School and earned a Juris Doctor from the University of Washington School of Law.Board Change • Feb 19Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Director Nicole Piasecki was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Feb 05BWX Technologies, Inc. Announces Executive ChangesBWX Technologies, Inc. has named Kurt Bender senior vice president and chief digital officer effective February 5, 2026. In this role, Kurt will be responsible for BWXT’s integrated digital strategy supporting global operations in the U.S., Canada and the United Kingdom. Bender most recently served as BWXT’s vice president of IT applications, quality and continuous improvement where he led the modernization of core systems and AI technologies, cybersecurity and established governance frameworks within the business. Prior to joining BWXT, he spent more than 22 years driving digital transformation across leading aerospace, defense and technology companies, including L3Harris Technologies and BAE Systems. Bender succeeds Omar Meguid, BWXT’s first chief digital officer, appointed in 2023. Omar Meguid was instrumental in building and executing BWXT's digital strategy over the past three years.お知らせ • Jan 26BWX Technologies, Inc. Launches New Era of Domestic Uranium Enrichment for National Security in Oak Ridge, TennesseeBWX Technologies, Inc. announced the opening of its Centrifuge Manufacturing Development Facility (CMDF) in Oak Ridge, Tennessee, marking a major milestone in the company's efforts to reestablish a fully domestic uranium enrichment capability in support of U.S. national security priorities. In September, the Department of Energy's National Nuclear Security Administration (NNSA) awarded BWXT a contract valued at $1.5 billion for a comprehensive program that supports the NNSA's strategy to ensure a secure and reliable supply of enriched uranium for defense fuel needs. The CMDF is a key element of that program. The CMDF serves as BWXT's primary hub for the design, engineering, fabrication and testing of advanced gas centrifuge machines. The facility features precision manufacturing space, in-house quality assurance and testing capabilities and specialized infrastructure to support future centrifuge production. It will accelerate the transition of centrifuge technology from development to production readiness and aligns with national priorities for energy security, defense readiness and advanced manufacturing. Located in Oak Ridge, a community with deep nuclear expertise, the facility builds on BWXT's longstanding role in supporting U.S. defense, energy and space programs. Approximately 100 highly skilled professionals are currently working in support of the CMDF and project activities, with plans to expand the workforce as manufacturing activities scale. The opening of the CMDF represents a key milestone in BWXT's broader strategy to establish a secure, domestic uranium enrichment supply chain and reinforces the company's commitment to U.S. national security and technological leadership.お知らせ • Jan 16BWX Technologies, Inc. to Report Q4, 2025 Results on Feb 23, 2026BWX Technologies, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 23, 2026Board Change • Jan 08Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Director Nicole Piasecki was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Dec 11Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Director Nicole Piasecki was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Dec 03BWX Technologies, Inc. Delivers Full Core of TRISO Nuclear Fuel for Project Pele MicroreactorBWX Technologies, Inc. joined with Idaho National Laboratory, the U.S. Army and the Department of War Strategic Capabilities Office to announce the arrival at INL of TRISO nuclear fuel for the Project Pele microreactor. The full Pele prototype will be tested at INL. The BWXT team prepares to ship the TRISO fuel for Project Pele to Idaho National Lab. BWXT's experience with TRISO fuel fabrication stretches back to the early 2000s and work with INL and DOE to manufacture radiation-tested uranium oxycarbide TRISO fuel for the Advanced Gas Reactor (AGR) Program. Project Pele is the pathfinder for advanced micro reactors and is focused on designing, building and testing a 1.5-megawatt transportable power system. Pele is a Generation IV high-temperature gas-cooled reactor utilizing an innovative design and mature, proven materials and technologies. The entire system is designed to fit into four standard-sized shipping containers. The fuel, called tri-structural isotropic (TRISO) particle fuel, is composed of uranium, carbon and oxygen, which are formed into a small kernel. This kernel is coated in multiple ceramic layers--including silicon carbide--that make it extremely durable under high heat, radiation, and corrosive conditions. Thousands of these poised seed-sized particles are combined into compact fuel forms used in advanced reactors like the one being developed under Project Pele. BWXT manufactured and shipped the fuel from its facilities in Lynchburg. The company's Specialty Fuels Fabrication Group has more than 20 years of experience in the design and manufacturing of TRISO fuel for government applications. BWXT is collaborating with Rolls-Royce LibertyWorks, Northrop Grumman and Torch Technologies on the full-system components, including thermal and power conversion modules and instrument and control systems. BWXT cautions that this release contains forward-looking statements, including, without limitation statements relating to the performance, design, suitability and impact of microreactor technology and TRISO nuclear fuel production and capabilities. These forward-looking statements involve a number of risks and uncertainties, including, among other things, the timing of technology development; ability to obtain the necessary regulatory approvals, licenses and permits in a timely manner.お知らせ • Nov 07Bwx Technologies, Inc. Names Toby Smith as Senior Vice President and General CounselBWX Technologies, Inc. announced that Toby Smith has been named senior vice president and general counsel. Smith will serve as the organization’s chief legal advisor, overseeing all legal, regulatory and compliance matters across the enterprise. He replaces Ronald (Chip) Whitford, who is anticipated to remain in an advisory capacity with BWXT until early 2026. Smith has more than 20 years of experience in law, including in-house counsel for the former United Technologies Corporation (now RTX Corporation) and Otis Worldwide Corporation, as well as outside litigation counsel. Most recently, as senior vice president and corporate secretary at Otis, Smith oversaw compliance with Securities and Exchange Commission and New York Stock Exchange regulations, managed all aspects of corporate governance, and led the company’s corporate sustainability and internal audit functions. Prior to his role at Otis, Smith served in senior legal roles within the former United Technologies Corporation in international trade compliance and as division general counsel. He joined United Technologies after spending six years as a litigation associate for Hogan & Hartson, LLP.お知らせ • Nov 05BWX Technologies, Inc. Announces Step Down of Ronald O. Whitford, Jr. as Senior Vice President and General Counsel, Chief Compliance Officer, Corporate Secretary and Executive Officer , Effective November 4, 2025On November 4, 2025, BWX Technologies, Inc. announced that Ronald O. Whitford, Jr., Senior Vice President and General Counsel, Chief Compliance Officer and Corporate Secretary (“GC”), has stepped down from this role and as an executive officer of BWXT effective as of November 4, 2025. Mr. Whitford’s decision is not related to any legal issue or any disagreement with the Company or any matter relating to its operation, policies or practices. He is expected to remain employed with the Company in a non-executive role as Special Advisor to the Chief Executive Officer to assist with the transition of the GC role for a period of time (the “Transition Period”). The Company expects to appoint a successor within the coming week.お知らせ • Nov 04+ 1 more updateBWX Technologies, Inc. Declares Quarterly Cash Dividend, Payable on Er 10, 2025The board of directors of BWX Technologies, Inc. declared a quarterly cash dividend of $0.25 per common share payable on December 10, 2025, to shareholders of record on November 19, 2025.お知らせ • Oct 03BWX Technologies, Inc. to Report Q3, 2025 Results on Nov 03, 2025BWX Technologies, Inc. announced that they will report Q3, 2025 results After-Market on Nov 03, 2025お知らせ • Sep 08BWX Technologies, Inc. Appoints Rik Geiersbach as Chief Strategy OfficerBWX Technologies, Inc. announced that Rik Geiersbach has been named chief strategy officer, reporting directly to Rex Geveden, president and chief executive officer. Geiersbach most recently served as vice president of strategy and corporate development at The Boeing Company. At Boeing, Geiersbach orchestrated and drove the development and implementation of the $30 billion Defense, Space and Security business unit’s strategy, M&A, adjacency growth, and research and development investment portfolios. His 30-year career includes industry-leading innovation in corporate growth strategy, competitive assessments, and new market entry. Prior to his role at Boeing, he served as the corporate director of strategic alliances at Northrop Grumman. Geiersbach earned an MBA from the Anderson School of Management at the University of California, Los Angeles, and holds a bachelor’s degree in history from Harvard University.お知らせ • Aug 05+ 1 more updateBWX Technologies, Inc. Raises Earnings Guidance for the Year Ending December 31, 2025BWX Technologies, Inc. raised earnings guidance for the year ending December 31, 2025. For the year, the company expects revenue of $3,100 million against previous guidance of $3,000 million.お知らせ • Aug 01BWX Technologies, Inc. Appoints Mike T. Fitzgerald as Chief Financial OfficerBWX Technologies, Inc. announced on July 31, 2025 that Mike T. Fitzgerald has been named Chief Financial Officer. Fitzgerald served as interim CFO since May 12, 2025. Fitzgerald joined BWXT in 2022 as vice president, finance and chief accounting officer, responsible for overseeing and reporting on the company’s day-to-day financial operations. He previously led MorganFranklin, LLC’s aerospace and defense practice as managing director and was an audit senior manager at Deloitte & Touche, LLP. In 2024, his financial leadership at BWXT was recognized with a rising star award from the Northern Virginia Technology Council. Before being named interim CFO, Fitzgerald served as BWXT’s chief accounting officer.お知らせ • Jul 22BWX Technologies, Inc. Fires Up Furnace for Advanced Nuclear FuelBWX Technologies, Inc. announced that it reached a key milestone in its capability to manufacture an advanced form of TRISO nuclear fuel, representing the next generation of fuel for advanced reactors. TRISO fuel comprises carbon and silicon layers surrounding a uranium fuel kernel. The chemical vapor infiltration furnace at BWXT's Lynchburg Technology Center in Lynchburg, Virginia. The furnace is manufactured by AVS, Incorporated. The company's Advanced Technologies subsidiary recently completed the installation and testing of a chemical vapor infiltration furnace which solidifies the pre-forms that are filled with TRISO particles. The CVI furnace completes the equipment necessary to execute BWXT's Advanced Reactor Demonstration Program (ARDP) project with the Department of Energy. With the existing TRISO manufacturing line, a previously commissioned binder jet for additive manufacturing and a computed tomography scanner for non-destructive testing, BWXT can now load Uranium Nitride TRISO into additively manufactured fuel forms. The result is a nuclear fuel product comprising a higher mass of uranium per unit volume than traditional TRISO compacts. The new fuel is designed to be more cost-effective with a longer reactor lifespan, potentially reducing overall reactor system costs. BWXT's established TRISO manufacturing line currently produces Uranium Oxy Carbide (UCO) TRISO for Project Pele, the Department of Defense Strategic Capabilities Office demonstration microreactor program, as well as UN TRISO for the ARDP scope. BWXT is planning to ramp up TRISO manufacturing to support the BWXT Advanced Nuclear Reactor (BANR) program and meet the market demand of other TRISO users. The existing fuel manufacturing line, combined with these new capabilities, allows BWXT to manufacture diverse forms of TRISO particles (UN or UCO with varying layer thickness), traditional compacts, or chemically densified complex geometries filled with TRISO particles and the resulting digital twins to support fuel qualification efforts.お知らせ • Jul 02BWX Technologies, Inc. to Report Q2, 2025 Results on Aug 04, 2025BWX Technologies, Inc. announced that they will report Q2, 2025 results After-Market on Aug 04, 2025お知らせ • Jun 18BWXT Announces Management ChangesBWX Technologies, Inc. announced the appointment of Kevin M. McCoy as the company’s chief nuclear officer. In this role, McCoy will support the Department of Defense and Department of the Navy to accelerate the pace of Columbia and Virginia Class submarine production programs for the U.S. Navy. Joe Miller to president of Government Operations; and Kate Kelly to president, Advanced Technologies. Since 2022, McCoy has served as president of BWXT’s Government Operations segment where he was responsible for overseeing BWXT’s Nuclear Operations and Technical Services Groups and its subsidiary Advanced Technologies, LLC. McCoy has over 40 years of leadership experience in shipyard operations, nuclear industrial operations and senior engineering positions in the U.S. Navy and private sector. He served as chief engineer of the U.S. Navy from 2005 to 2008 and as commander of the Naval Sea Systems Command (NAVSEA) from 2008 to 2013. He retired with the rank of Vice Admiral. Before joining BWXT, McCoy served as president of Irving Shipbuilding Inc. in Nova Scotia, Canada, from 2013 to 2021. With extensive shipbuilding and ship repair related experience, McCoy’s accomplishments include the design, procurement, construction oversight, maintenance, modernization and engineering support of the U.S. Navy’s fleet of submarines, surface ships, aircraft carriers and weapon systems. He served in leadership positions in five of the U.S. Navy’s nuclear shipyards and commanded the Portsmouth Naval Shipyard from 2001 to 2004. With McCoy’s new role, BWXT is also making the following leadership announcements: Joseph K. Miller succeeds McCoy as president of Government Operations. Since 2021, Miller has served as president of BWXT Advanced Technologies. Under Miller’s leadership, Advanced Technologies achieved 10x growth in program content and successfully contracted two federally funded prototype programs for advanced nuclear microreactors. Miller joined BWXT in 2011 as an engineer working on advanced commercial energy solutions, had advanced into managerial roles by 2013, became the program manager for advanced nuclear applications in 2017, and general manager of Advanced Technologies in 2020. Before joining BWXT, he was a mechanical test engineer for new construction of Virginia-class submarines at Newport News Shipbuilding and a semiconductor equipment engineer at Samsung Austin Semiconductor. Miller began his career serving in the U.S. Navy onboard the USS Norfolk (SSN 714). Miller holds a master’s degree in radiation health physics from Oregon State University and a bachelor’s degree in nuclear engineering from Thomas Edison State College. He serves on the Central Virginia Community College Educational Foundation Board, the Nuclear Energy Maritime Organization Ltd. Board and the Oregon State University Nuclear Science and Engineering Advisory Board. Katherine (Kate) Haggerty Kelly succeeds Miller as president of BWXT Advanced Technologies. Kelly has been the director for space and emerging programs of Advanced Technologies since 2022, leading the strategy and execution of the space and advanced manufacturing portfolio. Before her current position, Kelly was the advanced nuclear systems program manager, focused on developing nuclear projects to promote the company’s R&D interests in advanced manufacturing and nuclear thermal propulsion technologies. She also held project management, quality control and operational excellence positions within BWXT’s Nuclear Operations Group in Lynchburg, Virginia. She joined the company in 2012 as a system design engineer on a small modular reactor program. Kelly received the Women in Aerospace Initiative-Inspiration-Impact Award for her contributions to the space nuclear industry and her advocacy for promoting people in aerospace. She earned a bachelor’s degree in chemical engineering from the University of Notre Dame and has Lean Six Sigma Black Belt and Project Management Professional® certifications.お知らせ • May 21BWX Technologies, Inc. (NYSE : BWXT) completed the acquisition of Kinectrics Inc.BWX Technologies, Inc. (NYSE : BWXT) entered into an agreement to acquire Kinectrics Inc. for approximately CAD 780 million on December 27, 2024. The total consideration is approximately CAD 782.7 million, including assumption of Kinectrics’ net pension and debt liabilities, and estimated transaction expenses. Following the close, Kinectrics will operate as a BWXT subsidiary, and its financial results will be reported within BWXT’s Commercial Operations segment. David Harris, President & CEO of Kinectrics, will continue to lead the organization and will report to John MacQuarrie, President of BWXT Commercial Operations. The deal is subject to regulatory and other approvals. The acquisition is targeted to close in the middle of 2025 and is expected to be modestly accretive to BWXT’s earnings, excluding purchase accounting and other one-time costs. J.P. Morgan Securities LLC acted as exclusive financial advisor to BWX Technologies, Inc. BWX Technologies, Inc. (NYSE : BWXT) completed the acquisition of Kinectrics Inc. on May 20, 2025.お知らせ • May 12+ 1 more updateRobb A. LeMasters Steps Down as Executive Vice President of BWX Technologies, IncBWX Technologies, Inc. announced that Robb A. LeMasters has stepped down from his position as executive vice president. Mr. LeMasters joined the company first on the board of directors from 2015 to 2020, and then in 2020 as senior vice president and chief strategy officer, transitioning to chief financial officer in 2021, and executive vice president in 2024.Declared Dividend • May 12First quarter dividend of US$0.25 announcedShareholders will receive a dividend of US$0.25. Ex-date: 19th May 2025 Payment date: 5th June 2025 Dividend yield will be 0.3%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 31%. Cash payout ratio: 34%.Reported Earnings • May 06First quarter 2025 earnings released: EPS: US$0.82 (vs US$0.75 in 1Q 2024)First quarter 2025 results: EPS: US$0.82 (up from US$0.75 in 1Q 2024). Revenue: US$682.3m (up 13% from 1Q 2024). Net income: US$75.5m (up 10% from 1Q 2024). Profit margin: 11% (in line with 1Q 2024). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Aerospace & Defense industry.お知らせ • May 06+ 1 more updateBWX Technologies, Inc. Declares Quarterly Cash Dividend, Payable on June 5, 2025BWX Technologies, Inc. Board of Directors declared a quarterly cash dividend of $0.25 per common share payable on June 5, 2025, to shareholders of record on May 19, 2025.Board Change • May 05Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 6 highly experienced directors. Independent Director Nicole Piasecki was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 04BWX Technologies, Inc. to Report Q1, 2025 Results on May 05, 2025BWX Technologies, Inc. announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on May 05, 2025Board Change • Mar 28Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 6 highly experienced directors. Independent Director Nicole Piasecki was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Mar 02President recently sold Mex$100m worth of stockOn the 26th of February, Rex Geveden sold around 46k shares on-market at roughly Mex$2,194 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Rex's only on-market trade for the last 12 months.お知らせ • Feb 25BWX Technologies, Inc., Annual General Meeting, May 02, 2025BWX Technologies, Inc., Annual General Meeting, May 02, 2025.Reported Earnings • Feb 25Full year 2024 earnings released: EPS: US$3.08 (vs US$2.68 in FY 2023)Full year 2024 results: EPS: US$3.08 (up from US$2.68 in FY 2023). Revenue: US$2.70b (up 8.3% from FY 2023). Net income: US$281.9m (up 15% from FY 2023). Profit margin: 10% (in line with FY 2023). Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Aerospace & Defense industry.お知らせ • Feb 25+ 1 more updateBWX Technologies, Inc. Declares Quarterly Cash Dividend, Payable on March 28, 2025BWX Technologies, Inc. Board of Directors declared a quarterly cash dividend of $0.25 per common share payable on March 28, 2025, to shareholders of record on March 11, 2025.Board Change • Feb 21Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 6 highly experienced directors. Independent Director Nicole Piasecki was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jan 17BWX Technologies, Inc. to Report Q4, 2024 Results on Feb 24, 2025BWX Technologies, Inc. announced that they will report Q4, 2024 results After-Market on Feb 24, 2025Board Change • Jan 13Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 6 highly experienced directors. Independent Director Nicole Piasecki was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jan 08BWX Technologies, Inc. (NYSE:BWXT) entered into an agreement to acquire Kinectrics Inc.BWX Technologies, Inc. (NYSE:BWXT) entered into an agreement to acquire Kinectrics Inc. on January 7, 2025. BWX Technologies to acquire Kinectrics, Inc. for approximately $530 million, including assumption of Kinectrics’ net pension and debt liabilities, and estimated transaction expenses. Kinectrics is expected to generate revenue of approximately $300 million in 2024 in two core business areas: commercial power services and nuclear medicine. Following the close, Kinectrics will operate as a BWXT subsidiary, and its financial results will be reported within BWXT’s Commercial Operations segment. David Harris, President & CEO of Kinectrics, will continue to lead the organization and will report to John MacQuarrie, President of BWXT Commercial Operations. The acquisition is targeted to close in the middle of 2025 and is expected to be modestly accretive to BWXT’s earnings, excluding purchase accounting and other one-time costs. J.P. Morgan Securities LLC acted as exclusive financial advisor to BWX Technologies, Inc. (NYSE:BWXT).Board Change • Nov 25Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. Independent Director Nicole Piasecki was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.業績と収益の成長予測BMV:BWXT * - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20284,592524380678712/31/20274,1714703515811312/31/20263,789416312533133/31/20263,376345328522N/A12/31/20253,198329295480N/A9/30/20253,059307463630N/A6/30/20252,865294360519N/A3/31/20252,782289269426N/A12/31/20242,704282255408N/A9/30/20242,683277201353N/A6/30/20242,601268253395N/A3/31/20242,532253258410N/A12/31/20232,496246212364N/A9/30/20232,39522385250N/A6/30/20232,32922467240N/A3/31/20232,27024061237N/A12/31/20222,23323846245N/A9/30/20222,20131288297N/A6/30/20222,17631064300N/A3/31/20222,12729521282N/A12/31/20212,12430675386N/A9/30/20212,089255-38274N/A6/30/20212,110268-111199N/A3/31/20212,1102739301N/A12/31/20202,124279-59196N/A9/30/20202,06827497336N/A6/30/20202,054276166388N/A3/31/20202,02127188291N/A12/31/20191,895244N/A279N/A9/30/20191,872205N/A269N/A6/30/20191,791208N/A199N/A3/31/20191,759209N/A170N/A12/31/20181,800227N/A169N/A9/30/20181,752189N/A69N/A6/30/20181,746158N/A175N/A3/31/20181,717159N/A258N/A12/31/20171,688148N/A222N/A9/30/20171,661198N/A292N/A6/30/20171,622192N/A231N/A3/31/20171,614189N/A198N/A12/31/20161,551183N/A240N/A9/30/20161,511149N/A189N/A6/30/20161,490215N/A325N/A3/31/20161,445156N/A317N/A12/31/20151,416141N/A335N/A9/30/20151,44777N/A399N/A6/30/20151,42511N/A266N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: BWXT *の予測収益成長率 (年間13.2% ) は 貯蓄率 ( 9% ) を上回っています。収益対市場: BWXT *の収益 ( 13.2% ) はMX市場 ( 9.1% ) よりも速いペースで成長すると予測されています。高成長収益: BWXT *の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: BWXT *の収益 ( 9.4% ) MX市場 ( 6.2% ) よりも速いペースで成長すると予測されています。高い収益成長: BWXT *の収益 ( 9.4% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: BWXT *の 自己資本利益率 は、3年後には高くなると予測されています ( 26.1 %)成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 06:36終値2026/05/08 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋BWX Technologies, Inc. 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。27 アナリスト機関Peter ArmentBairdAndrew KaplowitzBarclaysDavid StraussBarclays24 その他のアナリストを表示
お知らせ • May 06+ 1 more updateBWX Technologies, Inc. Raised Earnings Guidance for the Year Ending December 31, 2026BWX Technologies, Inc. raised earnings guidance for year ending December 31, 2026. For the period, the company expects revenue of >$3,750 million against previous guidance ~$3,750 million.
お知らせ • Feb 24+ 1 more updateBwx Technologies, Inc. Provides Revenue Guidance for Year Ending December 31, 2026BWX Technologies, Inc. provided revenue guidance for year ending December 31, 2026. For the period, the company expects revenue of ~$3,750 million.
お知らせ • Aug 05+ 1 more updateBWX Technologies, Inc. Raises Earnings Guidance for the Year Ending December 31, 2025BWX Technologies, Inc. raised earnings guidance for the year ending December 31, 2025. For the year, the company expects revenue of $3,100 million against previous guidance of $3,000 million.
Declared Dividend • May 11First quarter dividend of US$0.27 announcedShareholders will receive a dividend of US$0.27. Ex-date: 19th May 2026 Payment date: 5th June 2026 Dividend yield will be 0.4%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 27%. Cash payout ratio: 30%.
お知らせ • May 06+ 1 more updateBWX Technologies, Inc. Raised Earnings Guidance for the Year Ending December 31, 2026BWX Technologies, Inc. raised earnings guidance for year ending December 31, 2026. For the period, the company expects revenue of >$3,750 million against previous guidance ~$3,750 million.
お知らせ • Apr 21BWX Technologies, Inc. (NYSE:BWXT) entered into a definitive agreement to acquire Precision Components Group, LLC.BWX Technologies, Inc. (NYSE:BWXT) entered into a definitive agreement to acquire Precision Components Group, LLC on April 20, 2026. The acquisition includes Precision Components Group, LLC’s subsidiaries, Precision Custom Components and DC Fabricators. Precision Components Group will join BWXT’s Commercial Operations segment and continue operating at its current facilities. The acquisition adds more than 500,000 square feet of U.S. heavy-manufacturing capacity, including large-envelope machining, heavy weldments, pressure vessels, heat exchangers and ASME-certified component fabrication, and a skilled workforce of over 400 employees. For the period ending December 31, 2025, Precision Components Group, LLC reported total revenue of $125 million. The transaction is expected to close during the second half of 2026, subject to required regulatory approvals and customary closing conditions.
お知らせ • Apr 06BWX Technologies, Inc. to Report Q1, 2026 Results on May 04, 2026BWX Technologies, Inc. announced that they will report Q1, 2026 results After-Market on May 04, 2026
お知らせ • Mar 19BWX Technologies, Inc., Annual General Meeting, Apr 30, 2026BWX Technologies, Inc., Annual General Meeting, Apr 30, 2026.
Recent Insider Transactions • Mar 10Insider recently sold Mex$5.0m worth of stockOn the 2nd of March, Kevin Gorman sold around 1k shares on-market at roughly Mex$3,735 per share. This transaction amounted to 92% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$7.1m. Insiders have been net sellers, collectively disposing of Mex$105m more than they bought in the last 12 months.
Declared Dividend • Mar 02Fourth quarter dividend of US$0.27 announcedShareholders will receive a dividend of US$0.27. Ex-date: 11th March 2026 Payment date: 27th March 2026 Dividend yield will be 0.4%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 28%. Cash payout ratio: 33%.
Recent Insider Transactions • Feb 28Independent Director recently sold Mex$7.1m worth of stockOn the 25th of February, Gerhard Burbach sold around 2k shares on-market at roughly Mex$3,580 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$113m more than they bought in the last 12 months.
お知らせ • Feb 24+ 1 more updateBwx Technologies, Inc. Provides Revenue Guidance for Year Ending December 31, 2026BWX Technologies, Inc. provided revenue guidance for year ending December 31, 2026. For the period, the company expects revenue of ~$3,750 million.
Reported Earnings • Feb 24Full year 2025 earnings released: EPS: US$3.59 (vs US$3.08 in FY 2024)Full year 2025 results: EPS: US$3.59 (up from US$3.08 in FY 2024). Revenue: US$3.20b (up 18% from FY 2024). Net income: US$328.9m (up 17% from FY 2024). Profit margin: 10% (in line with FY 2024). Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Aerospace & Defense industry.
お知らせ • Feb 20BWX Technologies, Inc. Appoints Dan Jablonsky to Its Board of Directors and Audit and Finance Committee, Effective March 2, 2026BWX Technologies, Inc. announced that Dan Jablonsky has been appointed to its board of directors effective March 2, 2026. He will also serve on the board’s audit and finance committee. Jablonsky most recently served as chief executive officer and chairman of Ursa Major, a leading provider of advanced propulsion systems for space and defense applications. He has held senior leadership roles in the aerospace and defense industry for more than a decade. Prior to Ursa Major, Jablonsky served as president and chief executive officer of Maxar Technologies, where he led the NYSE-listed company through a comprehensive turnaround and growth strategy, culminating in a $6.4 billion take-private acquisition by Advent International. Prior to that, he was general counsel and then president of DigitalGlobe. Jablonsky began his career as a surface warfare officer and nuclear engineer in the U.S. Navy before transitioning to law practice. Jablonsky holds a bachelor’s degree in mechanical engineering from the United States Naval Academy, graduated from the Navy Nuclear Power School and earned a Juris Doctor from the University of Washington School of Law.
Board Change • Feb 19Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Director Nicole Piasecki was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 05BWX Technologies, Inc. Announces Executive ChangesBWX Technologies, Inc. has named Kurt Bender senior vice president and chief digital officer effective February 5, 2026. In this role, Kurt will be responsible for BWXT’s integrated digital strategy supporting global operations in the U.S., Canada and the United Kingdom. Bender most recently served as BWXT’s vice president of IT applications, quality and continuous improvement where he led the modernization of core systems and AI technologies, cybersecurity and established governance frameworks within the business. Prior to joining BWXT, he spent more than 22 years driving digital transformation across leading aerospace, defense and technology companies, including L3Harris Technologies and BAE Systems. Bender succeeds Omar Meguid, BWXT’s first chief digital officer, appointed in 2023. Omar Meguid was instrumental in building and executing BWXT's digital strategy over the past three years.
お知らせ • Jan 26BWX Technologies, Inc. Launches New Era of Domestic Uranium Enrichment for National Security in Oak Ridge, TennesseeBWX Technologies, Inc. announced the opening of its Centrifuge Manufacturing Development Facility (CMDF) in Oak Ridge, Tennessee, marking a major milestone in the company's efforts to reestablish a fully domestic uranium enrichment capability in support of U.S. national security priorities. In September, the Department of Energy's National Nuclear Security Administration (NNSA) awarded BWXT a contract valued at $1.5 billion for a comprehensive program that supports the NNSA's strategy to ensure a secure and reliable supply of enriched uranium for defense fuel needs. The CMDF is a key element of that program. The CMDF serves as BWXT's primary hub for the design, engineering, fabrication and testing of advanced gas centrifuge machines. The facility features precision manufacturing space, in-house quality assurance and testing capabilities and specialized infrastructure to support future centrifuge production. It will accelerate the transition of centrifuge technology from development to production readiness and aligns with national priorities for energy security, defense readiness and advanced manufacturing. Located in Oak Ridge, a community with deep nuclear expertise, the facility builds on BWXT's longstanding role in supporting U.S. defense, energy and space programs. Approximately 100 highly skilled professionals are currently working in support of the CMDF and project activities, with plans to expand the workforce as manufacturing activities scale. The opening of the CMDF represents a key milestone in BWXT's broader strategy to establish a secure, domestic uranium enrichment supply chain and reinforces the company's commitment to U.S. national security and technological leadership.
お知らせ • Jan 16BWX Technologies, Inc. to Report Q4, 2025 Results on Feb 23, 2026BWX Technologies, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 23, 2026
Board Change • Jan 08Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Director Nicole Piasecki was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Dec 11Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Director Nicole Piasecki was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Dec 03BWX Technologies, Inc. Delivers Full Core of TRISO Nuclear Fuel for Project Pele MicroreactorBWX Technologies, Inc. joined with Idaho National Laboratory, the U.S. Army and the Department of War Strategic Capabilities Office to announce the arrival at INL of TRISO nuclear fuel for the Project Pele microreactor. The full Pele prototype will be tested at INL. The BWXT team prepares to ship the TRISO fuel for Project Pele to Idaho National Lab. BWXT's experience with TRISO fuel fabrication stretches back to the early 2000s and work with INL and DOE to manufacture radiation-tested uranium oxycarbide TRISO fuel for the Advanced Gas Reactor (AGR) Program. Project Pele is the pathfinder for advanced micro reactors and is focused on designing, building and testing a 1.5-megawatt transportable power system. Pele is a Generation IV high-temperature gas-cooled reactor utilizing an innovative design and mature, proven materials and technologies. The entire system is designed to fit into four standard-sized shipping containers. The fuel, called tri-structural isotropic (TRISO) particle fuel, is composed of uranium, carbon and oxygen, which are formed into a small kernel. This kernel is coated in multiple ceramic layers--including silicon carbide--that make it extremely durable under high heat, radiation, and corrosive conditions. Thousands of these poised seed-sized particles are combined into compact fuel forms used in advanced reactors like the one being developed under Project Pele. BWXT manufactured and shipped the fuel from its facilities in Lynchburg. The company's Specialty Fuels Fabrication Group has more than 20 years of experience in the design and manufacturing of TRISO fuel for government applications. BWXT is collaborating with Rolls-Royce LibertyWorks, Northrop Grumman and Torch Technologies on the full-system components, including thermal and power conversion modules and instrument and control systems. BWXT cautions that this release contains forward-looking statements, including, without limitation statements relating to the performance, design, suitability and impact of microreactor technology and TRISO nuclear fuel production and capabilities. These forward-looking statements involve a number of risks and uncertainties, including, among other things, the timing of technology development; ability to obtain the necessary regulatory approvals, licenses and permits in a timely manner.
お知らせ • Nov 07Bwx Technologies, Inc. Names Toby Smith as Senior Vice President and General CounselBWX Technologies, Inc. announced that Toby Smith has been named senior vice president and general counsel. Smith will serve as the organization’s chief legal advisor, overseeing all legal, regulatory and compliance matters across the enterprise. He replaces Ronald (Chip) Whitford, who is anticipated to remain in an advisory capacity with BWXT until early 2026. Smith has more than 20 years of experience in law, including in-house counsel for the former United Technologies Corporation (now RTX Corporation) and Otis Worldwide Corporation, as well as outside litigation counsel. Most recently, as senior vice president and corporate secretary at Otis, Smith oversaw compliance with Securities and Exchange Commission and New York Stock Exchange regulations, managed all aspects of corporate governance, and led the company’s corporate sustainability and internal audit functions. Prior to his role at Otis, Smith served in senior legal roles within the former United Technologies Corporation in international trade compliance and as division general counsel. He joined United Technologies after spending six years as a litigation associate for Hogan & Hartson, LLP.
お知らせ • Nov 05BWX Technologies, Inc. Announces Step Down of Ronald O. Whitford, Jr. as Senior Vice President and General Counsel, Chief Compliance Officer, Corporate Secretary and Executive Officer , Effective November 4, 2025On November 4, 2025, BWX Technologies, Inc. announced that Ronald O. Whitford, Jr., Senior Vice President and General Counsel, Chief Compliance Officer and Corporate Secretary (“GC”), has stepped down from this role and as an executive officer of BWXT effective as of November 4, 2025. Mr. Whitford’s decision is not related to any legal issue or any disagreement with the Company or any matter relating to its operation, policies or practices. He is expected to remain employed with the Company in a non-executive role as Special Advisor to the Chief Executive Officer to assist with the transition of the GC role for a period of time (the “Transition Period”). The Company expects to appoint a successor within the coming week.
お知らせ • Nov 04+ 1 more updateBWX Technologies, Inc. Declares Quarterly Cash Dividend, Payable on Er 10, 2025The board of directors of BWX Technologies, Inc. declared a quarterly cash dividend of $0.25 per common share payable on December 10, 2025, to shareholders of record on November 19, 2025.
お知らせ • Oct 03BWX Technologies, Inc. to Report Q3, 2025 Results on Nov 03, 2025BWX Technologies, Inc. announced that they will report Q3, 2025 results After-Market on Nov 03, 2025
お知らせ • Sep 08BWX Technologies, Inc. Appoints Rik Geiersbach as Chief Strategy OfficerBWX Technologies, Inc. announced that Rik Geiersbach has been named chief strategy officer, reporting directly to Rex Geveden, president and chief executive officer. Geiersbach most recently served as vice president of strategy and corporate development at The Boeing Company. At Boeing, Geiersbach orchestrated and drove the development and implementation of the $30 billion Defense, Space and Security business unit’s strategy, M&A, adjacency growth, and research and development investment portfolios. His 30-year career includes industry-leading innovation in corporate growth strategy, competitive assessments, and new market entry. Prior to his role at Boeing, he served as the corporate director of strategic alliances at Northrop Grumman. Geiersbach earned an MBA from the Anderson School of Management at the University of California, Los Angeles, and holds a bachelor’s degree in history from Harvard University.
お知らせ • Aug 05+ 1 more updateBWX Technologies, Inc. Raises Earnings Guidance for the Year Ending December 31, 2025BWX Technologies, Inc. raised earnings guidance for the year ending December 31, 2025. For the year, the company expects revenue of $3,100 million against previous guidance of $3,000 million.
お知らせ • Aug 01BWX Technologies, Inc. Appoints Mike T. Fitzgerald as Chief Financial OfficerBWX Technologies, Inc. announced on July 31, 2025 that Mike T. Fitzgerald has been named Chief Financial Officer. Fitzgerald served as interim CFO since May 12, 2025. Fitzgerald joined BWXT in 2022 as vice president, finance and chief accounting officer, responsible for overseeing and reporting on the company’s day-to-day financial operations. He previously led MorganFranklin, LLC’s aerospace and defense practice as managing director and was an audit senior manager at Deloitte & Touche, LLP. In 2024, his financial leadership at BWXT was recognized with a rising star award from the Northern Virginia Technology Council. Before being named interim CFO, Fitzgerald served as BWXT’s chief accounting officer.
お知らせ • Jul 22BWX Technologies, Inc. Fires Up Furnace for Advanced Nuclear FuelBWX Technologies, Inc. announced that it reached a key milestone in its capability to manufacture an advanced form of TRISO nuclear fuel, representing the next generation of fuel for advanced reactors. TRISO fuel comprises carbon and silicon layers surrounding a uranium fuel kernel. The chemical vapor infiltration furnace at BWXT's Lynchburg Technology Center in Lynchburg, Virginia. The furnace is manufactured by AVS, Incorporated. The company's Advanced Technologies subsidiary recently completed the installation and testing of a chemical vapor infiltration furnace which solidifies the pre-forms that are filled with TRISO particles. The CVI furnace completes the equipment necessary to execute BWXT's Advanced Reactor Demonstration Program (ARDP) project with the Department of Energy. With the existing TRISO manufacturing line, a previously commissioned binder jet for additive manufacturing and a computed tomography scanner for non-destructive testing, BWXT can now load Uranium Nitride TRISO into additively manufactured fuel forms. The result is a nuclear fuel product comprising a higher mass of uranium per unit volume than traditional TRISO compacts. The new fuel is designed to be more cost-effective with a longer reactor lifespan, potentially reducing overall reactor system costs. BWXT's established TRISO manufacturing line currently produces Uranium Oxy Carbide (UCO) TRISO for Project Pele, the Department of Defense Strategic Capabilities Office demonstration microreactor program, as well as UN TRISO for the ARDP scope. BWXT is planning to ramp up TRISO manufacturing to support the BWXT Advanced Nuclear Reactor (BANR) program and meet the market demand of other TRISO users. The existing fuel manufacturing line, combined with these new capabilities, allows BWXT to manufacture diverse forms of TRISO particles (UN or UCO with varying layer thickness), traditional compacts, or chemically densified complex geometries filled with TRISO particles and the resulting digital twins to support fuel qualification efforts.
お知らせ • Jul 02BWX Technologies, Inc. to Report Q2, 2025 Results on Aug 04, 2025BWX Technologies, Inc. announced that they will report Q2, 2025 results After-Market on Aug 04, 2025
お知らせ • Jun 18BWXT Announces Management ChangesBWX Technologies, Inc. announced the appointment of Kevin M. McCoy as the company’s chief nuclear officer. In this role, McCoy will support the Department of Defense and Department of the Navy to accelerate the pace of Columbia and Virginia Class submarine production programs for the U.S. Navy. Joe Miller to president of Government Operations; and Kate Kelly to president, Advanced Technologies. Since 2022, McCoy has served as president of BWXT’s Government Operations segment where he was responsible for overseeing BWXT’s Nuclear Operations and Technical Services Groups and its subsidiary Advanced Technologies, LLC. McCoy has over 40 years of leadership experience in shipyard operations, nuclear industrial operations and senior engineering positions in the U.S. Navy and private sector. He served as chief engineer of the U.S. Navy from 2005 to 2008 and as commander of the Naval Sea Systems Command (NAVSEA) from 2008 to 2013. He retired with the rank of Vice Admiral. Before joining BWXT, McCoy served as president of Irving Shipbuilding Inc. in Nova Scotia, Canada, from 2013 to 2021. With extensive shipbuilding and ship repair related experience, McCoy’s accomplishments include the design, procurement, construction oversight, maintenance, modernization and engineering support of the U.S. Navy’s fleet of submarines, surface ships, aircraft carriers and weapon systems. He served in leadership positions in five of the U.S. Navy’s nuclear shipyards and commanded the Portsmouth Naval Shipyard from 2001 to 2004. With McCoy’s new role, BWXT is also making the following leadership announcements: Joseph K. Miller succeeds McCoy as president of Government Operations. Since 2021, Miller has served as president of BWXT Advanced Technologies. Under Miller’s leadership, Advanced Technologies achieved 10x growth in program content and successfully contracted two federally funded prototype programs for advanced nuclear microreactors. Miller joined BWXT in 2011 as an engineer working on advanced commercial energy solutions, had advanced into managerial roles by 2013, became the program manager for advanced nuclear applications in 2017, and general manager of Advanced Technologies in 2020. Before joining BWXT, he was a mechanical test engineer for new construction of Virginia-class submarines at Newport News Shipbuilding and a semiconductor equipment engineer at Samsung Austin Semiconductor. Miller began his career serving in the U.S. Navy onboard the USS Norfolk (SSN 714). Miller holds a master’s degree in radiation health physics from Oregon State University and a bachelor’s degree in nuclear engineering from Thomas Edison State College. He serves on the Central Virginia Community College Educational Foundation Board, the Nuclear Energy Maritime Organization Ltd. Board and the Oregon State University Nuclear Science and Engineering Advisory Board. Katherine (Kate) Haggerty Kelly succeeds Miller as president of BWXT Advanced Technologies. Kelly has been the director for space and emerging programs of Advanced Technologies since 2022, leading the strategy and execution of the space and advanced manufacturing portfolio. Before her current position, Kelly was the advanced nuclear systems program manager, focused on developing nuclear projects to promote the company’s R&D interests in advanced manufacturing and nuclear thermal propulsion technologies. She also held project management, quality control and operational excellence positions within BWXT’s Nuclear Operations Group in Lynchburg, Virginia. She joined the company in 2012 as a system design engineer on a small modular reactor program. Kelly received the Women in Aerospace Initiative-Inspiration-Impact Award for her contributions to the space nuclear industry and her advocacy for promoting people in aerospace. She earned a bachelor’s degree in chemical engineering from the University of Notre Dame and has Lean Six Sigma Black Belt and Project Management Professional® certifications.
お知らせ • May 21BWX Technologies, Inc. (NYSE : BWXT) completed the acquisition of Kinectrics Inc.BWX Technologies, Inc. (NYSE : BWXT) entered into an agreement to acquire Kinectrics Inc. for approximately CAD 780 million on December 27, 2024. The total consideration is approximately CAD 782.7 million, including assumption of Kinectrics’ net pension and debt liabilities, and estimated transaction expenses. Following the close, Kinectrics will operate as a BWXT subsidiary, and its financial results will be reported within BWXT’s Commercial Operations segment. David Harris, President & CEO of Kinectrics, will continue to lead the organization and will report to John MacQuarrie, President of BWXT Commercial Operations. The deal is subject to regulatory and other approvals. The acquisition is targeted to close in the middle of 2025 and is expected to be modestly accretive to BWXT’s earnings, excluding purchase accounting and other one-time costs. J.P. Morgan Securities LLC acted as exclusive financial advisor to BWX Technologies, Inc. BWX Technologies, Inc. (NYSE : BWXT) completed the acquisition of Kinectrics Inc. on May 20, 2025.
お知らせ • May 12+ 1 more updateRobb A. LeMasters Steps Down as Executive Vice President of BWX Technologies, IncBWX Technologies, Inc. announced that Robb A. LeMasters has stepped down from his position as executive vice president. Mr. LeMasters joined the company first on the board of directors from 2015 to 2020, and then in 2020 as senior vice president and chief strategy officer, transitioning to chief financial officer in 2021, and executive vice president in 2024.
Declared Dividend • May 12First quarter dividend of US$0.25 announcedShareholders will receive a dividend of US$0.25. Ex-date: 19th May 2025 Payment date: 5th June 2025 Dividend yield will be 0.3%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 31%. Cash payout ratio: 34%.
Reported Earnings • May 06First quarter 2025 earnings released: EPS: US$0.82 (vs US$0.75 in 1Q 2024)First quarter 2025 results: EPS: US$0.82 (up from US$0.75 in 1Q 2024). Revenue: US$682.3m (up 13% from 1Q 2024). Net income: US$75.5m (up 10% from 1Q 2024). Profit margin: 11% (in line with 1Q 2024). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Aerospace & Defense industry.
お知らせ • May 06+ 1 more updateBWX Technologies, Inc. Declares Quarterly Cash Dividend, Payable on June 5, 2025BWX Technologies, Inc. Board of Directors declared a quarterly cash dividend of $0.25 per common share payable on June 5, 2025, to shareholders of record on May 19, 2025.
Board Change • May 05Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 6 highly experienced directors. Independent Director Nicole Piasecki was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 04BWX Technologies, Inc. to Report Q1, 2025 Results on May 05, 2025BWX Technologies, Inc. announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on May 05, 2025
Board Change • Mar 28Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 6 highly experienced directors. Independent Director Nicole Piasecki was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Mar 02President recently sold Mex$100m worth of stockOn the 26th of February, Rex Geveden sold around 46k shares on-market at roughly Mex$2,194 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Rex's only on-market trade for the last 12 months.
お知らせ • Feb 25BWX Technologies, Inc., Annual General Meeting, May 02, 2025BWX Technologies, Inc., Annual General Meeting, May 02, 2025.
Reported Earnings • Feb 25Full year 2024 earnings released: EPS: US$3.08 (vs US$2.68 in FY 2023)Full year 2024 results: EPS: US$3.08 (up from US$2.68 in FY 2023). Revenue: US$2.70b (up 8.3% from FY 2023). Net income: US$281.9m (up 15% from FY 2023). Profit margin: 10% (in line with FY 2023). Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Aerospace & Defense industry.
お知らせ • Feb 25+ 1 more updateBWX Technologies, Inc. Declares Quarterly Cash Dividend, Payable on March 28, 2025BWX Technologies, Inc. Board of Directors declared a quarterly cash dividend of $0.25 per common share payable on March 28, 2025, to shareholders of record on March 11, 2025.
Board Change • Feb 21Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 6 highly experienced directors. Independent Director Nicole Piasecki was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 17BWX Technologies, Inc. to Report Q4, 2024 Results on Feb 24, 2025BWX Technologies, Inc. announced that they will report Q4, 2024 results After-Market on Feb 24, 2025
Board Change • Jan 13Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 6 highly experienced directors. Independent Director Nicole Piasecki was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 08BWX Technologies, Inc. (NYSE:BWXT) entered into an agreement to acquire Kinectrics Inc.BWX Technologies, Inc. (NYSE:BWXT) entered into an agreement to acquire Kinectrics Inc. on January 7, 2025. BWX Technologies to acquire Kinectrics, Inc. for approximately $530 million, including assumption of Kinectrics’ net pension and debt liabilities, and estimated transaction expenses. Kinectrics is expected to generate revenue of approximately $300 million in 2024 in two core business areas: commercial power services and nuclear medicine. Following the close, Kinectrics will operate as a BWXT subsidiary, and its financial results will be reported within BWXT’s Commercial Operations segment. David Harris, President & CEO of Kinectrics, will continue to lead the organization and will report to John MacQuarrie, President of BWXT Commercial Operations. The acquisition is targeted to close in the middle of 2025 and is expected to be modestly accretive to BWXT’s earnings, excluding purchase accounting and other one-time costs. J.P. Morgan Securities LLC acted as exclusive financial advisor to BWX Technologies, Inc. (NYSE:BWXT).
Board Change • Nov 25Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. Independent Director Nicole Piasecki was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.