View ValuationBWX Technologies 将来の成長Future 基準チェック /26BWX 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19.0%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.分析記事 • Nov 07BWX 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...Price Target Changed • Nov 04Price target increased by 7.2% to US$206Up from US$192, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of US$216. Stock is up 80% over the past year. The company is forecast to post earnings per share of US$3.52 for next year compared to US$3.08 last year.Price Target Changed • Oct 15Price target increased by 7.0% to US$203Up from US$190, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of US$204. Stock is up 63% over the past year. The company is forecast to post earnings per share of US$3.52 for next year compared to US$3.08 last year.Price Target Changed • Sep 25Price target increased by 10% to US$190Up from US$172, the current price target is an average from 11 analysts. New target price is 8.6% above last closing price of US$175. Stock is up 65% over the past year. The company is forecast to post earnings per share of US$3.53 for next year compared to US$3.08 last year.すべての更新を表示Recent updatesRecent Insider Transactions Derivative • May 14President notifies of intention to sell stockRex Geveden intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of May. If the sale is conducted around the recent share price of US$205, it would amount to US$2.0m. For the year to December 2019, Rex's total compensation was 7% salary and 93% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2025, Rex's direct individual holding has increased from 197.59k shares to 212.49k. Company insiders have collectively sold US$14m more than they bought, via options and on-market transactions in the last 12 months.ライブニュース • May 13BWX Technologies Expands SMR Capacity 50% and Targets PCG Acquisition Completion This YearBWX Technologies is being highlighted as a key nuclear power supplier focused on small and medium reactors (SMRs), operating what is described as the only large nuclear manufacturing facility in North America. The company is expanding its SMR production capacity by 50% in response to reported strong demand for these reactors. BWX Technologies has agreed to acquire PCG, with the deal targeted to close in the second half of the year. A 50% capacity expansion, combined with control over SMR reactor supply, points to a company that is positioning itself at the center of growing interest in smaller-scale nuclear solutions. The pending PCG acquisition adds another layer of execution risk and integration work, so it may be useful to monitor closing timelines and any updates on how the acquired operations will be folded into the existing business.Declared Dividend • May 07First 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 0.5%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 27%. Cash payout ratio: 30%.Reported Earnings • May 07First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.99 (up from US$0.82 in 1Q 2025). Revenue: US$860.2m (up 26% from 1Q 2025). Net income: US$91.1m (up 21% from 1Q 2025). Profit margin: 11% (in line with 1Q 2025). Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 9.8%. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Aerospace & Defense industry in the US. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.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.ナラティブの更新 • May 02BWXT: Enrichment Expansion And Nuclear Backlog Will Temper Execution And Pricing RisksAnalysts 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 30BWX Technologies: Great Company But Priced To PerfectionSummary 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.ナラティブの更新 • Apr 17BWXT: Enrichment Expansion And Nuclear Services Contracts Will Shape Balanced Future OutlookThe 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.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ナラティブの更新 • Apr 03BWXT: Nuclear And Defense Projects Will Balance Valuation Concerns And Execution RisksBWX 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.ナラティブの更新 • Mar 20BWXT: Commercial Nuclear Contracts Will Drive Future Upside PotentialNarrative 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.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 11Insider recently sold US$289k worth of stockOn the 2nd of March, Kevin Gorman sold around 1k shares on-market at roughly US$215 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 US$414k. Insiders have been net sellers, collectively disposing of US$5.7m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Mar 06President exercised options and sold US$5.4m worth of stockOn the 28th of February, Rex Geveden exercised options to acquire 26k shares at no cost and sold these for an average price of US$207 per share. This trade did not impact their existing holding. For the year to December 2019, Rex's total compensation was 12% salary and 88% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Rex's direct individual holding has decreased from 261.77k shares to 212.49k. Company insiders have collectively sold US$14m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • Mar 05BWXT: Commercial Nuclear Contracts And SMR Components Will Support Future UpsideThe 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.Declared Dividend • Feb 26Fourth quarter dividend increased to US$0.27Dividend of US$0.27 is 8.0% higher than last year. Ex-date: 11th March 2026 Payment date: 27th March 2026 Dividend yield will be 0.5%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 28%. Cash payout ratio: 33%.Reported Earnings • Feb 24Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull 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 exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 1.6%. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Aerospace & Defense industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.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 • 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.ナラティブの更新 • Feb 19BWXT: Nuclear Programs And Enrichment Projects Will Face Valuation And Execution TradeoffsNarrative 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.Recent Insider Transactions Derivative • Feb 13President notifies of intention to sell stockRex Geveden intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of February. If the sale is conducted around the recent share price of US$203, it would amount to US$2.0m. For the year to December 2019, Rex's total compensation was 12% salary and 88% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Rex's direct individual holding has decreased from 261.77k shares to 187.59k. Company insiders have collectively sold US$17m more than they bought, via options and on-market transactions in the last 12 months.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.ナラティブの更新 • Feb 05BWXT: Nuclear Demand And Defense Exposure Will Support Future Contract UpsideNarrative 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.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.ナラティブの更新 • Jan 22BWXT: Nuclear Demand And Defense Exposure Will Support Future Contract UpsideNarrative 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.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ナラティブの更新 • Jan 08BWXT: Nuclear Demand And Defense Exposure Will Shape A Balanced OutlookNarrative 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.ナラティブの更新 • Dec 22BWXT: Rising Nuclear Demand Will Drive Defense And Commercial Contract UpsideAnalysts 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.ナラティブの更新 • Dec 08BWXT: Expanding Nuclear Defense And Enrichment Contracts Will Drive Future MomentumAnalysts 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.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.ナラティブの更新 • Nov 24BWXT: Strong Demand For New Reactors And Defense Contracts Will Drive MomentumAnalysts 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.Recent Insider Transactions Derivative • Nov 13President notifies of intention to sell stockRex Geveden intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of November. If the sale is conducted around the recent share price of US$198, it would amount to US$2.0m. For the year to December 2018, Rex's total compensation was 12% salary and 88% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Rex's direct individual holding has decreased from 261.77k shares to 197.59k. Company insiders have collectively sold US$17m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • Nov 07BWXT: Defense And Nuclear Demand Will Support Balanced Outlook Amid Budget UncertaintyAnalysts 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.分析記事 • Nov 07BWX 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...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.Declared Dividend • Nov 06Third quarter dividend of US$0.25 announcedShareholders will receive a dividend of US$0.25. Ex-date: 19th November 2025 Payment date: 10th December 2025 Dividend yield will be 0.5%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 30%. Cash payout ratio: 20%.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.Reported Earnings • Nov 04Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$0.90 (up from US$0.76 in 3Q 2024). Revenue: US$866.3m (up 29% from 3Q 2024). Net income: US$82.1m (up 18% from 3Q 2024). Profit margin: 9.5% (in line with 3Q 2024). Revenue exceeded analyst estimates by 7.7%. Earnings per share (EPS) also surpassed analyst estimates by 4.3%. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Aerospace & Defense industry in the US. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.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.Price Target Changed • Nov 04Price target increased by 7.2% to US$206Up from US$192, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of US$216. Stock is up 80% over the past year. The company is forecast to post earnings per share of US$3.52 for next year compared to US$3.08 last year.ナラティブの更新 • Oct 24Strong Sector Demand And Major Contracts Will Drive Long-Term Revenue ExpansionAnalysts 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.Price Target Changed • Oct 15Price target increased by 7.0% to US$203Up from US$190, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of US$204. Stock is up 63% over the past year. The company is forecast to post earnings per share of US$3.52 for next year compared to US$3.08 last year.ナラティブの更新 • Oct 10Defense Modernization And Nuclear Energy Demand Will Unlock Future Market PotentialAnalysts 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.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分析記事 • Oct 01Weekly Picks: 💻 A Tiny Chip Stock Possibly Trading At A Huge Discount And 2 More PicksThis 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新しいナラティブ • Sep 29M&A Activity, Industry Diversification & A Defense Contract Monopoly Will Push BWXT For Healthy Long-Term GrowthCatalysts 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.ナラティブの更新 • Sep 26Defense Modernization And Nuclear Energy Demand Will Unlock Future Market PotentialAnalysts 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.Price Target Changed • Sep 25Price target increased by 10% to US$190Up from US$172, the current price target is an average from 11 analysts. New target price is 8.6% above last closing price of US$175. Stock is up 65% over the past year. The company is forecast to post earnings per share of US$3.53 for next year compared to US$3.08 last year.ナラティブの更新 • Sep 11Defense Modernization And Nuclear Energy Demand Will Unlock Future Market PotentialAnalysts 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.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.Recent Insider Transactions Derivative • Sep 05Insider notifies of intention to sell stockRobert Duffy intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of September. If the sale is conducted around the recent share price of US$163, it would amount to US$744k. Since March 2025, Robert has owned 3.21k shares directly. Company insiders have collectively sold US$17m more than they bought, via options and on-market transactions in the last 12 months.Valuation Update With 7 Day Price Move • Aug 11Investor sentiment improves as stock rises 20%After last week's 20% share price gain to US$179, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 22x in the Aerospace & Defense industry in the US. Total returns to shareholders of 239% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$112 per share.Recent Insider Transactions • Aug 10President recently sold US$4.5m worth of stockOn the 6th of August, Rex Geveden sold around 25k shares on-market at roughly US$179 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Rex has been a net seller over the last 12 months, reducing personal holdings by US$9.4m.Recent Insider Transactions Derivative • Aug 07President notifies of intention to sell stockRex Geveden intends to sell 25k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of August. If the sale is conducted around the recent share price of US$179, it would amount to US$4.5m. For the year to December 2018, Rex's total compensation was 12% salary and 88% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Rex has owned 261.77k shares directly. Company insiders have collectively sold US$12m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • Aug 06Defense Modernization And Nuclear Energy Demand Will Unlock Future Market PotentialAnalysts 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.Reported Earnings • Aug 05Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$0.86 (up from US$0.80 in 2Q 2024). Revenue: US$764.0m (up 12% from 2Q 2024). Net income: US$78.4m (up 7.4% from 2Q 2024). Profit margin: 10% (in line with 2Q 2024). Revenue exceeded analyst estimates by 7.5%. Earnings per share (EPS) also surpassed analyst estimates by 9.4%. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Aerospace & Defense industry in the US. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.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.Buy Or Sell Opportunity • Jul 03Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 60% to US$143. The fair value is estimated to be US$118, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 8.3% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.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分析記事 • Jun 27BWX Technologies, Inc. (NYSE:BWXT) Shares Could Be 27% Above Their Intrinsic Value EstimateKey Insights The projected fair value for BWX Technologies is US$112 based on 2 Stage Free Cash Flow to Equity Current...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.分析記事 • Jun 12Earnings 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...Buy Or Sell Opportunity • Jun 11Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 40% to US$136. The fair value is estimated to be US$112, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 8.3% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Valuation Update With 7 Day Price Move • May 28Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$127, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 22x in the Aerospace & Defense industry in the US. Total returns to shareholders of 161% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$114 per share.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 08First 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 0.9%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 13% over the next year, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 06First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst 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 exceeded analyst estimates by 5.6%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Aerospace & Defense industry in the US. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.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.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, 2025Buy Or Sell Opportunity • Apr 03Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to US$95.42. The fair value is estimated to be US$125, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.9% over the last 3 years. Earnings per share has declined by 4.1%. For the next 3 years, revenue is forecast to grow by 9.4% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.Recent Insider Transactions • Mar 03President recently sold US$4.9m worth of stockOn the 26th of February, Rex Geveden sold around 46k shares on-market at roughly US$107 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.Declared Dividend • Feb 27Fourth quarter dividend increased to US$0.25Dividend of US$0.25 is 4.2% higher than last year. Ex-date: 11th March 2025 Payment date: 28th March 2025 Dividend yield will be 0.9%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Recent Insider Transactions Derivative • Feb 25President exercised options and sold US$3.4m worth of stockOn the 21st of February, Rex Geveden exercised options to acquire 32k shares at no cost and sold these for an average price of US$105 per share. This trade did not impact their existing holding. For the year to December 2018, Rex's total compensation was 14% salary and 86% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Rex's direct individual holding has decreased from 235.80k shares to 223.86k. Company insiders have collectively sold US$5.8m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Feb 25+ 2 more updatesBWX Technologies, Inc., Annual General Meeting, May 02, 2025BWX Technologies, Inc., Annual General Meeting, May 02, 2025.Seeking Alpha • Feb 05BWX Technologies: A Competitive Advantage In New NuclearSummary 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 AlphaBuy Or Sell Opportunity • Jan 21Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 3.1% to US$127. The fair value is estimated to be US$103, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Earnings per share has declined by 4.0%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.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).業績と収益の成長予測NYSE: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 ( 3.5% ) を上回っています。収益対市場: BWXTの収益 ( 13.2% ) US市場 ( 16.8% ) よりも低い成長が予測されています。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% ) US市場 ( 11.7% ) よりも低い成長が予測されています。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2026/05/17 02:36終値2026/05/15 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.
分析記事 • Nov 07BWX 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...
Price Target Changed • Nov 04Price target increased by 7.2% to US$206Up from US$192, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of US$216. Stock is up 80% over the past year. The company is forecast to post earnings per share of US$3.52 for next year compared to US$3.08 last year.
Price Target Changed • Oct 15Price target increased by 7.0% to US$203Up from US$190, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of US$204. Stock is up 63% over the past year. The company is forecast to post earnings per share of US$3.52 for next year compared to US$3.08 last year.
Price Target Changed • Sep 25Price target increased by 10% to US$190Up from US$172, the current price target is an average from 11 analysts. New target price is 8.6% above last closing price of US$175. Stock is up 65% over the past year. The company is forecast to post earnings per share of US$3.53 for next year compared to US$3.08 last year.
Recent Insider Transactions Derivative • May 14President notifies of intention to sell stockRex Geveden intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of May. If the sale is conducted around the recent share price of US$205, it would amount to US$2.0m. For the year to December 2019, Rex's total compensation was 7% salary and 93% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2025, Rex's direct individual holding has increased from 197.59k shares to 212.49k. Company insiders have collectively sold US$14m more than they bought, via options and on-market transactions in the last 12 months.
ライブニュース • May 13BWX Technologies Expands SMR Capacity 50% and Targets PCG Acquisition Completion This YearBWX Technologies is being highlighted as a key nuclear power supplier focused on small and medium reactors (SMRs), operating what is described as the only large nuclear manufacturing facility in North America. The company is expanding its SMR production capacity by 50% in response to reported strong demand for these reactors. BWX Technologies has agreed to acquire PCG, with the deal targeted to close in the second half of the year. A 50% capacity expansion, combined with control over SMR reactor supply, points to a company that is positioning itself at the center of growing interest in smaller-scale nuclear solutions. The pending PCG acquisition adds another layer of execution risk and integration work, so it may be useful to monitor closing timelines and any updates on how the acquired operations will be folded into the existing business.
Declared Dividend • May 07First 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 0.5%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 27%. Cash payout ratio: 30%.
Reported Earnings • May 07First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.99 (up from US$0.82 in 1Q 2025). Revenue: US$860.2m (up 26% from 1Q 2025). Net income: US$91.1m (up 21% from 1Q 2025). Profit margin: 11% (in line with 1Q 2025). Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 9.8%. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Aerospace & Defense industry in the US. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
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.
ナラティブの更新 • May 02BWXT: Enrichment Expansion And Nuclear Backlog Will Temper Execution And Pricing RisksAnalysts 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 30BWX Technologies: Great Company But Priced To PerfectionSummary 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
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.
ナラティブの更新 • Apr 17BWXT: Enrichment Expansion And Nuclear Services Contracts Will Shape Balanced Future OutlookThe 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.
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
ナラティブの更新 • Apr 03BWXT: Nuclear And Defense Projects Will Balance Valuation Concerns And Execution RisksBWX 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.
ナラティブの更新 • Mar 20BWXT: Commercial Nuclear Contracts Will Drive Future Upside PotentialNarrative 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.
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 11Insider recently sold US$289k worth of stockOn the 2nd of March, Kevin Gorman sold around 1k shares on-market at roughly US$215 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 US$414k. Insiders have been net sellers, collectively disposing of US$5.7m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Mar 06President exercised options and sold US$5.4m worth of stockOn the 28th of February, Rex Geveden exercised options to acquire 26k shares at no cost and sold these for an average price of US$207 per share. This trade did not impact their existing holding. For the year to December 2019, Rex's total compensation was 12% salary and 88% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Rex's direct individual holding has decreased from 261.77k shares to 212.49k. Company insiders have collectively sold US$14m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • Mar 05BWXT: Commercial Nuclear Contracts And SMR Components Will Support Future UpsideThe 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.
Declared Dividend • Feb 26Fourth quarter dividend increased to US$0.27Dividend of US$0.27 is 8.0% higher than last year. Ex-date: 11th March 2026 Payment date: 27th March 2026 Dividend yield will be 0.5%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 28%. Cash payout ratio: 33%.
Reported Earnings • Feb 24Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull 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 exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 1.6%. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Aerospace & Defense industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.
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 • 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.
ナラティブの更新 • Feb 19BWXT: Nuclear Programs And Enrichment Projects Will Face Valuation And Execution TradeoffsNarrative 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.
Recent Insider Transactions Derivative • Feb 13President notifies of intention to sell stockRex Geveden intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of February. If the sale is conducted around the recent share price of US$203, it would amount to US$2.0m. For the year to December 2019, Rex's total compensation was 12% salary and 88% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Rex's direct individual holding has decreased from 261.77k shares to 187.59k. Company insiders have collectively sold US$17m more than they bought, via options and on-market transactions in the last 12 months.
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.
ナラティブの更新 • Feb 05BWXT: Nuclear Demand And Defense Exposure Will Support Future Contract UpsideNarrative 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.
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.
ナラティブの更新 • Jan 22BWXT: Nuclear Demand And Defense Exposure Will Support Future Contract UpsideNarrative 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.
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
ナラティブの更新 • Jan 08BWXT: Nuclear Demand And Defense Exposure Will Shape A Balanced OutlookNarrative 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.
ナラティブの更新 • Dec 22BWXT: Rising Nuclear Demand Will Drive Defense And Commercial Contract UpsideAnalysts 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.
ナラティブの更新 • Dec 08BWXT: Expanding Nuclear Defense And Enrichment Contracts Will Drive Future MomentumAnalysts 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.
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.
ナラティブの更新 • Nov 24BWXT: Strong Demand For New Reactors And Defense Contracts Will Drive MomentumAnalysts 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.
Recent Insider Transactions Derivative • Nov 13President notifies of intention to sell stockRex Geveden intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of November. If the sale is conducted around the recent share price of US$198, it would amount to US$2.0m. For the year to December 2018, Rex's total compensation was 12% salary and 88% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Rex's direct individual holding has decreased from 261.77k shares to 197.59k. Company insiders have collectively sold US$17m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • Nov 07BWXT: Defense And Nuclear Demand Will Support Balanced Outlook Amid Budget UncertaintyAnalysts 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.
分析記事 • Nov 07BWX 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...
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.
Declared Dividend • Nov 06Third quarter dividend of US$0.25 announcedShareholders will receive a dividend of US$0.25. Ex-date: 19th November 2025 Payment date: 10th December 2025 Dividend yield will be 0.5%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 30%. Cash payout ratio: 20%.
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.
Reported Earnings • Nov 04Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$0.90 (up from US$0.76 in 3Q 2024). Revenue: US$866.3m (up 29% from 3Q 2024). Net income: US$82.1m (up 18% from 3Q 2024). Profit margin: 9.5% (in line with 3Q 2024). Revenue exceeded analyst estimates by 7.7%. Earnings per share (EPS) also surpassed analyst estimates by 4.3%. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Aerospace & Defense industry in the US. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.
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.
Price Target Changed • Nov 04Price target increased by 7.2% to US$206Up from US$192, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of US$216. Stock is up 80% over the past year. The company is forecast to post earnings per share of US$3.52 for next year compared to US$3.08 last year.
ナラティブの更新 • Oct 24Strong Sector Demand And Major Contracts Will Drive Long-Term Revenue ExpansionAnalysts 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.
Price Target Changed • Oct 15Price target increased by 7.0% to US$203Up from US$190, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of US$204. Stock is up 63% over the past year. The company is forecast to post earnings per share of US$3.52 for next year compared to US$3.08 last year.
ナラティブの更新 • Oct 10Defense Modernization And Nuclear Energy Demand Will Unlock Future Market PotentialAnalysts 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.
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
分析記事 • Oct 01Weekly Picks: 💻 A Tiny Chip Stock Possibly Trading At A Huge Discount And 2 More PicksThis 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
新しいナラティブ • Sep 29M&A Activity, Industry Diversification & A Defense Contract Monopoly Will Push BWXT For Healthy Long-Term GrowthCatalysts 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.
ナラティブの更新 • Sep 26Defense Modernization And Nuclear Energy Demand Will Unlock Future Market PotentialAnalysts 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.
Price Target Changed • Sep 25Price target increased by 10% to US$190Up from US$172, the current price target is an average from 11 analysts. New target price is 8.6% above last closing price of US$175. Stock is up 65% over the past year. The company is forecast to post earnings per share of US$3.53 for next year compared to US$3.08 last year.
ナラティブの更新 • Sep 11Defense Modernization And Nuclear Energy Demand Will Unlock Future Market PotentialAnalysts 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.
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.
Recent Insider Transactions Derivative • Sep 05Insider notifies of intention to sell stockRobert Duffy intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of September. If the sale is conducted around the recent share price of US$163, it would amount to US$744k. Since March 2025, Robert has owned 3.21k shares directly. Company insiders have collectively sold US$17m more than they bought, via options and on-market transactions in the last 12 months.
Valuation Update With 7 Day Price Move • Aug 11Investor sentiment improves as stock rises 20%After last week's 20% share price gain to US$179, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 22x in the Aerospace & Defense industry in the US. Total returns to shareholders of 239% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$112 per share.
Recent Insider Transactions • Aug 10President recently sold US$4.5m worth of stockOn the 6th of August, Rex Geveden sold around 25k shares on-market at roughly US$179 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Rex has been a net seller over the last 12 months, reducing personal holdings by US$9.4m.
Recent Insider Transactions Derivative • Aug 07President notifies of intention to sell stockRex Geveden intends to sell 25k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of August. If the sale is conducted around the recent share price of US$179, it would amount to US$4.5m. For the year to December 2018, Rex's total compensation was 12% salary and 88% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Rex has owned 261.77k shares directly. Company insiders have collectively sold US$12m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • Aug 06Defense Modernization And Nuclear Energy Demand Will Unlock Future Market PotentialAnalysts 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.
Reported Earnings • Aug 05Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$0.86 (up from US$0.80 in 2Q 2024). Revenue: US$764.0m (up 12% from 2Q 2024). Net income: US$78.4m (up 7.4% from 2Q 2024). Profit margin: 10% (in line with 2Q 2024). Revenue exceeded analyst estimates by 7.5%. Earnings per share (EPS) also surpassed analyst estimates by 9.4%. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Aerospace & Defense industry in the US. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
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.
Buy Or Sell Opportunity • Jul 03Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 60% to US$143. The fair value is estimated to be US$118, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 8.3% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
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
分析記事 • Jun 27BWX Technologies, Inc. (NYSE:BWXT) Shares Could Be 27% Above Their Intrinsic Value EstimateKey Insights The projected fair value for BWX Technologies is US$112 based on 2 Stage Free Cash Flow to Equity Current...
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.
分析記事 • Jun 12Earnings 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...
Buy Or Sell Opportunity • Jun 11Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 40% to US$136. The fair value is estimated to be US$112, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 8.3% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Valuation Update With 7 Day Price Move • May 28Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$127, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 22x in the Aerospace & Defense industry in the US. Total returns to shareholders of 161% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$114 per share.
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 08First 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 0.9%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 13% over the next year, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 06First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst 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 exceeded analyst estimates by 5.6%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Aerospace & Defense industry in the US. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.
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.
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
Buy Or Sell Opportunity • Apr 03Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to US$95.42. The fair value is estimated to be US$125, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.9% over the last 3 years. Earnings per share has declined by 4.1%. For the next 3 years, revenue is forecast to grow by 9.4% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.
Recent Insider Transactions • Mar 03President recently sold US$4.9m worth of stockOn the 26th of February, Rex Geveden sold around 46k shares on-market at roughly US$107 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.
Declared Dividend • Feb 27Fourth quarter dividend increased to US$0.25Dividend of US$0.25 is 4.2% higher than last year. Ex-date: 11th March 2025 Payment date: 28th March 2025 Dividend yield will be 0.9%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Recent Insider Transactions Derivative • Feb 25President exercised options and sold US$3.4m worth of stockOn the 21st of February, Rex Geveden exercised options to acquire 32k shares at no cost and sold these for an average price of US$105 per share. This trade did not impact their existing holding. For the year to December 2018, Rex's total compensation was 14% salary and 86% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Rex's direct individual holding has decreased from 235.80k shares to 223.86k. Company insiders have collectively sold US$5.8m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Feb 25+ 2 more updatesBWX Technologies, Inc., Annual General Meeting, May 02, 2025BWX Technologies, Inc., Annual General Meeting, May 02, 2025.
Seeking Alpha • Feb 05BWX Technologies: A Competitive Advantage In New NuclearSummary 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 Alpha
Buy Or Sell Opportunity • Jan 21Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 3.1% to US$127. The fair value is estimated to be US$103, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Earnings per share has declined by 4.0%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
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
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).
