Nuclear stocks BWX Technologies and NuScale Power are drawing fresh investor interest, but execution, valuation and revenue visibility may separate the stronger choice.

BWX Technologies, Inc. (BWXT) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
while the 26.1% revenue growth in 2026Q1 highlights strong program demand, the current P/E ratio of 55.13 appears elevated given the ongoing margin compression and inconsistent cash flow conversion.
BWX Technologies, Inc. (BWXT) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
BWX Technologies, Inc. (BWXT) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 4, 2026 | $1.12vs $0.92+21.7% | $860Mvs $837M+2.7% |
| Q1 2026 | Feb 23, 2026 | $1.08vs $0.89+21.2% | $886Mvs $838M+5.8% |
| Q4 2025 | Nov 3, 2025 | $1.00vs $0.85+17.2% | $866Mvs $793M+9.2% |
| Q3 2025 | Aug 4, 2025 | $1.02vs $0.79+29.1% | $764Mvs $794M-3.8% |
Recent stock market news and headlines for BWX Technologies, Inc. (BWXT)
Nuclear stocks BWX Technologies and NuScale Power are drawing fresh investor interest, but execution, valuation and revenue visibility may separate the stronger choice.

Futures are trading mixed as we prepare to finish the last full week of the second quarter.

Nuclear energy is back. And these stocks are positioned to win.

Both funds offer energy exposure, but they focus on different subsectors within.

Los Angeles, June 17, 2026 (GLOBE NEWSWIRE) -- Applied Atomics announced today that it has entered a licensing agreement with BWX Technologies, Inc. (NYSE: BWXT) in connection with BWXT's mPower™ small modular reactor (SMR) technology. Under the agreement, Applied Atomics will have exclusive rights to use mPower in the commercial development and deployment of land-based nuclear facilities in the United States, Canada and elsewhere.

Key metrics vs top competitors for BWX Technologies, Inc. (BWXT)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $186.08 | $17.05B | 51.83 | 18.3% | 10.31% | 28.51% | 0.54% | |
| $766.54 | $28.29B | 59.56 | 12.08% | 14.17% | 19.64% | — | |
| $108.57 | $13.66B | 9.75 | 3.07% | 7.77% | 27.1% | — | |
| $497.36 | $10.98B | 22.28 | 12.64% | 5.86% | 13.15% | — | |
| $289.46 | $11.4B | 18.81 | 8.23% | 4.71% | 12.05% | — | |
| $374.64 | $101.31B | 24.23 | 10.13% | 8.07% | 17.41% | — |
BWX Technologies, Inc. (BWXT) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
BWX Technologies, Inc. (BWXT) SEC filings — annual & quarterly reports (10-K, 10-Q)
May 5, 2026·SEC
May 4, 2026·SEC
Feb 23, 2026·SEC
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BWX Technologies, Inc. (BWXT) stock FAQ — growth, dividends, profitability & financials explained
BWX Technologies, Inc. (BWXT) reported $3.38B in revenue for fiscal year 2025. This represents a 1% decrease from $3.40B in 2008.
BWX Technologies, Inc. (BWXT) grew revenue by 18.3% over the past year. This is strong growth.
Yes, BWX Technologies, Inc. (BWXT) is profitable, generating $344.7M in net income for fiscal year 2025 (10.3% net margin).
Yes, BWX Technologies, Inc. (BWXT) pays a dividend with a yield of 0.54%. This makes it attractive for income-focused investors.
BWX Technologies, Inc. (BWXT) has a return on equity (ROE) of 28.5%. This is excellent, indicating efficient use of shareholder capital.
BWX Technologies, Inc. (BWXT) generated $328.1M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.