BWX Technologies, Inc. (BWXT) Stock Price & Analysis

BWX Technologies, Inc. (BWXT) closed at USD 127.3 on Thursday, October 22, 2026, down 5.78% on the day. The US market is currently closed (pre-market); this is not a live price.

The prior close was USD 135.11; the Oct 22, 2026 session ranged USD 124.79–132.99 on volume of 1,617,437 shares. Market capitalization is $11.66B, with a 52-week range of USD 124.79–241.82 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:55 UTC.

Also available as compact Markdown for AI agents: nexqual.com/BWXT.md

Key facts (BWXT)

• Last four reported quarters (through Jun 30, 2026): revenue $3.51B, net income $355M (10.1% margin), free cash flow $317M (SEC filings).
• Valuation: P/E 32.8x (avg 37.8x at the last 3 fiscal year-ends), EV/EBITDA 24.0x, net debt $1.41B.
• 2 of 80 tracked superinvestors hold BWXT (13F, Q2 2026): 0 new, 1 added, 1 reduced, 0 unchanged.
• Insider open-market sales, last ~7 months: 3 Form 4 filings, $4.3M; 1 not under a Rule 10b5-1 plan ($506K); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
• Analysts: Buy (mean 2.06 on a 1–5 scale) (18 analysts), mean target USD 209.44 (range 150–290).
• Total return with dividends: 1Y -36.0% vs S&P 500 +14.9%; 5Y +131.4% vs S&P 500 +80.3%.
• Next earnings: 2026-11-02, EPS estimate USD 1.19, revenue estimate $972M.

Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (BWXT)

Fiscal years end Dec. EPS is split-adjusted.

Valuation (price ÷ last four quarters, through Jun 30, 2026) (BWXT)

P/E 32.8x · P/S 3.3x · EV/EBITDA 24.0x · EV/Sales 3.7x · P/FCF 36.8x · P/B 8.7x · FCF yield 2.72% · Earnings yield 3.05% · Dividend yield (paid, TTM) 0.82% · Buyback yield (TTM) 0.00% · Net debt $1.41B · EV $13.1B

P/E at fiscal year-ends: Dec 2025 48.3x, Dec 2024 36.3x, Dec 2023 28.7x.

Superinvestors (SEC 13F-HR, Q2 2026) (BWXT)

2 of 80 tracked investors hold BWXT. Each row is the investor's latest 13F; change is vs their prior-quarter share count.

Insider sales (SEC Form 4, open-market, last ~7 months) (BWXT)

2 of 3 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.

% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).

Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

Analysts (BWXT)

Consensus Buy (mean 2.06 on a 1–5 scale), 18 analysts; mean target USD 209.44 (low 150, high 290).

Rating changes, last 120 days:

Total return (dividends reinvested) (BWXT)

BWXT revenue by business segment (quarter ended Mar 31, 2026)

BWXT revenue by product line (quarter ended Mar 31, 2026)

BWXT revenue by region (quarter ended Mar 31, 2026)

As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).

BWXT customer concentration

In the period ended Mar 31, 2026, a single direct customer accounted for 89% of revenue, per the company's 10-Q filed May 4, 2026. The company does not name it.

BWXT company outlook (results filed Aug 3, 2026)

• “BWXT raised its 2026 guidance for revenue, adjusted EBITDA, non-GAAP EPS (1) , and free cash flow (1) . 2026 guidance includes contribution from the Precision Components Group, LLC acquisition, which closed on July 1, 2026.”

Quoted word-for-word from the SEC 8-K results press release.

BWXT analyst estimates and revisions

BWXT options: expected move

Options price a move of about ±12.6% (±$16.00) by Nov 20, 2026, which includes earnings on Nov 2, 2026. Over the last 8 reports the stock moved ±5.9% on average.

30-day implied volatility 53% vs 36.4% realized over the last 30 trading days. Put/call ratio (volume) 1.43. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.

Key Statistics (as of October 23, 2026 at 09:55 UTC)

Technical Analysis (BWXT)

Nexqual's technical model rates BWXT "SELL" based on 3 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 09:55 UTC.

Analyst Ratings (BWXT)

Wall Street analysts rate BWXT "Buy" based on 18 analysts, with a mean price target of USD 209.44 (range USD 150–290), per Nexqual as of October 23, 2026 at 09:55 UTC.

Earnings (BWXT)

Recent Earnings History

Source: Nexqual, October 23, 2026 at 09:55 UTC.

Financials & Fundamentals (BWXT)

Source: Nexqual, October 23, 2026 at 09:55 UTC.

Financial Health Score (BWXT)

Nexqual rates BWX Technologies, Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 09:55 UTC.

Ownership (BWXT)

Source: Nexqual, October 23, 2026 at 09:55 UTC.

Leadership (BWXT)

BWX Technologies, Inc. is led by Rex D. Geveden, President, CEO & Director, per Nexqual as of October 23, 2026 at 09:55 UTC.

Major Backers & Investors (BWXT)

Notable institutional backers of BWX Technologies, Inc. include JPMorgan, First Trust Advisors LP, Alkeon Capital Management LLC, according to Nexqual as of October 23, 2026 at 09:55 UTC.

Active Investors

Index Funds (Passive)

Source: Nexqual, October 23, 2026 at 09:55 UTC.

From BWX Technologies, Inc.'s Latest SEC 10-K Filing (filed 2026-02-23)

Key Strengths & Strategy (as disclosed to the SEC)

• Kinectrics is a leader in providing lifecycle management services for the global nuclear power and transmission and distribution markets, and in the production and supply of isotopes for the radiopharmaceutical industry which will enable us to expand our portfolio of products and services in the global nuclear and nuclear medicine markets.

Partnerships

• The MOU was modified in late 2014 to add the DOE and the NNSA as parties to deal with "special nuclear materials." In December 2014, the Army Corps issued a Proposed Record of Decision Amendment, which reflects a revised cost estimate of $350 million, in addition to the $62 million expended through September 2014, to implement the selected remedy.

Legal & Regulatory Risks (Item 1A, quoted)

• Our business may be adversely affected by the outcome of legal proceedings, investigations, disputes and other contingencies that cannot be predicted with certainty.
• The Price-Anderson Act and Canada's NLCA indemnification provisions may not apply to all liabilities that we might incur while performing services as a contractor for the DOE and the nuclear power industry.
• Our operations involve the handling, transportation and disposal of radioactive and hazardous materials, and environmental laws and regulations and civil liability for contamination of the environment or related personal injuries may result in increases in our operating costs and capital expenditures and decreases in our earnings and cash flows.

Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.

Peers & Related Stocks

Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:55 UTC. This page is informational and not investment advice.

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