BWX Technologies, Inc. (BWXT)

BWXT's stock has shown strong performance, trending up by 49.12% in the past six months. The company delivered a strong Q3 2025, beating expectations and raising its full-year 2025 guidance, driven by robust demand and the successful integration of Kinectrics. In Q3 2025, revenue increased by 29% year-over-year to $866.3 million, surpassing consensus estimates. Adjusted earnings per share (EPS) for Q3 were $1.00, exceeding the expected $0.85. The company's backlog grew significantly to $7.4 billion, an increase of 119% year-over-year, fueled by major contracts with the National Nuclear Security Administration (NNSA). In Q2 2025, BWXT also reported strong results, with adjusted EPS of $1.02 and revenue of $764 million, exceeding analyst forecasts. Analyst ratings have been generally positive, with several "Buy" and "Strong Buy" recommendations, though some analysts have maintained "Hold" ratings or expressed concerns about naval sector growth risks. Insider trading activity in August and November 2025 showed some selling by executives and directors. The stock reached an all-time high of $218.50 on October 29, 2025.

The provided information does not explicitly detail specific demand seasonality for BWX Technologies, Inc. products and services. However, the company's business model, which relies on long-term contracts with government agencies, suggests a relatively stable revenue stream less susceptible to short-term seasonal fluctuations. Demand for nuclear solutions in global security, clean energy, and medical markets is noted to be accelerating. Furthermore, demand for nuclear components in Canada, the United States, the United Kingdom, and Europe continues to increase. The emergence of new customers investing in nuclear power due to unprecedented electricity demand growth also indicates a consistent and growing demand rather than a seasonal one.

BWX Technologies, Inc. (BWXT) specializes in nuclear components and services, primarily serving government and commercial customers internationally. The company operates within the nuclear industry, focusing on the design, engineering, and manufacture of precision naval nuclear components, reactors, and nuclear fuel. BWXT also provides nuclear materials processing, environmental site restoration, advanced nuclear technologies, and critical medical radioisotopes and radiopharmaceuticals. The company manages complex nuclear and national security operations for the U.S. Department of Energy and the National Nuclear Security Administration.

BWX Technologies, Inc. is headquartered in Lynchburg, Virginia, and has a significant operational presence across North America, primarily in the United States and Canada. Key U.S. operating locations include Lynchburg, Virginia; Barberton, Ohio; Mount Vernon, Indiana; Euclid, Ohio; Erwin, Tennessee; and Charlotte, North Carolina. In Canada, BWXT has headquarters in Cambridge, Ontario, and other facilities in Port Elgin, Oakville, Brampton, Ottawa, Vancouver, Toronto, and Arnprior. The company also has a government relations office in Washington, D.C..

BWX Technologies takes pride in its reputation for honesty and integrity, fostering an internal culture that values diversity, teamwork, candor, and accountability. The company's strong commitment to community outreach and volunteering is also integral to its work culture. BWXT's close ties to the U.S. military, including support for NASA's human spaceflight programs, are sources of pride for its workforce. The company's long-standing relationships with government agencies and its focus on niche markets contribute to its strong financial performance and reputation.

BWX Technologies, Inc. has a diverse ownership structure, with institutional investors holding a significant portion of the company's stock. Approximately 95% of the company's shares are held by institutions, while individual insiders own about 0.35%. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, State Street Corp, T. Rowe Price Investment Management, Inc., Invesco Ltd., and Franklin Resources Inc.. Other notable institutional holders include JPMorgan Chase & Co., CIBC Private Wealth Group LLC, and Alyeska Investment Group L.P.. As of September 30, 2025, institutional ownership was reported at 81.08% of total shares.