$BWXT

Five companies—BWXT, Radiant, General Atomics, Antares, and Westinghouse—will build over 20 nuclear microreactors at U.S. Army bases, with the first expected by 2028. The $2.2B Janus Program aims to establish commercial nuclear energy solutions, with each company targeting broader markets post-deployment. Projects range from 100 kWe to 20 MWe, and vendors will use milestone-based contracts.

The U.S. Army selected Fort Campbell for an advanced microreactor power plant under the Janus Program, partnering with BWX Technologies, Inc. (BWXT) to deploy a 20-megawatt reactor. The project aims for groundbreaking in late 2028, with operations starting in the early 2030s, providing resilient, independent power for critical defense missions. BWXT's TRISO fuel technology is highlighted for its safety and reliability.

BWX Technologies stock rose 3.6% in pre-market trading after the U.S. Army selected BWXT Advanced Technologies for a $2.2B nuclear microreactor project. Wells Fargo upgraded BWXT to Equal Weight, lowering its price target to $170 but citing improved risk-reward. The company plans to outline growth plans at an investor day event.

BWX Technologies (NYSE:BWXT) shares rose 3.1% premarket after being selected for the U.S. Army's Janus program to deploy its advanced nuclear reactor technology. The first reactor is planned for Fort Campbell, Kentucky, with operations expected in the early 2030s. Wells Fargo upgraded BWXT to Equal Weight with a $170 price target. The company's commercial business has grown double-digits organically, representing one third of total revenue.

The U.S. Army selected BWX Technologies, Radiant, and Westinghouse Government Services to provide microreactors for its Janus nuclear energy initiative. BWX will deploy its reactor at Fort Campbell, Ky., with operations starting in the early 2030s. Radiant secured a $750M contract for 15 microreactors, the largest in the program. Westinghouse's microreactor will be deployed at a military installation to be determined.

The U.S. Army chose BWXT's 20-megawatt nuclear reactor for Fort Campbell, advancing the Janus program. BWXT will build and operate the reactor, targeting construction start in late 2028. The reactor can provide electricity and process heat, with one unit occupying less than five acres. BWXT's CEO highlighted the company's strengths in reactor engineering and TRISO fuel development.

The US Army launched the $2.2B Janus Program to deploy nuclear microreactors at five military bases. Selected companies include BWX Technologies, Antares Nuclear, and Westinghouse. The goal is to enhance energy resilience with off-grid power by 2028. BWX Technologies is a publicly traded participant. Investors should monitor costs, regulatory, and supply chain risks. (280 characters)

BWX Technologies Inc. appointed Suzanne Maddux as senior vice president of operations to strengthen manufacturing, supply chain, and operational coordination. She will report to CEO Rex Geveden and oversee key functions, aiming to improve coordination between government and commercial operations. Maddux brings experience from Mercury Systems and RTX, with a focus on scaling operations and supporting BWXT's growth in nuclear markets.

BWX Technologies' Kinectrics division will review Clean Core Thorium Energy's ANEEL nuclear fuel program. The review supports regulatory and safety milestones for thorium-based fuel deployment, reinforcing BWXT's role in advanced nuclear projects. BWXT is a US-based company specializing in nuclear components.

The Port of Corpus Christi is embracing nuclear-powered shipping, aligning with U.S. policy shifts and geopolitical tensions. Four publicly traded companies—Huntington Ingalls (HII), BWX Technologies (BWXT), NuScale Power (SMR), and Amentum (AMTM)—are positioned to benefit. HII and BWXT have existing nuclear manufacturing capabilities, while SMR offers a speculative play on small modular reactors. Challenges include regulatory hurdles and long development timelines.