BWX Technologies, Inc.
No SEC Form 4 filings for $BWXT in the last 30 days.
Industry update covers multiple nuclear and energy deals. HanmiGlobal plans a US SMR project-development unit. Applied Atomics secured exclusive mPower rights from BWX Technologies. BWXT, Core Power, Oklo, Deep Fission, GE Vernova Hitachi, TerraPower, Rolls-Royce SMR, and Baker Hughes/ Terra Innovatum also announced collaborations. Energy Fuels got a conditional $725m DoD loan; Cameco/Orano agreed to buy Tepco’s 5% Cigar Lake stake.
BWXT said it completed its early-July acquisition of PCG, expanding its U.S. naval nuclear manufacturing base. BWXT’s CEO Rex Geveden said most PCG revenue and backlog supports the U.S. Naval Nuclear Propulsion Program. BWXT plans integration over coming quarters, assessing which outsourced work to bring in-house and potential capital needs, with PCG focused on medium-scale components.
BWX Technologies (NYSE: BWXT) will sell its medical business, including BWXT Medical and Kinectrics’ stable medical isotopes unit, to Sweden-based Nordic Capital for up to $800m. BWXT will keep a minority stake and continue providing isotope and radiochemical expertise. BWXT said the business tripled revenue since 2018; Nordic Capital plans to scale radiopharmaceuticals.
Over the past 7 days, alphai's AI scored 6 news stories mentioning BWXT (BWX Technologies, Inc.). Coverage has skewed bullish: 3 bullish, 3 neutral, and 0 bearish.
Recent BWXT coverage spans financial news, earnings and mergers & acquisitions.
The deal strengthens BWXT’s mPower commercialization path via NRC reengagement and component manufacturing royalties.
The PCG deal is positioned to expand BWXT’s naval nuclear manufacturing capacity and improve supply-chain control, supporting Navy program execution.
The announced divestiture is a capital allocation and portfolio shift, likely refocusing BWXT on nuclear national security and commercial power while retaining a minority stake.
Results were broadly in-line on revenue but slightly ahead on adjusted EPS, with the stock down 3.6% immediately after the release.
Guidance raise plus segment momentum (Commercial Operations growth) suggests improved earnings and cash-flow visibility into 2H26.
alphai scores every news story that mentions BWXT with an AI model for sentiment and relevance, and aggregates insider trades from BWX Technologies, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Industry update covers multiple nuclear and energy deals. HanmiGlobal plans a US SMR project-development unit. Applied Atomics secured exclusive mPower rights from BWX Technologies. BWXT, Core Power, Oklo, Deep Fission, GE Vernova Hitachi, TerraPower, Rolls-Royce SMR, and Baker Hughes/ Terra Innovatum also announced collaborations. Energy Fuels got a conditional $725m DoD loan; Cameco/Orano agreed to buy Tepco’s 5% Cigar Lake stake.
9 min readBWXT said it completed its early-July acquisition of PCG, expanding its U.S. naval nuclear manufacturing base. BWXT’s CEO Rex Geveden said most PCG revenue and backlog supports the U.S. Naval Nuclear Propulsion Program. BWXT plans integration over coming quarters, assessing which outsourced work to bring in-house and potential capital needs, with PCG focused on medium-scale components.
4 min readBWX Technologies (NYSE: BWXT) will sell its medical business, including BWXT Medical and Kinectrics’ stable medical isotopes unit, to Sweden-based Nordic Capital for up to $800m. BWXT will keep a minority stake and continue providing isotope and radiochemical expertise. BWXT said the business tripled revenue since 2018; Nordic Capital plans to scale radiopharmaceuticals.
3 min readBWX (NYSE:BWXT) reported Q2 CY2026 revenue of $901.6 million, up 18% year on year and in line with Wall Street expectations. Non-GAAP adjusted EPS was $1.07, up from $1.02, beating consensus by 2.7%. Analysts expect revenue growth of 13.4% and full-year EPS to rise from $4.27 to $4.99.
6 min readBWX Technologies, Inc. (BWXT) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 bwxt_63026xerexhibit991.htm EX-99.1 Document BWX Technologies Reports Second Quarter 2026 Results • 2Q26 revenues of $901.6 million • 2Q26 net income of $89.1 million, adjusted EBITDA (1) of $155.5 million • 2Q26 diluted GAAP EPS of $0.97, non-GAAP (1) EPS of $1.07 • An
7 min readBWX Technologies (NYSE: BWXT) is set to report Q2 earnings Monday afternoon. Last quarter, it reported revenue of $860.2 million, up 26.1% year over year, and beat analysts’ revenue, EBITDA, and EPS estimates. For the upcoming quarter, analysts expect revenue growth of 18.3% y/y. The article cites an average price target of $238.16 versus $168.79.
2 min readJPMorgan began coverage of BWX Technologies (BWXT) on July 27, 2026 with an Overweight rating and a $230 price target through Dec 2027. The target is about 30% above the stock’s July 28 close of $169.67. JPMorgan cites BWXT’s U.S. Navy reactor-core work, $1.4B in new Navy contracts in May, and Q1 FY2026 results: $860.2M revenue (+26% YoY) and $1.12 adjusted EPS.
6 min readBWXT updated Campbell County residents on its planned TRISO nuclear fuel fabrication facility at Pronghorn Industrial Park. Company officials said public response has been positive and utilities support schedule certainty. Timeline cited: permitting 2027, groundbreak 2028, startup 2030, commercial operations 2031. BWXT said the site will not store spent fuel, only low-level waste shipped out.
6 min readAnalysts at Roth MKM, Bernstein and J.P. Morgan issued differing views on Generac Holdings (GNRC), Boeing (BA) and BWX Technologies (BWXT). GNRC: Hold, with TipRanks consensus Moderate Buy and price target $300.62. BA: Bernstein Buy, $298 target; consensus Strong Buy, $278.60. BWXT: J.P. Morgan Buy, $230 target; consensus Moderate Buy, $236.71.
2 min readBWXT and Kairos Power discussed a proposed TRISO fuel fabrication facility in Campbell County, Wyoming. BWXT selected Pronghorn Industrial Park as the site, with operations expected in late 2030. The companies say it will not produce or store high-level waste or spent fuel. BWXT received $100 million in state funding and is working on design and power supply talks.
6 min read
