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NYSE · Industrials

BWX TECHNOLOGIES INC BWXT

BWX Technologies, Inc. manufactures and sells nuclear components in the United States, Canada, and internationally. The company operates through two segments, Government Operations and Commercial Operations. It manufactures precision naval nuclear components, reactors, and nuclear fuel; close-tolerance and high-quality equipment for nuclear applications; critical nuclear components, fuels and assemblies for government and limited other uses; down blend government stockpiles of uranium; and fabricate fuel-bearing precision components.

Sources StockAnalysis company profile stockanalysis.com
Industrial Machinery/Components

Company profile

Business mix

  • The company operates through two segments, Government Operations and Commercial Operations.
  • The company also supplies proprietary and sole-source valves, manifolds, and fittings to naval and commercial shipping customers; research reactor fuel elements for colleges, universities, and national laboratories; and components for defense applications.
  • In addition, it manufactures commercial nuclear steam generators, nuclear fuel, fuel handling systems, pressure vessels, reactor components, heat exchangers, tooling delivery systems.
  • Further, the company supplies nuclear fuel, fuel handling systems, tooling delivery systems, nuclear-grade materials and precisely machined components; and manufactures medical radioisotopes, radiopharmaceuticals, and medical devices.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in aerospace & defense?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 49.59 FCF 1.93% Buyback -0%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Alkeon Capital Management 0.6% $355.7M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.1% $36.3M 2026-03-31

Recent trading changes over the last 2 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 2 Last 2 13F filing periods
Net reducers 0 Last 2 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $36.0M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +10.1% +175,959 / 1,740,935
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 3.4% 13F value change -$934,208
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 5.5% 13F value change +$7.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 162,887 Last 2 periods +14,659 (+9.0%) Total shares 177,546 Value $36.3M
Alkeon Capital Management 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 0.2% 13F value change -$17.7M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 10.0% 13F value change +$82.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,578,048 Last 2 periods +161,300 (+10.2%) Total shares 1,739,348 Value $355.7M
Duquesne Family Office Stanley Druckenmiller 2 filing periods
13F 2025-06-30 Filed 2025-08-15
New Shares - 13F value change +$11,017
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$11,017
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 2 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.