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BWX Technologies BWXT

BWX Technologies scores average on business quality (5.9 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$143.83Oct 9, 2026
Business qualityAverage
Next earningsNov 2, 2026, after the close
Insiders, 90 daysQuiet

Why it matters

  1. What BWX Technologies does

    BWX Technologies manufactures nuclear components for the U.S. government, including reactors for naval submarines and aircraft carriers. It generates revenue by supplying specialized nuclear fuel and services to defense and commercial clients.

  2. What it does best

    BWX Technologies holds a near-monopoly on manufacturing nuclear naval propulsion reactors for the U.S. Navy. This creates extreme switching costs and regulatory barriers that protect its operating model, backed by a gross margin of 22.1% that outpaces TXT at 17.8%.

  3. The main risk

    A debt-to-equity ratio of 1.6x combined with $1.5B of net debt leaves the balance sheet vulnerable to unexpected capital cost spikes or execution delays in its nuclear manufacturing programs.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityWeak

Operating margin rests at 9.7% while return on equity hits 27.9%, ranking in the top quartile of its sector. Scale provides stable returns despite modest gross margins.

MoatFair

Regulatory barriers and specialized defense contracts lock in government clients. Its operating margin ranks in the 29th sector percentile, reflecting heavy upfront specialization costs.

GrowthFast

Revenue growth hit 18.3%, landing in the top decile of its sector at the 90th percentile. This top-line expansion accelerates well past historical annual figures.

Financial healthFair

Total debt sits at $2.0B against $500M in cash, while interest coverage of 9.9x keeps debt servicing manageable. Free cash flow reached $317M, showing steady cash generation.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

No open market buys or unplanned sales by executives or directors.

Our sealed record on BWXT

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is BWXT a good business?

BWX Technologies scores average on the Cluenex quality check (5.9 of 10), measured against its own industry. Profitability is weak, moat fair, growth fast and financial health fair.

Are insiders buying BWXT?

In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.

When does BWXT report earnings?

Nov 2, 2026, after the close.

For members

See BWXT today

  • Today's verdict on BWXT, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “BWX Technologies (BWXT)”, https://cluenex.com/stocks/bwxt/, data as of Oct 10, 2026.