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Upturn AI SWOT - About
BWXT 
BWX Technologies Inc (BWXT)
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Upturn Advisory Summary
04/01/2025: BWXT (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 26.83% | Avg. Invested days 57 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 9.18B USD | Price to earnings Ratio 32.73 | 1Y Target Price 134.91 |
Price to earnings Ratio 32.73 | 1Y Target Price 134.91 | ||
Volume (30-day avg) 1087730 | Beta 0.69 | 52 Weeks Range 85.87 - 135.70 | Updated Date 04/2/2025 |
52 Weeks Range 85.87 - 135.70 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 1.00% | Basic EPS (TTM) 3.07 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 10.43% | Operating Margin (TTM) 9.82% |
Management Effectiveness
Return on Assets (TTM) 7.34% | Return on Equity (TTM) 28.04% |
Valuation
Trailing PE 32.73 | Forward PE 28.65 | Enterprise Value 9997448450 | Price to Sales(TTM) 3.4 |
Enterprise Value 9997448450 | Price to Sales(TTM) 3.4 | ||
Enterprise Value to Revenue 3.7 | Enterprise Value to EBITDA 21.09 | Shares Outstanding 91394704 | Shares Floating 91003419 |
Shares Outstanding 91394704 | Shares Floating 91003419 | ||
Percent Insiders 0.42 | Percent Institutions 94.96 |
Analyst Ratings
Rating 4.3 | Target Price 136.4 | Buy 2 | Strong Buy 6 |
Buy 2 | Strong Buy 6 | ||
Hold 1 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
BWX Technologies Inc
Company Overview
History and Background
BWX Technologies Inc. (BWXT) was founded in 1867 as Babcock & Wilcox. It has a long history in nuclear technology and manufacturing, evolving into a focused provider of nuclear components and services. It was spun off as a separate entity in 2015.
Core Business Areas
- Nuclear Operations Group (NOG): Manufactures nuclear reactors and components for the U.S. government, primarily the Department of Energy and the U.S. Navy.
- Nuclear Power Group (NPG): Provides nuclear fuel, fuel handling equipment, and other services for commercial nuclear power plants, including specialized manufacturing.
- Nuclear Services Group (NSG): Offers specialized nuclear services such as waste treatment, environmental remediation, and site management for government and commercial customers.
Leadership and Structure
Rex D. Geveden is the President and Chief Executive Officer. The company operates with a group-structured organization with executive oversight for each core business segment.
Top Products and Market Share
Key Offerings
- Naval Nuclear Reactors: Designs and manufactures naval nuclear reactors for U.S. Navy submarines and aircraft carriers. BWXT is the sole manufacturer. Competitors are limited due to the specialized nature and governmental contracts.
- Nuclear Fuel: Manufactures nuclear fuel for commercial nuclear power plants. Market share data not readily available. Competitors include Westinghouse Electric Company, Framatome, and Global Nuclear Fuel.
- Medical Isotopes: Produces medical isotopes for diagnostic and therapeutic applications. BWXT has increasing share in a niche market. Competitors are NorthStar Medical Radioisotopes and Curium.
Market Dynamics
Industry Overview
The industry involves nuclear power generation, defense nuclear programs, and medical isotope production. It's heavily regulated and requires specialized expertise.
Positioning
BWXT is a leader in nuclear component manufacturing and services, particularly for defense applications. Its competitive advantages lie in its established relationships with the U.S. government and its specialized capabilities.
Total Addressable Market (TAM)
The total addressable market is estimated to be in the tens of billions of dollars, encompassing nuclear power, defense, and medical applications. BWXT is well-positioned to capture a significant portion of this TAM, particularly within government contracts.
Upturn SWOT Analysis
Strengths
- Strong relationship with the U.S. government
- Specialized nuclear expertise
- Sole provider of naval nuclear reactors
- Diversified revenue streams (defense, commercial, medical)
- High barriers to entry
Weaknesses
- Dependence on government contracts
- Exposure to regulatory changes
- Capital intensive operations
- Potential environmental liabilities
- Limited commercial nuclear power market growth
Opportunities
- Growth in medical isotope demand
- Expansion of nuclear waste treatment services
- International opportunities in nuclear power
- Development of advanced reactor technologies
- Increasing defense spending
Threats
- Budget cuts in defense spending
- Delays in government approvals
- Competition from alternative energy sources
- Nuclear accidents or incidents
- Changes in nuclear regulations
Competitors and Market Share
Key Competitors
- Fluor Corporation (FLR)
- Jacobs Engineering Group (J)
- Westinghouse Electric Company
Competitive Landscape
BWXT benefits from its specialized nuclear expertise and strong government relationships. Competitors offer broader engineering and construction services, but lack BWXT's nuclear specialization.
Major Acquisitions
NFS Services, Inc.
- Year: 2022
- Acquisition Price (USD millions): 85
- Strategic Rationale: Expanded its nuclear services offerings and strengthened its position in the nuclear waste management market.
Growth Trajectory and Initiatives
Historical Growth: BWXT has experienced steady growth driven by its defense and commercial nuclear operations. Growth in medical isotopes has been a recent contributor.
Future Projections: Analyst projections suggest continued growth driven by defense spending and expansion in medical isotopes. Projections vary based on government budgets and market conditions.
Recent Initiatives: Recent initiatives include expanding medical isotope production capacity and pursuing contracts for advanced reactor technologies.
Summary
BWX Technologies is a strong company benefiting from its specialization in nuclear technology and its crucial role in U.S. defense. Its reliance on government contracts presents a risk, but the company is diversifying into medical isotopes and nuclear waste management. Regulatory changes and technological advancements are areas to watch. Overall, BWXT's niche focus and defense contracts provide a stable foundation for continued growth.
Similar Companies
FLR
Fluor Corporation
FLR
Fluor Corporation
HON
Honeywell International Inc
HON
Honeywell International Inc
J
Jacobs Solutions Inc.
J
Jacobs Solutions Inc.
LDOS
Leidos Holdings Inc
LDOS
Leidos Holdings Inc
NOC
Northrop Grumman Corporation
NOC
Northrop Grumman Corporation
Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Industry Publications
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market data is dynamic and subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About BWX Technologies Inc
Exchange NYSE | Headquaters Lynchburg, VA, United States | ||
IPO Launch date 2010-08-02 | President, CEO & Director Mr. Rex D. Geveden | ||
Sector Industrials | Industry Aerospace & Defense | Full time employees 8700 | Website https://www.bwxt.com |
Full time employees 8700 | Website https://www.bwxt.com | ||
BWX Technologies, Inc., together with its subsidiaries, manufactures and sells nuclear components in the United States, Canada, and internationally. It operates through two segments, Government Operations and Commercial Operations. The company designs and 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. It 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, the company designs and manufactures commercial nuclear steam generators, nuclear fuel, fuel handling systems, pressure vessels, reactor components, heat exchangers, tooling delivery systems; and other auxiliary equipment, including containers for the storage of nuclear fuel and other high-level nuclear waste. Further, it supplies nuclear fuel, fuel handling systems, tooling delivery systems, nuclear-grade materials and precisely machined components; and manufactures medical radioisotopes, radiopharmaceuticals, and medical devices. Additionally, it provides specialized engineering services that include structural component design, 3-D thermal-hydraulic engineering analysis, weld and robotic process development, electrical and controls engineering and metallurgy and materials engineering; in-plant inspection, maintenance and modification services; and non-destructive examination and tooling/repair solutions. The company was formerly known as The Babcock & Wilcox Company and changed its name to BWX Technologies, Inc. in June 2015. BWX Technologies, Inc. was founded in 1867 and is headquartered in Lynchburg, Virginia.
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