Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

BWX Technologies, Inc.
Next earnings Aug 3, 2026 (after close) · consensus $1.07 EPS, $921M rev
Last earnings +0.2% on 2026-05-04
Mission-critical nuclear/defense supplier with 18% growth and 27% ROE, but a 57x P/E and rising leverage cap the near-term upside.
Sources: SEC EDGAR (CIK 0001486957, latest 10-Q filed 2026-05-04) · EODHD · analysis by claude-code · as of 6/21/2026, 8:42:29 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Middling fundamentals and a rich price (~34% above fair value) leave little margin of safety — a wait-and-see.
BWX Technologies is a sole-source supplier of nuclear components and fuel for U.S. Navy submarines and aircraft carriers, plus DOE site services and a growing medical-radioisotope business. The franchise is exceptionally defensible: ~68% of FY2025 revenue came from U.S. Government contracts and management states it 'has not been negatively impacted by federal budget reductions to date.' Operationally, FY2025 was strong — revenue grew 18.3% to $3.20B, net income rose 16.7% to $329M, diluted EPS climbed 16.6% to $3.58, and ROE is an impressive 26.7%. Revenue has compounded steadily from $2.12B in FY2021.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
Unlock with Pro€15/mo · cancel anytime
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $2.12B | $2.23B | $2.50B | $2.70B | $3.20B |
| Gross profit | — | — | — | — | — |
| Operating income | $346M | $349M | $383M | $381M | $404M |
| Net income | $306M | $238M | $246M | $282M | $329M |
| Diluted EPS | $3.24 | $2.60 | $2.68 | $3.07 | $3.58 |
| Net margin | 14.4% | 10.7% | 9.8% | 10.4% | 10.3% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
4 buys · 1 member · last 180d
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1482 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.