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Bwx Technologies Inc (DE:4BW)
NYSE:4BW

BWX Technologies (4BW) Price & Analysis

8 Followers

4BW Stock Chart & Stats

€199.55
-€1.55(-1.38%)
At close: 4:00 PM EST
€199.55
-€1.55(-1.38%)

Bulls Say, Bears Say

Bulls Say
Backlog & Contract VisibilityA record $8.7B backlog provides multi‑year revenue visibility across government and commercial work, reducing short‑term revenue volatility. Large, contractually backed Navy and commercial orders underpin predictable cash flows and support the company’s multi‑year growth plans and capacity investments.
Strong Cash GenerationConsistent operating cash flow and robust free cash flow enable internal funding for capex, greenfield builds, and acquisitions (e.g., PCG) while servicing debt. Healthy cash conversion supports reinvestment in scale and technology without sole reliance on external financing, strengthening long‑term flexibility.
Specialized Nuclear Capabilities & Capacity BuildRegulatory‑qualified nuclear manufacturing, centrifuge development, TRISO prototyping and targeted capacity expansion create high barriers to entry. These unique capabilities position BWXT to capture growing defense and commercial nuclear demand and support higher‑margin, specialized work over the medium term.
Bears Say
Elevated LeverageMeaningful indebtedness limits financial flexibility and raises refinancing and interest‑cost risk if execution or cash flow falters. Higher leverage constrains the company’s ability to accelerate investments or absorb project timing variability without adding more external funding or slowing growth initiatives.
Margin Compression Vs. Prior YearsErosion from earlier margin levels suggests weaker mix, cost pressures, or pricing limits. Lower margins reduce internal cushion for reinvestment and debt service, making outcomes more sensitive to execution, inflation, or contract pacing over the medium term unless operational improvements restore earlier profitability.
Execution & Scale‑up RisksPlanned commercial pivot, TRISO scale‑up and new facility builds depend on multi‑year integration and capital deployment. Combined with broader industry EPC/delivery risks, these execution challenges can delay revenue realization, raise costs, and compress near‑term margins if ramps or partner projects slip.

BWX Technologies News

4BW FAQ

What was Bwx Technologies Inc’s price range in the past 12 months?
Bwx Technologies Inc lowest stock price was €112.30 and its highest was €204.30 in the past 12 months.
    What is Bwx Technologies Inc’s market cap?
    Bwx Technologies Inc’s market cap is €14.78B.
      When is Bwx Technologies Inc’s upcoming earnings report date?
      Bwx Technologies Inc’s upcoming earnings report date is Aug 10, 2026 which is in 66 days.
        How were Bwx Technologies Inc’s earnings last quarter?
        Bwx Technologies Inc released its earnings results on May 04, 2026. The company reported €0.952 earnings per share for the quarter, beating the consensus estimate of €0.782 by €0.17.
          Is Bwx Technologies Inc overvalued?
          According to Wall Street analysts Bwx Technologies Inc’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Bwx Technologies Inc pay dividends?
            Bwx Technologies Inc does not currently pay dividends.
            What is Bwx Technologies Inc’s EPS estimate?
            Bwx Technologies Inc’s EPS estimate is 0.89.
              How many shares outstanding does Bwx Technologies Inc have?
              Bwx Technologies Inc has 91,614,650 shares outstanding.
                What happened to Bwx Technologies Inc’s price movement after its last earnings report?
                Bwx Technologies Inc reported an EPS of €0.952 in its last earnings report, beating expectations of €0.782. Following the earnings report the stock price went down -4.188%.
                  Which hedge fund is a major shareholder of Bwx Technologies Inc?
                  Currently, no hedge funds are holding shares in DE:4BW
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Bwx Technologies Inc

                    BWX Technologies, Inc. manufactures and sells nuclear components in the United States, Canada, and internationally. It operates in three segments: Nuclear Operations Group, Nuclear Power Group, and Nuclear Services Group. The Nuclear Operations Group segment provides precision naval and critical nuclear components, reactors, nuclear fuel, and assemblies for the United States Department of Energy/National Nuclear Security Administration's Naval Nuclear Propulsion Program and other uses; missile launch tubes for United States Navy submarines; close-tolerance and equipment for nuclear applications; and converts Cold War-era government stockpiles of high-enriched uranium, as well as receives, stores, characterizes, dissolves, recovers, and purifies uranium-bearing materials; supplies research reactor fuel elements for colleges, universities, and national laboratories; and components for defense applications. The Nuclear Power Group segment offers commercial nuclear steam generators, nuclear fuel, fuel handling systems, pressure vessels, reactor components, heat exchangers, tooling delivery systems, and containers; engineering and in-plant services for nuclear power plants; designs, manufactures, commissions, and services nuclear power generation equipment; in-plant inspection, maintenance, and modification services, as well as non-destructive examination and tooling/repair solutions; and supplies medical radioisotopes and radiopharmaceuticals for research, diagnostic, and therapeutic uses. The Nuclear Services Group segment provides nuclear materials processing, environmental site restoration, and management and operating services; develops technology for nuclear power sources application; and designs, engineers, licenses, and manufactures nuclear reactors. 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.

                    BWX Technologies (4BW) Earnings & Revenues

                    4BW Company Deck

                    4BW Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call portrayed a strongly positive operating and financial performance driven by a commercial surge: 26% total revenue growth (11% organic), a 77% YoY increase in total backlog to $8.7B, sizeable commercial revenue and EBITDA acceleration, and upwardly revised full‑year guidance for EBITDA, revenue and free cash flow. Strategic actions (PCG acquisition, planned U.S. greenfield capacity, completed centrifuge development facility, TRISO production) position BWXT to capture growing defense and commercial nuclear demand. Key near‑term risks include modest Government segment growth, integration and ramp timelines for PCG and TRISO scale‑up, industry EPC/delivery risks on large reactor projects, and some timing volatility in commercial backlog. Overall, the positive growth, record backlog and strengthened guidance meaningfully outweigh the execution and scaling challenges highlighted.View all DE:4BW earnings summaries

                    4BW Stock 12 Month Forecast

                    Average Price Target

                    €200.83
                    ▲(0.64% Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 10,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":121.16,"date":1751328000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 10,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":123.099,"date":1754006400000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n        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