BWX Technologies (BWXT)
NYSEIndustrialsAerospace & DefenseSnapshot 2026-09-04
$157.59-1.66%
Close 2026-09-04 · 1-day change
NYSEIndustrialsAerospace & DefenseSnapshot 2026-09-04
Research Workspace
Put BWXT beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Aerospace & Defense is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Free cash flow reaches at least $315 million in 2026: FCF $50M-$80M vs $315M target.
View ThesisRevenue growth is accelerating — up about 23% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 37% in its worst 12-month stretch.
View RiskBWXT's growth in the nuclear energy sector must continue to justify its current valuation. Revenue grew 18% year over year, and the latest quarter beat expectations. It trades at 37× P/E versus a peer median of 30×, indicating that the price reflects less growth than forecasted. A specific risk is the potential for a credibility hit if BWXT cuts guidance after a recent raise, with an 18% miss probability. Peer multiples imply a price about 8% below where it trades (it looks expensive on this basis). This read is provisional.
Trailing returns as of 2026-09-04. BWXT is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 18 analysts currently covering BWXT (as of Sep 2026).
Based on 5 Wall Street analysts offering 12-month price targets for BWXT in the last 4 months.
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Compare BWXT with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| BWXT Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Aerospace & Defense — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put BWXT next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Focus on core nuclear national defense and commercial nuclear power markets
Expansion aligns with focus on core nuclear markets.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $157.59
The last 12 months of price, then the range of analyst 12-month targets from today’s $157.59.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Focus on core nuclear national defense and commercial nuclear power markets
New nuclear plants align with core market focus.
Advances: Focus on core nuclear national defense and commercial nuclear power markets
U.S. Army's support enhances BWXT's nuclear market focus.
Advances: Focus on core nuclear national defense and commercial nuclear power markets
Expanding government services aligns with core market focus.
Advances: Focus on core nuclear national defense and commercial nuclear power markets
AI integration aligns with core nuclear market focus.
Advances: Focus on core nuclear national defense and commercial nuclear power markets
Focus on core markets enhances strategic alignment and growth potential.
Advances: Generate strong free cash flow and manage capital expenditures
Increased free cash flow outlook enhances capital allocation.
Advances: Increase revenue growth
Record backlog indicates strong future revenue growth potential.
