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BWXT Industrials Latest YouTube: Q2 2026 Published 2026-08-04

BWX Technologies

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

BWXT (BWX Technologies): Record Backlog, Guidance Raised — And 67% Of Revenue Grew 2%. Q2 2026

Published 2026-08-04

Library coverage

Episodes tracked
3
Episodes linked
3
Latest video
Q2 2026
2026-08-04
Podcast available
Yes
Current price
$156.78
-0.93 (-0.59%)
Trailing / Forward P/E
40.62x
Forward: 29.84x
Market cap / Volume
Volume:
Revenue / Earnings Growth
18.0%
Earnings: 14.1%
Margins
10.4% op
Gross: 22.1% · Net: 10.1%
Balance sheet
2.40x current
Debt / Equity: 151.4
52-week range / Beta
$154.59 - $241.82
Beta: 0.76
Analyst target
$234.45
Upside: 49.5%
Cash / shareholder return
1.01% FCF yield
Dividend yield: 0.66%

Company context

Industry: Aerospace & Defense
Country: United States
Employees:
Price to book: 10.76x
Return on equity: 28.3%
BWX Technologies, Inc. manufactures and sells nuclear components in the United States, Canada, and internationally. The company operates through two segments, Government Operations and Commercial Operations. It 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. The company 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, it manufactures commercial nuclear steam generators, nuclear fuel, fuel handling systems, pressure vessels, reactor components, heat exchangers, tooling delivery systems; and containers for the storage of nuclear fuel and other high-level nuclear waste. Further, the company 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. It also offers nuclear power plant lifecycle support and management services. 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.

Price chart

Market context for BWXT

Competitive view

BWXT vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

BWX Technologies latest YouTube video thumbnail YouTube
BWX Technologies
BWXT
Latest video
Q2 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Consensus analyst targets still imply meaningful upside, suggesting the Street thinks the current price leaves room for appreciation.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Honeywell International Inc. latest YouTube video thumbnail YouTube
Honeywell International Inc.
HON
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Consensus analyst targets still imply meaningful upside, suggesting the Street thinks the current price leaves room for appreciation.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Lockheed Martin Corporation latest YouTube video thumbnail YouTube
Lockheed Martin Corporation
LMT
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
BWXT
$14.36B
BWX Technologies
HON
$68.43B
Honeywell International Inc.
LMT
$130.07B
Lockheed Martin Corporation
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
BWXT
40.6x
BWX Technologies
HON
8.3x
Honeywell International Inc.
LMT
20.8x
Lockheed Martin Corporation
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
BWXT
29.8x
BWX Technologies
HON
21.6x
Honeywell International Inc.
LMT
17.2x
Lockheed Martin Corporation
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
BWXT
18.0%
BWX Technologies
HON
4.3%
Honeywell International Inc.
LMT
10.5%
Lockheed Martin Corporation
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
BWXT
14.1%
BWX Technologies
HON
263.9%
Honeywell International Inc.
LMT
443.8%
Lockheed Martin Corporation
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
BWXT
10.4%
BWX Technologies
HON
20.2%
Honeywell International Inc.
LMT
12.0%
Lockheed Martin Corporation
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
BWXT
22.1%
BWX Technologies
HON
36.5%
Honeywell International Inc.
LMT
11.8%
Lockheed Martin Corporation
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
BWXT
10.1%
BWX Technologies
HON
21.6%
Honeywell International Inc.
LMT
8.2%
Lockheed Martin Corporation
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
BWXT
28.3%
BWX Technologies
HON
46.6%
Honeywell International Inc.
LMT
89.2%
Lockheed Martin Corporation
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
BWXT
1.0%
BWX Technologies
HON
3.8%
Honeywell International Inc.
LMT
4.3%
Lockheed Martin Corporation
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
BWXT
151.40x
BWX Technologies
HON
185.37x
Honeywell International Inc.
LMT
234.24x
Lockheed Martin Corporation
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
BWXT
2.40x
BWX Technologies
HON
1.21x
Honeywell International Inc.
LMT
1.19x
Lockheed Martin Corporation
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
BWXT
0.76
BWX Technologies
HON
0.92
Honeywell International Inc.
LMT
0.11
Lockheed Martin Corporation
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
BWXT
0.7%
BWX Technologies
HON
4.3%
Honeywell International Inc.
LMT
2.4%
Lockheed Martin Corporation
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
BWXT
49.5%
BWX Technologies
HON
21.8%
Honeywell International Inc.
LMT
12.3%
Lockheed Martin Corporation

Related research

Non-quarter videos featuring BWXT

Special-topic videos, explainers, and shorts connected to this ticker.

All Research Sections
Shorts and Clips 2026-08-03

BWXT: 67% Of Revenue Grew 2% #shorts

A fast Charged Alpha clip pointing viewers into the latest earnings coverage.

Episode timeline

Episode archive for BWXT

Each row is one earnings episode with every verified platform link available.

Q2 2026
Episode live
2026-08-04
Published youtube podcast complete
BWXT (BWX Technologies): Record Backlog, Guidance Raised — And 67% Of Revenue Grew 2%. Q2 2026
Quarterly earnings-analysis entry for BWX Technologies. Use the links on the right to open the video or podcast episode.
Q1 2026
Episode live
2026-05-05
Published youtube podcast complete
BWXT Stock: EPS Beats by 21% — Q1 2026 Earnings Analysis
Quarterly earnings-analysis entry for BWX Technologies. Use the links on the right to open the video or podcast episode.
Q1 2026
Episode live
2026-05-05
Published youtube podcast complete
BWXT Stock: EPS Beats by 21% — Q1 2026 Earnings Analysis
Quarterly earnings-analysis entry for BWX Technologies. Use the links on the right to open the video or podcast episode.