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BWXT Industrials Latest YouTube: Q1 2026

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.

Library coverage

Episodes tracked
2
Episodes linked
2
Latest video
Q1 2026
Podcast available
Yes
Current price
$202.91
+0.42 (+0.21%)
Trailing / Forward P/E
54.11x
Forward: 38.98x
Market cap / Volume
Volume:
Revenue / Earnings Growth
26.1%
Earnings: 20.7%
Margins
10.4% op
Gross: 22.7% · Net: 10.2%
Balance sheet
2.40x current
Debt / Equity: 157.6
52-week range / Beta
$120.56 - $241.82
Beta: 0.78
Analyst target
$239.27
Upside: 17.9%
Cash / shareholder return
0.89% FCF yield
Dividend yield: 0.50%

Company context

Industry: Aerospace & Defense
Country: United States
Employees:
Price to book: 14.52x
Return on equity: 29.0%
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
BWXT
YouTube
Latest video
Q1 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Lockheed Martin Corporation
LMT
YouTube
Latest video
Q1 2026
Growth profile looks mature or currently muted, which can cap multiple expansion unless execution improves.
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.
Honeywell International Inc.
HON
YouTube
Latest video
Q4 2025
Growth profile looks mature or currently muted, which can cap multiple expansion unless execution improves.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
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
$18.59B
BWX Technologies
LMT
$122.95B
Lockheed Martin Corporation
HON
$144.42B
Honeywell International Inc.
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
54.1x
BWX Technologies
LMT
25.8x
Lockheed Martin Corporation
HON
36.4x
Honeywell International Inc.
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
BWXT
39.0x
BWX Technologies
LMT
16.6x
Lockheed Martin Corporation
HON
19.9x
Honeywell International Inc.
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
BWXT
26.1%
BWX Technologies
LMT
0.3%
Lockheed Martin Corporation
HON
2.4%
Honeywell International Inc.
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
BWXT
20.7%
BWX Technologies
LMT
-11.5%
Lockheed Martin Corporation
HON
-41.9%
Honeywell International Inc.
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
BWXT
10.4%
BWX Technologies
LMT
11.0%
Lockheed Martin Corporation
HON
21.0%
Honeywell International Inc.
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
BWXT
22.7%
BWX Technologies
LMT
9.9%
Lockheed Martin Corporation
HON
36.9%
Honeywell International Inc.
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
BWXT
10.2%
BWX Technologies
LMT
6.4%
Lockheed Martin Corporation
HON
10.9%
Honeywell International Inc.
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
BWXT
29.0%
BWX Technologies
LMT
67.6%
Lockheed Martin Corporation
HON
24.3%
Honeywell International Inc.
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
BWXT
0.9%
BWX Technologies
LMT
3.2%
Lockheed Martin Corporation
HON
2.0%
Honeywell International Inc.
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
BWXT
157.62x
BWX Technologies
LMT
276.37x
Lockheed Martin Corporation
HON
257.39x
Honeywell International Inc.
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
BWXT
2.40x
BWX Technologies
LMT
1.14x
Lockheed Martin Corporation
HON
1.39x
Honeywell International Inc.
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
BWXT
0.78
BWX Technologies
LMT
0.10
Lockheed Martin Corporation
HON
0.81
Honeywell International Inc.
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
BWXT
0.5%
BWX Technologies
LMT
2.6%
Lockheed Martin Corporation
HON
2.1%
Honeywell International Inc.
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
BWXT
17.9%
BWX Technologies
LMT
17.5%
Lockheed Martin Corporation
HON
8.5%
Honeywell International Inc.

Episode timeline

Episode archive for BWXT

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

Q1 2026
Episode live
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
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.