BWXT
BWX Technologies, Inc.Industrials · $14.4B market cap
Verdict
Share price
$134.86
close of Oct 3, 2026
Fair value
$70.49
Sticker Price
Payback Price
$28.20
buy price
BWXT is Overpriced: at $134.86 it trades 91% above its fair value of $70.49. Its buy price (Payback Price) is $28.20, 79% below today's price. Business quality is mixed: 2 of 5 key numbers clear the 10% bar.
How we valued it
Free Cash Flow. Sales grew 13% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.
Business quality
2 of 5 clear the 10% bar. What are the Big Five?
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2 of the investors we track hold BWXT. In Q1 2026, 1 trimmed. Who we track
Polen Capital Management
Polen Capital Management · as of Q2 2026
$7.2M
36,974 shares
Torray Funds
Torray Funds · as of Q2 2026
$2.5M
12,633 shares
Moves in Q1 2026
Trimmed: Polen Capital Management
Insider activity
Since Jul 1, 2026: no open-market purchases, 4 sales worth $1.7M and 16 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Geveden Rex D
President and CEO · 2026-08-12
Sold
$453K
Geveden Rex D
President and CEO · 2026-08-12
Sold
$45K
Geveden Rex D
President and CEO · 2026-08-12
Sold
$814K
Geveden Rex D
President and CEO · 2026-08-12
Sold
$412K
Other filings
Bertsch Jan
director · 2026-09-04
Award
41.93 shares
Richardson John M
director · 2026-09-04
Award
16.44 shares
PIASECKI NICOLE WEYERHAEUSER
director · 2026-09-04
Award
7.8 shares
Melvin Leland D
director · 2026-09-04
Award
15.43 shares
Krieg Kenneth J
director · 2026-09-04
Award
36.14 shares
Show all 16 other filingsShow fewer
JABLONSKY DANIEL L
director · 2026-09-04
Award
1.52 shares
JASKA JAMES M
director · 2026-09-04
Award
28.29 shares
Burbach Gerhard F
director · 2026-09-04
Award
23.19 shares
Miller Joseph Kirwan
Pres., Government Operations · 2026-09-01
Tax withholding
$232K
Miller Joseph Kirwan
Pres., Government Operations · 2026-09-01
Option exercise
3,379 shares
Maddux Suzanne
SVP, Operations · 2026-09-01
Award
$203K
Maddux Suzanne
SVP, Operations · 2026-09-01
Award
5,727 shares
Miller Joseph Kirwan
Pres., Government Operations · 2026-07-01
Tax withholding
$21K
Miller Joseph Kirwan
Pres., Government Operations · 2026-07-01
Option exercise
237 shares
Cajade Gonzalo Raul
Chief HR Officer · 2026-07-01
Tax withholding
$24K
Cajade Gonzalo Raul
Chief HR Officer · 2026-07-01
Option exercise
332 shares
About BWX Technologies, Inc.
BWX Technologies, Inc. operates globally, specializing in the production and sale of nuclear components across the United States, Canada, and other international regions. The company's multifaceted operations are categorized into three distinct segments: Nuclear Operations Group, Nuclear Power Group, and Nuclear Services Group. The Nuclear Operations Group is a pivotal supplier of precision naval and critical…
Aerospace & Defense
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works