What is the 13F Pro Quality Score for BWXT?

13F Pro ranks BWX Technologies, Inc. (BWXT) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View BWXT's current score at https://13fpro.ai/research/BWXT (free sign-up required for the full ranking).

Where does 13F Pro source BWXT data?

All BWX Technologies, Inc. fundamentals and ownership data come directly from SEC EDGAR. BWX Technologies, Inc. files with the SEC under CIK 1486957. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is BWXT in?

BWX Technologies, Inc. (BWXT) is classified in the Industrials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/industrials.

What drives BWXT's revenue?

Per BWX Technologies, Inc.'s latest 10-Q filed with the SEC on 2026-05-04, the biggest revenue drivers are: Government Operations ($577.9M, +4.1% YoY); Commercial Operations ($283.6M, +121.1% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/research/BWXT.

What are BWXT's largest expenses?

BWX Technologies, Inc.'s latest 10-Q reports these as the largest expense items: Cost of operations ($662.8M, +28.2% YoY). Sourced directly from SEC EDGAR filing text for Q1 2026 (quarter ended March 31, 2026).

How often is BWXT research updated on 13F Pro?

BWXT's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

BWX Technologies, Inc.(BWXT)Stock Analysis

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13F Pro Quality Score

68.0/100

Rank #436 of 2,879 stocksTOP 25%

View Industrials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

75.7/100

Profitability

67.4/100

Balance Sheet

80.5/100

Earnings Quality

61.8/100

Free Cash Flow

61.4/100

Institutional Flow

23.8/100

Revenue Scale

70.8/100

Dilution Risk

62.6/100

BWXT Stock Analysis & AI Quality Score

AI stock analysis and institutional research for BWX Technologies, Inc. (BWXT), a Industrials sector company. 13F Pro's AI-powered ranking engine scores BWXT at 68.0/100 on a 32-signal composite quality model, placing it at rank #436 of 2,879 stocks — the top 25% of the AI-ranked universe. BWXT scores in the top quartile across balance sheet strength (80.5), revenue growth (75.7). Areas of concern include institutional flow (23.8), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), BWX Technologies, Inc. reports quarterly revenue of $860.2M, net income of $91.1M, an operating margin of 12.4%. Top institutional holders of BWXT by reported 13-F value include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. BWXT trades on the NYSE exchange and files with the SEC under CIK 1486957. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BWXT daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for BWX Technologies, Inc. directly from SEC EDGAR. BWX Technologies, Inc.'s 13F Pro composite quality score has ranged between 8 and 73 since 2021, currently 68.0 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.

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Fun facts about BWX Technologies, Inc.

Quirks, history, and lore behind BWXT — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. industrial company · mid-cap · listed on the NYSE · headquartered in Virginia.
2
The Numbers
Annual revenue in the range of $2–3 billion, with a workforce of roughly 7,000 employees — small enough to fly under the radar, large enough to build things that could end civilization.
3
The History
Its roots trace back to the Manhattan Project era and the dawn of the U.S. nuclear Navy — it has been building reactor components for American submarines and aircraft carriers for over 70 years.
4
The Secret
The U.S. government — specifically the Department of Defense and Department of Energy — is essentially its only meaningful customer, making this one of the quietest defense monopolies you've never heard of.
5
The Lore
It operates nuclear fuel and component facilities so sensitive they require security clearances to enter, and it manages sites for the National Nuclear Security Administration — basically a contractor that babysits America's atomic arsenal.
6
The Giveaway
Spun off from Babcock & Wilcox in 2015, this company's initials literally stand for B&W eX Technologies — and it makes the nuclear reactors that power every U.S. Navy warship.

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What's Driving BWXT's Business? Latest 10-Q Breakdown

AI-extracted from BWX Technologies, Inc.'s 10-Q filed 2026-05-04 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Q1 revenues surged 26% to $860.2M driven by Kinectrics acquisition contribution of $105.3M in Commercial Operations, while operating income grew 10% to $106.7M.

Biggest Revenue Drivers

Total revenue: $860.2M+26.1% YoY

Government Operations$577.9M+4.1% YoY

Increased by Aerojet Ordnance Tennessee contribution of $16.2M and enrichment operations, partially offset by lower advanced technologies revenue.

Commercial Operations$283.6M+121.1% YoY

Kinectrics acquisition on May 20, 2025 contributed $105.3M; on-site inspection and maintenance work up $23.1M; components manufacturing up $19.2M.

Largest Expense Items

Cost of operations$662.8M+28.2% YoY

Increased in line with revenue growth from acquisitions and operational expansion.

Margins: Operating margin compressed slightly: Government Operations fell to 17.2% from 17.6% YoY, while Commercial Operations improved to 8.5% from 5.0% due to favorable product mix. Consolidated operating income grew 10.4% despite margin pressure from acquisition-related costs and corporate overhead.

Watch Items from the Filing

U.S. Government represents 89% of Government Operations Q1 revenue ($533.9M of $577.9M segment revenue), creating significant customer concentration risk dependent on federal budget appropriations.
Kinectrics acquisition (May 2025) integration ongoing; certain internal controls over financial reporting have been impacted by conforming to BWXT processes, expected to complete in 2026.
Backlog increased 19% to $8.65B from $7.26B YoY; unfunded backlog on U.S. Government contracts totaled $2.37B as of March 31, 2026.
Announced intention to acquire Precision Components Group post-quarter for significant cash investment; expected close H2 2026, subject to regulatory approval.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q1 2026

$860.2M

Net Income

Q1 2026

$91.1M

Free Cash Flow

Q1 2026

$50.1M

Operating Margin

Q1 2026

12.4%

D/E Ratio

Q1 2026

1.58

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+18.3% YoY

$3.20BFY 2025

FY22 $2.23BFY23 $2.50BFY24 $2.70BFY25 $3.20B

Net Income

+16.7% YoY

$328.9MFY 2025

FY22 $238.2MFY23 $245.8MFY24 $281.9MFY25 $328.9M

Operating Income

+6.3% YoY

$404.5MFY 2025

FY22 $348.6MFY23 $383.1MFY24 $380.6MFY25 $404.5M

EPS (Diluted)

+16.6% YoY

$3.58FY 2025

FY22 $2.60FY23 $2.68FY24 $3.07FY25 $3.58

Total Assets

+48.8% YoY

$4.27BFY 2025

FY22 $2.62BFY23 $2.75BFY24 $2.87BFY25 $4.27B

Total Debt

+91.0% YoY

$2.02BFY 2025

FY22 $1.29BFY23 $1.21BFY24 $1.06BFY25 $2.02B

Op. Cash Flow

+17.5% YoY

$479.8MFY 2025

FY22 $244.7MFY23 $363.7MFY24 $408.4MFY25 $479.8M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$3.20B +18.3%	$2.70B +8.3%	$2.50B +11.8%	$2.23B +5.1%	$2.12B +0.0%	$2.12B
Net Income	$328.9M +16.7%	$281.9M +14.7%	$245.8M +3.2%	$238.2M -22.1%	$305.9M +9.8%	$278.7M
Operating Income	$404.5M +6.3%	$380.6M -0.6%	$383.1M +9.9%	$348.6M +0.8%	$345.8M -3.5%	$358.6M
EPS (Diluted)	$3.58 +16.6%	$3.07 +14.6%	$2.68 +3.1%	$2.60 -19.8%	$3.24 +11.3%	$2.91
Total Assets	$4.27B +48.8%	$2.87B +4.5%	$2.75B +4.9%	$2.62B +4.7%	$2.50B +9.1%	$2.29B
Total Debt	$2.02B +91.0%	$1.06B -12.7%	$1.21B -6.1%	$1.29B +8.4%	$1.19B +37.9%	$862.7M
Operating Cash Flow	$479.8M +17.5%	$408.4M +12.3%	$363.7M +48.6%	$244.7M -36.6%	$386.0M +96.5%	$196.4M

AI Insight: BWXT Financial Trends

BWXT delivered 26% revenue growth from Q2 2024 to Q1 2026 but debt surged 66% over the same period.

• Revenue accelerated from $681M in Q2 2024 to $860M in Q1 2026, representing 26% growth.

• Net income improved from $73M in Q2 2024 to $91M in Q1 2026, up 25%.

• Operating income remained relatively stable, ranging between $92M and $113M across all quarters.

• Total debt increased dramatically from $1,213M in Q2 2024 to $2,018M in Q1 2026.

⚠ Operating cash flow volatility, swinging from $277M in Q4 2024 to $93M in Q1 2026.

⚠ Debt-to-equity ratio deteriorated from 1.2x in Q2 2024 to 1.6x in Q1 2026.

AI Insight: BWXT Ratio Trends

BWXT's profitability deteriorated significantly with operating margins falling 410bp from Q2 2024 peak of 14.5% to Q4 2025 trough of 10.4%.

• Operating margin compressed from 14.5% in Q2 2024 to 12.4% in Q1 2026, with Q4 2025 hitting cycle low of 10.4%.

• ROIC declined from 17.9% in Q2 2024 to 12.9% in Q1 2026, indicating deteriorating capital efficiency.

• Debt-to-equity ratio increased from 0.98 in Q4 2024 to 1.58 in Q1 2026, showing rising leverage.

⚠ Operating margins remain volatile, recovering from Q4 2025 low but still 210bp below Q2 2024 peak.

⚠ ROIC dropped to 11.3% in Q4 2025, the lowest level in the data series before modest Q1 2026 recovery.

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Available Research

13F Pro tracks comprehensive data for BWX Technologies, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of BWXT

BlackRock, Inc.
$2.6B12,487,506 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$1.0B4,891,237 sh
VANGUARD CAPITAL MANAGEMENT LLC
$837.2M4,094,093 sh
STATE STREET CORP
$766.6M3,748,950 sh
Invesco Ltd.
$515.8M2,522,532 sh
FRANKLIN RESOURCES INC
$388.8M1,901,316 sh
GEODE CAPITAL MANAGEMENT, LLC
$366.9M1,793,566 sh
ALKEON CAPITAL MANAGEMENT LLC
$355.7M1,739,348 sh
BLAIR WILLIAM & CO/IL
$294.1M1,438,125 sh
FIRST TRUST ADVISORS LP
$284.5M1,391,079 sh

Fund	Value	Shares
BlackRock, Inc.	$2.6B	12,487,506
VANGUARD PORTFOLIO MANAGEMENT LLC	$1.0B	4,891,237
VANGUARD CAPITAL MANAGEMENT LLC	$837.2M	4,094,093
STATE STREET CORP	$766.6M	3,748,950
Invesco Ltd.	$515.8M	2,522,532
FRANKLIN RESOURCES INC	$388.8M	1,901,316
GEODE CAPITAL MANAGEMENT, LLC	$366.9M	1,793,566
ALKEON CAPITAL MANAGEMENT LLC	$355.7M	1,739,348
BLAIR WILLIAM & CO/IL	$294.1M	1,438,125
FIRST TRUST ADVISORS LP	$284.5M	1,391,079

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Is BWXT a good stock to buy?

13F Pro's AI-powered analysis of BWX Technologies, Inc. (BWXT) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for BWXT are available on the BWXT stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own BWXT?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling BWXT. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of BWX Technologies, Inc.'s investment landscape.