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/company/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 2026-08-03, the biggest revenue drivers are: Government Operations ($601.3M, +2.1% YoY); Commercial Operations ($302.5M, +71.7% YoY); Nuclear Components and Fuel ($472.5M). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/BWXT.

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

63.8/100

Rank #587 of 2,961 stocksTOP 25%

View Industrials peers →

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

Revenue Growth

74.1/100

Profitability

56.0/100

Balance Sheet

76.0/100

Earnings Quality

67.7/100

Free Cash Flow

53.3/100

Institutional Flow

21.7/100

Revenue Scale

72.8/100

Dilution Risk

62.9/100

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Why BWXT Scores 64/100

exact factor attribution · 2026-09-11

BWXT's composite is driven by revenue growth and scale, held back by institutional flow. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+4.8 pts

74th pct

Scale

+3.4 pts

73th pct

Capital efficiency

+2.6 pts

76th pct

Earnings quality

+1.8 pts

68th pct

Profitability

+0.9 pts

56th pct

Shareholder dilution

+0.7 pts

63th pct

Earnings growth

+0.6 pts

62th pct

Free cash flow

+0.5 pts

53th pct

Institutional flow

-1.4 pts

22th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

BWXT Stock Analysis & AI Quality Score

Data updated 2026-09-11

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 63.8/100 on a 32-signal composite quality model, placing it at rank #587 of 2,961 stocks — the top 25% of the AI-ranked universe. BWXT scores in the top quartile across balance sheet strength (76.0). Areas of concern include institutional flow (21.7), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), BWX Technologies, Inc. reports quarterly revenue of $901.6M, net income of $89.0M, an operating margin of 12.7%. 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 48 and 72 since 2021, currently 63.8 — a stable long-term trajectory across 67 quarterly and live scoring snapshots.

✦

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

✓ 28/28 datapoints verified

AI-extracted from BWX Technologies, Inc.'s 10-Q filed 2026-08-03 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Revenue grew 18.0% YoY to $901.6M as Commercial Operations surged 71.7% on the Kinectrics acquisition and higher service work, while Government Operations grew a modest 2.1% and its margin compressed to 17.6% from 18.6%.

Biggest Revenue Drivers

Government Operations$601.3M+2.1% YoY

Increase primarily due to contributions from enrichment operations

Commercial Operations$302.5M+71.7% YoY

Kinectrics acquisition added $68.3M; higher on-site inspection, maintenance, modification and refurbishment work of $31.8M and fuel handling/engineering/parts of $19.6M

Biggest Revenue Drivers

Total revenue: $901.6M+18.0% YoY

Government Operations$601.3M+2.1% YoY

Increase primarily due to contributions from enrichment operations

Within Government Operations

Nuclear Components and Fuel$472.5M

Commercial Operations$302.5M+71.7% YoY

Kinectrics acquisition added $68.3M; higher on-site inspection, maintenance, modification and refurbishment work of $31.8M and fuel handling/engineering/parts of $19.6M

Within Commercial Operations

Nuclear Services and Engineering$173.4M

Largest Expense Items

Cost of operations$699.3M

Selling, general and administrative expenses$108.4M

Research and development costs$4.2M

Margins: Government Operations operating margin fell to 17.6% of revenue from 18.6% due to favorable contract adjustments in the prior-year period; Commercial Operations margin more than doubled to 8.0% from 3.9% on revenue growth and a favorable product mix shift.

Watch Items from the Filing

Backlog grew to $8,398.1M at June 30, 2026 from $7,261M at year-end 2025, including $2,256.4M of unfunded U.S. Government backlog.
Sales to the U.S. Government accounted for approximately 87% of Government Operations segment revenue in the quarter.
Large utility customers accounted for approximately 54% of Commercial Operations segment revenue, down from 60% a year ago.
On July 31, 2026, BWXT agreed to sell its medical business (BWXT Medical and Kinectrics' stable isotope business) to Nordic Capital in a deal valued up to $800M, retaining a minority interest.
Acquisition of Precision Components Group closed July 1, 2026, expanding U.S. heavy-manufacturing and commercial nuclear production capacity within Commercial Operations.

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

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

Revenue

Q2 2026

$901.6M

Net Income

Q2 2026

$89.0M

Free Cash Flow

Q2 2026

$115.0M

Operating Margin

Q2 2026

12.7%

ROIC

Q2 2026

13.6%

D/E Ratio

Q2 2026

1.51

Period

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

Free Cash Flow

+15.9% YoY

$295.3MFY 2025

FY22 $46.4MFY23 $212.4MFY24 $254.8MFY25 $295.3M

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
Free Cash Flow	$295.3M +15.9%	$254.8M +19.9%	$212.4M +357.9%	$46.4M -38.1%	$75.0M +228.0%	$-58.6M

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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.
$2.4B12,123,786 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$925.6M4,755,063 sh
VANGUARD CAPITAL MANAGEMENT LLC
$805.9M4,140,330 sh
STATE STREET CORP
$739.5M3,799,375 sh
JPMORGAN CHASE & CO
$503.1M2,654,239 sh
FIRST TRUST ADVISORS LP
$404.0M2,075,550 sh
ALKEON CAPITAL MANAGEMENT LLC
$393.7M2,022,748 sh
FRANKLIN RESOURCES INC
$375.7M1,930,298 sh
GEODE CAPITAL MANAGEMENT, LLC
$362.3M1,860,802 sh
Invesco Ltd.
$357.2M1,835,328 sh

Fund	Value	Shares
BlackRock, Inc.	$2.4B	12,123,786
VANGUARD PORTFOLIO MANAGEMENT LLC	$925.6M	4,755,063
VANGUARD CAPITAL MANAGEMENT LLC	$805.9M	4,140,330
STATE STREET CORP	$739.5M	3,799,375
JPMORGAN CHASE & CO	$503.1M	2,654,239
FIRST TRUST ADVISORS LP	$404.0M	2,075,550
ALKEON CAPITAL MANAGEMENT LLC	$393.7M	2,022,748
FRANKLIN RESOURCES INC	$375.7M	1,930,298
GEODE CAPITAL MANAGEMENT, LLC	$362.3M	1,860,802
Invesco Ltd.	$357.2M	1,835,328

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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. BWXT is classified as a large company.

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.