BWX Technologies: 3 Key Takeaways for Long-Term Investors

BWX Technologies reported Q3 2026 revenue of $953 million, up 10% year-over-year, with strong growth driven by defense uranium programs and commercial nuclear operations. The company is expanding manufacturing capacity in Tennessee and Canada to meet surging demand for defense components and small modular reactors, while raising free cash flow guidance to $350-360 million. Management expects high single-digit to low double-digit EBITDA growth in 2027.