BWXT Stock Is Up Nearly 100% in a Year and Just Announced a Major Acquisition. Is the Nuclear Rally Just Getting Started?

When investors hunt for atomic vigor stocks, it's casual to commencement researching Oklo and NuScale Power. Those 2 companies are moving to present disruptive exertion to an older manufacture with their tiny modular reactors (SMRs).

A institution that sometimes gets missed, however, is BWX Technologies (NYSE: BWXT). It's not a pure-play atomic vigor company, and it hasn't rather captured the investing world's imagination. But that's OK due to the fact that it creates an accidental for those who worth owning shares successful a profitable, increasing institution that besides pays a dividend.

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A atomic institution that knows however to marque wealth

BWX whitethorn not beryllium a pure-play atomic stock, but it inactive has extended operations relating to atomic energy. It does a small spot of everything successful the market, ranging from manufacturing atomic reactors to providing tract and engineering services to atomic medicine. It's besides the contractor-manufacturer of the reactor unit vas for an SMR being developed by a concern betwixt GE Vernova and Hitachi.

The bulk of BWX's gross comes from its authorities operations, with $2.3 cardinal of its full $3.2 cardinal successful 2025 gross coming from that segment. Also, $5.5 cardinal of its $7.3 cardinal backlog is for authorities operations. While determination are risks progressive successful relying connected authorities contracts, BWX besides has a moat that provides dependable gross done its highly specialized operations, arsenic evidenced by its backlog.

That said, the institution is besides seeing maturation with its commercialized operations, which see atomic components, substance handling, and aesculapian sales. Revenue for that conception grew 63% from $524 cardinal successful 2024 to $853 cardinal successful 2025. That maturation inclination appears to beryllium continuing for commercialized operations into this year, with 2026 first-quarter gross of $284 million, up 121%.

It besides has different catalyst for gross maturation connected the skyline with the imaginable acquisition of Precision Components Group. If the acquisition clears regulatory hurdles, BWX says it volition "establish further U.S. commercialized atomic accumulation capableness to service increasing home demand." In 2025, Precision Components generated $125 cardinal successful revenue.

BWX Technologies concern considerations

Reporting nett income of astir $329 cardinal successful 2025, this isn't the biggest moneymaking cognition successful the world. Still, it's a steady, profitable concern with reliable request from authorities contracts and is increasing its different gross streams.