BWX TechnologiesBWXT
Nuclear energy & uranium · NYSE · USA
Down 15.7% this year and −28.1% since June 26, behind the energy sector at −16.1%. BWX Technologies supplies 1 mapped company.
Supply chain
1 customerCustomers 1
About BWX Technologies
Supplies the US Navy with reactor components and fuel, work that carries over into small modular reactors and medical isotopes.
Theme exposure
Products
- Reactor components (naval)
- SMR technology
- Medical isotopes
Competitors
- GE Vernova
- Other nuclear suppliers
Risks
- Dependent on defence budgets
- Long project cycles
Same segment: Nuclear energy & uranium
CO2-free baseload: uranium supply, fuel, reactor technology and small modular reactors (tags mark the role). Segment 5 of 6 in the Energy, grid & critical infrastructure value chain.
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