BWX Technologies ( BWXT ) is a company in which the defense, energy and medicine industries simultaneously intersect. The company split from Babcock & Wilcox in 2015 and has been developing in two directions since then: in theHi there! I’m Narek, and I’ve been in the investment world for over six years. I started out as an equity analyst at European banks, digging into reports and learning how to spot value in the markets. I’ve worked across sectors — from telecom to industry — and found that behind every f ...

Key Takeaways CEG, VST, MIR, BWXT and CCJ are five nuclear stocks rising amid booming data center energy demand. CEG and VST benefit from major deals and nuclear fleet expansions aligned with U.S. energy goals. MIR, BWXT and CCJ gain from tech innovation, defense projects, and global demand for uranium fuel.Artificial intelligence (AI)-powered data centers are a booming industry now. The energy-hungry AI space has made nuclear energy one of the hottest industries on Wall Street over the past year. At this ...

股价表现 - BWX Technologies Inc (NYSE:BWXT) 股价突破110-111美元阻力区间 并受到2024年3月和7月高点的支撑 [2] - 所有日移动均线呈上升趋势 可能为核能股提供回调支撑 [2] 期权市场动态 - 过去两个报告期内空头利息增长38.7% 空头回补可能形成股价上涨动力 [3] - 激进看跌期权卖方出现在6月105行权价 同时买入6月120和130行权价的看涨期权 [3] - 伽马加权未平仓合约比率(SOIR)为1.23 该水平历史上预示价格底部 [3] 波动性指标 - 波动率指数(SVI)为29% 处于年度范围的26百分位 显示期权市场预期波动率较低 [4] - 推荐看涨期权杠杆比率为6.4倍 标的证券上涨16%可实现期权价值翻倍 [4]

Nuclear stocks erupted higher last Friday after President Donald Trump signed new executive orders aimed at hastening the development of nuclear energy sites. The orders contain decrees to reduce the licensing approval process to 18 months and allow new construction on federal land. Is this a sell-the-news moment, or does the nuclear rally have legs? Read on to learn why investors should remain bullish on nuclear stocks in 2025. Get Cameco alerts:Don’t Call It a Comeback: Nuclear Revival Being Shaped by Key ...

nuclear solutions for global security, clean energy, environmental remediation, nuclear medicine, and space exploration Commitment to innovation, operational First-Quarter 2025 Earnings Call Presentation on ensuring the highest ESG standards Reported May 5, 2025 Our Purpose: We employ nuclear technology to solve some of the world's most important problems Our Mission: We provide safe and effective excellence, a strong safety record, and a focus Forward-Looking Statements Disclaimer Our Purpose: We employ nu ...

BWX (BWXT) Q1 2025 Earnings Call May 05, 2025 05:00 PM ET Company Participants Chase Jacobson - Vice President - Investor RelationsRex Geveden - President and CEORobb LeMasters - EVP & CFOScott Deuschle - Director - Aerospace & Defense Equity ResearchPete Skibitski - Director - Aerospace & Defense Equity ResearchBob Labick - PresidentMichael Ciarmoli - Managing Director - Aerospace & Defense Equity Research Conference Call Participants Thomas Meric - Director - Equity Research AnalystPeter Arment - Senior R ...

BWX (BWXT) Q1 2025 Earnings Call May 05, 2025 05:00 PM ET Speaker0 Ladies and gentlemen, welcome to BWX Technologies First Quarter twenty twenty five Earnings Conference Call. At this time, all the participants are in a listen only mode. Following the company's prepared remarks, we will conduct a question and answer session, and instructions will be given at that time. I would now like to turn the call over to our host, Chase Jacobson, BWXT's Vice President of Investor Relations. Please go ahead. Speaker1 T ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________________________________________________________________________________________________________ FORM 10-Q _________________________________________________________________________________________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025. OR ☐ ...

"BWXT's foundation is providing our customers with mission critical nuclear products and solutions, and I am proud of the diversified and resilient portfolio we have built over our nearly ten years as a standalone company," continued Geveden. "Our vertically integrated nuclear capabilities, unique infrastructure, and highly-skilled workforce enable our customers to put their trust in BWXT to support their most important programs through all economic cycles in the global security, clean energy, and nuclear m ...

文章核心观点 公司预计2025年第一季度营收显著增长，但受成本和税率影响利润或下降，Zacks模型未明确预测其盈利超预期，同时推荐了同行业可能盈利超预期的公司 [1][6][7][9] BWX Technologies一季度业绩预测 营收增长因素 - 政府业务部门因核组件制造量增加、先进技术业务设计和工程工作增长、收购AOT产生协同效应以及创新园区扩张，预计营收增长，Zacks共识预期该部门一季度销售额达5.261亿美元，同比增长8% [1][2][3] - 商业业务部门因核组件、医疗放射性同位素等产品销售及布鲁斯电力项目相关收入增加，预计营收增长，Zacks共识预期该部门一季度销售额达1.346亿美元，同比增长15% [4][5] 整体营收 - 公司两个业务部门营收均有望增长，Zacks共识预期公司一季度销售额达6.572亿美元，同比增长8.8% [6] 利润影响因素 - 劳动力成本上升、业务组合向低利润率项目转移以及调整后税率略有增加，可能影响公司2025年第一季度利润，Zacks共识预期公司一季度每股收益73美分，同比下降4% [7][8] Zacks模型预测 - Zacks模型未明确预测公司此次盈利超预期，公司收益ESP为 - 0.99%，Zacks排名为3 [9][10] 同行业可考虑股票 - Axon Enterprise将于2025年5月7日盘后公布一季度财报，收益ESP为 + 9.28%，Zacks排名为2，共识预期每股收益1.27美元，同比增长10.4%，销售额5.891亿美元，同比增长27.9% [11][12] - CAE将于2025年5月13日盘后公布2025财年第四季度财报，收益ESP为 + 4.91%，Zacks排名为3，共识预期每股收益31美分，同比增长244.4%，销售额9.067亿美元，同比增长8.5% [12][13] - Transdigm Group预计于2025年5月6日盘前公布2025财年第二季度财报，收益ESP为 + 6.22%，Zacks排名为3，共识预期每股收益8.85美元，同比增长10.8%，销售额21.7亿美元，同比增长12.9% [13][14]