Key Takeaways BWXT's Q3 revenues rose 29% and backlog hit $7.4B, showing stronger momentum than SMR's early-stage profile.BWXT added major defense contracts exceeding $3B, reinforcing long-term revenue visibility.SMR faces risks from high milestone payments and non-binding TVA plans, delaying meaningful growth. NuScale Power (SMR) and BWX Technologies (BWXT) are both important companies in the nuclear energy industry. NuScale Power focuses on building small modular reactors for clean energy projects. BWX Te ...