1. BWXT's backlog reached $7.4 billion, a 119% year-over-year increase. 2. Recent earnings showed a 29% revenue increase to $866.3 million. 3. EPS guidance for 2025 revised upward to $3.75-$3.80. 4. Despite strong growth, BWXT trades 7.9% below its 52-week peak. 5. Investors must consider potential risks despite strong fundamentals.
The strong revenue growth and substantial backlog reflect significant demand for BWXT's services, reminiscent of previous recoveries post market corrections.
The data highlights BWXT's robust position and growth potential amidst increasing nuclear demand, indicating possible price appreciation.
BWXT is strategically positioned in growing markets like clean energy and defense, suggesting sustained momentum over the long term.