Grant Bishop

Tuesday, 10 November 2026 · Markets closed · Edition 20

BWX Technologies

BWXT

BWX Technologies makes nuclear reactor components and fuel for the US government and navy. We follow it because its business sits among the companies that supply the power the AI build-out needs.

Checked against the company's own business description in its latest annual filing. · entry updated 2026-10-19
Ticker
BWXT
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Last refreshed from 10-Q/A filed (EDGAR)

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The living report

Bears on our standing view that spare computing capacity does not stop new power construction. It is proved wrong if hyperscaler capital-spending guidance cut at the late-October reports; or a data center of 100 megawatts or more publicly deferred citing surplus; or Vertiv cutting its growth guidance. Vertiv stopped reporting quarterly orders and backlog in February; we watch deferred revenue and growth guidance instead.

last revised 19 Oct 2026 · next scheduled disclosure not yet announced
The full report

Members: queues this company for a report on a coming night.

The market record

Free during the preview. Each figure shows only where two independent data providers, Massive and Yahoo, agree on it to the cent; a figure they do not agree on is left out. Dated, not live. It describes; it does not recommend.

Last close$119.52
close of 6 Nov 2026 · Massive and Yahoo agree
The day's range$113.81 – $121.00
6 Nov 2026 · both providers agree
52-week range$112.55 – $241.82
intraday low 5 Nov 2026 · intraday high 16 Apr 2026 · 251 sessions to 6 Nov 2026 · both providers agree
Market value$11.0 billion
the 6 Nov 2026 close × 91,625,197 shares outstanding on the 10-Q cover, as of 30 Oct 2026
$

Enter any price. The page shows the multiple on the forward estimate on file and where that price sits in the 52-week range. It computes; it does not recommend.

Filings

Newest first, from EDGAR. Where a piece read a filing, one line of what it said.

4 Nov 20268-K · period ending 4 Nov 2026
3 Nov 20268-K · period ending 3 Nov 2026
2 Nov 20268-K · period ending 30 Sep 2026
2 Nov 202610-Q · period ending 30 Sep 2026
5 Aug 202610-Q/A · period ending 30 Jun 2026
3 Aug 202610-Q · period ending 30 Jun 2026
3 Aug 20268-K · period ending 30 Jun 2026
5 May 20268-K · period ending 30 Apr 2026
4 May 202610-Q · period ending 31 Mar 2026
4 May 20268-K · period ending 4 May 2026
23 Feb 202610-K · period ending 31 Dec 2025
23 Feb 20268-K · period ending 23 Feb 2026
20 Feb 20268-K · period ending 18 Feb 2026
10 Nov 20258-K · period ending 10 Nov 2025
5 Nov 20258-K · period ending 5 Nov 2025
4 Nov 20258-K · period ending 4 Nov 2025
3 Nov 202510-Q · period ending 30 Sep 2025
3 Nov 20258-K · period ending 3 Nov 2025
4 Aug 202510-Q · period ending 30 Jun 2025
4 Aug 20258-K · period ending 4 Aug 2025
31 Jul 20258-K · period ending 30 Jul 2025
16 Jun 20258-K · period ending 13 Jun 2025
12 May 20258-K · period ending 6 May 2025
8 May 20258-K · period ending 2 May 2025
7 May 20258-K · period ending 2 May 2025
5 May 202510-Q · period ending 31 Mar 2025
5 May 20258-K · period ending 5 May 2025
19 Mar 202510-K/A · period ending 31 Dec 2024
24 Feb 202510-K · period ending 31 Dec 2024
24 Feb 20258-K · period ending 24 Feb 2025
10 Jan 20258-K · period ending 9 Jan 2025
4 Nov 202410-Q · period ending 30 Sep 2024
4 Nov 20248-K · period ending 4 Nov 2024

Where it sits in the frame

Reports next

not yet announced

Latest disclosed

10-Q/A · filed 2026-08-05 · period ending 2026-06-30

Read the filing

Machine-readable

/index/BWXT.json

What it has disclosed

Newest first. Every figure traces to a filing; "Show sources" shows which.

—No figure from this company appears in a committed piece yet.

Mentioned in

Every piece that names this company, newest first: what it said, and the standing view it bore on. Written when the piece is committed; never edited, never removed.

—No piece names this company yet.

Same question

Other companies under Who supplies the power?

This entry

19 Oct 2026Entry rewritten in plain words: what the company sells, and why we follow it.
12 Oct 2026Verified against the 10-Q/A filed 2026-08-05 at launch.

Prices on this page are dated market records, shown free during the preview, each confirmed by two independent data providers. None is a recommendation.

Follow BWX Technologies. The weekly piece, and a note when a filing moves it.

Record

Written according to the Grant Bishop standard — machine-researched, machine-checked, human-judged; then read and committed by the publisher. Every number traces to a filing or a dated market record; every claim carries a date and what would prove it wrong.

Verification
multi-source verified, machine-drafted, human-gated
As of
2026-08-05
Position disclosure
The publisher holds index-level U.S. equity exposure and no direct position in any single name discussed.
Not advice
General commentary for a general audience. Not advice for your situation.
Sources (12)