BWX Technologies Appoints Dan Jablonsky to Board of Directors
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 20 2026
0mins
Should l Buy BWXT?
Source: Newsfilter
- New Board Member: Dan Jablonsky will join BWX Technologies' board of directors on March 2, 2026, also serving on the audit and finance committee, which is expected to bring valuable industry experience to the company.
- Leadership Background: Most recently, Jablonsky served as CEO of Ursa Major, bringing over a decade of executive experience in aerospace and defense, having successfully led Maxar Technologies through a $6.4 billion take-private acquisition.
- Technical Expertise: As an expert in space technologies, Jablonsky's addition is anticipated to provide critical insights for BWX's growth in the aerospace and defense sectors, aiding the company's acceleration in these areas.
- Educational Credentials: Jablonsky holds a bachelor's degree in mechanical engineering from the United States Naval Academy and a Juris Doctor from the University of Washington School of Law, equipping him with a strong technical and legal background to support strategic decision-making.
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Analyst Views on BWXT
Wall Street analysts forecast BWXT stock price to rise
7 Analyst Rating
5 Buy
2 Hold
0 Sell
Moderate Buy
Current: 212.810
Low
195.00
Averages
216.00
High
230.00
Current: 212.810
Low
195.00
Averages
216.00
High
230.00
About BWXT
BWX Technologies, Inc. is a specialty manufacturer of nuclear components, a developer of nuclear technologies and a service provider. The Company also provides special nuclear materials processing, environmental site restoration services, products, and services. Its Government Operations segment manufactures naval nuclear reactors, including related nuclear fuel, for the United States Naval Nuclear Propulsion Program for use in submarines and aircraft carriers. It also fabricates fuel-bearing precision components that range in weight from a few grams to hundreds of tons, manufactures electromechanical equipment, and performs design, manufacturing, inspection, assembly, and testing activities. The Company is also a provider of advanced specialty materials, fabrication, and high-strength alloy manufacturing. Its Commercial Operations segment designs and manufactures commercial nuclear steam generators, heat exchangers, pressure vessels, reactor components, and other auxiliary equipment.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Growing Nuclear Demand: According to Bank of America research, U.S. electrical demand is projected to grow at an annual rate of 2.5% over the next decade, five times faster than the previous decade, highlighting the increasing importance of nuclear energy as a clean energy source.
- NuScale's Technological Progress: NuScale Power is developing small modular reactor technology, with each module generating 77 megawatts of electricity and capable of being deployed in clusters of up to 12 for a total output of 924 megawatts, although commercial deployment will take several years.
- BWX's Market Position: BWX Technologies serves as the sole provider of nuclear fuel for the U.S. Navy, with government contract revenue reaching $2.35 billion in 2025, accounting for 73.4% of total revenue, underscoring its critical role in national security.
- Investment Outlook Comparison: While NuScale Power shows potential in nuclear technology, BWX Technologies is viewed as a better investment due to its 50% backlog growth to $7.3 billion, indicating stronger long-term revenue visibility.
See More
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- Growing Power Demand: According to Bank of America research, U.S. electrical demand is projected to grow at an annual rate of 2.5% over the next decade, five times faster than the previous decade, which has drawn attention to nuclear stocks, particularly NuScale and BWX Technologies.
- NuScale's Technological Innovation: NuScale Power's modular reactor technology produces 77 megawatts of electricity per module, with the potential to combine up to 12 modules for a total output of 924 megawatts; while its commercialization is slow, the technology could revolutionize nuclear energy deployment.
- BWX's Government Partnerships: BWX Technologies is the sole supplier of nuclear fuel for the U.S. Navy, with its government business contributing $2.35 billion to its revenue in 2025, highlighting its critical role in national security and providing a stable long-term revenue stream.
- Investment Outlook Comparison: While NuScale has innovative potential in nuclear technology, BWX is seen as the better investment currently due to a 50% increase in backlog to $7.3 billion, indicating strong market demand and visibility into future earnings.
See More
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- Nuclear Proliferation Warning: Buffett stated on CNBC's 'Squawk Box' that the prospect of Iran acquiring nuclear weapons significantly heightens the risk of global conflict, especially as nine countries now possess nuclear capabilities, fundamentally altering the global risk landscape.
- Geopolitical Tensions: He specifically highlighted rising geopolitical tensions involving Iran and North Korea, suggesting that the potential presence of nuclear weapons in these regions considerably complicates the situation and could lead to catastrophic outcomes.
- Pessimistic Outlook: Buffett expressed a belief that within the next 100 years, something will occur that could lead to the use of nuclear weapons, emphasizing that the current state of nuclear arsenals cannot be ignored, reflecting his deep concerns about proliferation.
- Challenges for Leaders: When asked what advice he would give to a U.S. president regarding enriched uranium, Buffett adopted a fatalistic tone, suggesting that the existence of nuclear weapons will complicate future decision-making processes significantly.
See More
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- Project Partnership: NuScale has partnered with the Tennessee Valley Authority (TVA) to deploy 6 gigawatts of SMR across seven states, backed by a $400 million grant, with commercial operations targeted for early next decade, significantly enhancing the company's market position and revenue potential.
- Revenue Volatility: While NuScale expects to generate $63.1 million in revenue from its ongoing project with Romania's RoPower between Q2 2024 and Q4 2025, its revenue is dependent on project continuity and has shown a declining trend in 2025, indicating risks in revenue stability.
- Investment Risks: Although NuScale is at the forefront of SMR technology deployment, its reliance on irregular revenue streams and investor funding necessitates cautious consideration of its speculative investment potential, particularly over the next few years.
See More
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- Rise of Small Modular Reactors: Small Modular Reactors (SMRs) are gaining attention for their smaller footprint, capable of providing stable power near data centers to meet the energy demands of artificial intelligence, presenting significant market potential.
- NuScale's Leading Position: NuScale Power has been awarded a $400 million grant by the Tennessee Valley Authority (TVA) to deploy 6 gigawatts of SMR across seven states, becoming the only SMR approved by the U.S. Nuclear Regulatory Commission, with commercial operations targeted for early next decade.
- Revenue Volatility Risk: Although NuScale generated $63.1 million in revenue from its project with Romania's RoPower, its revenue has declined quarter-over-quarter in 2025, highlighting a heavy reliance on investor funding and government projects, which increases investment risk.
- Market Outlook and Investment Considerations: While NuScale is at the forefront of SMR technology, the instability of its revenue necessitates cautious investment, positioning it as a speculative play for the next few years, especially before the technology is commercialized.
See More
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- Private Space Station Development: NASA plans to support private companies in building commercial space stations, with a government-owned core module to be attached to the existing International Space Station, ensuring safety before allowing independent operations, thus advancing the commercialization of low Earth orbit.
- Nuclear Spacecraft Initiative: NASA aims to launch the first nuclear-powered interplanetary spacecraft, Space Reactor-1 Freedom, in 2028, equipped with a 25-kilowatt nuclear reactor to explore Mars, showcasing NASA's innovative direction in space technology.
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