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Posted by
Two Blokes Jun 16 -
Filed in
Stock
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12 views
BWXT's unique position in defense, energy, and medicine, plus a $5B order book, underpins stable growth and diversification beyond government contracts. Commercial segment is set for rapid expansion, especially post-Kinectrics acquisition, driving projected 50% annual revenue growth and margin improvement. Valuation models show 14-30% upside with limited downside; shares remain undervalued despite recent outperformance, supporting a 'buy' recommendation.
