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BWXT vs CW
Which Stock Would AI Choose? BWX Technologies (BWXT) vs. Curtiss-Wright (CW) Stock Comparison
Key Takeaways
- Both BWXT and CW are exposed to two durable secular themes: defense spending and the commercial nuclear revival.
- BWXT is a nuclear-focused specialist, while CW operates a more diversified aerospace, defense, and power portfolio.
- Both companies recently raised full-year guidance on strong order activity and record backlogs.
- BWXT ended its latest quarter with an $8.4 billion backlog, up roughly 40% year over year; CW reported a record order book near $4.3 billion with a 1.3x book-to-bill ratio.
- Despite solid fundamentals, both stocks have experienced recent volatility as the market reprices valuation and near-term execution risk.
- BWXT currently carries a Zacks Rank #3 (Hold), while CW carries a Zacks Rank #2 (Buy).
Introduction
BWX Technologies and Curtiss-Wright are two industrial names that sit at the intersection of defense and nuclear energy, making them natural peers for a side-by-side stock comparison. Both companies supply critical components for U.S. Navy submarine programs, and both are expanding into commercial nuclear applications such as small modular reactors (SMRs) and advanced reactor designs. For investors weighing relative performance and market positioning, the key distinction is breadth: BWXT is a focused nuclear technology and manufacturing specialist, whereas Curtiss-Wright spans a wider set of aerospace, defense electronics, and naval and power markets. This comparison examines how each has performed in the current market environment and which attributes may favor one over the other.
BWXT Overview and Recent Performance
BWXT (BWX Technologies) is a leading supplier of nuclear reactors, fuel, and components for the U.S. Navy, and it is increasingly positioned as a commercial nuclear manufacturer and services provider. In its latest quarter, total revenue rose 18% year over year to roughly $902 million, while adjusted earnings per share (EPS) increased to $1.70. Management raised full-year guidance to approximately $3.8 billion in revenue and adjusted EPS of $4.70 to $4.80, citing strength across nuclear national security and commercial power markets.
Strategically, the company has sharpened its focus on core nuclear markets. It completed the acquisition of Precision Components Group to establish a U.S. commercial nuclear component footprint and announced the sale of more than 80% of its medical and isotope businesses. Its Commercial Operations segment delivered rapid growth, supported by commercial nuclear components, field services, and fuel-handling products. Despite this fundamental momentum, recent market activity has been more cautious: shares pulled back meaningfully from prior highs, with analysts trimming price targets, even as the company received an investment-grade credit rating and secured new Navy and microreactor awards. Sentiment has been shaped by a balance between strong backlog visibility and near-term margin and execution considerations.
CW Overview and Recent Performance
CW (Curtiss-Wright) is a diversified engineered-products company operating across three segments: Aerospace & Industrial, Defense Electronics, and Naval & Power. Its products span actuation and sensors for fighter jets, embedded computing and avionics, naval propulsion equipment, and commercial nuclear solutions. In its latest reported quarter, sales rose 13% year over year to about $914 million, and adjusted EPS increased to $3.48, while operating margin expanded 100 basis points (one percentage point). The company raised full-year guidance for sales, operating margin, EPS, and free cash flow (FCF).
Order activity has been a highlight, with new orders up 16% and a record backlog near $4.3 billion, driven by submarine program demand, defense electronics awards, and commercial nuclear aftermarket work. The company also delivered a training simulator for TerraPower's Natrium advanced nuclear site, underscoring its exposure to next-generation reactors. In recent weeks, however, the stock has experienced a notable pullback despite strong results, with the market weighing a CFO transition, valuation, and a quarterly EBITDA (earnings before interest, taxes, depreciation, and amortization) shortfall against longer-term growth prospects.
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Head-to-Head Comparison
The clearest contrast between the two companies is portfolio concentration versus diversification. BWXT is effectively a pure-play nuclear franchise, giving it concentrated exposure to naval propulsion and commercial nuclear demand but also making its relative performance more sensitive to nuclear-specific news flow and capacity investments. CW, by contrast, blends nuclear content with broader aerospace and defense electronics, which can smooth performance across cycles but dilutes its direct leverage to any single theme.
On growth drivers, both benefit from the U.S. Navy's submarine build programs and the commercial nuclear resurgence. BWXT is moving aggressively into commercial nuclear manufacturing capacity, while CW is scaling its commercial nuclear solutions business toward a much larger revenue base by the late 2020s and early 2030s. On momentum, CW's record backlog and 1.3x book-to-bill ratio reflect strong order conversion, while BWXT's 40% backlog growth and raised guidance signal accelerating demand. Risk factors differ: BWXT faces margin pressure from capacity spending and a fourth-quarter-heavy earnings cadence, whereas CW faces valuation sensitivity, a leadership transition in finance, and conservative near-term expectations in some defense programs. From a market sentiment standpoint, both have seen share-price pullbacks that contrast with otherwise constructive operating fundamentals.
Tickeron AI Verdict
Based on observable factors, Tickeron's AI would likely lean slightly toward CW in the current environment. The company combines record backlog, a favorable book-to-bill ratio, consistent earnings beats, and a higher Zacks Rank (#2 Buy), alongside broader diversification that may offer more stable trend characteristics. Its commercial nuclear exposure also provides a catalyst path similar to BWXT's without the same degree of single-sector concentration. That said, BWXT presents a compelling pure-play case, with rapid commercial growth, raised guidance, and a sharply expanding backlog. The verdict is probabilistic rather than definitive: CW's momentum, breadth, and order visibility appear marginally more consistent, while BWXT's higher-growth, higher-concentration profile may appeal to investors prioritizing direct nuclear leverage. Both merit close monitoring for trend and sentiment shifts.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BWXT is a Hold and CW is a Hold.
BWXT in +2.88% Uptrend, rising for three consecutive days on October 29, 2026
Moving higher for three straight days is viewed as a bullish sign. Keep an eye on this stock for future growth. Considering data from situations where BWXT advanced for three days, in 226 of 325 cases, the price rose further within the following month. The odds of a continued upward trend are 70%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Indicator points to a transition from a downward trend to an upward trend -- in cases where BWXT's RSI Oscillator exited the oversold zone, 13 of 21 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 62%.
The Moving Average Convergence Divergence (MACD) for BWXT just turned positive on October 27, 2026. Looking at past instances where BWXT's MACD turned positive, the stock continued to rise in 29 of 46 cases over the following month. The odds of a continued upward trend are 63%.
BWXT may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 40 of 65 cases where BWXT's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 62%.
The Momentum Indicator moved below the 0 level on October 30, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on BWXT as a result. In 47 of 88 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 53%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where BWXT declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 59%.
The Aroon Indicator for BWXT entered a downward trend on October 27, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 35 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is 58 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 77, placing this stock slightly better than average.
The Tickeron Price Growth Rating for this company is 77 (best 1 - 100 worst), indicating slightly worse than average price growth. BWXT’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 89 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of 97 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (8.958) is normal, around the industry mean (5.059). P/E Ratio (33.713) is within average values for comparable stocks, (17.937). BWXT's Projected Growth (PEG Ratio) (27.780) is very high in comparison to the industry average of (3.110). Dividend Yield (0.008) settles around the average of (0.058) among similar stocks. P/S Ratio (3.811) is also within normal values, averaging (18.367).
CW sees its Stochastic Oscillator climbs out of oversold territory
On October 27, 2026, the Stochastic Oscillator for CW moved out of oversold territory and this could be a bullish sign for the stock. Traders may want to buy the stock or buy call options. Tickeron's A.I.dvisor looked at 49 instances where the indicator left the oversold zone. In 35 of the 49 cases the stock moved higher in the following days. This puts the odds of a move higher at over 71%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Indicator points to a transition from a downward trend to an upward trend -- in cases where CW's RSI Oscillator exited the oversold zone, 9 of 13 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 69%.
The Moving Average Convergence Divergence (MACD) for CW just turned positive on October 28, 2026. Looking at past instances where CW's MACD turned positive, the stock continued to rise in 34 of 48 cases over the following month. The odds of a continued upward trend are 71%.
Following a +4.15% 3-day Advance, the price is estimated to grow further. Considering data from situations where CW advanced for three days, in 258 of 374 cases, the price rose further within the following month. The odds of a continued upward trend are 69%.
CW may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on October 07, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on CW as a result. In 50 of 96 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 52%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where CW declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 50%.
The Aroon Indicator for CW entered a downward trend on October 27, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron Profit vs. Risk Rating rating for this company is 42 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 77, placing this stock slightly better than average.
The Tickeron SMR rating for this company is 47 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Valuation Rating of 74 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (6.455) is normal, around the industry mean (5.059). P/E Ratio (33.134) is within average values for comparable stocks, (17.937). Projected Growth (PEG Ratio) (1.650) is also within normal values, averaging (3.110). Dividend Yield (0.002) settles around the average of (0.058) among similar stocks. P/S Ratio (5.811) is also within normal values, averaging (18.367).
The Tickeron Price Growth Rating for this company is 78 (best 1 - 100 worst), indicating slightly worse than average price growth. CW’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 82 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
BWXT | CW | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 15 | 10 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 97 Overvalued | 74 Overvalued | |
PROFIT vs RISK RATING 1..100 | 58 | 42 | |
SMR RATING 1..100 | 35 | 47 | |
PRICE GROWTH RATING 1..100 | 77 | 78 | |
P/E GROWTH RATING 1..100 | 89 | 82 | |
SEASONALITY SCORE 1..100 | n/a | 65 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
CW's Valuation (74) in the Aerospace And Defense industry is in the same range as BWXT (97). This means that CW’s stock grew similarly to BWXT’s over the last 12 months.
CW's Profit vs Risk Rating (42) in the Aerospace And Defense industry is in the same range as BWXT (58). This means that CW’s stock grew similarly to BWXT’s over the last 12 months.
BWXT's SMR Rating (35) in the Aerospace And Defense industry is in the same range as CW (47). This means that BWXT’s stock grew similarly to CW’s over the last 12 months.
BWXT's Price Growth Rating (77) in the Aerospace And Defense industry is in the same range as CW (78). This means that BWXT’s stock grew similarly to CW’s over the last 12 months.
CW's P/E Growth Rating (82) in the Aerospace And Defense industry is in the same range as BWXT (89). This means that CW’s stock grew similarly to BWXT’s over the last 12 months.
| BWXT | CW | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 62% | 1 day ago 69% |
| Stochastic ODDS (%) | 1 day ago 62% | 1 day ago 71% |
| Momentum ODDS (%) | 1 day ago 53% | 1 day ago 52% |
| MACD ODDS (%) | 1 day ago 63% | 1 day ago 71% |
| TrendWeek ODDS (%) | 1 day ago 58% | 1 day ago 70% |
| TrendMonth ODDS (%) | 1 day ago 60% | 1 day ago 61% |
| Advances ODDS (%) | 6 days ago 70% | 6 days ago 69% |
| Declines ODDS (%) | 1 day ago 59% | 12 days ago 50% |
| BollingerBands ODDS (%) | 1 day ago 65% | 1 day ago 64% |
| Aroon ODDS (%) | 1 day ago 72% | 1 day ago 79% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
BWXT’s FA Score shows that 0 FA rating(s) are green while CW’s FA Score has 0 green FA rating(s).
- BWXT’s FA Score: 0 green, 5 red.
- CW’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
BWXT’s TA Score shows that 4 TA indicator(s) are bullish while CW’s TA Score has 5 bullish TA indicator(s).
- BWXT’s TA Score: 4 bullish, 4 bearish.
- CW’s TA Score: 5 bullish, 3 bearish.
Price Growth
BWXT (@Aerospace & Defense) experienced а -0.56% price change this week, while CW (@Aerospace & Defense) price change was +1.58% for the same time period.
The average weekly price growth across all stocks in the @Aerospace & Defense industry was +0.12%. For the same industry, the average monthly price growth was -7.08%, and the average quarterly price growth was -15.77%.
Reported Earning Dates
BWXT is expected to report earnings on Mar 01, 2027.
CW is expected to report earnings on Nov 04, 2026.
Industries' Descriptions
@Aerospace & Defense (+0.12% weekly)Aerospace & Defense is one of largest industries in the U.S., mainly comprising the following areas: commercial airliners, military aircraft, missiles, space, and general aviation. Focused heavily on research & development, it is also one of the fastest growing industries. Military aircraft has the largest market share in the industry’s sales, followed by space systems, civil aircraft, and missiles. Aerospace exports, directly and indirectly, support more jobs than the export of any other commodity, according to a study by the U.S. Department of Commerce. Boeing Company, Lockheed Martin Corporation and General Electric Company are some of the most prominent players in this space.
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BWXT and
Correlation & Price change
A.I.dvisor indicates that over the last year, BWXT has been closely correlated with CW. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if BWXT jumps, then CW could also see price increases.
| Ticker / NAME | Correlation To BWXT | 1D Price Change % | ||
|---|---|---|---|---|
| BWXT | 100% | -0.18% | ||
| CW - BWXT | 75% Closely correlated | +1.70% | ||
| MRCY - BWXT | 60% Loosely correlated | -0.22% | ||
| AIR - BWXT | 55% Loosely correlated | +5.36% | ||
| KTOS - BWXT | 54% Loosely correlated | -2.09% | ||
| DRS - BWXT | 53% Loosely correlated | -2.02% | ||
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