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BWXT vs CW
Which Stock Would AI Choose? BWX Technologies (BWXT) vs. Curtiss-Wright (CW) Stock Comparison
Key Takeaways
- BWXT reported strong Q1 2026 results with revenue up 26% year-over-year to $860 million and adjusted EPS of $1.12, beating estimates, though shares dipped amid broader market activity.
- CW shares have shown robust momentum, up over 30% YTD and more than 100% over the past year, outperforming BWXT's approximately 20% YTD and 85% one-year gains.
- Both companies operate in the aerospace and defense sector, with BWXT focused on nuclear components and CW on engineered products for aerospace, defense, and industrial markets.
- BWXT raised full-year guidance post-earnings, signaling confidence in backlog growth, while CW approaches Q1 earnings with positive analyst revisions.
- Year-to-date, CW leads in relative performance, but BWXT benefits from nuclear sector tailwinds.
- Tickeron's AI tools highlight strong sector rotation opportunities in industrials and aerospace-related strategies.
Introduction
This stock comparison examines BWXT and CW, two key players in the aerospace and defense sector. Both companies serve critical U.S. government and commercial needs amid rising demand for advanced technologies in nuclear power, propulsion, and engineered components. Traders seeking exposure to defense spending growth and investors eyeing long-term industrials stability will find value in analyzing their recent momentum, earnings trajectories, and market positioning. With geopolitical tensions boosting sector sentiment, this head-to-head review highlights relative performance and growth drivers in the current environment.
BWXT Overview and Recent Performance
BWXT, or BWX Technologies, Inc., specializes in manufacturing nuclear components, reactors, and fuel for U.S. naval propulsion and commercial applications. Operating through Government Operations and Commercial Operations segments, the company supports submarines, aircraft carriers, and nuclear power utilities.
In recent market activity, BWXT delivered Q1 2026 revenues of $860.2 million, up 26% year-over-year and beating estimates by 2.7%, with adjusted EBITDA of $148 million and non-GAAP EPS of $1.12, surpassing forecasts by 21%. The firm raised full-year guidance for adjusted EBITDA to $650-$665 million and EPS to $4.60-$4.75. Backlog reached $8.7 billion, up 77% year-over-year, driven by defense contracts and nuclear fuel demand. Shares have gained about 19-25% YTD and 85-96% over the past year, though recent weeks saw volatility post-earnings amid profit-taking. Sentiment remains positive on nuclear renaissance and strategic acquisitions like Precision Components Group, enhancing manufacturing capabilities.
CW Overview and Recent Performance
CW, or Curtiss-Wright Corporation, designs and manufactures engineered products, solutions, and services for aerospace, defense, commercial nuclear, and industrial markets worldwide. Its portfolio includes actuation systems, valves, and sensors for high-performance applications.
Recent market activity shows CW building steady momentum, with shares up 32% YTD and over 100% in the past year, outpacing broader indices. Analysts anticipate Q1 2026 EPS of $3.32, up 17.7% year-over-year, on revenues of about $867 million, reflecting 7.6% growth. Prior quarters demonstrated beats, with Q4 2025 sales up 14.9% to $947 million and adjusted EPS of $3.79. Strong aerospace demand, defense backlogs, and diversified exposure have fueled performance, with recent weeks showing gains amid sector rotation. Positive revisions and Zacks Rank #2 (Buy) underscore investor confidence in its growth trajectory.
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Head-to-Head Comparison
BWXT and CW share aerospace-defense exposure but diverge in focus: BWXT’s nuclear-centric model ties to naval reactors (70%+ revenue) and emerging commercial power, while CW emphasizes diversified engineered systems across aerospace (40%+), defense, and industrials.
Growth drivers contrast: BWXT leverages a $8.7 billion backlog and uranium enrichment plans amid nuclear demand; CW benefits from commercial aerospace recovery and defense electronics. Recent momentum favors CW (32% YTD vs. 20% for BWXT), but BWXT’s Q1 beat and guidance raise signal acceleration.
Risk factors include government contract reliance for both, though CW’s broader commercial base offers diversification. Valuation-wise, both trade at premiums (P/E around 40-50x forward), reflecting growth but exposing to rate sensitivity. Market sentiment tilts toward CW for stability, BWXT for catalysts.
Tickeron AI Verdict
Tickeron’s AI currently favors CW due to superior trend consistency, higher YTD momentum (32% vs. 20%), and stronger multi-year positioning amid aerospace recovery. While BWXT shows robust catalysts like backlog growth and nuclear tailwinds, CW’s diversification and pre-earnings stability edge it out probabilistically for near-term outperformance in rotating industrials.
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 Disclaimers and Limitations.
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 StrongBuy and CW is a StrongBuy.
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 undervalued. 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 2 FA rating(s) are green whileCW’s FA Score has 2 green FA rating(s).
- BWXT’s FA Score: 2 green, 3 red.
- CW’s FA Score: 2 green, 3 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 3 TA indicator(s) are bullish while CW’s TA Score has 4 bullish TA indicator(s).
- BWXT’s TA Score: 3 bullish, 6 bearish.
- CW’s TA Score: 4 bullish, 3 bearish.
Price Growth
BWXT (@Aerospace & Defense) experienced а -6.70% price change this week, while CW (@Aerospace & Defense) price change was -0.98% for the same time period.
The average weekly price growth across all stocks in the @Aerospace & Defense industry was +3.75%. For the same industry, the average monthly price growth was -10.65%, and the average quarterly price growth was +12.70%.
Reported Earning Dates
BWXT is expected to report earnings on Aug 03, 2026.
CW is expected to report earnings on Aug 05, 2026.
Industries' Descriptions
@Aerospace & Defense (+3.75% 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.
| BWXT | CW | BWXT / CW | |
| Capitalization | 17.5B | 28.1B | 62% |
| EBITDA | 569M | 818M | 70% |
| Gain YTD | 10.842 | 38.000 | 29% |
| P/E Ratio | 56.00 | 57.42 | 98% |
| Revenue | 3.38B | 3.61B | 94% |
| Total Cash | 512M | N/A | - |
| Total Debt | 2.02B | 1.15B | 176% |
BWXT | CW | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 71 | 18 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 93 Overvalued | 67 Overvalued | |
PROFIT vs RISK RATING 1..100 | 18 | 2 | |
SMR RATING 1..100 | 34 | 46 | |
PRICE GROWTH RATING 1..100 | 51 | 42 | |
P/E GROWTH RATING 1..100 | 31 | 26 | |
SEASONALITY SCORE 1..100 | n/a | 75 |
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 (67) in the Aerospace And Defense industry is in the same range as BWXT (93). This means that CW’s stock grew similarly to BWXT’s over the last 12 months.
CW's Profit vs Risk Rating (2) in the Aerospace And Defense industry is in the same range as BWXT (18). This means that CW’s stock grew similarly to BWXT’s over the last 12 months.
BWXT's SMR Rating (34) in the Aerospace And Defense industry is in the same range as CW (46). This means that BWXT’s stock grew similarly to CW’s over the last 12 months.
CW's Price Growth Rating (42) in the Aerospace And Defense industry is in the same range as BWXT (51). This means that CW’s stock grew similarly to BWXT’s over the last 12 months.
CW's P/E Growth Rating (26) in the Aerospace And Defense industry is in the same range as BWXT (31). This means that CW’s stock grew similarly to BWXT’s over the last 12 months.
| BWXT | CW | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 65% | N/A |
| Stochastic ODDS (%) | 3 days ago 69% | 3 days ago 69% |
| Momentum ODDS (%) | 3 days ago 52% | 3 days ago 49% |
| MACD ODDS (%) | 3 days ago 44% | 3 days ago 50% |
| TrendWeek ODDS (%) | 3 days ago 55% | 3 days ago 48% |
| TrendMonth ODDS (%) | 3 days ago 71% | 3 days ago 71% |
| Advances ODDS (%) | 13 days ago 70% | 19 days ago 68% |
| Declines ODDS (%) | 3 days ago 55% | 6 days ago 45% |
| BollingerBands ODDS (%) | 3 days ago 52% | N/A |
| Aroon ODDS (%) | 3 days ago 54% | 3 days ago 66% |
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CW and
Correlation & Price change
A.I.dvisor indicates that over the last year, CW has been closely correlated with BWXT. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if CW jumps, then BWXT could also see price increases.