What Makes BWX Technologies (BWXT) an Investment Bet?

Brown Advisory, an investment management company, released its “Brown Advisory Small-Cap Growth Strategy” second-quarter 2025 investor letter. During the first half of the year, the Brown Advisory Small-Cap Growth Strategy delivered results consistent with its historical performance. A copy of the letter can be downloaded here. In the first quarter of 2025, the portfolio remained robust, outperforming the declines of -9.5% for the Russell 2000 Index and -11.1% for the Russell 2000 Growth Index. However, in the second quarter, unprofitable companies within the Russell 2000 Index outperformed profitable ones, reversing a previous quarter. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its second-quarter 2025 investor letter, Brown Advisory Small-Cap Growth Strategy highlighted stocks such as BWX Technologies, Inc. (NYSE:BWXT). Headquartered in Lynchburg, Virginia, BWX Technologies, Inc. (NYSE:BWXT) is a nuclear component manufacturing and distributing company. The one-month return of BWX Technologies, Inc. (NYSE:BWXT) was -10.45%, and its shares gained 63.07% of their value over the last 52 weeks. On September 03, 2025, BWX Technologies, Inc. (NYSE:BWXT) stock closed at $160.95 per share, with a market capitalization of $14.71 billion.

Brown Advisory Small-Cap Growth Strategy stated the following regarding BWX Technologies, Inc. (NYSE:BWXT) in its second quarter 2025 investor letter:

“BWX Technologies, Inc. (NYSE:BWXT) is a near monopoly supplier of critical reactor components for the U.S. nuclear submarine fleet. It holds the only NRC Class 1 license to handle highly enriched uranium. Levering their competency in nuclear propulsion, it has become a supplier to the global commercial nuclear reactor base and possesses a scaling medical isotope business. The criticality of its products, entrenched customer relationships, long-term contracts, recurring revenue base and emerging business lines should drive several years of solid revenue growth against declining capital intensity to produce solid free cash flow generation in an uncertain world.”

In another article, we covered BWX Technologies, Inc. (NYSE:BWXT) and shared Burke Wealth Management’s views on the company. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.