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Side-by-side financial comparison of BWX Technologies, Inc. (BWXT) and Datadog (DDOG). Click either name above to swap in a different company.
Datadog is the larger business by last-quarter revenue ($953.2M vs $885.8M, roughly 1.1× BWX Technologies, Inc.). BWX Technologies, Inc. runs the higher net margin — 10.5% vs 4.9%, a 5.6% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 18.7%). Datadog produced more free cash flow last quarter ($318.2M vs $56.8M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 21.1%).
BWX Technologies, Inc. is a company headquartered in Lynchburg, Virginia that supplies nuclear components and fuel internationally.
Datadog, Inc. is an American company that provides an observability service for cloud-scale applications, providing monitoring of servers, databases, tools, and services, through a SaaS-based data analytics platform. Founded and headquartered in New York City, the company is a publicly traded entity on the Nasdaq stock exchange.
BWXT vs DDOG — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $885.8M | $953.2M |
| Net Profit | $93.0M | $46.6M |
| Gross Margin | — | 80.4% |
| Operating Margin | 10.4% | 1.0% |
| Net Margin | 10.5% | 4.9% |
| Revenue YoY | 18.7% | 29.2% |
| Net Profit YoY | 30.9% | 2.1% |
| EPS (diluted) | $1.02 | $0.13 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $885.8M | $953.2M | ||
| Q3 25 | $866.3M | $885.7M | ||
| Q2 25 | $764.0M | $826.8M | ||
| Q1 25 | $682.3M | $761.6M | ||
| Q4 24 | $746.3M | $737.7M | ||
| Q3 24 | $672.0M | $690.0M | ||
| Q2 24 | $681.5M | $645.3M | ||
| Q1 24 | $604.0M | $611.3M |
| Q4 25 | $93.0M | $46.6M | ||
| Q3 25 | $82.1M | $33.9M | ||
| Q2 25 | $78.4M | $2.6M | ||
| Q1 25 | $75.5M | $24.6M | ||
| Q4 24 | $71.0M | $45.6M | ||
| Q3 24 | $69.5M | $51.7M | ||
| Q2 24 | $73.0M | $43.8M | ||
| Q1 24 | $68.5M | $42.6M |
| Q4 25 | — | 80.4% | ||
| Q3 25 | 21.8% | 80.1% | ||
| Q2 25 | 25.1% | 79.9% | ||
| Q1 25 | 24.2% | 79.3% | ||
| Q4 24 | — | 80.5% | ||
| Q3 24 | 24.4% | 80.0% | ||
| Q2 24 | 24.7% | 80.9% | ||
| Q1 24 | 24.6% | 82.0% |
| Q4 25 | 10.4% | 1.0% | ||
| Q3 25 | 13.1% | -0.7% | ||
| Q2 25 | 13.4% | -4.3% | ||
| Q1 25 | 14.2% | -1.6% | ||
| Q4 24 | 12.4% | 1.3% | ||
| Q3 24 | 14.4% | 2.9% | ||
| Q2 24 | 14.5% | 2.0% | ||
| Q1 24 | 15.4% | 2.0% |
| Q4 25 | 10.5% | 4.9% | ||
| Q3 25 | 9.5% | 3.8% | ||
| Q2 25 | 10.3% | 0.3% | ||
| Q1 25 | 11.1% | 3.2% | ||
| Q4 24 | 9.5% | 6.2% | ||
| Q3 24 | 10.3% | 7.5% | ||
| Q2 24 | 10.7% | 6.8% | ||
| Q1 24 | 11.3% | 7.0% |
| Q4 25 | $1.02 | $0.13 | ||
| Q3 25 | $0.89 | $0.10 | ||
| Q2 25 | $0.85 | $0.01 | ||
| Q1 25 | $0.82 | $0.07 | ||
| Q4 24 | $0.77 | $0.14 | ||
| Q3 24 | $0.76 | $0.14 | ||
| Q2 24 | $0.79 | $0.12 | ||
| Q1 24 | $0.75 | $0.12 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $499.8M | $401.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.2B | $3.7B |
| Total Assets | $4.3B | $6.6B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $499.8M | $401.3M | ||
| Q3 25 | $79.6M | $540.6M | ||
| Q2 25 | $37.0M | $489.0M | ||
| Q1 25 | $55.4M | $1.1B | ||
| Q4 24 | $74.1M | $1.2B | ||
| Q3 24 | $35.5M | $337.4M | ||
| Q2 24 | $48.3M | $411.0M | ||
| Q1 24 | $45.9M | $282.2M |
| Q4 25 | $1.2B | $3.7B | ||
| Q3 25 | $1.2B | $3.4B | ||
| Q2 25 | $1.2B | $3.2B | ||
| Q1 25 | $1.1B | $2.9B | ||
| Q4 24 | $1.1B | $2.7B | ||
| Q3 24 | $1.1B | $2.6B | ||
| Q2 24 | $998.5M | $2.4B | ||
| Q1 24 | $946.2M | $2.2B |
| Q4 25 | $4.3B | $6.6B | ||
| Q3 25 | $3.8B | $6.1B | ||
| Q2 25 | $3.7B | $5.8B | ||
| Q1 25 | $3.1B | $6.0B | ||
| Q4 24 | $2.9B | $5.8B | ||
| Q3 24 | $2.9B | $4.6B | ||
| Q2 24 | $2.8B | $4.4B | ||
| Q1 24 | $2.8B | $4.1B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $127.0M | $327.1M |
| Free Cash FlowOCF − Capex | $56.8M | $318.2M |
| FCF MarginFCF / Revenue | 6.4% | 33.4% |
| Capex IntensityCapex / Revenue | 7.9% | 0.9% |
| Cash ConversionOCF / Net Profit | 1.37× | 7.02× |
| TTM Free Cash FlowTrailing 4 quarters | $295.3M | $1.0B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $127.0M | $327.1M | ||
| Q3 25 | $143.2M | $251.5M | ||
| Q2 25 | $159.0M | $200.1M | ||
| Q1 25 | $50.6M | $271.5M | ||
| Q4 24 | $276.9M | $265.2M | ||
| Q3 24 | $32.6M | $228.7M | ||
| Q2 24 | $65.9M | $164.4M | ||
| Q1 24 | $33.0M | $212.3M |
| Q4 25 | $56.8M | $318.2M | ||
| Q3 25 | $94.9M | $234.7M | ||
| Q2 25 | $126.3M | $184.9M | ||
| Q1 25 | $17.3M | $262.8M | ||
| Q4 24 | $224.4M | $257.5M | ||
| Q3 24 | $-7.7M | $220.3M | ||
| Q2 24 | $35.5M | $160.0M | ||
| Q1 24 | $2.6M | $198.1M |
| Q4 25 | 6.4% | 33.4% | ||
| Q3 25 | 11.0% | 26.5% | ||
| Q2 25 | 16.5% | 22.4% | ||
| Q1 25 | 2.5% | 34.5% | ||
| Q4 24 | 30.1% | 34.9% | ||
| Q3 24 | -1.1% | 31.9% | ||
| Q2 24 | 5.2% | 24.8% | ||
| Q1 24 | 0.4% | 32.4% |
| Q4 25 | 7.9% | 0.9% | ||
| Q3 25 | 5.6% | 1.9% | ||
| Q2 25 | 4.3% | 1.8% | ||
| Q1 25 | 4.9% | 1.1% | ||
| Q4 24 | 7.0% | 1.1% | ||
| Q3 24 | 6.0% | 1.2% | ||
| Q2 24 | 4.5% | 0.7% | ||
| Q1 24 | 5.0% | 2.3% |
| Q4 25 | 1.37× | 7.02× | ||
| Q3 25 | 1.74× | 7.42× | ||
| Q2 25 | 2.03× | 75.58× | ||
| Q1 25 | 0.67× | 11.02× | ||
| Q4 24 | 3.90× | 5.82× | ||
| Q3 24 | 0.47× | 4.42× | ||
| Q2 24 | 0.90× | 3.75× | ||
| Q1 24 | 0.48× | 4.98× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BWXT
| Nuclear Component Program | $436.4M | 49% |
| Nuclear Manufacturing | $134.8M | 15% |
| Cost Plus Fee | $116.1M | 13% |
| Uranium And Nuclear Services | $103.8M | 12% |
| Commercial Operations | $49.0M | 6% |
| Commercial Operations Segment | $33.7M | 4% |
| Transferred At Point In Time | $1.3M | 0% |
DDOG
| North America | $678.7M | 71% |
| International | $274.5M | 29% |
