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Side-by-side financial comparison of BWX Technologies, Inc. (BWXT) and Kimco Realty (KIM). Click either name above to swap in a different company.
BWX Technologies, Inc. is the larger business by last-quarter revenue ($885.8M vs $558.0M, roughly 1.6× Kimco Realty). Kimco Realty runs the higher net margin — 29.8% vs 10.5%, a 19.3% gap on every dollar of revenue. On growth, BWX Technologies, Inc. posted the faster year-over-year revenue change (18.7% vs 4.0%). Over the past eight quarters, BWX Technologies, Inc.'s revenue compounded faster (21.1% CAGR vs 5.6%).
BWX Technologies, Inc. is a company headquartered in Lynchburg, Virginia that supplies nuclear components and fuel internationally.
Kimco Realty Corporation, headquartered in Jericho, New York, is a real estate investment trust that invests in shopping centers.
BWXT vs KIM — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $885.8M | $558.0M |
| Net Profit | $93.0M | $166.3M |
| Gross Margin | — | — |
| Operating Margin | 10.4% | 37.2% |
| Net Margin | 10.5% | 29.8% |
| Revenue YoY | 18.7% | 4.0% |
| Net Profit YoY | 30.9% | 23.7% |
| EPS (diluted) | $1.02 | $0.46 |
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.
| Q1 26 | — | $558.0M | ||
| Q4 25 | $885.8M | $542.5M | ||
| Q3 25 | $866.3M | $535.9M | ||
| Q2 25 | $764.0M | $525.2M | ||
| Q1 25 | $682.3M | $536.6M | ||
| Q4 24 | $746.3M | $525.4M | ||
| Q3 24 | $672.0M | $507.6M | ||
| Q2 24 | $681.5M | $500.2M |
| Q1 26 | — | $166.3M | ||
| Q4 25 | $93.0M | $151.2M | ||
| Q3 25 | $82.1M | $137.8M | ||
| Q2 25 | $78.4M | $163.0M | ||
| Q1 25 | $75.5M | $132.8M | ||
| Q4 24 | $71.0M | $166.0M | ||
| Q3 24 | $69.5M | $136.0M | ||
| Q2 24 | $73.0M | $119.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 21.8% | — | ||
| Q2 25 | 25.1% | — | ||
| Q1 25 | 24.2% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 24.4% | — | ||
| Q2 24 | 24.7% | — |
| Q1 26 | — | 37.2% | ||
| Q4 25 | 10.4% | 36.4% | ||
| Q3 25 | 13.1% | 34.9% | ||
| Q2 25 | 13.4% | 39.2% | ||
| Q1 25 | 14.2% | 33.6% | ||
| Q4 24 | 12.4% | 31.7% | ||
| Q3 24 | 14.4% | 33.7% | ||
| Q2 24 | 14.5% | 32.1% |
| Q1 26 | — | 29.8% | ||
| Q4 25 | 10.5% | 27.9% | ||
| Q3 25 | 9.5% | 25.7% | ||
| Q2 25 | 10.3% | 31.0% | ||
| Q1 25 | 11.1% | 24.8% | ||
| Q4 24 | 9.5% | 31.6% | ||
| Q3 24 | 10.3% | 26.8% | ||
| Q2 24 | 10.7% | 23.9% |
| Q1 26 | — | $0.46 | ||
| Q4 25 | $1.02 | — | ||
| Q3 25 | $0.89 | — | ||
| Q2 25 | $0.85 | — | ||
| Q1 25 | $0.82 | — | ||
| Q4 24 | $0.77 | — | ||
| Q3 24 | $0.76 | — | ||
| Q2 24 | $0.79 | — |
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 | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.2B | $10.4B |
| Total Assets | $4.3B | $19.6B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $499.8M | $211.6M | ||
| Q3 25 | $79.6M | $159.3M | ||
| Q2 25 | $37.0M | $226.6M | ||
| Q1 25 | $55.4M | $131.3M | ||
| Q4 24 | $74.1M | $688.6M | ||
| Q3 24 | $35.5M | $789.0M | ||
| Q2 24 | $48.3M | $126.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | $7.7B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $8.0B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $10.4B | ||
| Q4 25 | $1.2B | $10.4B | ||
| Q3 25 | $1.2B | $10.5B | ||
| Q2 25 | $1.2B | $10.5B | ||
| Q1 25 | $1.1B | $10.6B | ||
| Q4 24 | $1.1B | $10.7B | ||
| Q3 24 | $1.1B | $10.5B | ||
| Q2 24 | $998.5M | $10.6B |
| Q1 26 | — | $19.6B | ||
| Q4 25 | $4.3B | $19.7B | ||
| Q3 25 | $3.8B | $19.9B | ||
| Q2 25 | $3.7B | $19.8B | ||
| Q1 25 | $3.1B | $19.7B | ||
| Q4 24 | $2.9B | $20.3B | ||
| Q3 24 | $2.9B | $20.1B | ||
| Q2 24 | $2.8B | $19.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.74× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.75× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — |
| Free Cash FlowOCF − Capex | $56.8M | — |
| FCF MarginFCF / Revenue | 6.4% | — |
| Capex IntensityCapex / Revenue | 7.9% | — |
| Cash ConversionOCF / Net Profit | 1.37× | — |
| TTM Free Cash FlowTrailing 4 quarters | $295.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $127.0M | $258.4M | ||
| Q3 25 | $143.2M | $332.4M | ||
| Q2 25 | $159.0M | $305.4M | ||
| Q1 25 | $50.6M | $223.8M | ||
| Q4 24 | $276.9M | $239.5M | ||
| Q3 24 | $32.6M | $295.9M | ||
| Q2 24 | $65.9M | $294.1M |
| Q1 26 | — | — | ||
| Q4 25 | $56.8M | — | ||
| Q3 25 | $94.9M | — | ||
| Q2 25 | $126.3M | — | ||
| Q1 25 | $17.3M | $205.4M | ||
| Q4 24 | $224.4M | — | ||
| Q3 24 | $-7.7M | — | ||
| Q2 24 | $35.5M | — |
| Q1 26 | — | — | ||
| Q4 25 | 6.4% | — | ||
| Q3 25 | 11.0% | — | ||
| Q2 25 | 16.5% | — | ||
| Q1 25 | 2.5% | 38.3% | ||
| Q4 24 | 30.1% | — | ||
| Q3 24 | -1.1% | — | ||
| Q2 24 | 5.2% | — |
| Q1 26 | — | — | ||
| Q4 25 | 7.9% | 0.0% | ||
| Q3 25 | 5.6% | 0.0% | ||
| Q2 25 | 4.3% | 0.0% | ||
| Q1 25 | 4.9% | 3.4% | ||
| Q4 24 | 7.0% | — | ||
| Q3 24 | 6.0% | — | ||
| Q2 24 | 4.5% | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.37× | 1.71× | ||
| Q3 25 | 1.74× | 2.41× | ||
| Q2 25 | 2.03× | 1.87× | ||
| Q1 25 | 0.67× | 1.69× | ||
| Q4 24 | 3.90× | 1.44× | ||
| Q3 24 | 0.47× | 2.18× | ||
| Q2 24 | 0.90× | 2.46× |
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% |
KIM
| Revenues from rental properties, net | $552.8M | 99% |
| Management and other fee income | $5.2M | 1% |
