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Side-by-side financial comparison of BWX Technologies, Inc. (BWXT) and SM Energy Co (SM). Click either name above to swap in a different company.
BWX Technologies, Inc. is the larger business by last-quarter revenue ($885.8M vs $704.9M, roughly 1.3× SM Energy Co). On growth, BWX Technologies, Inc. posted the faster year-over-year revenue change (18.7% vs -17.3%). Over the past eight quarters, BWX Technologies, Inc.'s revenue compounded faster (21.1% CAGR vs 12.2%).
BWX Technologies, Inc. is a company headquartered in Lynchburg, Virginia that supplies nuclear components and fuel internationally.
SM Energy Company is a company engaged in hydrocarbon exploration. It is organized in Delaware and headquartered in Denver, Colorado.
BWXT vs SM — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $885.8M | $704.9M |
| Net Profit | $93.0M | — |
| Gross Margin | — | — |
| Operating Margin | 10.4% | 25.9% |
| Net Margin | 10.5% | — |
| Revenue YoY | 18.7% | -17.3% |
| Net Profit YoY | 30.9% | — |
| EPS (diluted) | $1.02 | $0.94 |
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 | $704.9M | ||
| Q3 25 | $866.3M | $811.6M | ||
| Q2 25 | $764.0M | $792.9M | ||
| Q1 25 | $682.3M | $844.5M | ||
| Q4 24 | $746.3M | $852.0M | ||
| Q3 24 | $672.0M | $643.6M | ||
| Q2 24 | $681.5M | $634.6M | ||
| Q1 24 | $604.0M | $559.9M |
| Q4 25 | $93.0M | — | ||
| Q3 25 | $82.1M | $155.1M | ||
| Q2 25 | $78.4M | $201.7M | ||
| Q1 25 | $75.5M | $182.3M | ||
| Q4 24 | $71.0M | — | ||
| Q3 24 | $69.5M | $240.5M | ||
| Q2 24 | $73.0M | $210.3M | ||
| Q1 24 | $68.5M | $131.2M |
| 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 24 | 24.6% | — |
| Q4 25 | 10.4% | 25.9% | ||
| Q3 25 | 13.1% | 30.4% | ||
| Q2 25 | 13.4% | 37.2% | ||
| Q1 25 | 14.2% | 32.7% | ||
| Q4 24 | 12.4% | 33.7% | ||
| Q3 24 | 14.4% | 51.4% | ||
| Q2 24 | 14.5% | 44.0% | ||
| Q1 24 | 15.4% | 31.9% |
| Q4 25 | 10.5% | — | ||
| Q3 25 | 9.5% | 19.1% | ||
| Q2 25 | 10.3% | 25.4% | ||
| Q1 25 | 11.1% | 21.6% | ||
| Q4 24 | 9.5% | — | ||
| Q3 24 | 10.3% | 37.4% | ||
| Q2 24 | 10.7% | 33.1% | ||
| Q1 24 | 11.3% | 23.4% |
| Q4 25 | $1.02 | $0.94 | ||
| Q3 25 | $0.89 | $1.35 | ||
| Q2 25 | $0.85 | $1.76 | ||
| Q1 25 | $0.82 | $1.59 | ||
| Q4 24 | $0.77 | $1.63 | ||
| Q3 24 | $0.76 | $2.09 | ||
| Q2 24 | $0.79 | $1.82 | ||
| Q1 24 | $0.75 | $1.13 |
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 | $368.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.2B | $4.8B |
| Total Assets | $4.3B | $9.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $499.8M | $368.0M | ||
| Q3 25 | $79.6M | $162.3M | ||
| Q2 25 | $37.0M | $101.9M | ||
| Q1 25 | $55.4M | $54.0K | ||
| Q4 24 | $74.1M | — | ||
| Q3 24 | $35.5M | $1.7B | ||
| Q2 24 | $48.3M | $487.9M | ||
| Q1 24 | $45.9M | $506.3M |
| Q4 25 | $1.2B | $4.8B | ||
| Q3 25 | $1.2B | $4.7B | ||
| Q2 25 | $1.2B | $4.6B | ||
| Q1 25 | $1.1B | $4.4B | ||
| Q4 24 | $1.1B | $4.2B | ||
| Q3 24 | $1.1B | $4.1B | ||
| Q2 24 | $998.5M | $3.8B | ||
| Q1 24 | $946.2M | $3.7B |
| Q4 25 | $4.3B | $9.3B | ||
| Q3 25 | $3.8B | $9.1B | ||
| Q2 25 | $3.7B | $9.0B | ||
| Q1 25 | $3.1B | $8.8B | ||
| Q4 24 | $2.9B | $8.6B | ||
| Q3 24 | $2.9B | $8.0B | ||
| Q2 24 | $2.8B | $6.7B | ||
| Q1 24 | $2.8B | $6.4B |
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 | $451.9M |
| 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.
| Q4 25 | $127.0M | $451.9M | ||
| Q3 25 | $143.2M | $505.0M | ||
| Q2 25 | $159.0M | $571.1M | ||
| Q1 25 | $50.6M | $483.0M | ||
| Q4 24 | $276.9M | $578.4M | ||
| Q3 24 | $32.6M | $452.3M | ||
| Q2 24 | $65.9M | $476.4M | ||
| Q1 24 | $33.0M | $276.0M |
| Q4 25 | $56.8M | — | ||
| Q3 25 | $94.9M | — | ||
| Q2 25 | $126.3M | — | ||
| Q1 25 | $17.3M | — | ||
| Q4 24 | $224.4M | — | ||
| Q3 24 | $-7.7M | — | ||
| Q2 24 | $35.5M | — | ||
| Q1 24 | $2.6M | — |
| Q4 25 | 6.4% | — | ||
| Q3 25 | 11.0% | — | ||
| Q2 25 | 16.5% | — | ||
| Q1 25 | 2.5% | — | ||
| Q4 24 | 30.1% | — | ||
| Q3 24 | -1.1% | — | ||
| Q2 24 | 5.2% | — | ||
| Q1 24 | 0.4% | — |
| Q4 25 | 7.9% | — | ||
| Q3 25 | 5.6% | — | ||
| Q2 25 | 4.3% | — | ||
| Q1 25 | 4.9% | — | ||
| Q4 24 | 7.0% | — | ||
| Q3 24 | 6.0% | — | ||
| Q2 24 | 4.5% | — | ||
| Q1 24 | 5.0% | — |
| Q4 25 | 1.37× | — | ||
| Q3 25 | 1.74× | 3.26× | ||
| Q2 25 | 2.03× | 2.83× | ||
| Q1 25 | 0.67× | 2.65× | ||
| Q4 24 | 3.90× | — | ||
| Q3 24 | 0.47× | 1.88× | ||
| Q2 24 | 0.90× | 2.27× | ||
| Q1 24 | 0.48× | 2.10× |
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% |
SM
Segment breakdown not available.
