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Side-by-side financial comparison of BWX Technologies, Inc. (BWXT) and MARRIOTT VACATIONS WORLDWIDE Corp (VAC). Click either name above to swap in a different company.
MARRIOTT VACATIONS WORLDWIDE Corp is the larger business by last-quarter revenue ($1.2B vs $885.8M, roughly 1.4× BWX Technologies, Inc.). BWX Technologies, Inc. runs the higher net margin — 10.5% vs -35.0%, a 45.5% gap on every dollar of revenue. On growth, BWX Technologies, Inc. posted the faster year-over-year revenue change (18.7% vs -0.7%). BWX Technologies, Inc. produced more free cash flow last quarter ($56.8M vs $-6.0M). Over the past eight quarters, BWX Technologies, Inc.'s revenue compounded faster (21.1% CAGR vs 5.2%).
BWX Technologies, Inc. is a company headquartered in Lynchburg, Virginia that supplies nuclear components and fuel internationally.
Marriott Vacations Worldwide Corporation is a pure-play public timeshare company. Formerly a division of Marriott International, Marriott Vacations Worldwide was established as a separate, publicly traded entity focusing primarily on vacation ownership in November 2011. Marriott Vacations Worldwide runs more than 120 resorts with over 700,000 Owners and members in a diverse portfolio of brands under The Marriott Vacation Clubs name. Its brands include Marriott Vacation Club, The Marriott Vaca...
BWXT vs VAC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $885.8M | $1.2B |
| Net Profit | $93.0M | $-431.0M |
| Gross Margin | — | — |
| Operating Margin | 10.4% | — |
| Net Margin | 10.5% | -35.0% |
| Revenue YoY | 18.7% | -0.7% |
| Net Profit YoY | 30.9% | -962.0% |
| EPS (diluted) | $1.02 | $-12.00 |
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 | $1.2B | ||
| Q3 25 | $866.3M | $1.2B | ||
| Q2 25 | $764.0M | $1.2B | ||
| Q1 25 | $682.3M | $1.1B | ||
| Q4 24 | $746.3M | $1.2B | ||
| Q3 24 | $672.0M | $1.2B | ||
| Q2 24 | $681.5M | $1.1B | ||
| Q1 24 | $604.0M | $1.1B |
| Q4 25 | $93.0M | $-431.0M | ||
| Q3 25 | $82.1M | $-2.0M | ||
| Q2 25 | $78.4M | $69.0M | ||
| Q1 25 | $75.5M | $56.0M | ||
| Q4 24 | $71.0M | $50.0M | ||
| Q3 24 | $69.5M | $84.0M | ||
| Q2 24 | $73.0M | $37.0M | ||
| Q1 24 | $68.5M | $47.0M |
| 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% | — | ||
| Q3 25 | 13.1% | — | ||
| Q2 25 | 13.4% | — | ||
| Q1 25 | 14.2% | — | ||
| Q4 24 | 12.4% | — | ||
| Q3 24 | 14.4% | — | ||
| Q2 24 | 14.5% | — | ||
| Q1 24 | 15.4% | — |
| Q4 25 | 10.5% | -35.0% | ||
| Q3 25 | 9.5% | -0.2% | ||
| Q2 25 | 10.3% | 6.0% | ||
| Q1 25 | 11.1% | 5.0% | ||
| Q4 24 | 9.5% | 4.0% | ||
| Q3 24 | 10.3% | 6.9% | ||
| Q2 24 | 10.7% | 3.5% | ||
| Q1 24 | 11.3% | 4.2% |
| Q4 25 | $1.02 | $-12.00 | ||
| Q3 25 | $0.89 | $-0.07 | ||
| Q2 25 | $0.85 | $1.77 | ||
| Q1 25 | $0.82 | $1.46 | ||
| Q4 24 | $0.77 | $1.29 | ||
| Q3 24 | $0.76 | $2.12 | ||
| Q2 24 | $0.79 | $0.98 | ||
| Q1 24 | $0.75 | $1.22 |
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 | $406.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.2B | $2.0B |
| Total Assets | $4.3B | $9.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $499.8M | $406.0M | ||
| Q3 25 | $79.6M | $474.0M | ||
| Q2 25 | $37.0M | $205.0M | ||
| Q1 25 | $55.4M | $196.0M | ||
| Q4 24 | $74.1M | $197.0M | ||
| Q3 24 | $35.5M | $197.0M | ||
| Q2 24 | $48.3M | $206.0M | ||
| Q1 24 | $45.9M | $237.0M |
| Q4 25 | $1.2B | $2.0B | ||
| Q3 25 | $1.2B | $2.5B | ||
| Q2 25 | $1.2B | $2.5B | ||
| Q1 25 | $1.1B | $2.4B | ||
| Q4 24 | $1.1B | $2.4B | ||
| Q3 24 | $1.1B | $2.4B | ||
| Q2 24 | $998.5M | $2.4B | ||
| Q1 24 | $946.2M | $2.4B |
| Q4 25 | $4.3B | $9.8B | ||
| Q3 25 | $3.8B | $10.1B | ||
| Q2 25 | $3.7B | $9.9B | ||
| Q1 25 | $3.1B | $9.9B | ||
| Q4 24 | $2.9B | $9.8B | ||
| Q3 24 | $2.9B | $9.7B | ||
| Q2 24 | $2.8B | $9.6B | ||
| Q1 24 | $2.8B | $9.9B |
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 | $6.0M |
| Free Cash FlowOCF − Capex | $56.8M | $-6.0M |
| FCF MarginFCF / Revenue | 6.4% | -0.5% |
| Capex IntensityCapex / Revenue | 7.9% | 1.0% |
| Cash ConversionOCF / Net Profit | 1.37× | — |
| TTM Free Cash FlowTrailing 4 quarters | $295.3M | $-29.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $127.0M | $6.0M | ||
| Q3 25 | $143.2M | $62.0M | ||
| Q2 25 | $159.0M | $-48.0M | ||
| Q1 25 | $50.6M | $8.0M | ||
| Q4 24 | $276.9M | $100.0M | ||
| Q3 24 | $32.6M | $72.0M | ||
| Q2 24 | $65.9M | $30.0M | ||
| Q1 24 | $33.0M | $3.0M |
| Q4 25 | $56.8M | $-6.0M | ||
| Q3 25 | $94.9M | $51.0M | ||
| Q2 25 | $126.3M | $-68.0M | ||
| Q1 25 | $17.3M | $-6.0M | ||
| Q4 24 | $224.4M | $86.0M | ||
| Q3 24 | $-7.7M | $58.0M | ||
| Q2 24 | $35.5M | $17.0M | ||
| Q1 24 | $2.6M | $-13.0M |
| Q4 25 | 6.4% | -0.5% | ||
| Q3 25 | 11.0% | 4.3% | ||
| Q2 25 | 16.5% | -5.9% | ||
| Q1 25 | 2.5% | -0.5% | ||
| Q4 24 | 30.1% | 6.9% | ||
| Q3 24 | -1.1% | 4.8% | ||
| Q2 24 | 5.2% | 1.6% | ||
| Q1 24 | 0.4% | -1.2% |
| Q4 25 | 7.9% | 1.0% | ||
| Q3 25 | 5.6% | 0.9% | ||
| Q2 25 | 4.3% | 1.7% | ||
| Q1 25 | 4.9% | 1.3% | ||
| Q4 24 | 7.0% | 1.1% | ||
| Q3 24 | 6.0% | 1.1% | ||
| Q2 24 | 4.5% | 1.2% | ||
| Q1 24 | 5.0% | 1.4% |
| Q4 25 | 1.37× | — | ||
| Q3 25 | 1.74× | — | ||
| Q2 25 | 2.03× | -0.70× | ||
| Q1 25 | 0.67× | 0.14× | ||
| Q4 24 | 3.90× | 2.00× | ||
| Q3 24 | 0.47× | 0.86× | ||
| Q2 24 | 0.90× | 0.81× | ||
| Q1 24 | 0.48× | 0.06× |
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% |
VAC
| Cost Reimbursement | $467.0M | 38% |
| Time Share | $381.0M | 31% |
| Management And Exchange | $212.0M | 17% |
| Ancillary Revenues | $64.0M | 5% |
| Management Service | $55.0M | 4% |
| Service Other | $36.0M | 3% |
