Monitor future DOE contract awards and modifications for Nuclear Fuel Services to gauge the trajectory of BWXT's government services segment. The modification is incremental and does not alter the company's near-term outlook.
Price Chart
Executive Summary
BWX Technologies subsidiary Nuclear Fuel Services received a $43 million contract modification from the Department of Energy for enriched uranium conversion and purification services. The award represents approximately 1.25% of BWXT's annualized revenue, a notable but not transformative addition to its government services backlog.
Key Financial Metrics
Key Facts
- Nuclear Fuel Services Inc., a subsidiary of BWX Technologies, received a $42,991,621 contract modification from the Department of Energy.
- The modification is for enriched uranium conversion and purification services under contract 89233123CNA000308 (Mod P00021).
- The award amount represents approximately 1.25% of BWXT's annualized revenue of $3.44 billion.
- The action date is July 23, 2026.
Financial Impact
$42.99 million modification, ~1.25% of annualized revenue
Risk Factors
- Government contract modifications are subject to funding availability and potential budget sequestration or continuing resolutions.
- Execution risk on conversion and purification services could affect margins.
Investment Themes
Documents Analyzed
This report is based on 1 federal contract record from official U.S. government contract data.
| Document | Accession Number |
|---|---|
| GOVT-CONTRACT Data (Synthetic) | contract-89233123CNA000308 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 3d ago | Institutional Cluster | $126.96 | awaiting T+5 | — | $131.20 (+3.34%) |
Aug 15, 2026 10w ago | Institutional Cluster | $171.54 $149.52 | ▲ +12.84% | ▲ +11.65% | $131.20 (+23.52%) |
Aug 12, 2026 10w ago | 144 | $170.35 $156.44 | ▼ −8.17% | ▼ −6.20% | $131.20 (−22.98%) |
Aug 3, 2026 11w ago | Press Release | $172.40 $169.71 | ▼ −1.56% | ▼ −1.46% | $131.20 (−23.90%) |
Jul 23, 2026 13w ago | GOVT-CONTRACT | $174.52 $168.70 | ▼ −3.33% | ▼ −4.43% | $131.20 (−24.82%) |
May 4, 2026 25w ago | 8-K | $206.15 $210.80 | ▲ +2.26% | ▲ +0.27% | $131.20 (−36.36%) |
Mar 18, 2026 31w ago | DEFA14A | $210.12 $205.09 | ▼ −2.39% | ▼ −0.18% | $131.20 (−37.56%) |
US Market Status
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