BWX: The order backlog explodes by 50% and brings optimism for 2026. Management identifies four growth drivers!

In the US model portfolio, we are focusing on BWX Technologies. Currently, the position is over 170% in unrealized profits. The new numbers are convincing. Record results in Q4 and a 50% increase in order intake. The fourth quarter was marked by a revenue growth of 19% to $886 million (consensus: $837.47 million). EPS rose by 17% to $1.08 (consensus: $0.88), supported by strong operational performance and efficient cost management. Special attention should be given to the order backlog, which climbed to a record high of $7.3 billion (+50%) at...