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NuScale Power and BWX Technologies: A Comparative Analysis for Nuclear Energy Investors

Apr 02, 2026 20:59 UTC
NUS, BWXT
Medium term

As nuclear energy gains momentum, investors are weighing the potential of NuScale Power and BWX Technologies. This article examines their distinct roles in the industry and investment outlook.

  • NuScale Power is developing SMR technology with a 77 MWe module capacity, aiming for commercial deployment by the 2030s.
  • BWX Technologies provides nuclear fuel and equipment, including exclusive contracts with the U.S. Navy.
  • NuScale's Romanian project is delayed to 2033, with ongoing legal challenges regarding its ENTRA1 partnership.
  • BWX Technologies reported $3.2 billion in 2025 revenue, with $2.35 billion from government contracts.
  • The company's backlog increased 50% to $7.3 billion in 2025, driven by submarine component contracts.
  • BWX is viewed as a more stable investment due to its established government contracts and revenue visibility.

Nuclear energy is experiencing renewed interest as nations prioritize energy security and cleaner power sources. Two prominent players in this sector, NuScale Power (NYSE: SMR) and BWX Technologies (NYSE: BWXT), offer different investment opportunities. NuScale is developing small modular reactor (SMR) technology, while BWX Technologies focuses on nuclear equipment and fuel, including a critical role in supplying the U.S. Navy. NuScale's Power Module, a factory-built unit producing 77 MWe per module, can be clustered to generate up to 924 MWe. However, commercial deployment is still years away, with the first Romanian facility expected by 2033. The company faces challenges in scaling and has encountered legal scrutiny over its partnership with ENTRA1 Energy. BWX Technologies, on the other hand, benefits from its government contracts, particularly with the U.S. Navy, which accounted for $2.35 billion of its $3.2 billion revenue in 2025. The company secured $2.6 billion in new submarine-related contracts and reported a 50% increase in its backlog to $7.3 billion. This stability positions BWX as a more immediate investment option compared to NuScale, which is still in the early stages of commercialization.

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