Jim Cramer Highlights BWX Technologies as a Notable Defense and Nuclear Play

BWX Technologies, Inc. (NYSE:

) is one of the . Cramer discussed the company’s performance and earnings during the episode, as he remarked:

This has been a very good market for the defense contractors and the nuclear energy plays. So what about a company that’s in both of these businesses? I’m talking about BWX Technologies, which makes nuclear reactors for submarines and aircraft carriers. Here’s a stock that has more than tripled over the past three years, up 100% over the last 12 months, 15% since the beginning of 2026. The Pentagon’s budget never stops growing, and at the same time, their commercial nuclear business has been cleaning up. After the close today, BWX reported a terrific quarter, a top and bottom line beat with 95% sales growth from their commercial vision… Even better, management issued a very bullish full-year forecast.

Photo by Yiorgos Ntrahas on Unsplash

BWX Technologies, Inc. (NYSE:BWXT) produces nuclear fuel and precision components for both government and commercial use, including specialized parts for naval reactors. The company also manufactures medical radioisotopes and offers engineering and maintenance services to support nuclear power plants throughout their entire lifespan.

While we acknowledge the potential of BWXT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the

.