I was interviewed by CNBC’s Jim Cramer on Mad Money. Great timing with our earnings release after the market close.

BWXT reported very strong growth leading to record revenues and earnings for 2025 yesterday and published guidance for similarly strong growth in 2026. Further, our balance sheet is very healthy with capacity for acquisitions or other investments.

And the growth story is just beginning. We see demand and growth from the nuclear navy and nuclear utilities and continuing opportunities in nuclear medicine, special materials, microreactors, advanced fuels, and nuclear technical services.

That said, we are highly focused on executing against our robust backlog which doubled last year to $7.3B. Growing and running our business requires velocity and agility. Those aren’t just words at BWXT.

Last year we purchased land in Oak Ridge, Tennessee for our new Centrifuge Manufacturing Development Facility. And last month, we opened that facility for the Defense Fuels Program with NNSA. Seven months from empty field to purpose-built facility. We can move fast on nuclear projects, and we must.
As I mentioned to Jim during the interview we sit at the intersection of national security, energy security and AI. It is an extraordinary time for the industry, especially for BWXT given our talent, capacity, know-how, competitive positioning and history. Let’s go!

I invite you to watch the segment and let me know your thoughts.