BWX Technologies

The sole manufacturer of nuclear fuel and reactor components for the U.S. Navy's nuclear fleet and a leading developer of nuclear thermal propulsion (NTP) for space applications. Publicly traded on NYSE (BWXT). Selected by NASA and DARPA for the DRACO (Demonstration Rocket for Agile Cislunar Operations) program to develop a nuclear thermal propulsion engine for in-space demonstration -- potentially the most transformative propulsion technology for deep space missions since chemical rocketry. Also developing space nuclear power systems and microreactors for defense and NASA surface power applications. A unique pure-play on nuclear technology with no direct competitor in the U.S. for naval reactor fuel. Space nuclear propulsion work could become a significant revenue driver as NASA and DoD invest in faster cislunar transit capabilities.