From The Motley Fool · Courtney Carlsen · · 1m
Centrus vs BWX: Nuclear Supply Chain Stocks
Which nuclear supply chain stock is the better buy after recent sell-offs?
In brief
Which nuclear supply chain stock is the better buy after recent sell-offs? Centrus Energy and BWX Technologies both declined 54% and 22% in 2026 but have different paths: Centrus pivots to domestic uranium production while BWX maintains naval nuclear contracts. Originally reported by The Motley Fool.
Nuclear energy demand surge
Surging electricity demand from AI data centers, robotics, and advanced manufacturing drives nuclear energy growth.
Centrus Energy stock drop
Centrus Energy shares fell 54% in 2026 after last year's nuclear revival narrative.
BWX Technologies stock drop
BWX Technologies shares dropped 22% in 2026 following the nuclear revival narrative.
Centrus pivots to domestic uranium
Centrus Energy pivots to become a domestic producer of enriched uranium as the U.S. seeks onshore production.
Centrus' exclusive HALEU role
Centrus is the only U.S. company licensed with ready-to-deploy gas centrifuge technology for haleu nuclear fuel.
BWX's naval nuclear contracts
BWX Technologies secured $1.4 billion in U.S. Naval Nuclear Propulsion Program contracts in May 2026.
The essence
Centrus Energy and BWX Technologies both declined 54% and 22% in 2026 but have different paths: Centrus pivots to domestic uranium production while BWX maintains naval nuclear contracts.
