# Centrus vs BWX: Nuclear Supply Chain Stocks

> Which nuclear supply chain stock is the better buy after recent sell-offs?
- Title: Centrus vs BWX: Nuclear Supply Chain Stocks · The Motley Fool
- Summary: 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…
- Keywords: centrus energy, bwx technologies, nuclear supply chain, uranium, naval nuclear propulsion, small modular reactors, haeu, finance, money, Centrus, BWX, Nuclear
- Source: The Motley Fool — https://fool.com/investing/2026/10/21/centrus-vs-bwx-technologies-which-nuclear-supply-c
- Author: Courtney Carlsen
- Published: 2026-10-22T01:45:00+00:00
- Read time: 1 min
- Topics: centrus energy, bwx technologies, nuclear supply chain, uranium, naval nuclear propulsion, small modular reactors, haeu, finance, money
## 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.
## Key takeaway

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.