BWX Technologies IncU.S. Army selects BWXT's microreactor for $2.2B Janus program, securing a major government contract.

BWX Technologies announced on August 26 that the U.S. Army has selected its BWXT Advanced Nuclear Reactor (BANR) technology for the Janus program, a $2.2 billion initiative to build and operate tiny nuclear reactors on military bases. The first BANR will be deployed at Fort Campbell in Kentucky, with four other companies deploying competing technologies at other bases. BWXT is the sole manufacturer of naval nuclear reactors for U.S. submarines and aircraft carriers, and this award bolsters its position in the microreactor market. The company targets groundbreaking in late 2028 and reactor operations in the early 2030s, though the Army wants a functional reactor by September 2028. Wells Fargo upgraded BWXT from 'Underweight' to 'Equal Weight' on August 27, and the company was held by 65 hedge funds at the end of Q2 2026 with a total investment value of $1.5 billion.
BWX Technologies IncU.S. Army selects BWXT's microreactor for $2.2B Janus program, securing a major government contract.
Wells Fargo & Company