Geopolitics Alpha

8-K - BWX Technologies, Inc. (0001486957) (Filer)

Published . Updated .

Key takeaways

  • 8-K - BWX Technologies filed an 8-K with the SEC on Nov 2 (a notice of a material company event).
  • Exposed: BWXT, XLI, CMI, BC, CAT
  • Market reaction: BWXT −8.3% after three sessions; XLI −4.2% after three sessions; LRCX −12.0% after three sessions

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GEOPOLITICS ALPHA8-K - BWX Technologies, Inc.(0001486957) (Filer)BWXTGEOPOLITICS ALPHA

8-K - BWX Technologies filed an 8-K with the SEC on Nov 2 (a notice of a material company event).

Directly affected

  • BWXT BWX Technologies-16.9% 30d

    Named in this report.

Indirectly affected

  • XLI Industrial Select Sector SPDR-0.3% 30d

    Industrial Select Sector SPDR holds the industrials sector that BWX Technologies belongs to, so it often moves with news about it.

  • CMI Cummins-14.6% 30d

    Cummins is a peer of BWX Technologies in engines and turbines; rivals often move on the same news.

  • BC Brunswick-2.4% 30d

    Brunswick is a peer of BWX Technologies in engines and turbines; rivals often move on the same news.

  • CAT Caterpillar-32.6% 30d

    Caterpillar is a large industrials company like BWX Technologies; big names in a sector often move together.

  • LRCX Lam Research-41.3% 30d

    Lam Research is a large industrials company like BWX Technologies; big names in a sector often move together.

  • DE Deere-3.4% 30d

    Deere is a large industrials company like BWX Technologies; big names in a sector often move together.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
BWXT+2.86%+5.82%base+1.21%-7.36%-11.85%-8.32%
XLI-1.06%+0.22%base+0.95%-0.17%-4.14%-4.16%
CMI+5.97%+3.48%base+0.03%-5.62%-10.43%-10.05%
BC-14.43%-6.02%base-1.24%+2.58%-0.17%-2.28%
CAT+16.30%+5.44%base+1.66%-3.65%-9.81%-8.96%
LRCX+5.80%+11.78%base+1.34%-3.68%-18.75%-12.02%
DE-4.18%-1.10%base-0.24%+1.17%-0.43%+0.86%

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Filed: 2026-11-02 AccNo: 0001486957-26-000053 Size: 577 KB Item 2.02: Results of Operations and Financial Condition Item 9.01: Financial Statements and Exhibits

Source: sec-edgar

How far BWX Technologies (BWXT) has moved since 2 Nov 2026

Since the first closing price after “8-K - BWX Technologies, Inc. (0001486957) (Filer),” BWX Technologies (BWXT) is -12.86%.

CompanyWhenMoveStatus
Brunswick (BC)that day-1.24%final price
Brunswick (BC)the next day+2.58%final price
Brunswick (BC)two days later-0.17%final price
Brunswick (BC)three days later-2.28%final price
Brunswick (BC)three days earlier-6.02%final price
Brunswick (BC)five days earlier-14.43%final price
BWX Technologies (BWXT)that day+1.21%final price
BWX Technologies (BWXT)the next day-7.36%final price
BWX Technologies (BWXT)two days later-11.85%final price
BWX Technologies (BWXT)three days later-8.32%final price
BWX Technologies (BWXT)three days earlier+5.82%final price
BWX Technologies (BWXT)five days earlier+2.86%final price
Caterpillar (CAT)that day+1.66%final price
Caterpillar (CAT)the next day-3.65%final price
Caterpillar (CAT)two days later-9.81%final price
Caterpillar (CAT)three days later-8.96%final price
Caterpillar (CAT)three days earlier+5.44%final price
Caterpillar (CAT)five days earlier+16.30%final price
Cummins (CMI)that day+0.03%final price
Cummins (CMI)the next day-5.62%final price
Cummins (CMI)two days later-10.43%final price
Cummins (CMI)three days later-10.05%final price
Cummins (CMI)three days earlier+3.48%final price
Cummins (CMI)five days earlier+5.97%final price
Deere (DE)that day-0.24%final price
Deere (DE)the next day+1.17%final price
Deere (DE)two days later-0.43%final price
Deere (DE)three days later+0.86%final price
Deere (DE)three days earlier-1.10%final price
Deere (DE)five days earlier-4.18%final price
Lam Research (LRCX)that day+1.34%final price
Lam Research (LRCX)the next day-3.68%final price
Lam Research (LRCX)two days later-18.75%final price
Lam Research (LRCX)three days later-12.02%final price
Lam Research (LRCX)three days earlier+11.78%final price
Lam Research (LRCX)five days earlier+5.80%final price
Select Sector Spdr Tr (XLI)that day+0.95%final price
Select Sector Spdr Tr (XLI)the next day-0.17%final price
Select Sector Spdr Tr (XLI)two days later-4.14%final price
Select Sector Spdr Tr (XLI)three days later-4.16%final price
Select Sector Spdr Tr (XLI)three days earlier+0.22%final price
Select Sector Spdr Tr (XLI)five days earlier-1.06%final price
BWXT

Congressional trades in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who is named in “8-K - BWX Technologies, Inc. (0001486957) (Filer)”

Companies tied to this story

  • BWXT BWX Technologies

    For “8-K - BWX Technologies, Inc. (0001486957) (Filer),” BWX Technologies (BWXT) is linked, with no stored direction, high confidence. Reason on file: SEC 8-K filing -> direct issuer disclosure -> BWXT

  • XLI Select Sector Spdr Tr

    In “8-K - BWX Technologies, Inc. (0001486957) (Filer),” Select Sector Spdr Tr (XLI) is linked, with no stored direction, medium confidence. Reason on file: Industrial Select Sector SPDR holds the industrials sector that BWX Technologies belongs to, so it often moves with news about it

  • CMI Cummins

    In “8-K - BWX Technologies, Inc. (0001486957) (Filer),” Cummins (CMI) is linked, with no stored direction, medium confidence. Reason on file: Cummins is a peer of BWX Technologies in engines and turbines; rivals often move on the same news

  • BC Brunswick

    For “8-K - BWX Technologies, Inc. (0001486957) (Filer),” Brunswick (BC) is linked, with no stored direction, medium confidence. Reason on file: Brunswick is a peer of BWX Technologies in engines and turbines; rivals often move on the same news

  • CAT Caterpillar

    In “8-K - BWX Technologies, Inc. (0001486957) (Filer),” Caterpillar (CAT) is linked, with no stored direction, medium confidence. Reason on file: Caterpillar is a large industrials company like BWX Technologies; big names in a sector often move together

  • LRCX Lam Research

    Lam Research (LRCX) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “8-K - BWX Technologies, Inc. (0001486957) (Filer).” Reason on file: Lam Research is a large industrials company like BWX Technologies; big names in a sector often move together

  • DE Deere

    Deere (DE) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “8-K - BWX Technologies, Inc. (0001486957) (Filer).” Reason on file: Deere is a large industrials company like BWX Technologies; big names in a sector often move together

How “8-K - BWX Technologies, Inc. (0001486957) (Filer)” reaches BWX Technologies (BWXT)

On 2 Nov 2026, “8-K - BWX Technologies, Inc. (0001486957) (Filer)” is the story that connects BWX Technologies (BWXT) to this story.

BWX Technologies (BWXT) is on the page because SEC 8-K filing -> direct issuer disclosure -> BWXT

Also listed, Select Sector Spdr Tr (XLI): Industrial Select Sector SPDR holds the industrials sector that BWX Technologies belongs to, so it often moves with news about it

Price levels for BWX Technologies (BWXT)

BWXT traded between 112.55 and 144.48 across 20 sessions. The latest close on file is 115.01. CMI traded between 443.69 and 548.36 across 20 sessions. The latest close on file is 448.25. XLI traded between 163.00 and 172.33 across 20 sessions. The latest close on file is 169.73.

How strong the case is around BWX Technologies (BWXT)

46 out of 100

“8-K - BWX Technologies, Inc. (0001486957) (Filer)” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.