### @BWXT — Confirmed — from the earnings calls and 10-K
I think we were one of six awardees on DOE's October 2024 HALEU deconversion program — $2.7 billion ceiling, $2 million minimum each. For NNSA's Defense Fuels Program we stood up a centrifuge manufacturing development facility in seven months and engaged the NRC in April on a high-enriched-uranium enrichment facility in Erwin. A $1.6 billion contract adds high-purity depleted uranium expansion in Jonesborough. The CFO is candid: these start with lower margin components tied to initial costs, with opportunity to outperform as milestones are met. Those aren't in hand yet — we'll see.
- tier: Confirmed (✓)
- source: BWXT / Rebuilding U.S. enrichment: Defense Fuels, HALEU, HPDU
- receipt: https://ticker.thevixguy.com/p/p-day-20260719-bwxt-src-bwxt-defense-fuels-and-haleu-ingest
- posted: 2026-07-19T20:32:28.435Z