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Rex Geveden

President, Chief Executive Officer & Director, Bwx

Search every verified Rex Geveden interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Rex Geveden, President, Chief Executive Officer, and Director of BWX Technologies, spoke at the company's 2026 Investor Day on September 29, 2026, where the company presented its commercial nuclear and government propulsion roadmap. During the event, Geveden discussed the company's growth strategy and updated medium-term financial targets, emphasizing a pragmatic approach to integrating technology into existing factories while planning for full automation at new greenfield sites, particularly in enrichment. He noted efficiency improvements of 10% from 2023 to 2024 and a projected 7% increase from 2023 to 2026. Geveden also addressed broader industry dynamics, stating that incremental demand from artificial intelligence is currently 60 gigawatts, which he equated to the electrical output of 60 large nuclear power plants, and he expressed a view that leading nations are pursuing nuclear solutions to support economic security and AI competitiveness. He referenced historical industry capacity, noting that over the 1970s, 1980s, and 1990s, the global industrial base delivered approximately 600 large nuclear reactors, and he acknowledged that while upfront capital costs and the cost of capital are challenging for nuclear projects, the fuel economics remain of interest. Geveden described the company's ambition to become a "global nuclear industrial champion," focusing on high-quality, high-margin capabilities and expanding earnings, margin, and free cash flow potential.

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