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Jed Dersheimer

Research Analyst at William Blair

Jed Dorsheimer is Group Head of Energy and Power Technologies at William Blair, specializing in equity research for energy transition, electrification, and related advanced technology firms. He covers 13 companies across sectors such as energy, auto, industrials, and technology, with a performance track record that includes a 51% to 65% success rate on recommendations and average returns between 28.8% and 102.97%, with notable calls like an 800% return on Plug Power. Dorsheimer joined William Blair in August 2022 after serving as Global Head of Sustainability at Canaccord Genuity and holding senior executive roles at Acuity Brands, along with earlier contributions as a policy advisor to the U.S. Department of Energy. He holds a B.S. in finance from Bentley College and is recognized with awards from The Wall Street Journal, StarMine, and TipRanks for stock-picking excellence.

Jed Dersheimer's questions to BWX Technologies (BWXT) leadership

Question · Q3 2025

Jed Dersheimer asked about potential supply constraints in the radiopharma business for Ytterbium-176 or Lutetium-177, given the expansion of Pluvicto and numerous phase three trials, and how to project radiopharma growth. He also inquired if commercial reactor RFP wins (e.g., Rolls-Royce SMR, AP1000) would drive backlog but not contribute to 2026 growth, implying 2026 growth would primarily come from Bruce and OPG in Canada.

Answer

Rex Geveden, BWX Technologies' President and CEO, stated there were no supply constraints for Ytterbium-176 or Lutetium-177 precursor, and he expects Lutetium growth to accelerate, though he couldn't predict its specific impact on their business. He confirmed that commercial reactor RFP wins would be additive to backlog but not significantly contribute to 2026 revenue growth, reinforcing that the 2026 revenue outlook is low-risk due to existing bookings, with any new commercial wins being additive.

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