Summary

• The U.S. Navy’s FY2027 shipbuilding request, released earlier this month, calls for $65.8 billion in funding, marking the highest single-year shipbuilding ask in decades. Over one-third of that total, or more than $25 billion, targets nuclear-powered platforms.
• The funding surge directly supports the Naval Nuclear Propulsion Program; consequently, it creates steady, long-term revenue streams for companies already active across the nuclear value chain.
• Due to their extensive history of securing government contracts, several companies within the VettaFi Nuclear Renaissance Index (NUKZX) are well-positioned to capitalize on the increase in funding for nuclear programs.

By Steffan Szumowski

The U.S. Navy’s FY2027 shipbuilding request, released earlier this month, calls for $65.8 billion in funding, marking the highest single-year shipbuilding ask in decades. Over one-third of that total, or more

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