BWX Technologies (NYSE:BWXT) Issues FY 2026 Earnings Guidance

BWX Technologies (NYSE:BWXT) issued an update on its FY 2026 earnings guidance on Monday morning. The company provided earnings per share guidance of 4.700-4.800 for the period, compared to the consensus estimate of 4.690. The company issued revenue guidance of $3.8 billion-$3.8 billion, compared to the consensus revenue estimate of $3.8 billion.

BWX Technologies Trading Up 3.5%

NYSE:BWXT traded up $5.94 during trading hours on Monday, hitting $174.64. The stock had a trading volume of 1,150,638 shares, compared to its average volume of 1,017,050. BWX Technologies has a one year low of $149.57 and a one year high of $241.82. The company has a debt-to-equity ratio of 1.58, a quick ratio of 2.33 and a current ratio of 2.40. The company has a market cap of $16.00 billion, a price-to-earnings ratio of 46.70, a P/E/G ratio of 2.87 and a beta of 0.76. The business’s 50 day moving average is $188.03 and its 200-day moving average is $201.78.

BWX Technologies (NYSE:BWXT) last announced its quarterly earnings results on Monday, August 3rd. The technology company reported $1.07 earnings per share for the quarter, topping analysts’ consensus estimates of $1.04 by $0.03. BWX Technologies had a net margin of 10.20% and a return on equity of 31.33%. The company had revenue of $901.63 million for the quarter, compared to analysts’ expectations of $902.80 million. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. Sell-side analysts anticipate that BWX Technologies will post 4.61 EPS for the current fiscal year.

Analyst Ratings Changes

Several analysts recently commented on the company. Wall Street Zen raised BWX Technologies from a “hold” rating to a “buy” rating in a research note on Saturday, May 9th. Truist Financial increased their price target on BWX Technologies from $205.00 to $212.00 and gave the stock a “hold” rating in a report on Monday, May 11th. Weiss Ratings lowered BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday. Seaport Research Partners upgraded BWX Technologies from a “neutral” rating to a “buy” rating and set a $245.00 price objective on the stock in a report on Monday, June 22nd. Finally, JPMorgan Chase & Co. assumed coverage on BWX Technologies in a research report on Monday, July 27th. They issued an “overweight” rating and a $230.00 price objective for the company. Two equities research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $228.20.

Insider Buying and Selling

In other news, CFO Michael Thomas Fitzgerald sold 2,417 shares of the business’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $209.25, for a total value of $505,757.25. Following the sale, the chief financial officer owned 6,884 shares of the company’s stock, valued at $1,440,477. The trade was a 25.99% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Rex D. Geveden sold 10,000 shares of the business’s stock in a transaction on Tuesday, May 12th. The stock was sold at an average price of $204.81, for a total transaction of $2,048,100.00. Following the completion of the sale, the chief executive officer directly owned 202,491 shares in the company, valued at approximately $41,472,181.71. This represents a 4.71% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.60% of the company’s stock.

Institutional Investors Weigh In On BWX Technologies

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. WFA of San Diego LLC bought a new position in shares of BWX Technologies in the 2nd quarter valued at about $29,000. Ancora Advisors LLC bought a new stake in BWX Technologies during the third quarter worth about $49,000. Quarry LP raised its holdings in BWX Technologies by 158.3% during the fourth quarter. Quarry LP now owns 359 shares of the technology company’s stock worth $62,000 after acquiring an additional 220 shares in the last quarter. Rakuten Securities Inc. raised its holdings in BWX Technologies by 309.7% during the second quarter. Rakuten Securities Inc. now owns 463 shares of the technology company’s stock worth $67,000 after acquiring an additional 350 shares in the last quarter. Finally, Greenline Wealth Management LLC acquired a new position in BWX Technologies during the fourth quarter valued at approximately $69,000. 94.39% of the stock is currently owned by institutional investors and hedge funds.

BWX Technologies Company Profile

BWX Technologies, Inc (NYSE: BWXT) is a specialized supplier of nuclear components and services, primarily serving the U.S. government and commercial markets. The company’s core expertise lies in the design, fabrication and servicing of nuclear propulsion systems for the U.S. Navy, where it supports the maintenance and overhaul of naval nuclear reactors. In addition to defense applications, BWXT develops small modular reactors (SMRs), nuclear fuel and related technologies for non‐defense power generation, offering scalable solutions to meet evolving energy and industrial demands.

Beyond propulsion and power systems, BWXT is a leading producer of medical radioisotopes used in diagnostic imaging and cancer treatment.