BWX Technologies (NYSE:BWXT) Posts Earnings Results, Beats Expectations By $0.07 EPS

BWX Technologies (NYSE:BWXT) announced its earnings results on Monday. The technology company reported $1.26 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.19 by $0.07, FiscalAI reports. The firm had revenue of $952.97 million during the quarter, compared to analysts’ expectations of $970.52 million. BWX Technologies had a return on equity of 30.83% and a net margin of 10.11%. The business’s revenue was up 10.0% on a year-over-year basis. During the same period in the prior year, the firm earned $1.00 EPS.

Here are the key takeaways from BWX Technologies’ conference call:

• Positive Sentiment: BWXT reported strong third-quarter execution, with revenue up 10%, adjusted EBITDA up 19% to $180 million, and adjusted EPS up 26% to $1.26. Both operating segments delivered double-digit EBITDA growth, while free cash flow of $151 million led the company to raise its 2026 free cash flow guidance to $350 million-$360 million.
• Positive Sentiment: Government operations benefited from improved productivity, higher manufacturing volumes, and growth in special materials programs, including the $1.6 billion high-purity depleted uranium contract. Management expects high-single-digit to low-double-digit government revenue and EBITDA growth in 2027.
• Positive Sentiment: BWXT secured several advanced-nuclear wins, including participation in the U.S. Army’s Janus microreactor program, selection of its BANR reactor for a Canadian project, and a multiyear TRISO fuel agreement with Antares. The company said its Lynchburg fuel facility can roughly quadruple output before a larger expansion is needed.
• Positive Sentiment: Commercial operations revenue rose 25%, including 15% organic growth, supported by commercial power, Kinectrics, Medical, and the PCG acquisition. BWXT completed a Cambridge facility expansion that increases heavy-component capacity by about 50% and plans to proceed with a new U.S. manufacturing facility for large steam generators and reactor pressure vessels.
• Neutral Sentiment: Management reiterated its 2026 adjusted EBITDA and EPS outlook and expects high-single-digit to low-double-digit EBITDA and EPS growth in 2027, but free cash flow is expected to be flat to slightly higher as the company invests in working capital, capital expenditures, and growth programs. The company also noted that commercial nuclear projects remain subject to risk-allocation decisions and the timing of firm orders.

BWX Technologies Trading Down 0.3%

NYSE:BWXT opened at $130.34 on Tuesday. The company has a current ratio of 2.40, a quick ratio of 2.33 and a debt-to-equity ratio of 1.51. The stock’s 50 day simple moving average is $142.99 and its 200-day simple moving average is $184.40. BWX Technologies has a 12-month low of $123.05 and a 12-month high of $241.82. The firm has a market cap of $11.94 billion, a P/E ratio of 33.77, a PEG ratio of 1.91 and a beta of 0.74.

Insider Buying and Selling at BWX Technologies

In other news, CEO Rex D. Geveden sold 10,000 shares of the business’s stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $172.50, for a total transaction of $1,725,000.00. Following the transaction, the chief executive officer directly owned 192,491 shares in the company, valued at $33,204,697.50. The trade was a 4.94% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

BWXT has been the subject of a number of research reports. Weiss Ratings cut BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, August 26th. Northland Securities cut their target price on shares of BWX Technologies from $250.00 to $220.00 and set an “outperform” rating on the stock in a report on Wednesday, September 30th. BTIG Research reiterated a “buy” rating and issued a $235.00 price target on shares of BWX Technologies in a research report on Wednesday, September 30th. BNP Paribas Exane reduced their price target on shares of BWX Technologies from $190.00 to $165.00 and set a “neutral” rating for the company in a research report on Thursday, September 24th. Finally, JPMorgan Chase & Co. decreased their price target on shares of BWX Technologies from $230.00 to $190.00 and set an “overweight” rating for the company in a research note on Tuesday, October 13th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $205.00.

More BWX Technologies News

Here are the key news stories impacting BWX Technologies this week:

• Positive Sentiment: BWXT reported third-quarter adjusted EPS of $1.26, ahead of the $1.19 consensus estimate and up from $1.00 a year earlier. Management also highlighted strong margins, operational execution and cash generation. BWX Technologies reports Q3 adjusted EPS
• Positive Sentiment: Management offered a firmer outlook for 2027, supporting the longer-term investment case tied to sustained nuclear spending and a potential multidecade demand cycle. BWXT earnings and outlook
• Positive Sentiment: A reported Army contract connected to the Fort Campbell nuclear project and the under-$2.2 billion Janus program points to continued government demand for BWXT’s nuclear capabilities. BWXT Fort Campbell nuclear contract
• Neutral Sentiment: Third-quarter revenue rose 10% year over year to approximately $953 million, demonstrating growth, but the result was below the roughly $971 million analyst consensus. BWXT third-quarter results
• Negative Sentiment: The timing of a new-build order was delayed, raising near-term concerns about revenue growth despite strong longer-term contract activity. Broader election-related uncertainty and a sell-off in nuclear stocks have also pressured the shares. BWXT new-build order delay

BWX Technologies Company Profile

BWX Technologies, Inc (NYSE: BWXT) is a specialty manufacturer and services provider focused on nuclear technology. The company designs and manufactures nuclear reactors, reactor components, nuclear fuel and related equipment, with a major emphasis on highly engineered systems used in naval and commercial applications.

BWXT is a key supplier to the U.S. government, supporting the U.S. Navy’s nuclear-powered aircraft carriers and submarines through reactor design, component manufacturing, fuel production, maintenance and life-cycle services.