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

BWX Technologies (NYSE:BWXT) posted its quarterly earnings results on Monday. The technology company reported $1.26 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.19 by $0.07, FiscalAI reports. BWX Technologies had a return on equity of 32.48% and a net margin of 10.41%. The business had revenue of $952.97 million for the quarter, compared to analyst estimates of $970.52 million. During the same period last year, the company earned $1.00 EPS. The firm’s revenue was up 10.0% on a year-over-year basis.

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 Stock Down 4.7%

NYSE:BWXT opened at $125.64 on Wednesday. The firm has a market capitalization of $11.51 billion, a price-to-earnings ratio of 30.80, a price-to-earnings-growth ratio of 1.84 and a beta of 0.75. The company has a quick ratio of 2.33, a current ratio of 2.40 and a debt-to-equity ratio of 1.51. BWX Technologies has a twelve month low of $123.05 and a twelve month high of $241.82. The stock’s 50 day moving average price is $142.64 and its two-hundred day moving average price is $184.04.

BWX Technologies Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be given a dividend of $0.27 per share. The ex-dividend date of this dividend is Thursday, November 19th. This represents a $1.08 annualized dividend and a yield of 0.9%. BWX Technologies’s dividend payout ratio is 27.98%.

More BWX Technologies News

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

• Positive Sentiment: BWXT reported Q3 2026 adjusted EPS of $1.26, topping the $1.19 consensus and rising from $1.00 a year earlier. Management also pointed to 2027 earnings growth, improving government margins and expanding nuclear demand. BWXT Q3 Earnings Call Highlights 2027 Growth and Nuclear Demand
• Positive Sentiment: Northland Securities maintains an Outperform rating and a $220 price target. It raised its FY2026 EPS forecast to $4.74 from $4.71 and projects quarterly EPS increasing through 2027, from $1.17 in Q1 to $1.45 in Q4. BWX Technologies analyst and stock information
• Negative Sentiment: Q3 revenue of $952.97 million fell short of the $970.52 million consensus, despite growing 10% year over year. Coverage also cited slowing revenue and a delayed new-build order as risks to the outlook. BWXT Beats on Margins and Sets a Firmer 2027 Outlook
• Neutral Sentiment: Northland trimmed its Q4 2026 EPS estimate to $1.29 from $1.34, partially offsetting its higher FY2026 forecast. BWX Technologies analyst and stock information

Analyst Ratings Changes

A number of equities analysts have recently weighed in on BWXT shares. JPMorgan Chase & Co. reduced their price target on shares of BWX Technologies from $230.00 to $190.00 and set an “overweight” rating on the stock in a research report on Tuesday, October 13th. Northland Securities reduced their target price on BWX Technologies from $250.00 to $220.00 and set an “outperform” rating on the stock in a report on Wednesday, September 30th. Wall Street Zen lowered BWX Technologies from a “buy” rating to a “hold” rating in a research report on Saturday, August 8th. Bank of America decreased their price objective on BWX Technologies from $250.00 to $210.00 and set a “buy” rating for the company in a research report on Wednesday, September 30th. Finally, Truist Financial dropped their target price on shares of BWX Technologies from $202.00 to $182.00 and set a “hold” rating on the stock in a report on Tuesday, October 6th. 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 company. According to MarketBeat.com, BWX Technologies currently has an average rating of “Moderate Buy” and an average target price of $205.00.

Insider Transactions at BWX Technologies

In other news, CEO Rex D. Geveden sold 10,000 shares of the company’s stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $172.50, for a total value of $1,725,000.00. Following the sale, the chief executive officer directly owned 192,491 shares of the company’s stock, valued at approximately $33,204,697.50. This represents a 4.94% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.60% of the company’s stock.

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.