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

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

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 Price Performance

Shares of NYSE BWXT opened at $131.93 on Wednesday. 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 firm has a market cap of $12.09 billion, a price-to-earnings ratio of 32.33, a price-to-earnings-growth ratio of 1.84 and a beta of 0.75. BWX Technologies has a 1-year low of $123.05 and a 1-year high of $241.82. The stock has a fifty day simple moving average of $142.64 and a two-hundred day simple moving average of $184.04.

BWX Technologies Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be paid a $0.27 dividend. The ex-dividend date is Thursday, November 19th. This represents a $1.08 annualized dividend and a yield of 0.8%. BWX Technologies’s dividend payout ratio is presently 27.98%.

BWX Technologies News Summary

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

• Positive Sentiment: Adjusted earnings were $1.26 per share, above the $1.19 analyst consensus and up from $1.00 a year earlier. Management cited strong earnings performance, operational execution and cash generation. BWX Technologies Reports Third Quarter 2026 Results
• Positive Sentiment: Management sees stronger earnings growth in 2027, citing improving margins in government work and expanding nuclear demand—potential support for future earnings. BWXT Q3 Earnings Call Highlights 2027 Growth and Nuclear Demand
• Neutral Sentiment: BWXT declared a quarterly dividend of $0.27 per share, or $1.08 annualized (about a 0.8% yield). The payment is scheduled for December 10 to shareholders of record November 19. BWX Technologies dividend information
• Negative Sentiment: Revenue of $952.97 million missed analysts’ $970.52 million estimate, despite rising 10% year over year. Reports also flagged slowing revenue momentum and a delayed new-build order, which could weigh on near-term expectations and help explain why the stock remains near its lows. BWXT Beats On Margins and Sets a Firmer 2027 Outlook

Analysts Set New Price Targets

A number of equities analysts have recently weighed in on BWXT shares. Citigroup restated an “outperform” rating on shares of BWX Technologies in a research note on Wednesday, September 30th. Truist Financial decreased their price target on BWX Technologies from $202.00 to $182.00 and set a “hold” rating for the company in a research report on Tuesday, October 6th. Wall Street Zen lowered BWX Technologies from a “buy” rating to a “hold” rating in a report on Saturday, August 8th. Guggenheim reissued a “buy” rating and issued a $192.00 price objective on shares of BWX Technologies in a research report on Wednesday, September 30th. Finally, JPMorgan Chase & Co. cut their price objective on BWX Technologies from $230.00 to $190.00 and set an “overweight” rating on the stock in a research report on Tuesday, October 13th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and five have given a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $205.00.

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 that occurred on 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 owned 192,491 shares of the company’s stock, valued at $33,204,697.50. The trade was a 4.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is owned by insiders.

About BWX Technologies

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.