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

BWX Technologies (NYSE:BWXT) updated its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 4.700-4.800 for the period, compared to the consensus earnings per share estimate of 4.740. The company issued revenue guidance of $3.8 billion-$3.8 billion, compared to the consensus revenue estimate of $3.8 billion. BWX Technologies also updated its FY 2030 guidance to EPS.

Analysts Set New Price Targets

A number of analysts recently commented on the stock. JPMorgan Chase & Co. began coverage on shares of BWX Technologies in a research note on Monday, July 27th. They set an “overweight” rating and a $230.00 price target on the stock. BNP Paribas Exane cut their price target on shares of BWX Technologies from $190.00 to $165.00 and set a “neutral” rating for the company in a report on Thursday, September 24th. Wall Street Zen lowered shares of BWX Technologies from a “buy” rating to a “hold” rating in a report on Saturday, August 8th. BTIG Research reaffirmed a “buy” rating and issued a $235.00 price target on shares of BWX Technologies in a research note on Tuesday, August 4th. Finally, Weiss Ratings cut shares of BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, August 26th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $213.75.

BWX Technologies Trading Up 3.6%

Shares of BWXT stock traded up $4.84 during mid-day trading on Tuesday, reaching $139.19. The company’s stock had a trading volume of 385,858 shares, compared to its average volume of 1,024,772. The company’s 50 day simple moving average is $159.23 and its 200-day simple moving average is $187.92. The firm has a market capitalization of $12.75 billion, a PE ratio of 36.01, a price-to-earnings-growth ratio of 2.17 and a beta of 0.75. BWX Technologies has a 12-month low of $133.90 and a 12-month high of $241.82. 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 (NYSE:BWXT) last released its earnings results on Monday, August 3rd. The technology company reported $1.07 earnings per share for the quarter, beating the consensus estimate of $1.04 by $0.03. BWX Technologies had a return on equity of 30.83% and a net margin of 10.11%.The company had revenue of $901.62 million for the quarter, compared to analysts’ expectations of $902.41 million. During the same quarter in the previous year, the business posted $1.02 EPS. The business’s revenue for the quarter was up 18.0% on a year-over-year basis. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. On average, research analysts predict that BWX Technologies will post 4.75 EPS for the current fiscal year.

BWX Technologies Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, September 4th. Stockholders of record on Tuesday, August 18th were given a $0.27 dividend. The ex-dividend date was Tuesday, August 18th. This represents a $1.08 annualized dividend and a dividend yield of 0.8%. BWX Technologies’s payout ratio is presently 27.98%.

Insiders Place Their Bets

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

BWX Technologies Company Profile

BWX Technologies, Inc (NYSE: BWXT) is a technology and manufacturing company that specializes in nuclear components, systems and services. The company primarily serves government and commercial customers in the nuclear energy, national security and medical markets.

BWXT is a major supplier to the U.S. government and supports the U.S. Navy’s nuclear propulsion program by designing and manufacturing nuclear reactors and related components for naval vessels. Its offerings also include nuclear fuel, reactor components, engineering and maintenance services, and technologies intended for advanced and small modular reactors.

Through its commercial and medical businesses, BWXT provides nuclear equipment and services for civilian power generation, produces medical radioisotopes and related technologies, and supports research and other specialized applications.