US · Industrials · Aerospace & Defense
EPS came in at 1.26 against a street estimate of 1.19 — a beat of 5.9%.
Analysts rate BWX Technologies Inc a buy (14 buy, 4 hold, 0 sell out of 18) with an average price target of $209.44.
CONFIDENT BWXT delivered 18% revenue growth and 9% organic expansion. Medical business sale to Nordic Capital ($750M–$800M) sharpens nuclear focus. Commercial operations surged 72% revenue, 123% EBITDA growth. FY26 guidance raised; backlog $8.4B (40% YoY), 1.7x book-to-bill. Q2 2026 U.S. AP1000 and X-300 programs accelerating via DOE $17.5B loan facility. Canada's federal nuclear strategy targets 10 large reactors by 2040. European energy security driving Poland, Bulgaria, UK, Sweden demand. Analysts pressed timing of AP1000 orders (Scott Deuschle), PCG capacity ramp (Bob Labick), and TRISO commercialization gating factors (Mark Shooter). Management emphasized government deal structures (SPVs) delaying utility orders, committed full plant design/procurement for commercial expansion, and need for Janus award + order pipeline before TRISO CapEx decision. 2026-08-03…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 13.23% |
| Vanguard Portfolio Management, LLC | 5.19% |
| Vanguard Capital Management, LLC | 4.52% |
| State Street Corp | 4.15% |
| JPMorgan Chase & Co | 2.90% |
| First Trust Advisors L.P. | 2.27% |
| Alkeon Capital Management, LLC | 2.21% |
| Franklin Templeton Inc | 2.11% |
| Document | Date |
|---|---|
| Company announcement · Q4 2026 HEADLINE NUMBERS • BWX Technologies launched a private offering of $500 million in aggregate principal amount of senior notes due 2034 on November 4, | 2026-11-04 |
| Material agreement · Q4 2026 BALANCE SHEET & CASH • BWX Technologies amended its existing credit agreement on November 3, 2026. • The $1.25 billion senior secured revolving cred | 2026-11-03 |
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $952,972,000, up from $866,286,000 in the third quarter of 2025. • Nine-month 2026 revenue was $2, | 2026-11-02 |
| Results announced · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $953.0 million, up 10% from $866.3 million in the third quarter of 2025. • GAAP net income was $10 | 2026-11-02 |
| Quarterly report · Q2 2026 BWX TECHNOLOGIES, INC. – 10-Q SUMMARY HEADLINE NUMBERS • Revenues (6 months): $1,761.8 million (2026) vs. $1,446.3 million (2025) — 21.8% increase • | 2026-08-03 |
| Results announced · Q2 2026 BWX TECHNOLOGIES Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 revenues: $901.6 million (up 18% YoY from $764.0 million) • Q2 2026 net income: | 2026-08-03 |
| Shareholder vote results · Q2 2026 BWX TECHNOLOGIES, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual shareholder meeting held April 30, 2026 • Total votes cast across all proposals: | 2026-05-05 |
| Quarterly report · Q1 2026 BWX TECHNOLOGIES, INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Q1 2026 Revenue: $860.2 million (up 26% vs. Q1 2025: $682.3 million) • Q1 2026 Net | 2026-05-04 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.27 / share ex-date Nov 19, 2026 · pay Dec 10, 2026 | 2026-11-19 |
| Dividend | $0.27 / share ex-date Aug 18, 2026 · pay Sep 4, 2026 | 2026-08-18 |
| Dividend | $0.27 / share ex-date May 19, 2026 · pay Jun 5, 2026 | 2026-05-19 |
| Dividend | $0.27 / share ex-date Mar 11, 2026 · pay Mar 27, 2026 | 2026-03-11 |
| Dividend | $0.25 / share ex-date Nov 19, 2025 · pay Dec 10, 2025 | 2025-11-19 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for BWX Technologies Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.