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

BWX Technologies (NYSE:BWXT) issued an update on its FY 2026 earnings guidance on Monday morning. The company provided EPS guidance of 4.700-4.800 for the period, compared to the consensus estimate of 4.690. The company issued revenue guidance of $3.8 billion-$3.8 billion, compared to the consensus revenue estimate of $3.8 billion.

BWX Technologies Trading Up 3.5%

BWX Technologies stock opened at $174.64 on Tuesday. BWX Technologies has a 52-week low of $149.57 and a 52-week 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 1.58. The firm has a market capitalization of $16.00 billion, a price-to-earnings ratio of 46.70, a PEG ratio of 2.87 and a beta of 0.76. The firm has a 50-day moving average price of $187.47 and a two-hundred day moving average price of $201.53.

BWX Technologies (NYSE:BWXT) last announced its quarterly earnings results on Monday, August 3rd. The technology company reported $1.07 EPS for the quarter, beating the consensus estimate of $1.04 by $0.03. The company had revenue of $901.62 million for the quarter, compared to analyst estimates of $902.80 million. BWX Technologies had a net margin of 10.20% and a return on equity of 31.33%. BWX Technologies’s revenue was up 18.0% compared to the same quarter last year. During the same quarter last year, the business earned $1.02 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. Sell-side analysts expect that BWX Technologies will post 4.61 earnings per share for the current year.

BWX Technologies Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, September 4th. Investors of record on Tuesday, August 18th will be given a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date is Tuesday, August 18th. BWX Technologies’s dividend payout ratio is currently 28.88%.

Analyst Ratings Changes

BWXT has been the topic of several research analyst reports. Truist Financial raised their target price on shares of BWX Technologies from $205.00 to $212.00 and gave the company a “hold” rating in a research note on Monday, May 11th. Wall Street Zen upgraded shares of BWX Technologies from a “hold” rating to a “buy” rating in a report on Saturday, May 9th. Seaport Research Partners upgraded shares of BWX Technologies from a “neutral” rating to a “buy” rating and set a $245.00 price objective on the stock in a research note on Monday, June 22nd. Weiss Ratings cut BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, July 29th. Finally, Zacks Research downgraded BWX Technologies from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 11th. Two research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $228.20.

Insider Transactions at BWX Technologies

In other BWX Technologies news, CFO Michael Thomas Fitzgerald sold 2,417 shares of the business’s stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $209.25, for a total transaction of $505,757.25. Following the sale, the chief financial officer owned 6,884 shares in the company, valued at approximately $1,440,477. The trade was a 25.99% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Rex D. Geveden sold 10,000 shares of the firm’s stock in a transaction that occurred on Tuesday, May 12th. The stock was sold at an average price of $204.81, for a total transaction of $2,048,100.00. Following the completion of the transaction, the chief executive officer directly owned 202,491 shares of the company’s stock, valued at $41,472,181.71. This represents a 4.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is currently owned by corporate insiders.

Trending Headlines about BWX Technologies

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

• Positive Sentiment: BWXT reported second-quarter adjusted earnings of $1.07 per share, exceeding the $1.04 analyst consensus and rising from $1.02 a year earlier. Revenue increased 18% year over year to approximately $901.6 million, while management cited strong execution, commercial growth and solid free-cash-flow generation. BWX Technologies Reports Second Quarter 2026 Results
• Positive Sentiment: The company maintained or updated fiscal 2026 EPS guidance to $4.70–$4.80, above the roughly $4.69 consensus estimate. Revenue guidance of about $3.8 billion was in line with expectations, reducing the risk of a near-term outlook cut.
• Positive Sentiment: BWXT agreed to sell BWXT Medical and Kinectrics’ stable medical-isotopes business to Nordic Capital in a transaction valued at up to $800 million. The deal should provide capital for the company’s core nuclear and defense operations, while BWXT will retain a minority interest in the new company. BWXT Selling Medical Business to Nordic Capital
• Neutral Sentiment: BWXT declared a quarterly dividend of $0.27 per share, or $1.08 annualized, representing a yield of approximately 0.6%. Investors on record August 18 will receive payment September 4; the ex-dividend date is August 18.
• Negative Sentiment: Quarterly revenue of approximately $901.6 million was modestly below the $902.8 million consensus estimate. In addition, selling the medical business may reduce near-term revenue diversification, even though the transaction supports BWXT’s strategic focus and balance-sheet flexibility.

Institutional Trading of BWX Technologies

A number of hedge funds have recently made changes to their positions in the stock. WFA of San Diego LLC acquired a new position in BWX Technologies in the 2nd quarter valued at approximately $29,000. Ancora Advisors LLC purchased a new stake in shares of BWX Technologies during the third quarter worth $49,000. Quarry LP raised its holdings in shares of BWX Technologies by 158.3% during the fourth quarter. Quarry LP now owns 359 shares of the technology company’s stock worth $62,000 after acquiring an additional 220 shares in the last quarter. Rakuten Securities Inc. boosted its position in BWX Technologies by 309.7% during the second quarter. Rakuten Securities Inc. now owns 463 shares of the technology company’s stock valued at $67,000 after purchasing an additional 350 shares during the last quarter. Finally, Greenline Wealth Management LLC acquired a new stake in BWX Technologies during the fourth quarter valued at $69,000. 94.39% of the stock is owned by hedge funds and other institutional investors.

BWX Technologies Company Profile

BWX Technologies, Inc (NYSE: BWXT) is a specialized supplier of nuclear components and services, primarily serving the U.S. government and commercial markets. The company’s core expertise lies in the design, fabrication and servicing of nuclear propulsion systems for the U.S. Navy, where it supports the maintenance and overhaul of naval nuclear reactors. In addition to defense applications, BWXT develops small modular reactors (SMRs), nuclear fuel and related technologies for non?defense power generation, offering scalable solutions to meet evolving energy and industrial demands.

Beyond propulsion and power systems, BWXT is a leading producer of medical radioisotopes used in diagnostic imaging and cancer treatment.