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

Key Points

• BWX updated its FY 2026 guidance, forecasting EPS of 4.600–4.750 (consensus 4.61) and revenue of $3.8 billion, essentially in line with Street estimates.
• Analysts maintain a Moderate Buy consensus with an average price target of $207.60, though recent firm ratings range from "underweight" to "strong-buy."
• Shares trade around $216.92 (market cap ~$19.87B, P/E ~60.8), and the company raised its quarterly dividend to $0.27 (annualized $1.08, ~0.5% yield).

BWX Technologies (NYSE:BWXT - Get Free Report) updated its FY 2026 earnings guidance on Monday. The company provided earnings per share (EPS) guidance of 4.600-4.750 for the period, compared to the consensus estimate of 4.610. The company issued revenue guidance of $3.8 billion-$3.8 billion, compared to the consensus revenue estimate of $3.8 billion.

Wall Street Analyst Weigh In

Several research firms have recently commented on BWXT. BNP Paribas Exane began coverage on BWX Technologies in a report on Thursday, January 15th. They issued a "neutral" rating and a $215.00 price objective for the company. Wells Fargo & Company began coverage on BWX Technologies in a report on Wednesday, April 1st. They issued an "underweight" rating and a $200.00 price objective for the company. TD Cowen began coverage on BWX Technologies in a report on Thursday, March 12th. They issued a "buy" rating and a $230.00 price objective for the company. Zacks Research raised BWX Technologies from a "hold" rating to a "strong-buy" rating in a report on Wednesday, January 21st. Finally, BTIG Research increased their price objective on BWX Technologies from $225.00 to $235.00 and gave the company a "buy" rating in a report on Thursday, February 26th. Three research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $207.60.

BWX Technologies Stock Performance

BWX Technologies stock traded up $0.61 during mid-day trading on Monday, hitting $216.92. 1,054,800 shares of the company's stock traded hands, compared to its average volume of 1,028,485. The firm has a 50 day simple moving average of $212.42 and a two-hundred day simple moving average of $199.55. BWX Technologies has a fifty-two week low of $102.42 and a fifty-two week high of $241.82. The stock has a market cap of $19.87 billion, a price-to-earnings ratio of 60.76, a P/E/G ratio of 3.73 and a beta of 0.78. The company has a debt-to-equity ratio of 1.64, a current ratio of 2.32 and a quick ratio of 2.25.

BWX Technologies (NYSE:BWXT - Get Free Report) last announced its quarterly earnings results on Monday, May 4th. The technology company reported $999.00 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.92 by $998.08. BWX Technologies had a return on equity of 30.94% and a net margin of 10.28%.BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. On average, research analysts expect that BWX Technologies will post 4.61 EPS for the current fiscal year.

BWX Technologies Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, March 27th. Investors of record on Wednesday, March 11th were paid a $0.27 dividend. This is an increase from BWX Technologies's previous quarterly dividend of $0.25. The ex-dividend date was Wednesday, March 11th. This represents a $1.08 dividend on an annualized basis and a yield of 0.5%. BWX Technologies's dividend payout ratio (DPR) is currently 30.25%.

Insiders Place Their Bets

In other BWX Technologies news, Director Gerhard F. Burbach sold 1,983 shares of the firm's stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $208.61, for a total transaction of $413,673.63. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Rex D. Geveden sold 10,000 shares of the firm's stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $203.26, for a total transaction of $2,032,600.00. Following the sale, the chief executive officer owned 177,594 shares of the company's stock, valued at $36,097,756.44. This trade represents a 5.33% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 13,327 shares of company stock worth $2,734,844 over the last three months. Insiders own 0.60% of the company's stock.

Institutional Investors Weigh In On BWX Technologies

Hedge funds have recently bought and sold shares of the stock. Aigen Investment Management LP acquired a new stake in shares of BWX Technologies during the fourth quarter worth $225,000. Boothbay Fund Management LLC acquired a new stake in shares of BWX Technologies during the fourth quarter worth $221,000. Equitable Holdings Inc. acquired a new stake in shares of BWX Technologies during the fourth quarter worth $220,000. Wedbush Securities Inc. lifted its holdings in shares of BWX Technologies by 4.3% during the fourth quarter. Wedbush Securities Inc. now owns 1,263 shares of the technology company's stock worth $218,000 after buying an additional 52 shares in the last quarter. Finally, Ausdal Financial Partners Inc. acquired a new stake in shares of BWX Technologies during the third quarter worth $206,000. 94.39% of the stock is currently owned by institutional investors and hedge funds.

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.

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