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

Key Points

• BWX Technologies maintained FY 2026 guidance of $4.70–$4.80 in adjusted EPS and approximately $3.8 billion in revenue, broadly in line with analyst expectations.
• The company’s latest quarter showed strong momentum, with EPS of $1.07 beating estimates and revenue rising 18% year over year to $901.62 million.
• Analyst sentiment remains positive overall, with a “Moderate Buy” consensus and an average price target of $213.75, although several firms recently lowered targets or downgraded the stock.

BWX Technologies (NYSE:BWXT - Get Free Report) updated its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 4.700-4.800 for the period, compared to the consensus EPS 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 Trading Up 3.4%

Shares of BWXT traded up $4.55 during midday trading on Tuesday, hitting $138.90. The stock had a trading volume of 356,047 shares, compared to its average volume of 1,024,443. The stock's 50 day moving average is $159.23 and its 200 day moving average is $187.92. BWX Technologies has a 1 year low of $133.90 and a 1 year high of $241.82. The company has a debt-to-equity ratio of 1.51, a current ratio of 2.40 and a quick ratio of 2.33. The firm has a market cap of $12.73 billion, a PE ratio of 36.05, a price-to-earnings-growth ratio of 2.17 and a beta of 0.75.

BWX Technologies (NYSE:BWXT - Get Free Report) last announced its quarterly earnings results on Monday, August 3rd. The technology company reported $1.07 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.04 by $0.03. BWX Technologies had a return on equity of 30.83% and a net margin of 10.11%.The firm had revenue of $901.62 million during the quarter, compared to analyst estimates of $902.41 million. During the same quarter in the previous year, the business earned $1.02 earnings per share. BWX Technologies's quarterly revenue was up 18.0% on a year-over-year basis. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. As a group, analysts forecast that BWX Technologies will post 4.75 EPS for the current fiscal year.

BWX Technologies Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, September 4th. Investors of record on Tuesday, August 18th were given a dividend of $0.27 per share. The ex-dividend date of this dividend was Tuesday, August 18th. This represents a $1.08 dividend on an annualized basis and a yield of 0.8%. BWX Technologies's dividend payout ratio (DPR) is presently 27.98%.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on BWXT shares. Seaport Research Partners raised BWX Technologies from a "neutral" rating to a "buy" rating and set a $245.00 price objective for the company in a research report on Monday, June 22nd. JPMorgan Chase & Co. initiated coverage on shares of BWX Technologies in a research report on Monday, July 27th. They set an "overweight" rating and a $230.00 target price on the stock. Wall Street Zen cut shares of BWX Technologies from a "buy" rating to a "hold" rating in a report on Saturday, August 8th. Wells Fargo & Company raised BWX Technologies from an "underweight" rating to an "equal weight" rating and cut their target price for the company from $200.00 to $170.00 in a research report on Thursday, August 27th. Finally, BNP Paribas Exane dropped their target price on BWX Technologies from $190.00 to $165.00 and set a "neutral" rating on the stock in a report on Thursday, September 24th. Two investment analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and five have assigned a Hold rating to the company's stock. According to MarketBeat, the company presently has an average rating of "Moderate Buy" and an average target price of $213.75.

Insider Activity at BWX Technologies

In related 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 value of $1,725,000.00. Following the completion of the transaction, the chief executive officer directly owned 192,491 shares of the company's stock, valued at approximately $33,204,697.50. This represents a 4.94% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.60% of the company's stock.

About BWX Technologies

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.

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