Q2 Earnings Estimate for BWXT Issued By Northland Securities

Key Points

• Northland Securities cut its Q2 2026 EPS estimate for BWX Technologies to $1.00 (from $1.10) and updated its FY2026 estimate to $4.68, also forecasting Q3 and Q4 EPS of $1.22 and $1.33 respectively.
• BWX beat Q1 expectations with $1.12 EPS vs. a $0.92 consensus and revenue of $860.2M (up ~26% YoY), and management set FY2026 guidance of $4.60–$4.75.
• Despite the beat, shares fell about 5% as analysts are mixed and the stock trades at a high valuation (P/E ≈55) with a consensus price target near $209.87; the company also declared a modest $0.27 quarterly dividend (~0.5% yield).

BWX Technologies, Inc. (NYSE:BWXT - Free Report) - Stock analysts at Northland Securities decreased their Q2 2026 earnings per share (EPS) estimates for shares of BWX Technologies in a note issued to investors on Tuesday, May 5th. Northland Securities analyst J. Grampp now anticipates that the technology company will post earnings of $1.00 per share for the quarter, down from their prior forecast of $1.10. The consensus estimate for BWX Technologies' current full-year earnings is $4.60 per share. Northland Securities also issued estimates for BWX Technologies' Q3 2026 earnings at $1.22 EPS, Q4 2026 earnings at $1.33 EPS and FY2026 earnings at $4.68 EPS.

BWX Technologies (NYSE:BWXT - Get Free Report) last posted its quarterly earnings results on Monday, May 4th. The technology company reported $1.12 EPS for the quarter, beating analysts' consensus estimates of $0.92 by $0.20. BWX Technologies had a return on equity of 31.72% and a net margin of 10.20%.The business had revenue of $860.22 million for the quarter, compared to analysts' expectations of $837.47 million. During the same period last year, the firm earned $0.91 earnings per share. The business's quarterly revenue was up 26.1% on a year-over-year basis. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS.

A number of other research firms also recently issued reports on BWXT. BTIG Research upped their price target on shares of BWX Technologies from $225.00 to $235.00 and gave the company a "buy" rating in a research note on Thursday, February 26th. TD Cowen started coverage on shares of BWX Technologies in a research note on Thursday, March 12th. They issued a "buy" rating and a $230.00 price objective for the company. Wells Fargo & Company began coverage on shares of BWX Technologies in a report on Wednesday, April 1st. They issued an "underweight" rating and a $200.00 target price on the stock. Weiss Ratings upgraded shares of BWX Technologies from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Wednesday, February 25th. Finally, Wall Street Zen downgraded shares of BWX Technologies from a "buy" rating to a "hold" rating in a report on Saturday, February 28th. Three research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $209.87.

BWX Technologies Trading Down 5.0%

Shares of BWX Technologies stock opened at $205.94 on Wednesday. BWX Technologies has a twelve month low of $102.42 and a twelve month high of $241.82. The company has a quick ratio of 2.25, a current ratio of 2.32 and a debt-to-equity ratio of 1.64. The business has a 50-day moving average price of $212.41 and a 200-day moving average price of $199.56. The firm has a market cap of $18.87 billion, a price-to-earnings ratio of 55.06, a PEG ratio of 3.74 and a beta of 0.78.

Hedge Funds Weigh In On BWX Technologies

Several institutional investors and hedge funds have recently bought and sold shares of BWXT. Massachusetts Financial Services Co. MA increased its position in shares of BWX Technologies by 26.0% in the third quarter. Massachusetts Financial Services Co. MA now owns 1,159,033 shares of the technology company's stock valued at $213,691,000 after buying an additional 239,292 shares in the last quarter. Eos Management L.P. lifted its position in shares of BWX Technologies by 27.9% during the 3rd quarter. Eos Management L.P. now owns 25,894 shares of the technology company's stock valued at $4,774,000 after buying an additional 5,644 shares in the last quarter. Principal Financial Group Inc. grew its stake in BWX Technologies by 51.1% in the 3rd quarter. Principal Financial Group Inc. now owns 313,192 shares of the technology company's stock valued at $57,743,000 after acquiring an additional 105,879 shares during the period. Mirae Asset Global Investments Co. Ltd. purchased a new stake in BWX Technologies in the 4th quarter worth $9,754,000. Finally, Thrivent Financial for Lutherans increased its holdings in BWX Technologies by 7.3% in the 3rd quarter. Thrivent Financial for Lutherans now owns 669,636 shares of the technology company's stock worth $123,460,000 after acquiring an additional 45,667 shares in the last quarter. 94.39% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of the firm's stock in a transaction 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 transaction, the chief executive officer directly owned 177,594 shares in the company, valued at $36,097,756.44. This trade represents a 5.33% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Gerhard F. Burbach sold 1,983 shares of BWX Technologies stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $208.61, for a total value of $413,673.63. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 13,327 shares of company stock valued at $2,734,844. Corporate insiders own 0.60% of the company's stock.

BWX Technologies Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, June 5th. Stockholders of record on Tuesday, May 19th will be given a dividend of $0.27 per share. The ex-dividend date of this dividend is Tuesday, May 19th. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.5%. BWX Technologies's dividend payout ratio (DPR) is 30.25%.

More BWX Technologies News

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

• Positive Sentiment: Q1 results: BWXT reported EPS of $1.12 vs. consensus $0.92 and revenue of ~$860.2M, up ~26% year‑over‑year — a clear operational beat that confirms demand strength. MarketBeat Q1 Results
• Positive Sentiment: Management commentary: The company said results were driven by pacing of work, higher throughput and improved operating performance supported by a robust backlog — signals of execution and sustainable revenue drivers. BusinessWire Q1 Release
• Neutral Sentiment: FY‑2026 guidance: BWXT set EPS guidance of $4.60–$4.75, effectively in line with analyst expectations — which limits an upside surprise but provides clarity on the year. Q1 Slide Deck / Guidance
• Neutral Sentiment: Analyst positioning: Brokerages set a target near $207.60, close to current levels, suggesting limited near‑term upside from consensus analyst views. Analyst Target Note
• Neutral Sentiment: Dividend: BWXT declared a quarterly dividend of $0.27 (ex‑dividend May 19), which is supportive but small (≈0.5% yield) relative to the stock’s valuation.
• Negative Sentiment: Market reaction: Despite the beat, the stock is down on the day — likely driven by profit‑taking after recent gains, guidance that was only in line (not above) expectations, and a valuation that already prices high growth. MSN: Stock Down Despite Beat
• Neutral Sentiment: More detail: Investors can read the full earnings‑call transcript and slide deck for management color on backlog pacing, program timing and margins — details that will determine whether the stock resumes strength. Earnings Call Transcript

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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