Analysts Offer Predictions for BWXT FY2026 Earnings

BWX Technologies, Inc. (NYSE:BWXT) – Equities researchers at Northland Securities lifted their FY2026 earnings per share estimates for shares of BWX Technologies in a research note issued to investors on Tuesday, November 3rd. Northland Securities analyst J. Grampp now anticipates that the technology company will post earnings per share of $4.74 for the year, up from their previous estimate of $4.71. Northland Securities currently has an “Outperform” rating and a $220.00 price target on the stock. The consensus estimate for BWX Technologies’ current full-year earnings is $4.75 per share. Northland Securities also issued estimates for BWX Technologies’ Q4 2026 earnings at $1.29 EPS, Q1 2027 earnings at $1.17 EPS, Q2 2027 earnings at $1.22 EPS, Q3 2027 earnings at $1.33 EPS and Q4 2027 earnings at $1.45 EPS.

BWX Technologies (NYSE:BWXT) last posted its quarterly earnings results on Monday, November 2nd. The technology company reported $1.26 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.19 by $0.07. The firm had revenue of $952.97 million during the quarter, compared to the consensus estimate of $970.52 million. BWX Technologies had a return on equity of 32.48% and a net margin of 10.41%. The firm’s quarterly revenue was up 10.0% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.00 earnings per share.

A number of other analysts have also recently issued reports on the company. Jefferies Financial Group assumed coverage on BWX Technologies in a report on Thursday, September 3rd. They set a “buy” rating and a $181.00 target price for the company. Bank of America reduced their price target on shares of BWX Technologies from $250.00 to $210.00 and set a “buy” rating on the stock in a research report on Wednesday, September 30th. Wall Street Zen downgraded shares of BWX Technologies from a “buy” rating to a “hold” rating in a research note on Saturday, August 8th. BTIG Research reiterated a “buy” rating and set a $235.00 price objective on shares of BWX Technologies in a research note on Wednesday, September 30th. Finally, Truist Financial dropped their price objective on shares of BWX Technologies from $202.00 to $182.00 and set a “hold” rating for the company in a research report on Tuesday, October 6th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, BWX Technologies currently has a consensus rating of “Moderate Buy” and a consensus price target of $205.00.

BWX Technologies Stock Performance

BWX Technologies stock opened at $131.93 on Wednesday. The company has a market cap of $12.09 billion, a price-to-earnings ratio of 32.33, a price-to-earnings-growth ratio of 1.84 and a beta of 0.75. BWX Technologies has a 12 month low of $123.05 and a 12 month 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 stock’s 50-day moving average is $142.64 and its 200-day moving average is $184.04.

BWX Technologies Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be given a dividend of $0.27 per share. The ex-dividend date of this dividend is Thursday, November 19th. This represents a $1.08 annualized dividend and a yield of 0.8%. BWX Technologies’s payout ratio is 27.98%.

Insiders Place Their Bets

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of the company’s stock in a transaction that occurred 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 owned 192,491 shares in the company, valued at $33,204,697.50. This represents a 4.94% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is currently owned by corporate insiders.

Institutional Trading of BWX Technologies

A number of hedge funds have recently made changes to their positions in the company. M.D. Sass LLC acquired a new position in shares of BWX Technologies during the second quarter valued at $2,619,000. Ranger Investment Management L.P. bought a new position in shares of BWX Technologies during the first quarter worth about $11,991,000. Silvant Capital Management LLC acquired a new stake in shares of BWX Technologies in the 2nd quarter worth about $6,574,000. Insight Wealth Strategies LLC acquired a new stake in shares of BWX Technologies in the 2nd quarter worth about $5,949,000. Finally, Equitable Holdings Inc. acquired a new stake in shares of BWX Technologies in the 2nd quarter worth about $1,538,000. Hedge funds and other institutional investors own 94.39% of the company’s stock.

BWX Technologies News Roundup

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

• Positive Sentiment: Adjusted earnings were $1.26 per share, above the $1.19 analyst consensus and up from $1.00 a year earlier. Management cited strong earnings performance, operational execution and cash generation. BWX Technologies Reports Third Quarter 2026 Results
• Positive Sentiment: Management sees stronger earnings growth in 2027, citing improving margins in government work and expanding nuclear demand—potential support for future earnings. BWXT Q3 Earnings Call Highlights 2027 Growth and Nuclear Demand
• Neutral Sentiment: BWXT declared a quarterly dividend of $0.27 per share, or $1.08 annualized (about a 0.8% yield). The payment is scheduled for December 10 to shareholders of record November 19. BWX Technologies dividend information
• Negative Sentiment: Revenue of $952.97 million missed analysts’ $970.52 million estimate, despite rising 10% year over year. Reports also flagged slowing revenue momentum and a delayed new-build order, which could weigh on near-term expectations and help explain why the stock remains near its lows. BWXT Beats On Margins and Sets a Firmer 2027 Outlook

About BWX Technologies

BWX Technologies, Inc (NYSE: BWXT) is a specialty manufacturer and services provider focused on nuclear technology. The company designs and manufactures nuclear reactors, reactor components, nuclear fuel and related equipment, with a major emphasis on highly engineered systems used in naval and commercial applications.

BWXT is a key supplier to the U.S. government, supporting the U.S. Navy’s nuclear-powered aircraft carriers and submarines through reactor design, component manufacturing, fuel production, maintenance and life-cycle services.