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 4.550-4.700 for the period, compared to the consensus EPS estimate of 4.100. The company issued revenue guidance of $3.8 billion-$3.8 billion, compared to the consensus revenue estimate of $3.5 billion.

BWX Technologies Stock Down 3.6%

BWX Technologies stock opened at $199.06 on Tuesday. The stock has a market cap of $18.20 billion, a PE ratio of 59.78, a P/E/G ratio of 3.32 and a beta of 0.84. The company has a debt-to-equity ratio of 1.21, a current ratio of 1.71 and a quick ratio of 1.62. The stock’s fifty day moving average is $195.65 and its two-hundred day moving average is $186.79. BWX Technologies has a 1-year low of $84.21 and a 1-year high of $220.57.

BWX Technologies (NYSE:BWXT) last released its quarterly earnings data on Monday, February 23rd. The technology company reported $1.08 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.91 by $0.17. BWX Technologies had a return on equity of 30.70% and a net margin of 10.04%.The business had revenue of $885.84 million during the quarter, compared to analysts’ expectations of $837.47 million. During the same period in the prior year, the firm posted $0.92 EPS. The business’s quarterly revenue was up 18.7% compared to the same quarter last year. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. On average, sell-side analysts expect that BWX Technologies will post 3.23 EPS for the current fiscal year.

BWX Technologies Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, March 27th. Shareholders of record on Wednesday, March 11th will be paid a $0.27 dividend. This is an increase from BWX Technologies’s previous quarterly dividend of $0.25. This represents a $1.08 annualized dividend and a yield of 0.5%. The ex-dividend date is Wednesday, March 11th. BWX Technologies’s payout ratio is currently 30.03%.

Analyst Upgrades and Downgrades

BWXT has been the subject of several recent analyst reports. BNP Paribas Exane assumed coverage on shares of BWX Technologies in a research report on Thursday, January 15th. They set a “neutral” rating and a $215.00 price objective for the company. Northland Securities set a $225.00 price target on shares of BWX Technologies in a research report on Tuesday, November 4th. Truist Financial set a $205.00 price objective on BWX Technologies in a report on Friday, January 9th. Wall Street Zen upgraded BWX Technologies from a “hold” rating to a “buy” rating in a research report on Saturday, November 8th. Finally, Zacks Research raised BWX Technologies from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, January 21st. Three research analysts have rated the stock with a Strong Buy rating, five have issued a Buy rating and five have given a Hold rating to the company. According to MarketBeat.com, BWX Technologies currently has a consensus rating of “Moderate Buy” and an average price target of $199.20.

Insider Buying and Selling

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of the 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 completion of the sale, the chief executive officer directly owned 177,594 shares of the company’s stock, valued at approximately $36,097,756.44. This trade represents a 5.33% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.47% of the stock is currently owned by corporate insiders.

BWX Technologies News Summary

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

• Positive Sentiment: Q4 results beat expectations — EPS $1.08 vs. $0.91 consensus and revenue $885.8M vs. ~$837M, with revenue up ~18.7% year-over-year, showing continued top-line momentum. BWX Technologies (BWXT) Q4 Earnings and Revenues Beat Estimates
• Positive Sentiment: Management raised FY2026 guidance sharply — EPS guidance of $4.55–4.70 vs. Street ~$4.10 and revenue guidance around $3.8B vs. ~$3.5B consensus, implying stronger forward earnings power. BWX Technologies Reports Fourth Quarter and Full Year 2025 Results, Initiates 2026 Guidance
• Positive Sentiment: Order flow and backlog expansion from government and commercial programs — new pricing agreements for naval propulsion equipment/fuel, initial scopes on U.S. defense uranium enrichment awards, expanded depleted-uranium production, plus commercial wins (CANDU life extensions, SMR projects, AP1000 engineering). These support multi-year revenue visibility. BWXT (BWXT) Q4 2025 Earnings Call Transcript
• Positive Sentiment: Board raised the quarterly dividend to $0.27 (8% increase), reflecting cash generation and returning capital to shareholders; ex-dividend March 11.
• Neutral Sentiment: Company highlighted a record year and strategic acquisitions that broaden services and product offerings — positive for long-term growth but the impact will play out over multiple quarters. BWX Technologies Reports Fourth Quarter and Full Year 2025 Results, Initiates 2026 Guidance
• Negative Sentiment: Valuation and recent run-up create headwinds — the stock carries a high P/E (~60) and recently traded near its 52-week high, which can prompt profit-taking even after strong results. BWX Technologies Stock Info
• Negative Sentiment: Dividend yield remains low (~0.5%) and leverage (debt/equity ~1.2) may concern income-focused or risk-averse investors despite operational strength.

Hedge Funds Weigh In On BWX Technologies

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

About BWX Technologies

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.