Bwx Technologies Inc (BWXT)
NYSE:BWXT
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Earnings Data
Report Date
Aug 10, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.05Last Year’s EPS
1.02Same Quarter Last Year
Moderate Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call portrayed a strongly positive operating and financial performance driven by a commercial surge: 26% total revenue growth (11% organic), a 77% YoY increase in total backlog to $8.7B, sizeable commercial revenue and EBITDA acceleration, and upwardly revised full‑year guidance for EBITDA, revenue and free cash flow. Strategic actions (PCG acquisition, planned U.S. greenfield capacity, completed centrifuge development facility, TRISO production) position BWXT to capture growing defense and commercial nuclear demand. Key near‑term risks include modest Government segment growth, integration and ramp timelines for PCG and TRISO scale‑up, industry EPC/delivery risks on large reactor projects, and some timing volatility in commercial backlog. Overall, the positive growth, record backlog and strengthened guidance meaningfully outweigh the execution and scaling challenges highlighted.Company Guidance
Robust Top-Line Growth
Q1 revenue of $860 million, up 26% year-over-year with 11% organic growth, driven by improved throughput, favorable pacing of work and strong commercial operations.
Strong Profitability and EPS Expansion
Adjusted EBITDA of $148 million, up 14% year-over-year; adjusted earnings per share of $1.12, up 22%, reflecting operating strength and $0.08 of higher non‑operating contributions.
Record Backlog and Bookings
Total backlog of $8.7 billion, up 77% year-over-year and 19% sequentially, including nearly $7.0 billion backlog in Government Operations (up 93% YoY and 25% sequentially) and robust government bookings (including $1.4 billion from naval pricing agreement).
Commercial Operations Surge
Commercial revenue rose 121% (39% organic). Commercial adjusted EBITDA was $36 million, up 162% year-over-year with a 12.9% margin. Kinectrics contribution and accelerated throughput on large component projects were key drivers; commercial backlog up 33% year-over-year (flat sequentially).
Government Operations Resilience and Naval Momentum
Government Operations revenue grew 4% with adjusted EBITDA up 1% and a strong adjusted EBITDA margin in the segment of 20.4%; continued steady Virginia‑class production, Columbia class growth, and early Ford‑class work supported by the FY '27 budget request.
Strategic Acquisition and Capacity Build-Out
Announced acquisition of Precision Components Group (PCG) — ~ $125 million revenue in 2025; purchase price disclosed on call roughly $200 million; expected to close in H2 and provides immediate U.S. manufacturing capacity. Management also plans a likely greenfield U.S. commercial facility (Mount Vernon) to produce large heavy nuclear equipment (timeline ~2–3 years).
Advances in Fuel, Enrichment and Advanced Nuclear
Completed Centrifuge manufacturing development facility and begun prototyping; engaged NRC on planned HEU enrichment facility in Erwin, TN; progressing large HPDU contract (Jonesborough) and TRISO fuel production (hundreds of kg/yr) used in Pele and other clients; collaboration with Kairos (Hermes 2) noted.
Raised Full‑Year Guidance and Strong Cash Generation
Updated 2026 guidance: revenue at least $3.75 billion (high‑teens growth), adjusted EBITDA raised to $650–$665 million (up $5M on each end), EPS guidance $4.60–$4.75, and free cash flow guidance $315–$330 million. Q1 free cash flow was $50 million and CapEx in Q1 was $43 million.
BWXT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BWXT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 04, 2026 | $216.68 | $206.15 | -4.86% |
Feb 23, 2026 | $198.11 | $203.95 | +2.95% |
Nov 03, 2025 | $215.26 | $199.83 | -7.17% |
Aug 04, 2025 | $153.85 | $181.23 | +17.79% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Bwx Technologies Inc (BWXT) report earnings?
Bwx Technologies Inc (BWXT) is schdueled to report earning on Aug 10, 2026, After Close (Confirmed).
What is Bwx Technologies Inc (BWXT) earnings time?
Bwx Technologies Inc (BWXT) earnings time is at Aug 10, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BWXT EPS forecast?
BWXT EPS forecast for the fiscal quarter 2026 (Q2) is 1.05.