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

BWX Technologies (NYSE:BWXT) issued an update on its FY 2026 earnings guidance on Monday. The company provided earnings per share guidance of 4.700-4.800 for the period, compared to the consensus estimate of 4.690. The company issued revenue guidance of $3.8 billion-$3.8 billion, compared to the consensus revenue estimate of $3.8 billion.

BWX Technologies Stock Up 0.6%

BWXT opened at $173.37 on Wednesday. The company has a debt-to-equity ratio of 1.58, a current ratio of 2.40 and a quick ratio of 2.33. BWX Technologies has a one year low of $157.10 and a one year high of $241.82. The firm has a market capitalization of $15.88 billion, a P/E ratio of 46.36, a price-to-earnings-growth ratio of 2.96 and a beta of 0.76. The company has a fifty day moving average price of $186.82 and a 200-day moving average price of $201.30.

BWX Technologies (NYSE:BWXT) last issued 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. The firm had revenue of $901.62 million during the quarter, compared to the consensus estimate of $902.41 million. BWX Technologies had a return on equity of 31.34% and a net margin of 10.11%.The company’s revenue for the quarter was up 18.0% on a year-over-year basis. During the same quarter last year, the company posted $1.02 EPS. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. Equities research analysts expect that BWX Technologies will post 4.61 earnings per share for the current fiscal year.

BWX Technologies Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, September 4th. Stockholders of record on Tuesday, August 18th will be issued a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Tuesday, August 18th. BWX Technologies’s payout ratio is presently 28.88%.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on the stock. Wall Street Zen raised shares of BWX Technologies from a “hold” rating to a “buy” rating in a research note on Saturday, May 9th. Seaport Research Partners upgraded shares of BWX Technologies from a “neutral” rating to a “buy” rating and set a $245.00 target price on the stock in a research report on Monday, June 22nd. Weiss Ratings lowered shares of BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, July 29th. Zacks Research lowered shares of BWX Technologies from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 11th. Finally, Deutsche Bank Aktiengesellschaft raised BWX Technologies from a “hold” rating to a “buy” rating and raised their price objective for the company from $205.00 to $255.00 in a research note on Friday, May 15th. Two investment analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, BWX Technologies currently has an average rating of “Moderate Buy” and a consensus price target of $228.20.

Insider Activity

In other news, CEO Rex D. Geveden sold 10,000 shares of BWX Technologies stock in a transaction that occurred on Tuesday, May 12th. The stock was sold at an average price of $204.81, for a total value of $2,048,100.00. Following the sale, the chief executive officer directly owned 202,491 shares in the company, valued at approximately $41,472,181.71. This trade represents a 4.71% decrease in their position. The sale was disclosed in a filing 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. Also, CFO Michael Thomas Fitzgerald sold 2,417 shares of the business’s stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $209.25, for a total value of $505,757.25. Following the transaction, the chief financial officer directly owned 6,884 shares in the company, valued at $1,440,477. This trade represents a 25.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.60% of the company’s stock.

Key Headlines Impacting BWX Technologies

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

• Positive Sentiment: Strong quarterly results: BWXT reported second-quarter EPS of $1.07, exceeding the $1.04 analyst consensus, while revenue rose 18% year over year to approximately $901.6 million. Commercial operations revenue increased 72% to $302.5 million. BWX Technologies Reports Second Quarter 2026 Results
• Positive Sentiment: Higher 2026 outlook and cash flow: Management raised full-year 2026 adjusted EPS guidance to $4.70-$4.80 and free cash flow guidance to $345 million-$360 million. The company cited strong execution, operating performance and growing nuclear demand. BWXT targets higher EPS and free cash flow outlook
• Positive Sentiment: Strategic medical-business sale: BWXT agreed to sell its medical business to Nordic Capital in a transaction valued at up to $800 million, while retaining a minority stake. Proceeds should provide capital for commercial nuclear, small modular reactor and defense-related expansion, sharpening BWXT’s focus on nuclear markets. BWXT Selling Medical Business to Nordic Capital
• Positive Sentiment: Supportive analyst view: BTIG reaffirmed its Buy rating and $235 price target. Northland Securities raised its FY2026 EPS forecast to $4.71 from $4.68 and FY2027 to $5.17 from $5.11, above the current-year consensus estimate of $4.61.
• Neutral Sentiment: BWXT maintained its quarterly dividend at $0.27 per share, payable September 4 to shareholders of record August 18. The dividend offers a modest yield of approximately 0.6%.
• Negative Sentiment: Northland lowered its Q3 2026 EPS estimate to $1.18 from $1.22, suggesting some softness in the next quarter despite higher full-year and 2027 projections. BWXT also trades at a relatively elevated earnings multiple, which may increase sensitivity to execution or broader market rotation.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the stock. Invesco Ltd. lifted its position in shares of BWX Technologies by 60.1% in the 3rd quarter. Invesco Ltd. now owns 2,549,150 shares of the technology company’s stock worth $469,987,000 after purchasing an additional 956,770 shares during the period. Select Equity Group L.P. purchased a new position in shares of BWX Technologies during the second quarter valued at about $68,902,000. Orion Porfolio Solutions LLC raised its stake in BWX Technologies by 1,353.1% in the second quarter. Orion Porfolio Solutions LLC now owns 363,757 shares of the technology company’s stock worth $52,403,000 after buying an additional 338,723 shares in the last quarter. Orbis Allan Gray Ltd bought a new position in BWX Technologies in the second quarter worth about $42,504,000. Finally, Balyasny Asset Management L.P. lifted its holdings in BWX Technologies by 7,375.7% in the third quarter. Balyasny Asset Management L.P. now owns 168,801 shares of the technology company’s stock worth $31,122,000 after buying an additional 166,543 shares during the period. 94.39% of the stock is owned by hedge funds and other institutional investors.

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.