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

BWX Technologies (NYSE:BWXT) updated its FY 2026 earnings guidance on Monday. The company provided earnings per share (EPS) guidance of 4.600-4.750 for the period, compared to the consensus estimate of 4.610. The company issued revenue guidance of $3.8 billion-$3.8 billion, compared to the consensus revenue estimate of $3.8 billion.

BWX Technologies Trading Down 2.2%

Shares of NYSE:BWXT traded down $4.86 during midday trading on Tuesday, reaching $211.82. The company’s stock had a trading volume of 361,065 shares, compared to its average volume of 1,019,608. BWX Technologies has a fifty-two week low of $102.42 and a fifty-two week high of $241.82. The company has a debt-to-equity ratio of 1.64, a quick ratio of 2.25 and a current ratio of 2.32. The firm has a 50 day moving average price of $212.42 and a two-hundred day moving average price of $199.55. The firm has a market capitalization of $19.41 billion, a price-to-earnings ratio of 59.35, a PEG ratio of 3.73 and a beta of 0.78.

BWX Technologies (NYSE:BWXT) last issued its earnings results on Monday, May 4th. The technology company reported $1.12 earnings per share for the quarter, topping analysts’ consensus estimates of $0.92 by $0.20. The business had revenue of $860.22 million during the quarter, compared to the consensus estimate of $837.47 million. BWX Technologies had a return on equity of 30.94% and a net margin of 10.28%.The firm’s revenue for the quarter was up 26.1% on a year-over-year basis. During the same period in the previous year, the company posted $0.91 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.600-4.750 EPS. As a group, analysts forecast that BWX Technologies will post 4.61 earnings per share for the current year.

BWX Technologies Dividend Announcement

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

Analyst Ratings Changes

BWXT has been the topic of a number of research reports. Wells Fargo & Company started coverage on BWX Technologies in a research note on Wednesday, April 1st. They set an “underweight” rating and a $200.00 price target on the stock. Wall Street Zen cut BWX Technologies from a “buy” rating to a “hold” rating in a report on Saturday, February 28th. Bank of America lifted their price target on shares of BWX Technologies from $230.00 to $250.00 and gave the company a “buy” rating in a research report on Wednesday, March 25th. Zacks Research upgraded shares of BWX Technologies from a “hold” rating to a “strong-buy” rating in a report on Wednesday, January 21st. Finally, BTIG Research boosted their target price on shares of BWX Technologies from $225.00 to $235.00 and gave the stock a “buy” rating in a research report on Thursday, February 26th. Three analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $207.60.

Insider Buying and Selling

In related news, CAO Kevin James Gorman sold 1,344 shares of the firm’s stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $214.71, for a total transaction of $288,570.24. Following the completion of the sale, the chief accounting officer owned 114 shares in the company, valued at approximately $24,476.94. This trade represents a 92.18% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Rex D. Geveden sold 10,000 shares of the business’s stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $203.26, for a total transaction of $2,032,600.00. Following the completion of the transaction, the chief executive officer owned 177,594 shares in the company, valued at approximately $36,097,756.44. The trade was a 5.33% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 13,327 shares of company stock worth $2,734,844. 0.60% of the stock is owned by company insiders.

BWX Technologies News Roundup

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

• Positive Sentiment: Q1 beat on EPS and revenue — BWXT posted $1.12 EPS vs. $0.92 expected and revenue of $860.2M vs. $837.5M consensus; revenue grew ~26% YoY and margins/ROE remain strong. This beat is the primary short‑term catalyst supporting the stock. BWXT Tops Q1 Earnings and Revenue Estimates
• Positive Sentiment: Company guidance roughly in line-to-slightly above Street — BWXT set FY‑2026 EPS guidance of $4.60–$4.75 (consensus ~$4.61) and reaffirmed ~ $3.8B revenue guidance, signaling confidence in backlog execution and supporting forward estimates. BWXT Q1 Slide Deck / Guidance
• Positive Sentiment: Management highlights operational execution — Management cited pacing of work, higher throughput and execution on a robust backlog as drivers of the strong start to 2026, which supports confidence in hitting guidance and sustaining throughput. Q1 2026 Earnings Call Transcript
• Positive Sentiment: Sector tailwinds — Reports note rising nuclear demand (commercial & government), a structural tailwind for BWXT’s reactor and services businesses that supports multi‑year growth expectations. BWXT Set to Report as Nuclear Demand Surges
• Neutral Sentiment: Dividend announcement — BWXT declared a $0.27 quarterly dividend (ex‑div May 19, payable June 5); yield ~0.5% — modest income signal but unlikely to materially move the stock.
• Neutral Sentiment: Macro/energy headlines — Broader power-market and data center electricity commentary may influence sentiment for utility-capex and energy-related names, but impact on BWXT is indirect. AI Data Centers Reshaping Power Market
• Negative Sentiment: Analyst target below current levels — A brokerage set a $207.60 target for BWXT, which is below recent trading and could cap near‑term upside or prompt profit‑taking by some investors. Brokerages Set BWXT Target

Institutional Investors Weigh In On BWX Technologies

Several institutional investors have recently added to or reduced their stakes in BWXT. Goldman Sachs Group Inc. boosted its holdings in shares of BWX Technologies by 0.3% during the first quarter. Goldman Sachs Group Inc. now owns 141,680 shares of the technology company’s stock worth $13,977,000 after purchasing an additional 371 shares during the period. Caxton Associates LLP purchased a new stake in BWX Technologies in the 1st quarter worth approximately $304,000. Flow Traders U.S. LLC bought a new stake in shares of BWX Technologies in the 2nd quarter worth approximately $404,000. NewEdge Advisors LLC raised its holdings in shares of BWX Technologies by 670.0% during the second quarter. NewEdge Advisors LLC now owns 7,030 shares of the technology company’s stock valued at $1,013,000 after acquiring an additional 6,117 shares in the last quarter. Finally, Sei Investments Co. lifted its stake in BWX Technologies by 44.9% in the second quarter. Sei Investments Co. now owns 256,969 shares of the technology company’s stock worth $37,018,000 after acquiring an additional 79,646 shares during the period. 94.39% of the stock is 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.