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

BWX Technologies (NYSE:BWXT) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 4.700-4.800 for the period, compared to the consensus EPS estimate of 4.740. The company issued revenue guidance of $3.8 billion-$3.8 billion, compared to the consensus revenue estimate of $3.8 billion. BWX Technologies also updated its FY 2030 guidance to EPS.

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on BWXT shares. Northland Securities dropped their target price on shares of BWX Technologies from $250.00 to $220.00 and set an “outperform” rating for the company in a research report on Wednesday. Citigroup reissued an “outperform” rating on shares of BWX Technologies in a report on Wednesday. Weiss Ratings cut shares of BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, August 26th. Jefferies Financial Group initiated coverage on shares of BWX Technologies in a report on Thursday, September 3rd. They set a “buy” rating and a $181.00 price objective for the company. Finally, Bank of America cut their target price on shares of BWX Technologies from $250.00 to $210.00 and set a “buy” rating for the company in a research report on Wednesday. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $210.00.

BWX Technologies Stock Down 0.4%

Shares of BWXT opened at $137.48 on Thursday. BWX Technologies has a 1 year low of $133.21 and a 1 year 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 has a 50 day simple moving average of $157.78 and a two-hundred day simple moving average of $187.08. The firm has a market cap of $12.60 billion, a P/E ratio of 35.62, a P/E/G ratio of 2.16 and a beta of 0.75.

BWX Technologies (NYSE:BWXT) last posted its quarterly earnings results on Monday, August 3rd. The technology company reported $1.07 EPS for the quarter, topping the consensus estimate of $1.04 by $0.03. BWX Technologies had a net margin of 10.11% and a return on equity of 30.83%. The firm had revenue of $901.62 million for the quarter, compared to the consensus estimate of $902.41 million. During the same period last year, the firm posted $1.02 earnings per share. The business’s revenue was up 18.0% compared to the same quarter last year. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. On average, analysts forecast that BWX Technologies will post 4.75 earnings per share for the current fiscal year.

BWX Technologies Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, September 4th. Shareholders of record on Tuesday, August 18th were paid a $0.27 dividend. The ex-dividend date of this dividend was Tuesday, August 18th. This represents a $1.08 annualized dividend and a yield of 0.8%. BWX Technologies’s payout ratio is currently 27.98%.

Insider Transactions at BWX Technologies

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of the company’s stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $172.50, for a total transaction of $1,725,000.00. Following the completion of the sale, the chief executive officer directly owned 192,491 shares in the company, valued at $33,204,697.50. This represents a 4.94% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is currently owned by insiders.

Key Headlines Impacting BWX Technologies

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

• Positive Sentiment: Guggenheim reaffirmed its Buy rating with a $192 price target, while BTIG Research maintained its Buy rating and $235 target. These targets imply meaningful upside from the stock’s recent trading level.
• Positive Sentiment: Northland Securities retained an Outperform rating and a $220 price target. The firm’s revised FY2027 EPS estimate of $5.02 remains above the current consensus estimate of $4.75, despite the reduction from $5.17.
• Positive Sentiment: A Zacks analysis highlighted BWXT’s investment in employee training, mentoring and its Technical Fellows program, which could help the company meet long-term demand for specialized nuclear technology talent. Can BWXT’s Technical Talent Support Long-Term Nuclear Growth?
• Neutral Sentiment: BWXT reiterated FY2026 guidance for revenue of approximately $3.8 billion and EPS of $4.70–$4.80, broadly in line with analyst expectations. The company also updated its FY2030 guidance, but the available report did not provide details. BWX Technologies Releases FY 2026 Earnings Guidance
• Negative Sentiment: Bank of America lowered its price target from $250 to $210, although it maintained a Buy rating. The target reduction may weigh on sentiment by signaling lower near-term valuation expectations.
• Negative Sentiment: Northland’s reduction in its FY2027 EPS forecast from $5.17 to $5.02 indicates some pressure on projected earnings growth, even though the estimate remains above consensus.
• Negative Sentiment: The stock recently touched a 52-week low of roughly $133.66 and remains below its 50-day and 200-day moving averages, highlighting continued technical weakness. BWXT Stock Hits 52-Week Low

BWX Technologies Company Profile

BWX Technologies, Inc (NYSE:BWXT) is a provider of nuclear components, systems and services for government and commercial customers. The company is best known for designing and manufacturing nuclear reactors and related components for the U.S. Navy’s nuclear-powered aircraft carriers and submarines. It also supports the nuclear fuel cycle and provides engineering, manufacturing, maintenance and technical services for nuclear facilities.

BWXT serves the U.S. government, commercial nuclear power producers, research institutions and customers in the healthcare and space industries.