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

BWX Technologies (NYSE:BWXT) updated its FY 2026 earnings guidance on Monday morning. The company provided earnings per share (EPS) 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 3.5%

NYSE:BWXT traded up $5.94 during trading hours on Monday, hitting $174.64. The stock had a trading volume of 1,145,649 shares, compared to its average volume of 1,016,942. The company has a market cap of $16.00 billion, a PE ratio of 46.70, a price-to-earnings-growth ratio of 2.87 and a beta of 0.76. The business has a 50 day simple moving average of $188.03 and a two-hundred day simple moving average of $201.78. BWX Technologies has a 1-year low of $149.57 and a 1-year high of $241.82. The company has a current ratio of 2.40, a quick ratio of 2.33 and a debt-to-equity ratio of 1.58.

BWX Technologies (NYSE:BWXT) last released its quarterly earnings results on Monday, August 3rd. The technology company reported $1.07 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.04 by $0.03. BWX Technologies had a net margin of 10.20% and a return on equity of 31.33%. The firm had revenue of $901.63 million for the quarter, compared to the consensus estimate of $902.80 million. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. Analysts predict that BWX Technologies will post 4.61 EPS for the current year.

Analysts Set New Price Targets

BWXT has been the subject of a number of recent analyst reports. Wall Street Zen raised shares of BWX Technologies from a “hold” rating to a “buy” rating in a research report on Saturday, May 9th. Truist Financial upped their target price on shares of BWX Technologies from $205.00 to $212.00 and gave the company a “hold” rating in a research note on Monday, May 11th. Seaport Research Partners upgraded BWX Technologies from a “neutral” rating to a “buy” rating and set a $245.00 price target for the company in a research note on Monday, June 22nd. JPMorgan Chase & Co. initiated coverage on BWX Technologies in a report on Monday, July 27th. They set an “overweight” rating and a $230.00 target price on the stock. Finally, Zacks Research lowered BWX Technologies from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 11th. Two analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $228.20.

Insider Activity

In other news, CFO Michael Thomas Fitzgerald sold 2,417 shares of BWX Technologies stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $209.25, for a total transaction of $505,757.25. Following the sale, the chief financial officer owned 6,884 shares of the company’s stock, valued at approximately $1,440,477. The trade was a 25.99% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Rex D. Geveden sold 10,000 shares of the business’s 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 transaction, the chief executive officer owned 202,491 shares of the company’s stock, valued at approximately $41,472,181.71. This represents a 4.71% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.60% of the company’s stock.

Institutional Trading of BWX Technologies

A number of hedge funds and other institutional investors have recently made changes to their positions in BWXT. Wedbush Securities Inc. increased its stake in shares of BWX Technologies by 4.3% during the fourth quarter. Wedbush Securities Inc. now owns 1,263 shares of the technology company’s stock valued at $218,000 after acquiring an additional 52 shares during the period. Guggenheim Capital LLC boosted its stake in BWX Technologies by 2.2% during the 4th quarter. Guggenheim Capital LLC now owns 2,598 shares of the technology company’s stock valued at $449,000 after purchasing an additional 55 shares in the last quarter. Corient Private Wealth LLC lifted its holdings in shares of BWX Technologies by 1.2% in the second quarter. Corient Private Wealth LLC now owns 5,880 shares of the technology company’s stock valued at $847,000 after buying an additional 69 shares during the period. Vanguard Personalized Indexing Management LLC grew its holdings in BWX Technologies by 1.0% during the fourth quarter. Vanguard Personalized Indexing Management LLC now owns 9,331 shares of the technology company’s stock worth $1,613,000 after acquiring an additional 88 shares during the period. Finally, AlTi Global Inc. raised its position in BWX Technologies by 1.6% in the fourth quarter. AlTi Global Inc. now owns 5,884 shares of the technology company’s stock worth $1,017,000 after acquiring an additional 90 shares in the last quarter. 94.39% of the stock is currently owned by 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.