BWXT Stock - BWX Technologies, Inc.
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Financial Statements
| Metric | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Revenue | $2.70B | $2.50B | $2.23B | $2.12B | $2.12B |
| Gross Profit | $655.21M | $620.59M | $551.93M | $550.28M | $575.40M |
| Gross Margin | 24.2% | 24.9% | 24.7% | 25.9% | 27.1% |
| Operating Income | $380.61M | $383.06M | $348.57M | $345.85M | $358.55M |
| Net Income | $281.94M | $245.85M | $238.19M | $305.87M | $278.67M |
| Net Margin | 10.4% | 9.8% | 10.7% | 14.4% | 13.1% |
| EPS | $3.08 | $2.68 | $2.60 | $3.24 | $2.92 |
BWX Technologies, Inc. manufactures and sells nuclear components in the United States, Canada, and internationally. It operates in three segments: Nuclear Operations Group, Nuclear Power Group, and Nuclear Services Group. The Nuclear Operations Group segment provides precision naval and critical nuclear components, reactors, nuclear fuel, and assemblies for the United States Department of Energy/National Nuclear Security Administration's Naval Nuclear Propulsion Program and other uses; missile launch tubes for United States Navy submarines; close-tolerance and equipment for nuclear applications; and converts Cold War-era government stockpiles of high-enriched uranium, as well as receives, stores, characterizes, dissolves, recovers, and purifies uranium-bearing materials; supplies research reactor fuel elements for colleges, universities, and national laboratories; and components for defense applications. The Nuclear Power Group segment offers commercial nuclear steam generators, nuclear fuel, fuel handling systems, pressure vessels, reactor components, heat exchangers, tooling delivery systems, and containers; engineering and in-plant services for nuclear power plants; designs, manufactures, commissions, and services nuclear power generation equipment; in-plant inspection, maintenance, and modification services, as well as non-destructive examination and tooling/repair solutions; and supplies medical radioisotopes and radiopharmaceuticals for research, diagnostic, and therapeutic uses. The Nuclear Services Group segment provides nuclear materials processing, environmental site restoration, and management and operating services; develops technology for nuclear power sources application; and designs, engineers, licenses, and manufactures nuclear reactors. The company was formerly known as The Babcock & Wilcox Company and changed its name to BWX Technologies, Inc. in June 2015. BWX Technologies, Inc. was founded in 1867 and is headquartered in Lynchburg, Virginia.
Visit WebsiteRating Distribution
Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| September 10th 2025 | Northland Capital | Initiation | Outperform | $205 |
| July 8th 2025 | Deutsche Bank | Downgrade | Hold | $150 |
| May 28th 2025 | William Blair | Initiation | Outperform | - |
| April 1st 2025 | Seaport Research Partners | Initiation | Buy | $145 |
| November 12th 2024 | Alembic Global Advisors | Upgrade | Overweight | $148 |
| July 24th 2024 | Barclays | Downgrade | Underweight | $90← $75 |
| June 27th 2024 | Janney | Initiation | Buy | $113 |
| June 26th 2024 | BTIG Research | Initiation | Buy | $110 |
| June 3rd 2024 | CLSA | Initiation | Buy | - |
| March 25th 2024 | Truist | Downgrade | Hold | $95← $110 |
| November 3rd 2023 | Alembic Global Advisors | Downgrade | Neutral | $82← $79 |
| September 28th 2023 | Deutsche Bank | Initiation | Buy | $86 |
| August 4th 2023 | Robert W. Baird | Upgrade | Outperform | $85← $61 |
| December 8th 2022 | Barclays | Upgrade | Equal Weight | $64 |
| October 12th 2022 | Credit Suisse | Initiation | Outperform | $65 |
Earnings History & Surprises
BWXTEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | May 4, 2026 | — | — | — | — |
Q1 2026 | Feb 23, 2026 | $0.91 | — | — | — |
Q4 2025 | Nov 3, 2025 | $0.85 | $1.00 | +17.2% | ✓ BEAT |
Q3 2025 | Aug 4, 2025 | $0.79 | $1.02 | +29.1% | ✓ BEAT |
Q2 2025 | May 5, 2025 | $0.77 | $0.91 | +19.0% | ✓ BEAT |
Q1 2025 | Feb 24, 2025 | $0.80 | $0.92 | +15.0% | ✓ BEAT |
Q4 2024 | Nov 4, 2024 | $0.78 | $0.83 | +6.4% | ✓ BEAT |
Q3 2024 | Aug 5, 2024 | $0.75 | $0.82 | +9.3% | ✓ BEAT |
Q2 2024 | May 6, 2024 | $0.69 | $0.76 | +10.1% | ✓ BEAT |
Q1 2024 | Feb 27, 2024 | $0.94 | $1.01 | +7.4% | ✓ BEAT |
Q4 2023 | Nov 1, 2023 | $0.63 | $0.67 | +6.3% | ✓ BEAT |
Q3 2023 | Aug 3, 2023 | $0.59 | $0.65 | +10.2% | ✓ BEAT |
Q2 2023 | May 8, 2023 | $0.61 | $0.70 | +14.8% | ✓ BEAT |
Q1 2023 | Feb 23, 2023 | $0.95 | $0.93 | -2.1% | ✗ MISS |
Q4 2022 | Nov 7, 2022 | $0.72 | $0.69 | -4.2% | ✗ MISS |
Q3 2022 | Aug 8, 2022 | $0.75 | $0.82 | +9.3% | ✓ BEAT |
Q2 2022 | May 9, 2022 | $0.67 | $0.69 | +3.0% | ✓ BEAT |
Q1 2022 | Feb 22, 2022 | $0.93 | $0.95 | +2.2% | ✓ BEAT |
Q4 2021 | Nov 1, 2021 | $0.79 | $0.76 | -3.8% | ✗ MISS |
Q3 2021 | Aug 2, 2021 | $0.72 | $0.62 | -13.9% | ✗ MISS |
Latest News
BWX Technologies Delivers TRISO Nuclear Fuel For Project Pele Microreactor
📈 PositiveBWX Technologies To Provide Owner's Engineer Services At Bulgaria's New Build Kozloduy Nuclear Power Plant, Units 7 & 8; Contract Spans About Ten Years And Is Valued At Hundreds Of Millions Of Euros
📈 PositiveCompetition Bureau Expands Its Investigation Into BWX Technologies' Acquisition Of Kinectrics
📉 NegativeB of A Securities Maintains Buy on BWX Technologies, Raises Price Target to $230
📈 PositiveBTIG Maintains Buy on BWX Technologies, Raises Price Target to $225
📈 PositiveBWX Technologies shares are trading lower after the company announced the pricing of its offering of $1.1 billion aggregate principal amount of 0% Convertible Senior Notes due 2030.
📉 NegativeBWX Technologies Prices Private Offering Of $1.1B Aggregate Principal Amount Of 0% Convertible Senior Notes Due 2030
➖ NeutralTruist Securities Maintains Hold on BWX Technologies, Raises Price Target to $200
➖ NeutralBWX Technologies shares are trading lower after the company reported Q3 financial results and affirmed its FY25 sales guidance below estimates.
📉 NegativeBWX Technologies shares are trading lower after the company reported Q3 financial results and affirmed its FY25 sales guidance below estimates.
📉 NegativeBWX Technologies Raises FY2025 Adj EPS Guidance from $3.65-$3.75 to $3.75-$3.80 vs $3.74 Est; Affirms FY2025 Sales Guidance of $3.100B vs $3.114B Est
📈 PositiveBWX Technologies Q3 Adj. EPS $1.00 Beats $0.86 Estimate, Sales $866.300M Beat $794.344M Estimate
📈 PositiveBWX Technologies Non-GAAP EPS of $1.00 beats by $0.14, revenue of $866.3M beats by $69.7M
📈 PositiveBWX Technologies Awarded $174M U.S. Naval Nuclear Propulsion Program Contract To Manufacture Naval Nuclear Reactor Fuel
📈 PositiveBWX Technologies Signs MoU With Rolls-Royce SMR For Future Collaboration On Development Of Rolls-Royce SMR
📈 PositiveTruist Securities Maintains Hold on BWX Technologies, Raises Price Target to $173
➖ NeutralBWX Technologies Awarded $1.6B, 10-Yr Contract By Department Of Energy's National Nuclear Security Administration To Support National Security Mission Of Establishing Supply Of HPDU
📈 PositiveBWX Technologies' Kinectrics Division Wins Multi-Year Contract From Sumitomo Electric For A-Nord HVDC Transmission Project
📈 PositiveBWX Technologies shares are trading higher after the U.S. Department of Energy's National Nuclear Security Administration awarded the company a contract for the licensing, manufacturing, development, facility construction, and operations of a DUECE pilot plant.
📈 PositiveNNSA Selects BWXT For DUECE Pilot Plant Award; DOE Awards $1.5B Sole-Source Contract To BWXT For Domestic Uranium Enrichment Pilot Plant To Support U.S. Defense Needs
📈 PositiveFrequently Asked Questions about BWXT
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