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

BWX Technologies (NYSE:BWXT) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 4.700-4.800 for the period, compared to the consensus earnings per share 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.

Wall Street Analyst Weigh In

BWXT has been the topic of a number of research reports. Wall Street Zen cut BWX Technologies from a “buy” rating to a “hold” rating in a research note on Saturday, August 8th. JPMorgan Chase & Co. began coverage on shares of BWX Technologies in a research note on Monday, July 27th. They set an “overweight” rating and a $230.00 price target on the stock. Truist Financial lowered their price objective on shares of BWX Technologies from $212.00 to $202.00 and set a “hold” rating for the company in a research note on Friday, August 14th. BNP Paribas Exane dropped their price objective on shares of BWX Technologies from $190.00 to $165.00 and set a “neutral” rating for the company in a report on Thursday, September 24th. Finally, Seaport Research Partners raised 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 note on Monday, June 22nd. Two research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $213.75.

BWX Technologies Stock Up 3.4%

NYSE BWXT traded up $4.55 on Tuesday, hitting $138.90. 356,047 shares of the stock were exchanged, compared to its average volume of 1,024,443. BWX Technologies has a fifty-two week low of $133.90 and a fifty-two week high of $241.82. The company has a 50-day moving average price of $159.23 and a 200-day moving average price of $187.92. The company has a quick ratio of 2.33, a current ratio of 2.40 and a debt-to-equity ratio of 1.51. The company has a market cap of $12.73 billion, a PE ratio of 36.05, a PEG ratio of 2.17 and a beta of 0.75.

BWX Technologies (NYSE:BWXT) last released its quarterly earnings data 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. The business had revenue of $901.62 million during the quarter, compared to analysts’ expectations of $902.41 million. BWX Technologies had a net margin of 10.11% and a return on equity of 30.83%. The company’s revenue for the quarter was up 18.0% on a year-over-year basis. During the same period in the previous year, the company earned $1.02 EPS. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. Sell-side analysts anticipate that BWX Technologies will post 4.75 EPS for the current fiscal year.

BWX Technologies Dividend Announcement

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

Insider Buying and Selling at BWX Technologies

In related news, CEO Rex D. Geveden sold 10,000 shares of the business’s stock in a transaction that occurred on Wednesday, August 12th. The stock was 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 owned 192,491 shares in the company, valued at $33,204,697.50. The trade was a 4.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.60% of the company’s stock.

BWX Technologies Company Profile

BWX Technologies, Inc (NYSE: BWXT) is a technology and manufacturing company that specializes in nuclear components, systems and services. The company primarily serves government and commercial customers in the nuclear energy, national security and medical markets.

BWXT is a major supplier to the U.S. government and supports the U.S. Navy’s nuclear propulsion program by designing and manufacturing nuclear reactors and related components for naval vessels. Its offerings also include nuclear fuel, reactor components, engineering and maintenance services, and technologies intended for advanced and small modular reactors.

Through its commercial and medical businesses, BWXT provides nuclear equipment and services for civilian power generation, produces medical radioisotopes and related technologies, and supports research and other specialized applications.