BWX Technologies Set to Release Q4 Earnings on February 23
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy BWXT?
Source: seekingalpha
- Earnings Announcement: BWX Technologies is set to announce its Q4 earnings on February 23 after market close, with consensus EPS estimate at $0.88, reflecting a 4.3% year-over-year decline, while revenue is expected to reach $837.47 million, indicating a 12.2% year-over-year growth, showcasing the company's revenue growth potential.
- Performance Beat Record: Over the past two years, BWX Technologies has consistently beaten EPS and revenue estimates 100% of the time, demonstrating its financial stability and building market confidence in its performance.
- Expectation Revision Trend: In the last three months, EPS estimates have seen one upward revision with no downward adjustments, while revenue estimates have experienced two upward revisions, indicating analysts' optimistic outlook on the company's future performance, which may further drive stock price appreciation.
- Market Rating: BWX Technologies has been rated Neutral in new coverage by BNP Paribas; however, Seeking Alpha's Quant Rating reflects a positive view on its future growth, highlighting market recognition of its long-term potential.
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Analyst Views on BWXT
Wall Street analysts forecast BWXT stock price to rise
7 Analyst Rating
5 Buy
2 Hold
0 Sell
Moderate Buy
Current: 206.440
Low
195.00
Averages
216.00
High
230.00
Current: 206.440
Low
195.00
Averages
216.00
High
230.00
About BWXT
BWX Technologies, Inc. is a specialty manufacturer of nuclear components, a developer of nuclear technologies and a service provider. The Company also provides special nuclear materials processing, environmental site restoration services, products, and services. Its Government Operations segment manufactures naval nuclear reactors, including related nuclear fuel, for the United States Naval Nuclear Propulsion Program for use in submarines and aircraft carriers. It also fabricates fuel-bearing precision components that range in weight from a few grams to hundreds of tons, manufactures electromechanical equipment, and performs design, manufacturing, inspection, assembly, and testing activities. The Company is also a provider of advanced specialty materials, fabrication, and high-strength alloy manufacturing. Its Commercial Operations segment designs and manufactures commercial nuclear steam generators, heat exchangers, pressure vessels, reactor components, and other auxiliary equipment.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
BWX Technologies Set to Release Q4 Earnings on February 23
- Earnings Announcement: BWX Technologies is set to announce its Q4 earnings on February 23 after market close, with consensus EPS estimate at $0.88, reflecting a 4.3% year-over-year decline, while revenue is expected to reach $837.47 million, indicating a 12.2% year-over-year growth, showcasing the company's revenue growth potential.
- Performance Beat Record: Over the past two years, BWX Technologies has consistently beaten EPS and revenue estimates 100% of the time, demonstrating its financial stability and building market confidence in its performance.
- Expectation Revision Trend: In the last three months, EPS estimates have seen one upward revision with no downward adjustments, while revenue estimates have experienced two upward revisions, indicating analysts' optimistic outlook on the company's future performance, which may further drive stock price appreciation.
- Market Rating: BWX Technologies has been rated Neutral in new coverage by BNP Paribas; however, Seeking Alpha's Quant Rating reflects a positive view on its future growth, highlighting market recognition of its long-term potential.
See More
BWXT (BWXT) Q4 2025 Earnings Call Transcript
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BWX Technologies Q4 2025 Earnings Exceed Expectations
- Earnings Beat: BWX Technologies reported a Q4 non-GAAP EPS of $1.08, exceeding expectations by $0.20, which reflects the company's strong profitability and boosts investor confidence.
- Significant Revenue Growth: The fourth-quarter revenue reached $885.8 million, an 18.7% year-over-year increase, surpassing market expectations by $48.33 million, indicating robust demand in nuclear and naval propulsion sectors that drove overall performance.
- Strong Cash Flow: The operating cash flow for FY 2025 was $479.8 million, with free cash flow at $295.3 million, demonstrating ongoing improvements in financial management and operational efficiency, providing ample funding for future investments.
- Optimistic Outlook: BWX Technologies initiated 2026 guidance for non-GAAP EPS between $4.55 and $4.70, with adjusted EBITDA expected to be between $645 million and $660 million, showcasing the company's confidence in future growth and clear strategic planning.
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BWX Technologies Sees Stock Surge as Nuclear Division Expands.
- Nuclear Technology Growth: The nuclear technology sector is experiencing a resurgence, indicating a renewed interest and investment in this field.
- Market Opportunities: The growth in nuclear technology presents various market opportunities for businesses and investors looking to capitalize on advancements in energy production.
- Global Energy Needs: As global energy demands increase, nuclear technology is being reconsidered as a viable solution to meet these needs sustainably.
- Regulatory Environment: Changes in regulations and public perception are influencing the growth trajectory of nuclear technology, making it a more attractive option for future energy solutions.
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- Lucid Group Expectations: Lucid Group is set to report after Tuesday's close, with analysts forecasting a quarterly loss of $2.64 per share on revenue of approximately $473 million, focusing on gross margin and cash runway.
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- Tariff Increase Announcement: Trump stated that global tariffs would be raised to 15%, with the changes taking effect immediately.
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BWX Technologies Set to Release Q4 Earnings on February 23
- Earnings Announcement: BWX Technologies is set to announce its Q4 earnings on February 23 after market close, with consensus EPS estimate at $0.88, reflecting a 4.3% year-over-year decline, while revenue is expected to reach $837.47 million, indicating a 12.2% year-over-year growth, showcasing the company's revenue growth potential.
- Performance Beat Record: Over the past two years, BWX Technologies has consistently beaten EPS and revenue estimates 100% of the time, demonstrating its financial stability and building market confidence in its performance.
- Expectation Revision Trend: In the last three months, EPS estimates have seen one upward revision with no downward adjustments, while revenue estimates have experienced two upward revisions, indicating analysts' optimistic outlook on the company's future performance, which may further drive stock price appreciation.
- Market Rating: BWX Technologies has been rated Neutral in new coverage by BNP Paribas; however, Seeking Alpha's Quant Rating reflects a positive view on its future growth, highlighting market recognition of its long-term potential.
See More
BWXT (BWXT) Q4 2025 Earnings Call Transcript
See More
BWX Technologies Q4 2025 Earnings Exceed Expectations
- Earnings Beat: BWX Technologies reported a Q4 non-GAAP EPS of $1.08, exceeding expectations by $0.20, which reflects the company's strong profitability and boosts investor confidence.
- Significant Revenue Growth: The fourth-quarter revenue reached $885.8 million, an 18.7% year-over-year increase, surpassing market expectations by $48.33 million, indicating robust demand in nuclear and naval propulsion sectors that drove overall performance.
- Strong Cash Flow: The operating cash flow for FY 2025 was $479.8 million, with free cash flow at $295.3 million, demonstrating ongoing improvements in financial management and operational efficiency, providing ample funding for future investments.
- Optimistic Outlook: BWX Technologies initiated 2026 guidance for non-GAAP EPS between $4.55 and $4.70, with adjusted EBITDA expected to be between $645 million and $660 million, showcasing the company's confidence in future growth and clear strategic planning.
See More
BWX Technologies Sees Stock Surge as Nuclear Division Expands.
- Nuclear Technology Growth: The nuclear technology sector is experiencing a resurgence, indicating a renewed interest and investment in this field.
- Market Opportunities: The growth in nuclear technology presents various market opportunities for businesses and investors looking to capitalize on advancements in energy production.
- Global Energy Needs: As global energy demands increase, nuclear technology is being reconsidered as a viable solution to meet these needs sustainably.
- Regulatory Environment: Changes in regulations and public perception are influencing the growth trajectory of nuclear technology, making it a more attractive option for future energy solutions.
See More
Earnings Reports Week for Major Companies
- Earnings Reporting Schedule: This week features earnings reports from the world's largest publicly traded companies across energy, retail, and tech sectors, with investors keenly observing performance and market reactions.
- JOBY Stock Movement: JOBY stock is experiencing volatility, and investor sentiment remains cautious ahead of upcoming earnings, particularly given the broader market context.
- Lucid Group Expectations: Lucid Group is set to report after Tuesday's close, with analysts forecasting a quarterly loss of $2.64 per share on revenue of approximately $473 million, focusing on gross margin and cash runway.
- AI Infrastructure Spending: Analysts anticipate a tech company's fourth-quarter revenue of around $65.6 billion and adjusted EPS of $1.52, with the market keenly awaiting Q1 guidance and CEO insights on AI infrastructure spending.
See More
Movers in the Market: Novo Nordisk, Eli Lilly, Arcellx, Paramount, Domino’s, Nvidia, and Others
- Stock Market Reaction: Stock futures experienced a decline on Monday following an announcement from President Donald Trump regarding tariff increases.
- Tariff Increase Announcement: Trump stated that global tariffs would be raised to 15%, with the changes taking effect immediately.
See More
