BWXT Earnings Prediction
The chart below shows how BWXT performed 10 days before and after its earnings report, based on data from the past quarters. Typically, BWXT sees a +2.36% change in stock price 10 days leading up to the earnings, and a +3.17% change 10 days following the report. On the earnings day itself, the stock moves by -0.38%. This data can give you a slight idea of what to expect for the next quarter's release.
BWXT Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
746.27M
2.86%
11.06%
Gross Margin
23.37%
-10.08%
-4.22%
Operating Margin
10.86%
-29.84%
-9.95%
Net Margin
9.52%
4.16%
-8.11%
EPS
0.77
6.94%
1.32%
No Data Available
BWXT Earnings Analysis
BWX Technologies Inc Corporation (BWXT.N) Earnings Conference Call
Positive
Earnings Beat Expectations: BWX Technologies, Inc. beats earnings expectations with reported EPS of $0.92, exceeding expectations of $0.80.
Record Financial Performance: The company generated record revenue, adjusted EBITDA, adjusted earnings per share, and free cash flow, all meeting or exceeding full year guidance metrics.
Backlog Increase Highlights: BWXT ended 2024 with a backlog of $4.8 billion, up 21% year-over-year, driven by large contract awards in both operating segments.
Innovation Campus Expansion: The expansion of the BWXT Innovation Campus enhances capabilities for advanced nuclear business, supporting growth in government operations.
Acquisition Expands Growth Opportunities: The acquisition of A.O.T. expands BWXT's special materials business line, creating new growth opportunities.
Strong Commercial Growth: Commercial operations saw double-digit revenue and adjusted EBITDA growth in 2024, driven by strong demand in commercial power and medical end markets.
Therapeutic Isotope Revenue Growth: BWXT Medical revenue grew 23% in 2024, with positive EBITDA driven by increased sales of therapeutic isotopes.
Strong Growth Projections: The company anticipates continued strong growth in 2025, with revenue guidance of approximately $3 billion and adjusted EBITDA of $550 million to $570 million.
Negative
Earnings Per Share Decline: Adjusted earnings per share decreased to $0.92 from $1.01 year-over-year, indicating a decline in profitability despite beating expectations.
Government Revenue Decline: Government operations revenue declined slightly to $295 million, with adjusted EBITDA margin down to 19.6%, impacted by a shift towards less mature, lower-margin programs.
EBITDA Expense Increase: Corporate EBITDA expenses increased due to timing of healthcare and other expenses, which could indicate potential cost management issues going forward.
Government Operations Margin Outlook: The company anticipates a flat margin in government operations for 2025, suggesting challenges in improving profitability in that segment.
Commercial Operations Performance: The commercial operations segment, while showing growth, faced a mix with less outage work in the quarter, which could affect future performance.
Currency Translation Impact: The guidance for 2025 includes a foreign currency translation headwind of approximately 5%, which could negatively impact revenue from Canadian operations.
Interest Expense Impact: The expected increase in interest expense related to acquisitions could pressure future earnings, with a projected headwind of $0.08 to $0.10 per share.
BWXT FAQs
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BWXT Earning Call Sentiment
BWX Technologies, Inc. (NYSE:BWXT) Q4 2024 Earnings Call Transcript
BWXT.N
1.24%Positive
The earnings call indicates mixed results: positive aspects include a strong backlog, commercial operations growth, and raised EPS guidance. However, there are concerns with declining EPS, government operations revenue drop, and vague management responses on tariffs and margins. The Q&A highlights potential risks, but also growth in medical and SMR sectors. Adjustments for EPS guidance and strong backlog balance the negatives, suggesting a neutral stock price movement.
