{"filings":[{"id":93122,"accession_number":"0001486957-26-000031","cik":1486957,"company_name":"BWX Technologies, Inc.","ticker":"BWXT","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"BWX Technologies stockholders elect all ten director nominees and approve say-on-pay and auditor ratification","event_type":"other","confidence":"high","bullets":["All ten director nominees elected with strong support; Nicole W. Piasecki received lowest for votes (68.3M for, 6.8M against).","Advisory vote on 2025 named executive officer compensation passed with 73.95M for, 1.11M against.","Ratification of Deloitte & Touche as independent auditor for 2026 approved with 81.61M for, 0.27M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":93121,"accession_number":"0001486957-26-000027","cik":1486957,"company_name":"BWX Technologies, Inc.","ticker":"BWXT","form_type":"8-K","filed_at":"2026-05-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"BWXT Q1 revenue up 26% to $860M; raises full-year 2026 guidance","event_type":"earnings","confidence":"high","bullets":["Q1 GAAP EPS $0.99 (up 21% YoY), non-GAAP EPS $1.12 (up 22% YoY).","Commercial Operations revenue surged 121% to $283.6M on nuclear components, fuel, and medical sales.","Announced acquisition of Precision Components Group to establish U.S. commercial nuclear manufacturing.","2026 guidance raised: adjusted EBITDA $650M-$665M, non-GAAP EPS $4.60-$4.75, free cash flow $315M-$330M.","Quarterly dividend of $0.27 per share declared, payable June 5, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":0.99,"consensus_revenue_estimate":null,"consensus_revenue_actual":860217000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104488,"accession_number":"0001486957-26-000005","cik":1486957,"company_name":"BWX Technologies, Inc.","ticker":"BWXT","form_type":"8-K","filed_at":"2026-02-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"BWXT reports record FY 2025; Q4 adj EPS $1.08 vs $0.92 YoY; backlog up 50% to $7.3B","event_type":"earnings","confidence":"high","bullets":["FY 2025 revenue $3.20B (+18% YoY); GAAP EPS $3.58 (+17%); non-GAAP EPS $4.01 (+20%).","Q4 GAAP EPS $1.01 (+31% YoY), non-GAAP EPS $1.08 (+17%) on revenue $886M (+19%).","Backlog surged 50% YoY to $7.3B on large naval, special materials, and commercial nuclear awards.","Quarterly dividend raised to $0.27/share (from $0.25), payable March 27 to holders of record March 11.","Initiates 2026 guidance: non-GAAP EPS $4.55-$4.70, adj EBITDA $645M-$660M, FCF $305M-$320M."],"consensus_eps_estimate":null,"consensus_eps_actual":3.58,"consensus_revenue_estimate":null,"consensus_revenue_actual":3198425000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104487,"accession_number":"0001104659-26-017868","cik":1486957,"company_name":"BWX Technologies, Inc.","ticker":"BWXT","form_type":"8-K","filed_at":"2026-02-20T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"BWXT appoints Dan Jablonsky to board of directors effective March 2, 2026","event_type":"leadership","confidence":"high","bullets":["Jablonsky to serve on Audit and Finance Committee; board expanded from nine to ten directors.","He most recently served as CEO and chairman of Ursa Major, led Maxar through $6.4B take-private by Advent.","Holds BS in mechanical engineering from US Naval Academy, Navy Nuclear Power School graduate, JD from UW.","Board determined Jablonsky is independent under NYSE standards and qualifies as audit committee financial expert."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":120781,"accession_number":"0001104659-25-109152","cik":1486957,"company_name":"BWX Technologies, Inc.","ticker":"BWXT","form_type":"8-K","filed_at":"2025-11-10T23:59:59+00:00","items":["1.01","2.03","3.02","8.01","9.01"],"status":"ready","headline":"BWXT prices $1.25B 0% convertible notes due 2030 and enters new $1.25B credit facility","event_type":"debt","confidence":"high","bullets":["Issued $1.25B aggregate principal of 0% Convertible Senior Notes due Nov 2030; initial conversion price ~$262.51/share (32.5% premium to $198.12).","Initial purchasers fully exercised option to add $150M; total upsized from $1.1B.","Entered capped call transactions (cap $396.24/share) to offset dilution upon conversion.","Net proceeds used: ~$830.8M to repay existing credit facility, ~$116.1M for capped call cost, remainder for general corporate.","New $1.25B senior secured revolving credit facility matures Nov 2030; no outstanding borrowings at close except $1.4M in undrawn LCs."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":120780,"accession_number":"0001104659-25-106665","cik":1486957,"company_name":"BWX Technologies, Inc.","ticker":"BWXT","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"BWXT proposes $1.0B convertible senior notes offering due 2030; new $1.25B revolver","event_type":"debt","confidence":"high","bullets":["Plans to offer $1.0 billion aggregate principal amount of convertible senior notes due 2030, plus $150M greenshoe.","Net proceeds to fund capped call costs, repay existing credit facility, and for general corporate purposes.","Concurrently, expects to enter into a new five-year $1.25B senior secured revolving credit facility.","Notes will be guaranteed by wholly owned domestic subsidiaries; terms to be set at pricing.","Capped call transactions expected to reduce potential dilution upon conversion."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":120779,"accession_number":"0001104659-25-106427","cik":1486957,"company_name":"BWX Technologies, Inc.","ticker":"BWXT","form_type":"8-K","filed_at":"2025-11-04T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"BWXT general counsel Ronald Whitford steps down; will serve as CEO advisor","event_type":"leadership","confidence":"high","bullets":["Ronald O. Whitford, Jr. stepped down as SVP, General Counsel, Chief Compliance Officer and Corporate Secretary effective Nov 4, 2025.","Departure is not related to any legal issue or disagreement with the Company.","Whitford will remain as Special Advisor to CEO during a transition period.","He will receive base salary in transition and severance benefits per the Executive Severance Plan.","Successor expected to be appointed within one week."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":120778,"accession_number":"0001486957-25-000058","cik":1486957,"company_name":"BWX Technologies, Inc.","ticker":"BWXT","form_type":"8-K","filed_at":"2025-11-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"BWXT Q3 2025 revenue $866.3M (+29% YoY); raises FY25 non-GAAP EPS guidance to $3.75-$3.80","event_type":"earnings","confidence":"high","bullets":["Q3 revenue $866.3M (+29% YoY); net income $82.2M; diluted GAAP EPS $0.89; non-GAAP EPS $1.00.","Record backlog $7.4B, up 119% YoY, on multi-year special materials contracts.","FY25 non-GAAP EPS guidance raised to $3.75-$3.80 (prev. $3.65-$3.75); adjusted EBITDA narrowed to ~$570M.","Preliminary FY26 outlook: low-double-digit to low-teen adjusted EBITDA growth; high-single-digit to low-double-digit non-GAAP EPS growth.","Quarterly dividend $0.25/share declared, payable Dec 10, 2025 to holders of record Nov 19, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":2.57,"consensus_revenue_estimate":null,"consensus_revenue_actual":2312583000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137371,"accession_number":"0001486957-25-000051","cik":1486957,"company_name":"BWX Technologies, Inc.","ticker":"BWXT","form_type":"8-K","filed_at":"2025-08-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"BWXT beats Q2 estimates, raises 2025 guidance; record backlog $6.0B","event_type":"earnings","confidence":"high","bullets":["2Q25 revenues $764.0M (+12% YoY); GAAP EPS $0.85, non-GAAP EPS $1.02.","Closed Kinectrics acquisition May 20; signed $2.6B naval reactor pricing agreement, booked >$1B.","Record backlog $6.0B (+70% YoY); guided FY25 adj. EBITDA $565-575M, non-GAAP EPS $3.65-3.75.","Free cash flow Q2 $126.3M vs $35.5M YoY; dividend $0.25/sh payable Sept 5."],"consensus_eps_estimate":null,"consensus_eps_actual":1.68,"consensus_revenue_estimate":null,"consensus_revenue_actual":1446297000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137370,"accession_number":"0001104659-25-072738","cik":1486957,"company_name":"BWX Technologies, Inc.","ticker":"BWXT","form_type":"8-K","filed_at":"2025-07-31T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"BWX Technologies appoints Mike Fitzgerald as permanent CFO","event_type":"leadership","confidence":"high","bullets":["Mike T. Fitzgerald appointed Senior VP, CFO and Chief Accounting Officer, effective immediately.","Fitzgerald served as interim CFO since May 12, 2025, and previously was VP finance and chief accounting officer.","Prior to BWXT, Fitzgerald led MorganFranklin's aerospace/defense practice and was audit senior manager at Deloitte.","CEO Rex Geveden noted Fitzgerald's strategic vision and deep business understanding."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154688,"accession_number":"0001486957-25-000043","cik":1486957,"company_name":"BWX Technologies, Inc.","ticker":"BWXT","form_type":"8-K","filed_at":"2025-06-16T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"BWXT appoints Kevin McCoy as Chief Nuclear Officer to accelerate Navy submarine production","event_type":"leadership","confidence":"high","bullets":["Kevin McCoy named Chief Nuclear Officer, effective June 16, 2025, to support DoD and Navy on Columbia and Virginia Class submarine programs.","Joseph K. Miller promoted to President, Government Operations, succeeding McCoy; previously led BWXT Advanced Technologies.","Katherine Haggerty Kelly named President of BWXT Advanced Technologies; she previously led space and emerging programs.","McCoy has 40+ years experience including as U.S. Navy Vice Admiral and former President of Government Operations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}