earnings
confidence high
sentiment positive
materiality 0.75
BWXT beats Q2 estimates, raises 2025 guidance; record backlog $6.0B
BWX Technologies, Inc.
2025-Q2 EPS reported
$1.68
revenue$1,446,297,000
- 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.
item 2.02item 9.01