earnings
confidence high
sentiment positive
materiality 0.80
BWXT Q3 2025 revenue $866.3M (+29% YoY); raises FY25 non-GAAP EPS guidance to $3.75-$3.80
BWX Technologies, Inc.
2025-Q3 EPS reported
$2.57
revenue$2,312,583,000
- 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.
item 2.02item 9.01