earnings
confidence high
sentiment positive
materiality 0.85
BWXT reports record FY 2025; Q4 adj EPS $1.08 vs $0.92 YoY; backlog up 50% to $7.3B
BWX Technologies, Inc.
2025-FY EPS reported
$3.58
revenue$3,198,425,000
- 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.
item 2.02item 9.01