earnings
confidence high
sentiment positive
materiality 0.75
BWXT Q1 revenue up 26% to $860M; raises full-year 2026 guidance
BWX Technologies, Inc.
2026-Q1 EPS reported
$0.99
revenue$860,217,000
- 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.
item 2.02item 9.01