earnings
confidence high
sentiment positive
materiality 0.80
BWXT Q2 revenue $901.6M (+18% YoY), GAAP EPS $0.97, raises FY2026 guidance
BWX Technologies, Inc.
- Q2 revenue $901.6M (+18% YoY); Government Ops $601.3M (+2%), Commercial Ops $302.5M (+72%).
- GAAP net income $89.1M ($0.97 diluted EPS); non-GAAP EPS $1.07, adjusted EBITDA $155.5M (+7%).
- Announced sale of medical business to focus on nuclear national defense and commercial power.
- Closed acquisition of Precision Components Group on July 1, 2026, adding U.S. commercial nuclear manufacturing.
- Raised FY2026 guidance: adjusted EBITDA $662M-$672M, non-GAAP EPS $4.70-$4.80, FCF $345M-$360M.