BWX Technologies ( BWXT ) reported well for Q4 and the whole of 2025, beating market expectations in both revenue and adjusted EPS. The market was prepared for such an outcome, soHi there! I’m Narek, and I’ve been in the investment world for over six years. I started out as an equity analyst at European banks, digging into reports and learning how to spot value in the markets. I’ve worked across sectors — from telecom to industry — and found that behind every financial statement is a real story. I studied i ...

BWX Technologies (NYSE:BWXT) Q4 2025 Earnings call February 23, 2026 05:00 PM ET Company ParticipantsChase Jacobson - Vice President of Investor RelationsJed Dorsheimer - Managing Director and the Group Head of Energy and Power TechnologiesMichael Ciarmoli - Managing DirectorMike Fitzgerald - CFORex Geveden - CEOScott Deuschle - Equity Research DirectorConference Call ParticipantsJeff Grampp - Managing Director and Senior Research AnalystJeffrey Campbell - Senior Equity Research AnalystMatt Akers - Senior E ...

BWX Technologies (NYSE:BWXT) Q4 2025 Earnings call February 23, 2026 05:00 PM ET Speaker7Ladies and gentlemen, welcome to BWX Technologies' fourth quarter and full year 2025 earnings conference call. At this time, all participants are in a listen-only mode. Following the company's prepared remarks, we will conduct a question-and-answer session. Instructions will be given at that time. I would now like to turn the call over to our host, Chase Jacobson, BWXT's Vice President of Investor Relations. Please go a ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025. OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number 001-34658 BWX TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction ...

BWX Technologies Reports Fourth Quarter and Full Year 2025 Results, Initiates 2026 Guidance Lynchburg, VA - Feb. 23, 2026 - BWX Technologies, Inc. (NYSE: BWXT) ("BWXT", "we", "us" or the "Company") reported fourth quarter and full year 2025 results. A reconciliation of non-GAAP results is detailed in Exhibit 1. "BWXT operates at the intersection of national security and commercial nuclear power markets, where demand for both remains exceptionally strong," continued Geveden. "Our strategy goes beyond capturi ...

© 2026 BWX Technologies. Inc. All Rights Reserved. The products and services described herein are provided by subsidiaries of BWX Technologies, Inc. Our Purpose: We employ nuclear technology to solve some of the world's most important problems Our Mission: We provide safe and effective nuclear solutions for global security, clean energy, environmental remediation, nuclear medicine, and space exploration Commitment to innovation, operational excellence, a strong safety record, and a focus on ensuring the hig ...

and commercial nuclear power awards- 2025 operating cash flow of $479.8 million, free cash flow(1) of $295.3 million- 2025 net income of $329.9 million, adjusted EBITDA(1) of $574.3 million- 2025 diluted GAAP EPS of $3.58, diluted non-GAAP EPS(1) of $4.01- 4Q25 net income of $93.7 million, adjusted EBITDA(1) of $147.5 million- 4Q25 diluted GAAP EPS of $1.01, diluted non-GAAP EPS(1) of $1.08LYNCHBURG, Va.--([BUSINESS WIRE])--BWX Technologies, Inc. (NYSE: BWXT) ("BWXT", "we", "us" or the "Company") reported f ...

Core Insights - The article discusses the best military technology stocks to invest in, highlighting a shift in military strategy towards agile and adaptable technologies, particularly AI-powered drones [1] - Traditional defense contractors are expanding capabilities through acquisitions to enhance offerings in AI, communications, and cybersecurity, driven by geopolitical conflicts and increased military budgets [2] - The NYSE Arca Defense Index has outperformed the S&P 500, returning 12.71% year-to-date compared to the S&P 500's 0.74% [3] Industry Trends - There is a growing emphasis on next-generation military technology, with small and mid-cap companies playing a crucial role in this evolution [1] - Increased military spending is being encouraged by government initiatives, although concerns exist regarding restrictions on capital allocation due to executive orders [5][6] - The executive order from President Trump restricts dividends, share buybacks, and CEO payouts, which may impact the attractiveness of the defense sector for top executives [4][5] Company Highlights - Planet Labs PBC (NYSE:PL) is recognized for its partnership with AXA Digital Commercial Platform to leverage satellite data for real-time disaster monitoring, showing a 21% stock return year-to-date [11][12][14] - BWX Technologies, Inc. (NYSE:BWXT) is advancing in nuclear fuel production and inaugurated a new facility for uranium enrichment, supported by a $1.5 billion contract from the Department of Energy [15][18][19]

Core Viewpoint - BWX Technologies, Inc. (BWXT) is expected to report its fourth-quarter 2025 results on February 23, 2026, with a prior earnings surprise of 20.91% in the last quarter [1] Group 1: Factors Affecting Q4 Results - Increased uranium processing, downblending operations, and higher manufacturing volume of nuclear components for U.S. government programs are anticipated to enhance the top-line performance of BWXT's Government Operations segment [2] - The Commercial Operations segment is expected to see revenue growth driven by higher revenues from components manufacturing and contributions from the Kinectrics acquisition [3] Group 2: Q4 Estimates - The Zacks Consensus Estimate for BWXT's fourth-quarter sales is $829.3 million, reflecting an 11.1% increase from the previous year [4] - The consensus estimate for earnings is 91 cents per share, indicating a year-over-year decline of 1.1% [4] Group 3: Earnings Prediction Model - The current model does not predict an earnings beat for BWX Technologies, as it has an Earnings ESP of 0.00% and a Zacks Rank of 2 (Buy) [5]

Industry Overview - The energy sector, particularly nuclear energy, presents significant income-investing opportunities, with nuclear energy being one of the cleanest and safest options available [1] - The demand for nuclear energy is increasing due to the power needs of artificial intelligence (AI), with the International Energy Agency (IEA) estimating that AI's global electrical consumption will double by 2030 [2] - The U.S. Department of Energy aims to triple nuclear energy production by 2050 to meet both AI demands and enhance energy independence [2] Company Analysis: Dominion Energy - Dominion Energy, based in Virginia, operates four nuclear power plants and generates half of Connecticut's electricity from the Millstone Nuclear plant [5] - The company offers a dividend yield of 4.19%, with a slow and steady growth model, maintaining an operating margin of 29.45% [6] - Despite a high payout ratio of 99.6%, Dominion has reduced this from 121.3% in 2024, indicating improved financial management [6] - The company's strategic location in Virginia, a state with high energy demand due to data center construction, enhances its operational advantages [8] Company Analysis: BWX Technologies - BWX Technologies, also based in Virginia, specializes in nuclear propulsion systems for the U.S. Navy and is developing small modular reactors (SMRs) [10] - The company has reported impressive growth, with Q3 2025 revenue increasing by 29%, net income by 19%, and earnings per share (EPS) by 20% year over year [13] - BWX's current dividend yield is 0.5%, but it has been growing at an annualized rate of 4.28% over the past five years, with a low payout ratio of 26%, allowing for further dividend growth [14]