BWX Technologies, Inc.

(New York Stock Exchange)
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Slightly Bullish +25

BWX Technologies (BWXT) to Announce Quarterly Earnings on Monday

AI-generated analysis

πŸ“… BWX Technologies (NYSE:BWXT) is scheduled to announce its Q2 2026 earnings after market close on Monday, August 3rd, 2026.

πŸ’° Analysts currently expect the company to report $1.04 per share in earnings and revenue of approximately $902.8 million for the quarter.

πŸ“ˆ The company previously reported Q1 2026 results with $1.12 EPS, beating estimates by $0.20 and showing a 26.1% year-over-year revenue increase to $860.22 million.

🎯 BWX Technologies has set its full-year 2026 guidance for earnings per share between $4.60 and $4.75.

πŸ“‰ The stock opened at $168.85 on Friday, trading within a 12-month range of $143.07 to $241.82 with a market cap of $15.47 billion.

🏦 Institutional investors own 94.39% of the company's outstanding shares as of the latest filings.

πŸ“ˆ Invesco Ltd. increased its position by 60.1% in the third quarter, now holding 2.55 million shares valued at roughly $470 million.

πŸš€ Orion Portfolio Solutions LLC significantly lifted its holdings by 1,353.1% in the second quarter, acquiring an additional 338,723 shares.

πŸ“‰ Balyasny Asset Management L.P. increased its position by 7,375.7% in the third quarter, adding 166,543 shares to its portfolio.

πŸ”¬ BWXT is a specialized supplier of nuclear components and services primarily serving the U.S. government and commercial markets.

βš“ The company's core expertise includes designing and servicing nuclear propulsion systems for the U.S. Navy naval reactors.

⚑ Beyond defense, BWXT develops small modular reactors (SMRs) and nuclear fuel technologies for non-defense power generation.

πŸ₯ The firm is also a leading producer of medical radioisotopes used in diagnostic imaging and cancer treatment.

πŸ“Š Deutsche Bank raised its price target to $255 and upgraded the stock to a "buy" rating, while Truist Financial set a target of $212 with a "hold" rating.

⚠️ Zacks Research downgraded the stock from a "strong-buy" to a "hold," and Weiss Ratings lowered its rating from "buy" to "hold."

πŸ“‰ The consensus analyst rating is currently "Moderate Buy" with an average price target of $228.20.

πŸ“Š Key financial metrics include a PE ratio of 45.15, a debt-to-equity ratio of 1.58, and a current ratio of 2.40.

Bullish Signals
  • BWX Technologies reported Q2 2026 revenue of $860.22 million, which beat analyst expectations of $837.47 million by over $22 million.
  • The company achieved a net margin of 10.20% and a return on equity of 31.33%, demonstrating strong profitability metrics.
  • Quarterly revenue grew 26.1% year-over-year, significantly outpacing the previous year's earnings per share which were $0.91 compared to the current quarter's $1.12.
  • Major institutional investors are increasing their stakes, with Invesco Ltd. raising its position by 60.1% and Balyasny Asset Management L.P. lifting holdings by 7,375.7% in recent quarters.
  • Deutsche Bank Aktiengesellschaft upgraded the stock to a 'buy' rating and raised its price target from $205.00 to $255.00, reflecting strong analyst confidence.
  • The company maintains a robust balance sheet with a current ratio of 2.40 and a quick ratio of 2.33, indicating strong liquidity.
  • Wall Street consensus data indicates an average rating of 'Moderate Buy' with a price target of $228.20, suggesting potential upside from the recent trading levels.
Full Analysis
BWX Technologies (NYSE: BWXT) is scheduled to release its Q2 2026 earnings results after market close on Monday, August 3rd, 2026. Analysts currently project the company will report earnings per share of $1.04 and revenue of $902.796 million for the quarter. The company has provided full-year fiscal 2026 guidance ranging between $4.60 and $4.75 in EPS. An earnings call is set to take place on August 3, 2026, at 5:00 PM ET, where management will discuss these results and provide further details. The company's most recent quarterly report was issued on May 4th, where BWXT reported $1.12 in EPS, surpassing the consensus estimate of $0.92 by $0.20. During that quarter, the firm achieved a net margin of 10.20% and a return on equity of 31.33%, with revenue reaching $860.22 million against expectations of $837.47 million. This represented a 26.1% year-over-year increase in revenue compared to the same quarter last year, when the company posted $0.91 in EPS. On average, analysts expect BWXT to generate $5 EPS for both the current and next fiscal years. Financially, shares of BWXT opened at $168.85 on Friday, trading within a 12-month range of $143.07 to $241.82. The company holds a market capitalization of $15.47 billion with a PE ratio of 45.15 and a price-to-earnings-growth ratio of 2.82. Key liquidity metrics include a debt-to-equity ratio of 1.58, a current ratio of 2.40, and a quick ratio of 2.33. Technical indicators show a 50-day moving average of $188.03 and a 200-day moving average of $201.81. Institutional ownership remains high at 94.39%, with notable activity from hedge funds such as Invesco Ltd., which increased its position by 60.1% to own shares valued at approximately $469.987 million, and Balyasny Asset Management L.P., which lifted holdings by 7,375.7%. Analyst sentiment regarding BWXT is mixed but leans positive, with an average rating of "Moderate Buy" and a consensus price target of $228.20. Recent actions include Deutsche Bank Aktiengesellschaft upgrading the stock to a "buy" with a price target raised to $255.00, while Truist Financial maintained a "hold" rating after raising its price objective to $212.00. Conversely, Zacks Research downgraded the stock from "strong-buy" to "hold," and Weiss Ratings lowered its rating from "buy (b-)" to "hold (c+)". The aggregate analyst breakdown includes two Strong Buy ratings, eight Buy ratings, five Hold ratings, and one Sell rating. BWX Technologies operates as a specialized supplier of nuclear components and services for the U.S. government and commercial markets, with core expertise in naval nuclear reactor maintenance, small modular reactors, and medical radioisotopes.