Dec 31, 2021

BWX Technologies Q4 2021 Earnings Report

BWX Technologies reported Q4 2021 earnings with increased revenue and EPS compared to the prior-year period and announced consolidation of business segments.

Key Takeaways

BWX Technologies reported a 6% increase in revenue for Q4 2021, reaching $592 million. GAAP EPS increased by 83% to $1.26, and non-GAAP EPS increased by 28% to $0.95. The company is consolidating its reporting segments into Government Operations and Commercial Operations.

Q4 2021 revenue increased by 6% to $592 million compared to Q4 2020.

GAAP net income for Q4 2021 was $117 million, or $1.26 per diluted share, compared to $65.7 million, or $0.69 per diluted share, in the prior-year period.

Non-GAAP net income for Q4 2021 was $88.2 million, or $0.95 per diluted share, compared to $70.9 million, or $0.74 per diluted share, in the prior-year period.

The company generated $160 million of cash from operating activities in Q4 2021, compared with $48.3 million in the prior-year period.

Total Revenue
$592M
Previous year: $557M
+6.3%
EPS
$0.95
Previous year: $0.74
+28.4%
Net Cash from Operations
$160M
Previous year: $48.3M
+231.3%
Gross Profit
$148M
Previous year: $143M
+4.1%
Cash and Equivalents
$33.9M
Previous year: $42.6M
-20.5%
Free Cash Flow
$86.1M
Previous year: -$26.7M
-422.2%
Total Assets
$2.5B
Previous year: $2.29B
+9.1%

BWX Technologies

BWX Technologies

Forward Guidance

BWXT anticipates revenue and adjusted EBITDA growth of 3% to 4% in 2022, with a non-GAAP EPS range of $3.05 to $3.25 and cash from operations between $260 million and $290 million.

Positive Outlook

  • Revenue up 3% to 4% vs. 2021
  • Adjusted EBITDA up 3% to 4% vs. 2021
  • Non-GAAP EPS range of $3.05 to $3.25
  • Cash from operations of $260 million to $290 million