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Dec 31, 2025
BWX Technologies Q4 2025 Earnings Report
BWX Technologies reported strong fourth quarter 2025 results with double-digit revenue growth driven by Commercial Operations and higher earnings.
Key Takeaways
BWXT delivered solid Q4 2025 performance with 19% revenue growth, higher GAAP and non-GAAP EPS, and strong Commercial Operations expansion. Backlog increased significantly year over year, reflecting strong demand across both segments.
Revenue increased 19% year over year to 885842000.
GAAP EPS rose to 1.01 and non-GAAP EPS to 1.08.
Commercial Operations revenue grew 95% year over year.
Total backlog reached 7260692000, up 50% year over year.
Revenue by Segment
Forward Guidance
For 2026, BWXT guided to strong growth in revenue, adjusted EBITDA, non-GAAP EPS and free cash flow.
Positive Outlook
- 2026 revenue guidance of approximately 3750000000.
- Adjusted EBITDA guidance of 645000000 to 660000000.
- Non-GAAP EPS guidance of 4.55 to 4.70.
- Free cash flow guidance of 305000000 to 320000000.
- Continued strong backlog supporting future growth.
Challenges Ahead
- GAAP guidance not provided due to pension mark-to-market variability.
- Exposure to federal budget uncertainty and funding mechanisms.
- Potential government shutdown risks.
- Execution risk on large multi-year contracts.
- Integration and restructuring costs from acquisitions.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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