Inferra AIResearch Tools

Inferra AI / Company / BWXT

Bwx Technologies, Inc.

BWXT · Industrials

Last earnings Aug 3, 2026

Key results

Revenuequarter

$764.0 million

htm EX-99.1 Document BWX Technologies Reports Second Quarter 2025 Results 2Q25 revenues of $764.0 million 2Q25 net income of $78.5 million, adjusted EBITDA (1) of $145.9 million 2Q25 diluted GAAP EPS of $0.85, non-GAAP (1) EPS of $1.02 Closed acquisition of Kinectrics, Inc.

SEC original ↗Bwx Technologies, Inc. — Earnings release (8-K exhibit)EX-99Aug 4, 2025

Net incomequarter

$78.5 million

htm EX-99.1 Document BWX Technologies Reports Second Quarter 2025 Results 2Q25 revenues of $764.0 million 2Q25 net income of $78.5 million, adjusted EBITDA (1) of $145.9 million 2Q25 diluted GAAP EPS of $0.85, non-GAAP (1) EPS of $1.02 Closed acquisition of Kinectrics, Inc.

SEC original ↗Bwx Technologies, Inc. — Earnings release (8-K exhibit)EX-99Aug 4, 2025

AI analysis

Q2 2025 · reported Aug 4, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Revenue · Q2 2025
$764.0M
EX-99 · Aug 4, 2025
Net income · Q2 2025
$78.5M
EX-99 · Aug 4, 2025

Headline figures

MetricQ2 2025Prior qtrYear ago
Revenue$764.0 million——
Net income$78.5 million——

EX-99 · Aug 4, 2025

Guidance · company-stated

Direction: Raised

EPS

“on May 20, 2025 Signed pricing agreement for naval reactors and components booked over $1.0 billion of $2.6 billion total contract value Record backlog of $6.0 billion, up 70.2% year-over-year Raising 2025 adjusted EBITDA (1) guidance to $565 million-$575 million and non-GAAP EPS (1) guidance to $3.65-$3.75 free cash flow guidance increased to $275 million-$285 million (LYNCHBURG, Va.”

Company outlook — Raised

“Based on our strong year-to-date results, robust bookings, and favorable market outlook, we are increasing our 2025 financial guidance metrics, said Geveden.”

Revenue — Raised

“2025 Guidance BWXT raised its 2025 guidance for revenue, adjusted EBITDA (1) and non-GAAP EPS (1) , and increased the low-end its free cash flow guidance.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Dividend$23.1M

Operating Cash Flow Net Cash Provided by Operating Activities Capital Expenditures Purchases of Property, Plant and Equipment Dividends Paid Dividends Paid to Common Shareholders Revenues Second quarter revenue increased in both operating segments.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

BWX Technologies Reports Second Quarter 2025 Results 2Q25 revenues of $764.0 million 2Q25 net income of $78.5 million, adjusted EBITDA (1) of $145.9 million 2Q25 diluted GAAP EPS of $0.85, non-GAAP (1) EPS of $1.02 Closed acquisition of

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Direction: Raised

EPS: “on May 20, 2025 Signed pricing agreement for naval reactors and components booked over $1.0 billion of $2.6 billion total contract value Record backlog of $6.0 billion, up 70.2% year-over-year Raising 2025 adjusted EBITDA (1) guidance to $565 million-$575 million and non-GAAP EPS (1) guidance to $3.65-$3.75 free cash flow guidance increased to $275 million-$285 million (LYNCHBURG, Va.”

EPS — Raised (“Raising”)
“on May 20, 2025 Signed pricing agreement for naval reactors and components booked over $1.0 billion of $2.6 billion total contract value Record backlog of $6.0 billion, up 70.2% year-over-year Raising 2025 adjusted EBITDA (1) guidance to $565 million-$575 million and non-GAAP EPS (1) guidance to $3.65-$3.75 free cash flow guidance increased to $275 million-$285 million (LYNCHBURG, Va.”

Company outlook — Raised (“increasing”)
“Based on our strong year-to-date results, robust bookings, and favorable market outlook, we are increasing our 2025 financial guidance metrics, said Geveden.”

Revenue — Raised (“raised”)
“2025 Guidance BWXT raised its 2025 guidance for revenue, adjusted EBITDA (1) and non-GAAP EPS (1) , and increased the low-end its free cash flow guidance.”

Classified from the release's primary full-year outlook statement.

Capital allocation

Operating Cash Flow Net Cash Provided by Operating Activities Capital Expenditures Purchases of Property, Plant and Equipment Dividends Paid Dividends Paid to Common Shareholders Revenues Second quarter revenue increased in both operating segments.

SEC original ↗Bwx Technologies, Inc. — Earnings release (8-K exhibit)EX-99Aug 4, 2025

Capital expenditures increased slightly due to timing of select growth investments, including the previously announced expansion of the Cambridge manufacturing plant that supports the commercial nuclear market.

SEC original ↗Bwx Technologies, Inc. — Earnings release (8-K exhibit)EX-99Aug 4, 2025

Dividend BWXT paid $23.1 million, or $0.25 per common share, to shareholders in the second quarter of 2025.

SEC original ↗Bwx Technologies, Inc. — Earnings release (8-K exhibit)EX-99Aug 4, 2025

On July 30, 2025, the BWXT Board of Directors declared a quarterly cash dividend of $0.25 per common share payable on September 5, 2025, to shareholders of record on August 18, 2025.

SEC original ↗Bwx Technologies, Inc. — Earnings release (8-K exhibit)EX-99Aug 4, 2025

Our counterparties to derivative financial instruments have the benefit of the same collateral arrangements and covenants as described under our credit facility.

SEC original ↗Bwx Technologies, Inc. — 10-Q Quarterly report10-QAug 3, 2026

Long-term and short-term debt .

SEC original ↗Bwx Technologies, Inc. — 10-Q Quarterly report10-QAug 3, 2026

Strategy & priorities

Our robust manufacturing, processing, and servicing capabilities stem from decades of real nuclear experience and our strategic investments in innovation and efficiency these are underpinned by our technical depth and long history of successfully delivering nuclear solutions to our customers.

SEC original ↗Bwx Technologies, Inc. — Earnings release (8-K exhibit)EX-99Aug 4, 2025

We remain focused on growth, operational excellence, and strategic investments to create value for our customers, and ultimately our shareholders.

SEC original ↗Bwx Technologies, Inc. — Earnings release (8-K exhibit)EX-99Aug 4, 2025

Capital expenditures increased slightly due to timing of select growth investments, including the previously announced expansion of the Cambridge manufacturing plant that supports the commercial nuclear market.

SEC original ↗Bwx Technologies, Inc. — Earnings release (8-K exhibit)EX-99Aug 4, 2025

Non-GAAP Adjustments Our GAAP financial results detailed in Exhibit 1 have been adjusted for the following items Restructuring and Transformation Costs Restructuring and transformation costs include restructuring charges as well as costs associated with our efforts to optimize underlying business processes through investments in information technology, process improvements and the implementation of strategic actions and initiatives which we deem to be incremental and non-recurring in nature.

SEC original ↗Bwx Technologies, Inc. — Earnings release (8-K exhibit)EX-99Aug 4, 2025

Forward-Looking Statements BWXT cautions that this release contains forward-looking statements, including, without limitation, statements relating to backlog, to the extent they may be viewed as an indicator of future revenues our plans and expectations for each of our reportable segments, including growth opportunities and the expectations, timing and revenue of our strategic initiatives, such as medical radioisotopes, SMR components and recent (1) A reconciliation of non-GAAP results are detailed in Exhibit 1.

SEC original ↗Bwx Technologies, Inc. — Earnings release (8-K exhibit)EX-99Aug 4, 2025

Risks & headwinds

Legal Proceedings 33 Item 1A.

SEC original ↗Bwx Technologies, Inc. — 10-Q Quarterly report10-QAug 3, 2026

Forward-looking statements are generally accompanied by words such as estimate, project, predict, believe, expect, anticipate, plan, seek, goal, could, intend, may, should or other words that convey the uncertainty of future events or outcomes.

SEC original ↗Bwx Technologies, Inc. — 10-Q Quarterly report10-QAug 3, 2026

We caution that these statements are not guarantees of future performance and you should not rely unduly on them as they involve risks, uncertainties and assumptions that we cannot predict.

SEC original ↗Bwx Technologies, Inc. — 10-Q Quarterly report10-QAug 3, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

RELX (RELX) IndustrialsThomson Reuters (TRI) IndustrialsFedEx (FDX) IndustrialsVertiv (VRT) IndustrialsCanadian National Railway (CNI) IndustrialsAerCap Holdings (AER) IndustrialsCanadian Pacific Kansas City (CP) IndustrialsGeneral Dynamics (GD) Industrials
Documents

Filings

30 documents

Earnings releases

11 documents

Presentations

0 documents

No presentations for Bwx Technologies, Inc. are held in this edition of the library.

Transcripts

0 documents

No transcripts for Bwx Technologies, Inc. are held in this edition of the library.

Mentioned by

3 companies

Other tracked companies whose held documents mention Bwx Technologies, Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.