BWX Technologies stock rose 3.7% following the company's Q4 2025 earnings announcement on February 23, 2026. The company reported fourth quarter revenue of $886 million, up 19% year-over-year, and full-year 2025 revenue reached record levels with an 18% increase. Fourth quarter adjusted earnings per share increased 17% to $1.08, while full-year adjusted EPS was $4.01. The company ended 2025 with a backlog of $7.3 billion, up 50% year-over-year, driven by naval propulsion, special materials, and commercial nuclear power awards. For 2026, BWXT initiated guidance for adjusted EPS of $4.55-$4.70, exceeding analyst estimates of $4.28, and projected sales of $3.750 billion versus the $3.673 billion estimate. The company also announced the appointment of Dan Jablonsky to its board of directors.
Read full analysisBWX Technologies stock rose 3.7% following the company's Q4 2025 earnings announcement on February 23, 2026. The company reported fourth quarter revenue of $886 million, up 19% year-over-year, and full-year 2025 revenue reached record levels with an 18% increase. Fourth quarter adjusted earnings per share increased 17% to $1.08, while full-year adjusted EPS was $4.01. The company ended 2025 with a backlog of $7.3 billion, up 50% year-over-year, driven by naval propulsion, special materials, and commercial nuclear power awards. For 2026, BWXT initiated guidance for adjusted EPS of $4.55-$4.70, exceeding analyst estimates of $4.28, and projected sales of $3.750 billion versus the $3.673 billion estimate. The company also announced the appointment of Dan Jablonsky to its board of directors.
BWX Technologies manufactures nuclear reactors and fuel for the U.S. Navy's submarine and aircraft carrier fleet and provides nuclear services for government and commercial applications. The company recently secured a re-award of a $45 billion DOE Hanford Site cleanup contract through its joint venture with Amentum and Fluor, and its backlog surged 50% to a record $7.3 billion in 2025. Today's rally follows Q4 earnings that beat estimates and 2026 guidance calling for $4.55–$4.70 in adjusted EPS — well above the $4.28 consensus — underscoring accelerating demand across defense, commercial nuclear, and medical isotope markets.