Q4 25 EPS
$1.08
BEAT +22.17%
Est. $0.88
Q4 25 Revenue
$885.8M
BEAT +5.78%
Est. $837.5M
vs S&P Since Q4 25
-13.8%
TRAILING MARKET
BWXT -5.1% vs S&P +8.6%
Full Year 2025 Results
FY 25 EPS
$4.01
FY 25 Revenue
$3.20B
Market Reaction
Did BWXT Beat Earnings? Q4 2025 Results
BWX Technologies closed out a record fiscal 2025 on a strong note, posting Q4 earnings per share of $1.08 on revenue of $885.84 million, capping a year management called "monumental" as the company marked its tenth anniversary as a standalone public … Read more BWX Technologies closed out a record fiscal 2025 on a strong note, posting Q4 earnings per share of $1.08 on revenue of $885.84 million, capping a year management called "monumental" as the company marked its tenth anniversary as a standalone public company. The most consequential driver of the quarter's results was a 19% year-over-year surge in consolidated Q4 revenue, powered by Commercial Operations nearly doubling on higher field services, fuel, and components activity, along with contributions from the newly acquired Kinectrics business. Full-year revenue climbed 18% to $3.20 billion, while total backlog swelled 50% to $7.26 billion on the strength of large multi-year naval propulsion and commercial nuclear awards, a sharp contrast to peers across the energy sector struggling to meet expectations. The company also raised its quarterly dividend to $0.27 per share. Looking ahead, BWXT guided for 2026 revenue of approximately $3.75 billion and non-GAAP EPS of $4.55 to $4.70, citing exceptionally strong demand at the intersection of national security and commercial nuclear power markets.
Key Takeaways
- • 50% backlog growth driven by large multi-year naval propulsion, special materials, and commercial nuclear power awards
- • Two acquisitions (A.O.T. and Kinectrics) expanded service and product offerings
- • Strong Commercial Operations growth driven by higher field services, fuel, components and medical sales
- • Higher special materials processing and naval nuclear component production in Government Operations
- • Working capital management and timing of advanced billings on new awards improved cash flows
BWXT YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
BWXT Revenue by Segment
With YoY comparisons, source: SEC Filings
“We delivered a strong fourth quarter, and a record year for BWXT. In our tenth year as a standalone public company, 2025 was monumental for BWXT as we expanded our service and product offerings with two acquisitions and captured significant high-value awards across both Government and Commercial segments, driving 50% backlog growth.”
— Rex D. Geveden, Q4 2025 Earnings Press Release
BWXT Earnings Trends
BWXT vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
BWXT EPS Trend
Earnings per share: estimate vs actual
BWXT Revenue Trend
Quarterly revenue: estimate vs actual
BWXT Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $0.93 | $1.12 | +20.99% | $860.2M | +2.57% |
| Q4 25 BEAT FY | $0.88 | $1.08 | +22.17% | $885.8M | +5.78% |
| FY Full Year | — | $4.01 | — | $3.20B | — |
| Q3 25 BEAT | $0.86 | $1.00 | +16.55% | $866.3M | +8.75% |
| Q2 25 BEAT | $0.79 | $1.02 | +28.67% | $764.0M | +7.49% |
| Q1 25 BEAT | $0.76 | $0.91 | +19.03% | $682.3M | +5.62% |