BWX Technologies, Inc. — Form 8-K
Filed November 2, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 42/100
What the filing says
BWX Technologies reported Q3 2026 revenue of $953.0M (up 10% YoY) with net income of $102.0M and non-GAAP EPS of $1.26 (up 26% YoY). The company tightened 2026 full-year guidance to non-GAAP EPS of $4.72–$4.77 (prior $4.70–$4.80) and free cash flow to $350–$360M (prior $345–$360M). Key wins include BANR technology selection for U.S. Army's Janus Program and Prodigy Clean Energy's transportable nuclear power plant project. Preliminary 2027 outlook calls for high-single-digit revenue growth and high-single-digit to low-double-digit EBITDA and EPS growth.
Why this rating
Solid operational execution and backlog growth ($8.6B, up 16% YoY) support near-term outlook. Q3 results in line; guidance tightening and 2027 outlook modest but positive. Relative to $13.2B market cap, quarterly revenue and earnings are routine; no transformational announcement, but nuclear momentum and contract wins incrementally supportive.
Extracted items
- 2.02 results / earnings
- 9.01 exhibits
See more from November 2, 2026.
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