BWX Technologies, Inc.
Geveden Rex D (President and CEO) sold 10,000 shares of BWX Technologies, Inc. (BWXT) at an average of $172.50 ($171.21–$174.22, $1.73M total) across 4 trades on 2026-08-12 under a Rule 10b5-1 trading plan.
BWX Technologies (NYSE:BWXT) reported Q2 2026 revenue of $901.6 million, up 18%, with adjusted EBITDA of $155.5 million (+7%) and non-GAAP EPS of $1.07 (+5%). Backlog rose to $8.4 billion (+40%). Full-year guidance was raised, including revenue to about $3.8 billion and adjusted EBITDA to $662-$672 million. BWXT also agreed to sell about 80% of its medical business for up to $800 million.
BWX Technologies (BWXT) raised its 2026 revenue guidance to about $3.8b, after reporting Q2 sales of $901.63m and net income of $89.01m (updated Aug 3, 2026). The article cites a $6b backlog (+70% YoY) and notes BWXT shares have fallen 8.66% over 30 days and 19.40% over 90 days, despite higher longer-term TSR.
Over the past 7 days, alphai's AI scored 1 news story mentioning BWXT (BWX Technologies, Inc.). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.
Recent BWXT coverage spans earnings, mergers & acquisitions and insider activity.
In the last 30 days, BWXT insiders filed 4 SEC Form 4 transactions — no purchases and 4 sales ($1.7M). The most active reporter was Geveden Rex D, President and CEO, with 4 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Insider selling is disclosed, but it is pre-arranged under 10b5-1, so it is more of a sentiment signal than a fundamental change.
Raised 2026 guidance plus a medical business sale and PCG acquisition close are near-term fundamentals that can re-rate BWXT’s earnings power.
Guidance and Q2 results support a bullish fundamental read-through, but the article flags valuation risk given a high P/E versus peers.
Near-term catalyst is the 2H 2026 centrifuge demonstration, with longer-dated optionality around LEU, HALEU, and HEU plant licensing and construction.
The announced medical divestiture is a material portfolio shift, likely affecting segment earnings mix, capital allocation, and deal-related risk until approvals close.
alphai scores every news story that mentions BWXT with an AI model for sentiment and relevance, and aggregates insider trades from BWX Technologies, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Geveden Rex D (President and CEO) sold 10,000 shares of BWX Technologies, Inc. (BWXT) at an average of $172.50 ($171.21–$174.22, $1.73M total) across 4 trades on 2026-08-12 under a Rule 10b5-1 trading plan.
2 min readBWX Technologies (NYSE:BWXT) reported Q2 2026 revenue of $901.6 million, up 18%, with adjusted EBITDA of $155.5 million (+7%) and non-GAAP EPS of $1.07 (+5%). Backlog rose to $8.4 billion (+40%). Full-year guidance was raised, including revenue to about $3.8 billion and adjusted EBITDA to $662-$672 million. BWXT also agreed to sell about 80% of its medical business for up to $800 million.
6 min readBWX Technologies (BWXT) raised its 2026 revenue guidance to about $3.8b, after reporting Q2 sales of $901.63m and net income of $89.01m (updated Aug 3, 2026). The article cites a $6b backlog (+70% YoY) and notes BWXT shares have fallen 8.66% over 30 days and 19.40% over 90 days, despite higher longer-term TSR.
6 min readBWXT said on its Q2 2026 earnings call that it expects to demonstrate an operational uranium enrichment centrifuge in the second half of 2026 after setting up a manufacturing development facility and transferring technology from a federal lab. The company is also studying licensing and construction of LEU, HALEU, and HEU-capable plants for U.S. stockpile replenishment, subject to supply-chain and contribution-margin economics, and is working with NNSA on its Defense Fuels Enrichment program.
4 min readBWX Technologies (BWXT) agreed to sell its medical business, including BWXT Medical and Kinectrics’ stable medical isotopes unit, to Nordic Capital for up to $800m. BWXT will keep a minority stake and supply isotope expertise under a long-term arrangement. The deal needs regulatory approval and is expected to close by end-2026.
4 min readIndustry update covers multiple nuclear and energy deals. HanmiGlobal plans a US SMR project-development unit. Applied Atomics secured exclusive mPower rights from BWX Technologies. BWXT, Core Power, Oklo, Deep Fission, GE Vernova Hitachi, TerraPower, Rolls-Royce SMR, and Baker Hughes/ Terra Innovatum also announced collaborations. Energy Fuels got a conditional $725m DoD loan; Cameco/Orano agreed to buy Tepco’s 5% Cigar Lake stake.
9 min readBWXT said it completed its early-July acquisition of PCG, expanding its U.S. naval nuclear manufacturing base. BWXT’s CEO Rex Geveden said most PCG revenue and backlog supports the U.S. Naval Nuclear Propulsion Program. BWXT plans integration over coming quarters, assessing which outsourced work to bring in-house and potential capital needs, with PCG focused on medium-scale components.
4 min readBWX Technologies (NYSE: BWXT) will sell its medical business, including BWXT Medical and Kinectrics’ stable medical isotopes unit, to Sweden-based Nordic Capital for up to $800m. BWXT will keep a minority stake and continue providing isotope and radiochemical expertise. BWXT said the business tripled revenue since 2018; Nordic Capital plans to scale radiopharmaceuticals.
3 min readBWX (NYSE:BWXT) reported Q2 CY2026 revenue of $901.6 million, up 18% year on year and in line with Wall Street expectations. Non-GAAP adjusted EPS was $1.07, up from $1.02, beating consensus by 2.7%. Analysts expect revenue growth of 13.4% and full-year EPS to rise from $4.27 to $4.99.
6 min readBWX Technologies, Inc. (BWXT) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 bwxt_63026xerexhibit991.htm EX-99.1 Document BWX Technologies Reports Second Quarter 2026 Results • 2Q26 revenues of $901.6 million • 2Q26 net income of $89.1 million, adjusted EBITDA (1) of $155.5 million • 2Q26 diluted GAAP EPS of $0.97, non-GAAP (1) EPS of $1.07 • An
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