BWX Technologies posts Q3 2026 earnings beat and raises 2026 free‑cash‑flow floor
+2 new sources since this summary was written
BWX Technologies reported third‑quarter 2026 revenue of $953.0 million, a 10% year‑over‑year increase, and adjusted diluted EPS of $1.26, beating estimates by $0.08. The company reaffirmed its FY 2026 revenue guidance of $3.80 billion while tightening its non‑GAAP EPS range to $4.72‑$4.77. It also raised the low end of its 2026 free‑cash‑flow outlook to $350 million‑$360 million and highlighted a growing backlog of $8.56 billion and new nuclear contracts.
Why it matters
The higher free‑cash‑flow floor and tighter EPS guidance suggest stronger cash generation than analysts expected, which may support the stock’s valuation despite the revenue miss. The earnings beat and contract wins could improve investor sentiment toward BWX’s commercial and government segments.
Key facts
- 1Q3 2026 revenue was $953.0 million, up 10% YoY. tradingview.com
- 2Adjusted diluted EPS for the quarter was $1.26, $0.08 above the analyst estimate of $1.18. investing.com
- 3FY 2026 revenue guidance is $3.80 billion, versus consensus $3.82 billion. investing.com
- 4FY 2026 non‑GAAP EPS guidance is $4.72‑$4.77. investing.com
- 5Backlog increased to $8.56 billion. 247wallst.com
- 62026 free‑cash‑flow outlook low end raised to $350 million‑$360 million. finance.yahoo.com
Summary written by AlphAI AI Desk from 7 of 7 sources. Not investment advice. Figures are as stated by the linked sources.