BWX Technologies Q2 revenue growth slightly misses estimates
BWXT•Outlook
- BWX Technologies raises 2026 revenue guidance to about $3.8 bln from above $3.75 bln
- Company now sees 2026 adj EBITDA of $662 mln-$672 mln, up from $650 mln-$665 mln
- BWXT expects 2026 non-GAAP EPS of $4.70-$4.80, up from $4.60-$4.75
- Company raises 2026 free cash flow guidance to $345 mln-$360 mln from $315 mln-$330 mln
Overview
- U.S. nuclear components provider's Q2 revenue grew 18% but slightly missed analyst expectations
- Adjusted EPS and adjusted EBITDA for Q2 beat analyst estimates
- Company announced sale of medical business and closed Precision Components Group acquisition
Key details
| Metric | Beat/Miss | Actual | Consensus Estimate |
|---|---|---|---|
| Q2 Revenue | Slight Miss* | $901.60 mln | $902.63 mln (12 Analysts) |
| Q2 Adjusted EPS | Beat | $1.07 | $1.04 (11 Analysts) |
| Q2 EPS | $0.97 | ||
| Q2 Net Income | $89.10 mln | ||
| Q2 Adjusted EBITDA | Beat | $155.50 mln | $150.47 mln (11 Analysts) |
| Q2 Free Cash Flow | $115 mln |
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
