AI brief of an SEC Form 8-K · BWX Technologies (BWXT)

BWXT Q4 2025 revenue rises 19%; 2026 guidance calls for non-GAAP EPS of $4.55-$4.70

Positive Impact 3 of 5 earnings Written later

BWX Technologies reported fourth-quarter 2025 revenue of $885.8 million, up 19% from a year earlier, and GAAP diluted EPS of $1.01 versus $0.77. Fourth-quarter operating income was roughly flat at $92.1 million, and free cash flow fell to $56.8 million from $224.4 million. The company also initiated 2026 guidance for non-GAAP EPS of $4.55-$4.70, compared with $4.01 reported for 2025.

Key points

  • Q4 2025 revenue was $885.8 million, up from $746.3 million; GAAP diluted EPS was $1.01 versus $0.77.
  • Full year 2025 revenue was $3,198.4 million, up 18%, and net income was $329.9 million; backlog ended the year at $7.3 billion, up 50%.
  • 2026 guidance: non-GAAP EPS of $4.55-$4.70, adjusted EBITDA of $645 million-$660 million, free cash flow of $305 million-$320 million, and revenue of about $3.75 billion.
  • Board declared a quarterly dividend of $0.27 per share payable March 27, 2026, to holders of record on March 11, 2026.

The filing

CompanyBWX Technologies (BWXT)
Form8-K, current report
Filed with the SECFeb 23, 2026, 5:04 PM ET
Accession number0001486957-26-000005

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 12:56 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 23, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.