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BWX Technologies
BWX Technologies (BWXT) investor relations material
BWX Technologies Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary23 Feb, 2026
Executive summary
Achieved record 2025 results with revenue up 18% to $3.2 billion, Adjusted EBITDA up 15% to $574 million, EPS up 20%, and free cash flow up 16%, all exceeding initial guidance.
Backlog reached $7.3 billion, up 50% year-over-year, driven by large multi-year awards in both government and commercial segments.
Completed strategic acquisitions (AOT and Kinectrics), expanding capabilities and enabling major contract wins.
Delivered the first full core of TRISO nuclear fuel for Project Pele and secured significant contracts in defense and commercial nuclear markets.
Strategy focused on operational excellence, targeted investments, and strengthening competitive position in national security and commercial nuclear markets.
Financial highlights
Q4 2025 revenue was $886 million, up 19% year-over-year; organic revenue up 4%.
Q4 Adjusted EBITDA was $148 million, up 13% year-over-year; Adjusted EPS was $1.08, up 17%.
Full-year free cash flow was $295 million, up 16% year-over-year; CapEx was $185 million (5.8% of sales).
2025 net income was $329.9 million (GAAP), up 17% year-over-year; non-GAAP EPS was $4.01.
Liquidity at year-end was $1.7 billion after a $1.25 billion convertible debt offering.
Outlook and guidance
2026 revenue guidance is ~$3.75 billion, up high-teens percent from 2025.
Adjusted EBITDA guidance for 2026 is $645–$660 million, up low-to-mid-teens percent.
Non-GAAP EPS guidance is $4.55–$4.70, up mid-to-high teens; free cash flow expected at $305–$320 million.
Commercial operations expected to grow ~25% in 2026, with Kinectrics contribution; government operations expected to grow low- to mid-teens.
Margins in government operations expected to be slightly lower in 2026 due to new program ramp-up, with rebound anticipated in 2027.
What is the expected 2026 backlog conversion rate?
How do acquisitions enhance long-term growth?
What are the key growth investment areas for 2026?
Mount Vernon commercial plant timeline?
AI Phase 3 deployment timeline?
AP1000 component win rate expectations?
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Next BWX Technologies earnings date
Q1 20264 May, 2026
BWX Technologies
Next BWX Technologies earnings date
Q1 20264 May, 2026
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Frequently asked questions
BWX Technologies, Inc. manufactures and sells nuclear components in the United States, Canada, and internationally. The company operates through Two Businesses: The Nuclear Components Group and The BWXT Government Group. The Nuclear Components Group designs, fabricates, inspects, maintains and repairs nuclear components for use in electrical generating stations that use light water reactors and in defense nuclear facilities; and to the commercial nuclear power industry. This group sells its products to electric utilities and corporations worldwide. The BWXT Government Group provides products and services to the U.S. Government applications relating to national security and public safety as well as nuclear energy including transportation, waste storage cans, stockpile management, decommissioning and remediation projects etc. BWX Technologies is based in Lynchburg, Virginia.
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