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BWX Technologies (BWXT) investor relations material
BWX Technologies Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary3 Nov, 2025
Executive summary
Q3 2025 revenue rose 29% year-over-year to $866.3M, with organic growth of 12% and strong performance in both Government and Commercial Operations.
Adjusted EBITDA increased 19% to $151.1M, and non-GAAP EPS grew 20% to $1.00, with net income at $82.2M.
Record backlog reached $7.4B, up 119% year-over-year and 23% sequentially, driven by large national security and special materials contracts.
Major acquisitions of Kinectrics and A.O.T. expanded capabilities and contributed to segment growth.
Positioned for record financial results in 2026, supported by deep backlog, robust demand, and operational improvements.
Financial highlights
Q3 2025 revenue: $866.3M (+29% YoY); adjusted EBITDA: $151.1M (+19% YoY); net income: $82.2M (+18% YoY); non-GAAP EPS: $1.00 (+20% YoY).
Free cash flow for Q3: $95M; operating cash flow: $143M; capital expenditures: $48M.
Full-year 2025 free cash flow expected at $285M.
Nine-month revenues reached $2,312.6M, with net income for the period at $236.2M.
Quarterly dividend of $0.25 per share declared.
Outlook and guidance
2025 revenue guidance raised to $3.1B+, with adjusted EBITDA of ~$570M and non-GAAP EPS of $3.75–$3.80.
2026 outlook projects low double-digit adjusted EBITDA growth and high single- to low double-digit EPS growth.
Free cash flow in 2026 expected to be flat to slightly up due to working capital and CapEx.
Approximately 35% of backlog revenue anticipated to be recognized by end of 2026.
Government operations revenue expected to grow mid-teens in 2026, with commercial operations seeing low double-digit organic growth.
Special materials backlog: 2026 revenue impact?
Commercial Ops growth: organic vs. acquisition?
Cash flow drivers: sustainable or timing-based?
What drives 2026 Government Ops margin pressure?
How will BWXT capitalize on SMR market growth?
Future plans for defense fuels infrastructure?
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Next BWX Technologies earnings date
Q4 202525 Feb, 2026
Next BWX Technologies earnings date
Q4 202525 Feb, 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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