BWX Technologies (BWXT) Stock Rises on Q4 2025 Earnings

BWX Technologies (BWXT) reported fourth-quarter 2025 results showing strong revenue growth and a notable rise in net income.

Revenue: $885.8 million (+18.7% year-over-year).

Gross profit: $187.3 million (+7.4% year-over-year).

Operating profit: $92.1 million (-0.2% year-over-year).

Net income attributable to common shareholders: $93.0 million (+30.9% year-over-year).

Diluted earnings per share: $1.01 (+31.2% year-over-year).

Both revenue and earnings beat expectations: revenue of $885.8 million versus an estimate of $864.4 million, and diluted EPS of $1.01 versus an estimate of $0.90.

Cash from operating activities: $127.0 million (down 54.1% year-over-year).

Capital expenditures (purchases of property, plant and equipment): $70.2 million (up 33.7% year-over-year).

Cash and cash equivalents: $502.9 million (up 554.0% year-over-year).

Cost of sales: $698.6 million (up 22.2% year-over-year).

Total liabilities: $3.04 billion (up 69.8% year-over-year).

Market reaction: shares moved about 5.9% since market close, reflecting investor response to the quarter’s mixed cash-flow and balance-sheet dynamics alongside top-line and EPS beats.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

BWX Technologies Inc. Insider Trading Activity

BWX Technologies Inc. insiders have traded $BWXT stock on the open market 11 times in the past 6 months. Of those trades, 0 have been purchases and 11 have been sales.

Here’s a breakdown of recent trading of $BWXT stock by insiders over the last 6 months:

REX D GEVEDEN (President and CEO) has made 0 purchases and 11 sales selling 20,000 shares for an estimated $4,011,565.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

BWX Technologies Inc. Hedge Fund Activity

We have seen 354 institutional investors add shares of BWX Technologies Inc. stock to their portfolio, and 389 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 1,767,184 shares (-59.0%) from their portfolio in Q4 2025, for an estimated $305,440,082
JPMORGAN CHASE & CO added 1,691,993 shares (+497.7%) to their portfolio in Q4 2025, for an estimated $292,444,070
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 563,788 shares (-77.1%) from their portfolio in Q4 2025, for an estimated $97,445,117
MACQUARIE GROUP LTD removed 471,055 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $81,417,146
TWO SIGMA INVESTMENTS, LP added 379,676 shares (+1687.8%) to their portfolio in Q4 2025, for an estimated $65,623,199
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. removed 312,325 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $57,583,360
TREMBLANT CAPITAL GROUP added 291,174 shares (+inf%) to their portfolio in Q4 2025, for an estimated $50,326,514

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

BWX Technologies Inc. Government Contracts

We have seen $61,525,724 of award payments to $BWXT over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

ENRICHED URANIUM CONVERSION AND PURIFICATION SERVICES: $48,118,184
THE CONTRACTOR SHALL PROCESS 3.6 MT OF HALEU: $13,152,171
THE CONTRACTOR WILL PROVIDE CONTINUED STORAGE OF RADIOACTIVE WASTE AND SPENT NUCLEAR FUEL (SNF) LOCATED AT ...: $250,368
REQUESTING 15K TO CREATE A FIBER OPTIC PATHWAY FROM THE TELCO DEMARC TO THE BWXT NRC RESIDENT OFFICE IN SUP...: $5,000

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

BWX Technologies Inc. Congressional Stock Trading

Members of Congress have traded $BWXT stock 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $BWXT stock by members of Congress over the last 6 months:

REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

BWX Technologies Inc. Analyst Ratings

Wall Street analysts have issued reports on $BWXT in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

B of A Securities issued a "Buy" rating on 11/13/2025
BTIG issued a "Buy" rating on 11/07/2025
Northland Capital Markets issued a "Outperform" rating on 09/10/2025

To track analyst ratings and price targets for BWX Technologies Inc., check out Quiver Quantitative's $BWXT forecast page.

BWX Technologies Inc. Price Targets

Multiple analysts have issued price targets for $BWXT recently. We have seen 4 analysts offer price targets for $BWXT in the last 6 months, with a median target of $215.0.

Here are some recent targets:

Ronald Epstein from B of A Securities set a target price of $230.0 on 11/13/2025
Andre Madrid from BTIG set a target price of $225.0 on 11/07/2025
Michael Ciarmoli from Truist Securities set a target price of $200.0 on 11/04/2025
Jeff Grampp from Northland Capital Markets set a target price of $205.0 on 09/10/2025