BWX Technologies (BWXT) reported second-quarter 2026 revenue of $901.6 million, up 18% from $764.0 million a year earlier. GAAP net income rose to $89.1 million from $78.5 million, and diluted GAAP EPS increased to $0.97 from $0.85.
The company announced the sale of its medical business and closed the acquisition of Precision Components Group, LLC on July 1, 2026. BWXT also raised its 2026 guidance for adjusted EBITDA, non-GAAP EPS and free cash flow.
- Government Operations revenue was $601.3 million, up 2% year over year.
- Commercial Operations revenue was $302.5 million, up 72% year over year.
- BWXT paid $24.7 million in dividends during the quarter, or $0.27 per common share.
- New 2026 guidance calls for revenue of about $3.8 billion, adjusted EBITDA of $662 million to $672 million, non-GAAP EPS of $4.70 to $4.80, and free cash flow of $345 million to $360 million.
- Total backlog was $8.40 billion at June 30, 2026.
$BWXT Insider Trading Activity
$BWXT insiders have traded $BWXT stock on the open market 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 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 6 sales selling 10,000 shares for an estimated $2,032,559.
- GERHARD F BURBACH sold 1,983 shares for an estimated $413,676
- KEVIN JAMES GORMAN (VP & Chief Accounting Officer) sold 1,344 shares for an estimated $288,574
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$BWXT Hedge Fund Activity
We have seen 395 institutional investors add shares of $BWXT stock to their portfolio, and 340 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL WORLD INVESTORS added 569,415 shares (+inf%) to their portfolio in Q1 2026, for an estimated $116,439,673
- QUBE RESEARCH & TECHNOLOGIES LTD removed 433,266 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $88,598,564
- MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. added 403,598 shares (+45.6%) to their portfolio in Q1 2026, for an estimated $82,531,755
- FENGHE FUND MANAGEMENT PTE. LTD. added 393,200 shares (+inf%) to their portfolio in Q1 2026, for an estimated $80,405,468
- FRANKLIN RESOURCES INC removed 356,966 shares (-15.8%) from their portfolio in Q1 2026, for an estimated $72,995,977
- VAN ECK ASSOCIATES CORP added 336,540 shares (+27.0%) to their portfolio in Q1 2026, for an estimated $68,819,064
- SELECT EQUITY GROUP, L.P. added 296,311 shares (+68.9%) to their portfolio in Q1 2026, for an estimated $60,592,636
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$BWXT Congressional Stock Trading
Members of Congress have traded $BWXT stock 4 times in the past 6 months. Of those trades, 4 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $BWXT stock by members of Congress over the last 6 months:
- REPRESENTATIVE APRIL MCCLAIN DELANEY has traded it 4 times. They made 4 purchases worth up to $130,000 on 05/15, 05/14, 05/08, 05/07 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
