Why Is BWX Technologies Stock Soaring Tuesday?

BWX Technologies, Inc. (NYSE:BWXT) shares are trading higher premarket on Tuesday after the company reported fourth-quarter 2025 results.

Earnings Snapshot

The company reported adjusted EPS of $1.08, up 17% year over year (Y/Y), beating the consensus estimate of 88 cents.

Revenue of $885.8 million, beating the analyst consensus estimate of $847.5 million.

Revenue grew 19% Y/Y, led by strong growth in Commercial Operations.

At the end of 2025, the backlog stood at $7.3 billion, up 50% Y/Y, thanks to significant contract wins, including large multi-year naval propulsion, special materials, and commercial nuclear power deals.

Adjusted operating income increased 12% Y/Y to $121.1 million, aided by improved Commercial Operations and lower corporate expenses.

In 2025, the company’s operating cash flow stood at $479.8 million and free cash flow came in at $295.3 million.

Rex D. Geveden, president and chief executive officer, said, “In our tenth year as a standalone public company, 2025 was monumental for BWXT as we expanded our service and product offerings with two acquisitions and captured significant high-value awards across both Government and Commercial segments, driving 50% backlog growth.”

Outlook

The company expects fiscal 2026 adjusted earnings per share of $4.55 to $4.70, compared with analysts’ estimates of $4.28, and revenue of $3.75 billion, above the consensus estimate of $3.673 billion.

It also forecasts adjusted EBITDA of $645 million to $660 million in 2026.

Technical Analysis

Over the past year, BWX Technologies has seen a remarkable rise of 98.58%. The stock is currently trading at $216.00, which positions it significantly above its 20-day SMA of $202.89 and its 200-day SMA of $170.25, indicating strong bullish momentum.

This is further supported by the stock’s performance relative to its moving averages, trading 5.9% above the 20-day SMA and 26.2% above the 200-day SMA. The recent technical patterns, including a bullish crossover of the 20-day SMA above the 50-day SMA and a golden cross in June, underscore a robust upward trend.

BWXT Price Action: BWX Technologies shares were up 8.32% at $214.89 during premarket trading on Tuesday. The stock is trading near its 52-week high of $220.57.

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