Brief: BWX Technologies Q2 Revenue USD 764 Million Vs. IBES Estimate USD 710.8 Million

BWX Technologies

04/08/2025 21:09

Overview

BWX Technologies Q2 revenue rises 12% yr/yr, beating analyst expectations

Adjusted EBITDA for Q2 increases 16%, exceeding analyst estimates, per LSEG data

Co raises 2025 adjusted EBITDA and non-GAAP EPS guidance, citing strong results

Outlook

BWX Technologies raises 2025 revenue guidance to ~$3.1 bln

Company increases 2025 adjusted EBITDA guidance to $565 mln-$575 mln

BWX Technologies expects 2025 non-GAAP EPS of $3.65-$3.75

Company raises 2025 free cash flow guidance to $275 mln-$285 mln

Result Drivers

GOVERNMENT OPERATIONS - Revenue increase driven by higher naval nuclear component production and special materials processing

COMMERCIAL OPERATIONS - Revenue growth attributed to acquisitions and higher medical sales

FIELD SERVICES - Lower activity due to timing of life-extension and outage projects

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$764 mln
$710.80 mln (10 Analysts)
Q2 EPS
$0.85
Q2 Net Income
$78.50 mln
Q2 Adjusted EBITDA
Beat
$145.90 mln
$125.40 mln (10 Analysts)
Q2 Free Cash Flow
$126.30 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 10 "strong buy" or "buy", 1 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the aerospace & defense peer group is "buy"

Wall Street's median 12-month price target for BWX Technologies Inc is $150.00, about 0.3% above its August 1 closing price of $149.50

The stock recently traded at 40 times the next 12-month earnings vs. a P/E of 30 three months ago

Press Release: ID:nBwbDWlTca

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)