BWX Technologies

BWXT

Market cap $18.8B

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BWX Technologies delivered strong Q4 and FY2025 results, consistently beating revenue and EPS expectations, but shares now appear overvalued. Despite robust demand, a 105% stock rally, and record $7.3B backlog, BWXT's EV/EBITDA and P/E multiples trade at 100%+ sector premiums. I lower my rating from Buy to Hold, with a DCF-based target price of $206, reflecting only 2.2% upside from current levels.

Several top-rated Zacks stocks are standing out from a variety of sectors after exceeding Q4 EPS expectations on Monday.

Nuclear play BWX Technologies advanced in early stock market action Tuesday following Q4 earnings. Cathie Wood sold shares Monday.

BWX Technologies, Inc. (BWXT) Q4 2025 Earnings Call Transcript

BWX Technologies (BWXT) came out with quarterly earnings of $1.08 per share, beating the Zacks Consensus Estimate of $0.91 per share. This compares to earnings of $0.92 per share a year ago.

LYNCHBURG, Va.--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) ("BWXT", "we", "us" or the "Company") reported fourth quarter and full year 2025 results. A reconciliation of non-GAAP results is detailed in Exhibit 1. “We delivered a strong fourth quarter, and a record year for BWXT,” said Rex D. Geveden, president and chief executive officer. “In our tenth year as a standalone public company, 2025 was monumental for BWXT as we expanded our service and product offerings with two acquisition.

MELBOURNE, Fla.--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) announced today that Dan Jablonsky has been appointed to its board of directors effective March 2, 2026. He will also serve on the board's audit and finance committee. Jablonsky most recently served as chief executive officer and chairman of Ursa Major, a leading provider of advanced propulsion systems for space and defense applications. He has held senior leadership roles in the aerospace and defense industry for more than a.

BWXT's government and commercial units show solid revenue momentum, but earnings pressure could test the stock's near-term trajectory.