BWXT

BWXT Earnings Preview

BWX Technologies, Inc. · Industrials · $21B

14d until earnings

BWXT Earnings

Monday, May 04 2026
EPS Estimate
$0.92
$0.87 – $0.99
Revenue Estimate
$831M
Current Price
$235.78

Our Position

bullish · high

Nuclear fuel and enrichment contracts lock in multi-year visibility

est. revisions rising (+5.1pp / 30d)

This is government-mandated nuclear scaling, not speculative hype. The 95% commercial nuclear jump proves demand is real and immediate, while the $1.5B enrichment contract puts BWXT in the critical path for U.S. nuclear fuel independence — a strategic imperative that survives political shifts. Execution on these fixed timelines will either confirm the guidance raise or expose supply-chain vulnerabilities as an industry accelerates.

Watch: Monitor Antares' TRISO fuel delivery schedule and DOE reactor approvals ahead of the July 4, 2026 deadline. These aren't soft targets — they're contractual milestones that directly drive revenue recognition and validate management's confidence in full-year guidance.

Data Signal Summary

1 bullish
2 bearish
Insider selling cluster Put/call 0.5 (bullish skew) Price downtrend

Key Context

Insider Activity
selling
Price Trend
downtrend
From 52w High
-1.1%
P/E Ratio
65.0
Est. Revisions (30d)
+0.5% 1up/0dn
Analyst Target (mean)
$232 $200–$290 -1%
Options P/C Ratio
0.52
Est. Dispersion
13% 10 analysts
Insider Cluster
strong sell
Fund Convergence
strong Citadel, Two Sigma, Bridgewater

Recent Activity

insider trades 57 transactions
Other · MACQUARRIE JOHN R. (Officer) ·7,969 shares
Sell · GORMAN KEVIN JAMES (Officer) ·1,344 shares ·$288,574
Exercise · MACQUARRIE JOHN R. (Officer) ·2,302 shares ·$142,033
Other · GEVEDEN REX D (Chief Executive Officer) ·59,294 shares
Other · FITZGERALD MICHAEL THOMAS (Officer) ·3,241 shares
52 more
Other · MILLER JOSEPH KIRWAN ·2,149 shr
Award · GORMAN KEVIN JAMES ·1,742 shr
Other · GORMAN KEVIN JAMES ·159 shr
Other · GEVEDEN REX D ·3,718 shr
Other · FITZGERALD MICHAEL THOMAS ·234 shr
Other · MILLER JOSEPH KIRWAN ·156 shr
Other · GORMAN KEVIN JAMES ·150 shr
Other · MACQUARRIE JOHN R. ·503 shr
Sell · BURBACH GERHARD F ·1,983 shr ·$413,677
Sell · GEVEDEN REX D ·10,000 shr ·$2,032,560
Other · MEGUID OMAR FATHI ·2,931 shr
Sell · GEVEDEN REX D ·10,000 shr ·$1,979,005
Other · FITZGERALD MICHAEL THOMAS ·1,795 shr
Sell · MELVIN LELAND D. ·600 shr ·$106,959
Sell · WHITFORD RONALD OWEN JR. ·2,092 shr ·$371,192
Exercise · WHITFORD RONALD OWEN JR. ·2,092 shr ·$129,076
Sell · GEVEDEN REX D ·25,000 shr ·$4,475,098
Sell · MEGUID OMAR FATHI ·2,261 shr ·$406,618
Other · KRIEG KENNETH J ·1,465 shr
Other · NILAND BARBARA A ·1,465 shr
Other · RICHARDSON JOHN M ·1,465 shr
Sell · DUFFY ROBERT L ·6,000 shr ·$624,161
Other · GEVEDEN REX D ·3,432 shr
Other · DUFFY ROBERT L ·25 shr
Other · LEMASTERS ROBB A. ·760 shr
Other · MCCOY KEVIN M ·496 shr
Other · FITZGERALD MICHAEL THOMAS ·215 shr
Other · MEGUID OMAR FATHI ·264 shr
Other · WHITFORD RONALD OWEN JR. ·430 shr
Other · GEVEDEN REX D ·4,538 shr
Other · DUFFY ROBERT L ·91 shr
Other · LEMASTERS ROBB A. ·1,162 shr
Other · MCCOY KEVIN M ·648 shr
Other · FITZGERALD MICHAEL THOMAS ·243 shr
Other · MEGUID OMAR FATHI ·411 shr
Sell · WHITFORD RONALD OWEN JR. ·2,000 shr ·$209,850
Other · WHITFORD RONALD OWEN JR. ·540 shr
Sell · GEVEDEN REX D ·45,625 shr ·$4,900,233
Other · GEVEDEN REX D ·72,283 shr
Other · LEMASTERS ROBB A. ·14,457 shr
Other · MCCOY KEVIN M ·7,229 shr
Other · WHITFORD RONALD OWEN JR. ·3,615 shr
Other · GEVEDEN REX D ·9,772 shr
Other · LEMASTERS ROBB A. ·2,129 shr
Other · MCCOY KEVIN M ·1,064 shr
Other · WHITFORD RONALD OWEN JR. ·532 shr
Other · BERTSCH JAN ANNETTE ·99 shr
Other · BERTSCH JAN ANNETTE ·1,942 shr
Other · DUFFY ROBERT L ·7,536 shr
Other · BURBACH GERHARD F ·1,592 shr
Other · NILAND BARBARA A ·1,592 shr
Other · BERTSCH JAN A ·1,592 shr