Earnings summaries and quarterly performance for BWX Technologies.
Executive leadership at BWX Technologies.
Rex Geveden
Detailed
President and Chief Executive Officer
CEO
JM
Joseph Miller
Detailed
President, Government Operations
KK
Kate Kelly
Detailed
President, BWXT Advanced Technologies
KM
Kevin McCoy
Detailed
Chief Nuclear Officer
MF
Mike Fitzgerald
Detailed
Senior Vice President, Chief Financial Officer and Chief Accounting Officer
RD
Robert Duffy
Detailed
Senior Vice President and Chief Administrative Officer
Board of directors at BWX Technologies.
Research analysts who have asked questions during BWX Technologies earnings calls.
Andre Madrid
BTIG
6 questions for BWXT
Also covers: AIRO, AMTM, ATI +10 more
Michael Ciarmoli
Truist Securities, Inc.
6 questions for BWXT
Also covers: AIN, AIR, ASLE +20 more
PS
Peter Skibitski
Alembic Global Advisors
6 questions for BWXT
Also covers: AVAV, CW, HEI +9 more
SD
Scott Deuschle
Deutsche Bank
6 questions for BWXT
Also covers: ATI, BA, CR +15 more
PA
Peter Arment
Robert W. Baird & Co.
5 questions for BWXT
Also covers: AIN, AVAV, BA +20 more
Jeffrey Campbell
Seaport Research Partners
4 questions for BWXT
Also covers: AIRJ, AMPS, ARIS +7 more
BL
Bob Labick
CJS Securities
3 questions for BWXT
Also covers: ACVA, BCPC, BV +10 more
Joshua Korn
Barclays PLC
2 questions for BWXT
Also covers: ATI, BAH, CACI +4 more
RE
Ronald Epstein
Bank of America
2 questions for BWXT
Also covers: , AER, AL +26 more
TS
Thomas Sellers Meric
Stephens Inc.
2 questions for BWXT
Also covers: LNZA, NPWR, OPAL +1 more
AP
Alexander Preston
Bank of America Merrill Lynch
1 question for BWXT
Also covers: AIN, DRS, HXL +2 more
Alex Preston
Bank of America
1 question for BWXT
Also covers: RKLB
David Strauss
Barclays
1 question for BWXT
Also covers: ATI, BA, CACI +16 more
Jan-Frans Engelbrecht
Baird
1 question for BWXT
Also covers: AVAV, CACI, DRS +1 more
JD
Jed Dersheimer
William Blair
1 question for BWXT
JD
Jed Dorsheimer
William Blair & Company, L.L.C.
1 question for BWXT
Also covers: ACLS, AEHR, OKLO +2 more
JG
Jeff Gramby
Northland Securities
1 question for BWXT
JG
Jeff Grampp
Northland Securities, Inc.
1 question for BWXT
Also covers: FTK, HNRG, HTOO +7 more
Mark Shooter
William Blair
1 question for BWXT
Also covers: ACLS, AMPX, ENVX +2 more
PL
Peter Lukas
CJS Securities
1 question for BWXT
Also covers: ACVA, CENT, DORM +5 more
TS
Tate Sullivan
Maxim Group
1 question for BWXT
Also covers: ABM, AMPS, BEEM +17 more
Recent press releases and 8-K filings for BWXT.
BWXT Aids in Meeting July 4 Executive Order Criticality Goal
BWXT
Product Launch
New Projects/Investments
- BWX Technologies is a key player in meeting the July 4 Executive Order criticality goal for advanced reactor designs, producing TRISO nuclear fuel compacts and high-assay low enriched uranium (HALEU).
- The company announced significant progress in producing TRISO nuclear fuel compacts for Antares Nuclear, Inc., with fabrication on track for timely completion for a July 4 criticality target.
- BWXT also shipped over 100 kilograms of purified HALEU oxide for the DOE HALEU availability program to support a second reactor developer targeting a July 4 criticality test.
- BWXT is also involved in the Project Pele demonstration reactor program and has shipped TRISO compacts to Los Alamos National Laboratory’s National Criticality Experiments Research Center.
1 day ago
BWXT-affiliated Antares Receives DOE Safety Approval for Mark-0 Reactor
BWXT
New Projects/Investments
- Antares, a nuclear fission energy company, has received U.S. Department of Energy (DOE) Preliminary Documented Safety Analysis (PDSA) approval for its Mark-0 demonstration reactor, marking a significant safety milestone.
- The Mark-0 reactor is scheduled to achieve criticality before July 4, 2026, at Idaho National Laboratory (INL) as part of the DOE's Reactor Pilot Program.
- BWX Technologies is collaborating with Antares on the fabrication of High-Assay Low-Enriched Uranium (HALEU) fuel feedstock for the project.
- Antares has secured over $130 million in funding, including a $96 million Series B round announced in December 2025, and holds over $13 million in active government contracts.
Jan 26, 2026, 6:47 PM
BWXT Opens Centrifuge Manufacturing Development Facility
BWXT
Product Launch
New Projects/Investments
Hiring
- BWX Technologies, Inc. (BWXT) has opened its Centrifuge Manufacturing Development Facility (CMDF) in Oak Ridge, Tennessee, to reestablish a fully domestic uranium enrichment capability for U.S. national security priorities.
- The CMDF is a key element of a $1.5 billion contract awarded to BWXT by the Department of Energy’s National Nuclear Security Administration (NNSA) in September for a comprehensive program supporting defense fuel needs.
- The facility will serve as BWXT’s primary hub for the design, engineering, fabrication, and testing of advanced gas centrifuge machines, aiming to move centrifuge technology from development into production readiness.
- Approximately 100 highly skilled professionals are currently working at the CMDF, with plans to expand the workforce as manufacturing activities scale.
Jan 26, 2026, 12:30 PM
Keel Holdings Announces $22 Million Investment and Leadership Appointments
BWXT
New Projects/Investments
Management Change
- Keel Holdings, LLC announced a $22 million investment in four large, high-speed, precision 5-axis machining centers to enhance defense production capacity at its Merrill, MI facility.
- This investment is part of Keel's ongoing expansion, which includes a $36 million investment in 2024 for the Merrill facility and a $67 million investment underway for its South Carolina shipyard.
- The company also strengthened its leadership team with the appointment of Allen Couture as Chief Operating Officer and President, Southeast Operations, and Brian Johnson as Vice President, Quality.
Dec 18, 2025, 8:12 PM
BWXT Prices Upsized Convertible Senior Notes Offering
BWXT
Debt Issuance
- BWX Technologies, Inc. (BWXT) announced the pricing of an upsized private offering of $1.1 billion aggregate principal amount of 0% Convertible Senior Notes due 2030.
- The offering size was increased from the previously announced $1.0 billion, and the initial purchasers exercised their option in full to purchase an additional $150.0 million aggregate principal amount, bringing the total issued to $1.25 billion on November 10, 2025.
- The Notes have an initial conversion price of approximately $262.51 per share, representing a 32.5% premium to the last reported sale price of BWXT's common stock on November 5, 2025.
- BWXT estimates net proceeds of approximately $1,075.3 million, which will be used to fund capped call transactions ($116.1 million), repay existing credit facility debt ($830.8 million), and for general corporate purposes.
- Concurrently with the offering, BWXT expects to enter into a new five-year $1.25 billion senior secured revolving credit facility to replace its existing facility.
Nov 10, 2025, 9:15 PM
BWX Technologies Prices Upsized Convertible Senior Notes Offering
BWXT
Debt Issuance
- BWX Technologies priced an upsized $1.1 billion aggregate principal amount of 0% Convertible Senior Notes due 2030, with the offering expected to close on November 10, 2025.
- The initial conversion price for the notes is approximately $262.51 per share, representing a 32.5% premium to BWXT's common stock price on November 5, 2025.
- BWXT intends to use approximately $830.8 million of the net proceeds to repay its existing credit facility and $116.1 million to fund capped call transactions.
- Concurrently with the offering's closing, BWXT expects to enter into a new five-year $1.25 billion senior secured revolving credit facility to replace its current facility.
Nov 6, 2025, 11:25 AM
BWX Technologies Prices Upsized $1.1 Billion Convertible Notes Offering
BWXT
Debt Issuance
Convertible Preferred Issuance
- BWX Technologies, Inc. has priced an upsized $1.1 billion offering of 0% Convertible Senior Notes due 2030, with an expected closing date of November 10, 2025.
- The notes have an initial conversion price of approximately $262.51 per share, representing a 32.5% premium over the stock price at pricing.
- The estimated net proceeds of about $1.08 billion will be used primarily to fund capped call transactions (approximately $116.1 million) and repay outstanding debt under its existing credit facility (approximately $830.8 million).
- Concurrently, BWXT plans to establish a $1.25 billion senior secured revolving credit facility to replace its existing one.
- The company faces risks from a partial U.S. government shutdown that began on October 1, 2025, which could impact its contracts and financial results.
Nov 5, 2025, 10:01 PM
BWXT Announces Proposed Convertible Senior Notes Offering and New Credit Facility
BWXT
Debt Issuance
- BWX Technologies, Inc. announced a proposed private offering of $1.0 billion aggregate principal amount of convertible senior notes due November 1, 2030.
- The company expects to grant initial purchasers an option to purchase up to an additional $150.0 million aggregate principal amount of the notes.
- Proceeds from the offering will be used to fund capped call transactions, repay all indebtedness under its existing credit facility, and for general corporate purposes.
- Concurrently with the offering, BWXT expects to enter into a new five-year $1.25 billion senior secured revolving credit facility to replace its existing credit facility.
Nov 5, 2025, 12:33 PM
BWX Technologies Announces Proposed Convertible Senior Notes Offering
BWXT
Debt Issuance
Convertible Preferred Issuance
- BWX Technologies (BWXT) announced a proposed offering of $1.0 billion aggregate principal amount of convertible senior notes due 2030.
- The company plans to use the net proceeds to fund capped call transactions, repay all indebtedness under its existing credit facility, and for general corporate purposes.
- Concurrently with the offering, BWXT expects to establish a new five-year $1.25 billion senior secured revolving credit facility to replace its existing one.
- The Notes will be senior unsecured obligations and will mature on November 1, 2030, unless earlier converted, redeemed, or repurchased.
Nov 5, 2025, 12:27 PM
BWX Technologies Reports Strong Q3 Revenue Growth and Raises EPS Guidance
BWXT
Earnings
Guidance Update
Revenue Acceleration/Inflection
- BWX Technologies (BWXT) reported strong Q3 2025 financial results, with revenue of $866.3 million, marking a 28.9% year-over-year increase.
- The company achieved a record backlog of $7.4 billion, an increase of 119% year-over-year, driven by large, multi-year special materials projects.
- BWXT raised its full-year adjusted EPS guidance to around $3.78 and projects continued growth into 2026, with preliminary forecasts for low-double-digit to low-teens adjusted EBITDA growth and high-single-digit to low-double-digit EPS growth.
- Despite strong revenue growth, the company's operating margin declined to 13.1% in Q3 2025 from 14.4% in the same quarter last year.
Nov 3, 2025, 10:13 PM
Quarterly earnings call transcripts for BWX Technologies.
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