We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
BWX Technologies to Report Q3 Results: What's in Store for the Stock?
Read MoreHide Full Article
Key Takeaways
BWXT's Q3 sales are projected to rise 14.6% to $992.4 million, while earnings per share may grow 19%.
Naval propulsion, defense fuels enrichment and HPDU programs are expected to support Government Operations.
Commercial nuclear demand may boost revenues, but manufacturing investments and higher costs pose risks.
BWX Technologies, Inc. (BWXT - Free Report) is scheduled to report third-quarter 2026 results on Nov. 2, 2026, after market close. The company delivered an earnings surprise of 5.94% in the last reported quarter.
Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results.
Factors Likely to Affect BWXT’s Q3 2026 Results
Higher revenues from naval nuclear propulsion programs, supported by continued production on the Virginia-class and Columbia-class submarine programs, are likely to have supported BWXT’s Government Operations segment. Growth in defense fuels enrichment and High-Purity Depleted Uranium (HPDU) programs, along with continued improvements in manufacturing efficiency and operational execution, is also expected to have supported the segment’s performance. However, lower microreactor volumes and improved cost performance on certain programs are likely to have affected reported revenue growth.
Higher demand for commercial nuclear components and services is expected to have boosted BWXT’s Commercial Operations segment. Continued growth in commercial nuclear power, higher Canadian field services and aftermarket activity, and contributions from Precision Components Group, acquired in July, are likely to have supported revenues. However, ongoing investments in U.S. commercial manufacturing capacity and workforce expansion are likely to have weighed on near-term margins.
Higher corporate expenses related to business transformation and growth initiatives are likely to have offset some of these positives in the to-be-reported quarter.
The Zacks Consensus Estimate for BWXT’s third-quarter sales is pegged at $992.4 million, which indicates an increase of 14.6% from the prior-year number.
The consensus estimate for earnings is pegged at $1.19 per share, which indicates year-over-year growth of 19%.
What the Zacks Model Unveils for BWX Technologies
Our proven model predicts an earnings beat for BWX Technologies this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is the case here.
Earnings ESP: BWX Technologies has an Earnings ESP of +0.22%. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
Zacks Rank: BWXT currently carries a Zacks Rank of 3.
L3Harris Technologies, Inc. (LHX - Free Report) reported third-quarter 2026 earnings of $3.28 per share, which beat the Zacks Consensus Estimate of $2.99 by 9.7%. The bottom line also increased 33.3% from the year-ago quarter’s $2.46.
L3Harris’ revenues totaled $6.06 billion, which beat the Zacks Consensus Estimate of $5.90 billion by 2.8%. The top line also improved 7.1% from the year-ago quarter’s $5.66 billion.
Other Stocks to Consider
CurtissWright (CW - Free Report) is set to report its third-quarter 2026 earnings on Nov. 4, 2026, after market close. It has an Earnings ESP of +0.23% and a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for CW’s earnings is pegged at $3.76 per share. The consensus estimate for its sales is pegged at $937 million, indicating year-over-year growth of 7.8%.
Kratos Defense & Security Solutions (KTOS - Free Report) is set to report third-quarter 2026 earnings on Nov. 5, after market close. It has an Earnings ESP of +8.78% and a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for KTOS’ earnings is pegged at 21 cents per share. The consensus estimate for its sales is pegged at $473.7 million, indicating year-over-year growth of 36.3%.
View the Zacks #1 Rank List
Image: Bigstock
BWX Technologies to Report Q3 Results: What's in Store for the Stock?
Key Takeaways
BWX Technologies, Inc. (BWXT - Free Report) is scheduled to report third-quarter 2026 results on Nov. 2, 2026, after market close. The company delivered an earnings surprise of 5.94% in the last reported quarter.
Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results.
Factors Likely to Affect BWXT’s Q3 2026 Results
Higher revenues from naval nuclear propulsion programs, supported by continued production on the Virginia-class and Columbia-class submarine programs, are likely to have supported BWXT’s Government Operations segment. Growth in defense fuels enrichment and High-Purity Depleted Uranium (HPDU) programs, along with continued improvements in manufacturing efficiency and operational execution, is also expected to have supported the segment’s performance. However, lower microreactor volumes and improved cost performance on certain programs are likely to have affected reported revenue growth.
Higher demand for commercial nuclear components and services is expected to have boosted BWXT’s Commercial Operations segment. Continued growth in commercial nuclear power, higher Canadian field services and aftermarket activity, and contributions from Precision Components Group, acquired in July, are likely to have supported revenues. However, ongoing investments in U.S. commercial manufacturing capacity and workforce expansion are likely to have weighed on near-term margins.
Higher corporate expenses related to business transformation and growth initiatives are likely to have offset some of these positives in the to-be-reported quarter.
BWX Technologies, Inc. Price and EPS Surprise
BWX Technologies, Inc. price-eps-surprise | BWX Technologies, Inc. Quote
Q3 Estimates for BWXT
The Zacks Consensus Estimate for BWXT’s third-quarter sales is pegged at $992.4 million, which indicates an increase of 14.6% from the prior-year number.
The consensus estimate for earnings is pegged at $1.19 per share, which indicates year-over-year growth of 19%.
What the Zacks Model Unveils for BWX Technologies
Our proven model predicts an earnings beat for BWX Technologies this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is the case here.
Earnings ESP: BWX Technologies has an Earnings ESP of +0.22%. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
Zacks Rank: BWXT currently carries a Zacks Rank of 3.
You can see the complete list of today’s Zacks #1 Rank stocks here.
Recent Defense Release
L3Harris Technologies, Inc. (LHX - Free Report) reported third-quarter 2026 earnings of $3.28 per share, which beat the Zacks Consensus Estimate of $2.99 by 9.7%. The bottom line also increased 33.3% from the year-ago quarter’s $2.46.
L3Harris’ revenues totaled $6.06 billion, which beat the Zacks Consensus Estimate of $5.90 billion by 2.8%. The top line also improved 7.1% from the year-ago quarter’s $5.66 billion.
Other Stocks to Consider
CurtissWright (CW - Free Report) is set to report its third-quarter 2026 earnings on Nov. 4, 2026, after market close. It has an Earnings ESP of +0.23% and a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for CW’s earnings is pegged at $3.76 per share. The consensus estimate for its sales is pegged at $937 million, indicating year-over-year growth of 7.8%.
Kratos Defense & Security Solutions (KTOS - Free Report) is set to report third-quarter 2026 earnings on Nov. 5, after market close. It has an Earnings ESP of +8.78% and a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for KTOS’ earnings is pegged at 21 cents per share. The consensus estimate for its sales is pegged at $473.7 million, indicating year-over-year growth of 36.3%.