$BWXT (+1,07%) schlägt die Erwartungen um 5,26%.
EPS:
Estimated $0.85
Reported $1.00 🟢
Revenue:
Estimated $796.3 million
Reported $866.3 million 🟢
- 3Q25 revenues of $866.3 million
- 3Q25 net income of $82.2 million, adjusted EBITDA(1) of $151.1 million
- 3Q25 diluted GAAP EPS of $0.89, non-GAAP(1) EPS of $1.00
- Record backlog of $7.4 billion, up 119% year-over-year, driven by large, multi-year special materials projects
- Raising 2025 non-GAAP EPS(1) guidance to $3.75-$3.80; with adjusted EBITDA(1) at mid-point of prior range and free cash flow at the higher-end
- Introducing preliminary 2026 outlook calling for low-double-digit to low-teen adjusted EBITDA(1) growth and high-single-digit to low-double-digit non-GAAP EPS(1) growth
Der Ausblick ist Positiv aber hört sich etwas gemäßigt an.
“We delivered strong financial results in the third quarter of 2025 including double-digit organic revenue growth and healthy free cash flow,” said Rex D. Geveden president and chief executive officer. “Further, we posted another quarter of robust bookings, driven by large, multi-year special materials contracts highlighting the trust our customers put in BWXT and the power in our differentiating nuclear credentials.”
“The demand environment for nuclear solutions in defense, clean energy, and medical markets is unprecedented,” continued Geveden. “With that demand, we are seeing new opportunities across the market spectrum for BWXT, including for our new business lines at A.O.T. and Kinectrics.”
“We are firmly on track to achieve our financial targets in 2025,” said Geveden. “Our deep backlog and optimistic demand outlook position us well for solid growth in 2026. Our preliminary 2026 outlook calls for low-double-digit to low-teens adjusted EBITDA growth which positions us to meet or exceed our medium-term financial targets.”