BWXT BWX Technologies (BWXT) Q1 FY26 earnings call
BWX Technologies delivered a strong first quarter, exceeding expectations with significant organic revenue growth and robust adjusted EBITDA and EPS expansion. The company is strategically investing in capacity, including the acquisition of PCG and plans for a new U.S. commercial manufacturing facility, to meet accelerating demand in both defense and commercial nuclear markets. This proactive approach aims to capitalize on unprecedented demand and a record backlog, positioning BWXT for sustained long-term value creation.
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BWXT operating KPIs by quarter
| KPI | This call Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Backlog | $8.7BWe ended the quarter with a backlog of $8.7 billion, up 77% year-over-year and 19% sequentially.Source: earnings call transcript | $8.4BWe ended the quarter with backlog of $8.4 billion, an increase of 40% year-over-year.Source: earnings call transcript | -3.4% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.