BWXT BWX Technologies (BWXT) Q2 FY26 earnings call
BWXT delivered a strong quarter, marked by robust execution and significant strategic moves, including the sale of its medical business to sharpen focus on core nuclear national security and commercial power markets. The company is actively investing in capacity expansion to capitalize on a multi-decade nuclear super cycle, with strong demand for its solutions globally. Management is optimistic about securing new nuclear equipment orders by year-end and sees long-term growth prospects.
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BWXT operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | This call 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.