BWX Technologies Raises 2025 Guidance After Q1 Beat

BWX Technologies (NYSE: BWXT) reported strong first quarter 2025 results, with revenue up 13% year-over-year to $682.3 million and non-GAAP EPS of $0.91, beating analyst expectations. Growth was driven by both Government and Commercial Operations, with government contracts for naval nuclear components playing a key role. Operating income rose and free cash flow improved, signaling enhanced operational efficiency. Management reaffirmed full-year guidance, projecting 2025 revenues at $3 billion and adjusted EPS between $3.40 and $3.55. Despite a slight decline in operating margin, BWXT has consistently surpassed consensus estimates, contributing to an increase in its stock price during aftermarket trading. The company's strong financial health and positive earnings outlook reinforce its leadership in the nuclear technology sector.