Every 8-K that BWX Technologies, Inc. (BWXT) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow BWXT and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BWXT filings page.
BWX Technologies reported strong second quarter 2026 results, with revenue of $901.6 million, up 18% year over year, and GAAP net income of $89.1 million, up 14%. GAAP diluted EPS rose to $0.97, non-GAAP EPS to $1.07, and consolidated adjusted EBITDA reached $155.5 million, a 7% increase. Commercial Operations revenue grew 72% to $302.5 million, while Government Operations revenue increased 2% to $601.3 million. Free cash flow was $115.0 million versus $126.3 million a year earlier, reflecting higher capital expenditures.
The company announced the sale of its medical business to sharpen focus on nuclear national defense and commercial nuclear power, and closed the acquisition of Precision Components Group on July 1, 2026, adding a U.S. commercial nuclear manufacturing footprint. Total backlog increased to 8,398,081 (in thousands) from 6,015,191 (in thousands) a year earlier. Reflecting a strong first half and the PCG contribution, BWXT raised 2026 guidance to revenue of approximately $3,800 million, adjusted EBITDA of $662–$672 million, non-GAAP EPS of $4.70–$4.80, and free cash flow of $345–$360 million. The board declared a quarterly dividend of $0.27 per share payable September 4, 2026.
BWX Technologies, Inc. reported results from its April 30, 2026 annual meeting of stockholders. Shareholders elected ten directors to one-year terms ending at the 2027 annual meeting, with each nominee receiving substantially more votes for than against.
Stockholders also cast an advisory vote approving 2025 compensation for the company’s named executive officers and ratified the appointment of Deloitte & Touche LLP as independent registered public accounting firm for the year ending December 31, 2026.
BWX Technologies reported strong first quarter 2026 results, with revenue up 26% year over year to $860.2 million. GAAP net income rose to $91.2 million, while adjusted EBITDA increased 14% to $148.0 million, showing improved profitability.
Diluted GAAP EPS grew to $0.99 and non-GAAP EPS to $1.12, gains of 21% and 22% respectively. Commercial Operations revenue more than doubled, and consolidated free cash flow jumped to $50.1 million. The company announced the acquisition of Precision Components Group and raised its 2026 guidance for revenue, adjusted EBITDA, non-GAAP EPS, and free cash flow, supported by a total backlog of $8.65 billion.
BWX Technologies reported strong fourth quarter and full year 2025 results and issued upbeat 2026 guidance. Full year 2025 revenue reached $3.20 billion, up 18%, with GAAP diluted EPS of $3.58, non-GAAP EPS of $4.01, net income of $329.9 million and adjusted EBITDA of $574.3 million.
Free cash flow for 2025 was $295.3 million, while year-end backlog climbed to $7.3 billion, a 50% increase driven by large multi-year naval propulsion, special materials and commercial nuclear awards. For 2026, BWXT targets non-GAAP EPS of $4.55–$4.70, adjusted EBITDA of $645–$660 million and free cash flow of $305–$320 million.
BWX Technologies, Inc. expanded its Board of Directors from nine to ten members and appointed Dan Jablonsky as a director effective March 2, 2026, with an initial term running until the 2026 annual shareholder meeting.
Jablonsky will receive compensation under BWXT’s standard non-employee director program, which the Board previously amended to provide an annual equity award of $165,000 for all non-employee directors. He will serve on the Audit and Finance Committee, and the Board determined he qualifies as an SEC-defined “audit committee financial expert” and is independent under New York Stock Exchange listing standards.
The company notes he has no related-party interests requiring disclosure and no appointment arrangements with other parties. BWXT highlights his leadership experience in space and defense, including prior CEO roles at Ursa Major and Maxar Technologies, and emphasizes his strategic fit as the company pursues growth in space and defense markets.
BWX Technologies issued $1.25 billion aggregate principal amount of 0% Convertible Senior Notes due 2030, guaranteed by certain subsidiaries and sold to institutional buyers under Rule 144A. The notes initially convert at 3.8094 shares per $1,000 (conversion price about $262.51) and may be redeemed by the company on or after November 6, 2028 if price and tradability conditions are met, including the stock trading above 130% of the conversion price. Make‑whole and fundamental change provisions apply, with a maximum make‑whole conversion rate of 5.0474 shares per $1,000.
To mitigate potential dilution, BWXT entered into capped call transactions covering the shares underlying the notes with an initial cap price of $396.24 per share (100% above the $198.12 last sale on November 5, 2025). The company also put in place a $1.25 billion senior secured revolving credit facility maturing in 2030; as of November 10, 2025, there were no borrowings outstanding and $1.25 billion remained available, excluding $1.4 million in undrawn letters of credit.
BWX Technologies announced plans to commence, subject to market conditions and other factors, a private offering of $1.0 billion aggregate principal amount of convertible senior notes due 2030 to qualified institutional buyers under Rule 144A. The notes will be guaranteed by the Company’s present and future direct and indirect wholly owned domestic subsidiaries that guarantee its existing and future capital markets indebtedness.
Concurrently with the closing of the notes offering, BWXT expects to enter into a Second Amended and Restated Credit Agreement providing a five-year $1.25 billion senior secured revolving credit facility, with Wells Fargo Bank, National Association as administrative agent. The facility will be secured by first-priority liens on certain assets of the Company and guarantors, excluding subsidiaries comprising a portion of the Government Operations segment. Entry into the new credit facility is subject to prevailing market conditions, and the notes offering is not conditioned on the facility closing.
BWX Technologies announced that Ronald O. Whitford, Jr., Senior Vice President, General Counsel, Chief Compliance Officer and Corporate Secretary, stepped down from these roles and as an executive officer effective November 4, 2025. The company stated his decision is not related to any legal issue or any disagreement with BWXT’s operations, policies or practices.
Whitford will remain employed as Special Advisor to the CEO during a transition period, and BWXT expects to appoint a successor within the coming week. During the transition, he is expected to receive his base salary and is entitled to benefits consistent with a termination without cause under BWXT’s Executive Severance Plan, as described in the company’s March 19, 2025 proxy statement. The announcement outlines continuity measures while the company completes the leadership handoff.
BWX Technologies furnished a Form 8‑K under Item 2.02 announcing its financial results for the third quarter ended September 30, 2025, and made available an earnings press release as Exhibit 99.1.
The company states the Item 2.02 information, including Exhibit 99.1, is furnished and not filed under the Exchange Act, is not subject to Section 18 liabilities, and is incorporated by reference only if specifically referenced in future filings.