Q1: 2026-05-04 Earnings Summary
EPS of $1.12 beats by $0.19
| Revenue of $860.22M (26.08% Y/Y) beats by $21.56M
BWX Technologies, Inc. (BWXT) Q1 2026 Earnings Call May 4, 2026 5:00 PM EDT
Company Participants
Chase Jacobson – Vice President of Investor Relations & Strategic Finance
Rex Geveden – President, CEO & Director
Michael Fitzgerald – Senior VP & CFO
Conference Call Participants
Matthew Akers – BNP Paribas, Research Division
Jeffrey Campbell – Seaport Research Partners
Bob Labick – CJS Securities, Inc.
Peter Skibitski – Alembic Global Advisors
Marc Bianchi – TD Cowen, Research Division
Jeffrey Grampp – Northland Capital Markets, Research Division
Joshua Korn – Wells Fargo Securities, LLC, Research Division
Scott Deuschle – Deutsche Bank AG, Research Division
Jonathan Dorsheimer – William Blair & Company L.L.C., Research Division
Peter Arment – Robert W. Baird & Co. Incorporated, Research Division
Ronald Epstein – BofA Securities, Research Division
Andre Madrid – BTIG, LLC, Research Division
Presentation
Operator
Ladies and gentlemen, welcome to BWX Technologies First Quarter 2026 Earnings Conference Call. [Operator Instructions] I would now like to turn the call over to our host Chase Jacobson, BWXT’s Vice President of Investor Relations. Please go ahead.
Chase Jacobson
Vice President of Investor Relations & Strategic Finance
Thank you. Good evening, and welcome to today’s call. Joining me are Rex Geveden, President and CEO; and Mike Fitzgerald, Senior Vice President and CFO. On today’s call, we will reference the first quarter 2026 earnings presentation that is available on the Investors section of the BWXT website.
We will also discuss certain matters that constitute forward-looking statements. These statements involve risks and uncertainties, including those described in the safe harbor provision found in the investor materials and the company’s SEC filings. We will frequently discuss non-GAAP financial measures, which are reconciled to GAAP measures in the appendix of the earnings presentation that can be found on the Investors section of the BWXT website.
I would now like to turn the call over to Rex.
