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BWX Technologies Lifts 2025 Outlook After Strong Q3 and Record $7.4 Billion Backlog

Lower favorable contract adjustments created near-term margin pressure even as bookings expanded.

Overview

  • Q3 FY25 revenue rose 29% year over year to $866.3 million.
  • Net income increased 18% to $82.2 million, with GAAP EPS up to $0.89 from $0.76.
  • Government operations revenue reached $616.7 million, up 10%, while operating income edged down to $97.4 million due to fewer favorable contract adjustments.
  • Backlog climbed 119% to a record $7.4 billion, supported by multi-year awards including roughly $2.6 billion in July U.S. Naval Nuclear Propulsion Program contracts.
  • Management raised 2025 non-GAAP EPS guidance to $3.75–$3.80 and issued a preliminary 2026 outlook for low-double-digit to low-teens adjusted EBITDA growth.