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BWX Technologies, Inc. (BWXT) Q4 2025 Earnings Call Transcript

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BWXT reported record 2025 results, exceeding Q4 expectations, with CEO Rex Geveden highlighting strong financial performance during the February 23, 2026 earnings call. The company emphasized forward-looking statements tied to defense and nuclear technology contracts, citing SEC filings for risk factors and non-GAAP financial reconciliations. CFO Michael Fitzgerald joined Geveden to discuss operational milestones, including advancements in nuclear propulsion and reactor systems for government and commercial applications. Analysts from Deutsche Bank, Seaport Research, and Northland Capital questioned growth drivers, with management underscoring backlog strength and R&D investments in quantum-resistant materials. The call confirmed 2026 guidance alignment with prior projections, reinforcing BWXT’s position in high-assurance nuclear and quantum-adjacent defense markets.
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BWX Technologies, Inc. (BWXT) Q4 2025 Earnings Call Transcript

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SA Transcripts158.57K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call BWX Technologies, Inc. (BWXT) Q4 2025 Earnings Call February 23, 2026 5:00 PM EST Company Participants Chase Jacobson - Vice President of Investor Relations & Strategic FinanceRex Geveden - President, CEO & DirectorMichael Fitzgerald - Senior VP, CFO & Chief Accounting Officer Conference Call Participants Scott Deuschle - Deutsche Bank AG, Research DivisionJeffrey Campbell - Seaport Research PartnersJeffrey Grampp - Northland Capital Markets, Research DivisionJonathan Dorsheimer - William Blair & Company L.L.C., Research DivisionJan-Frans Engelbrecht - Robert W. Baird & Co. Incorporated, Research Division Presentation Operator Ladies and gentlemen, welcome to BWX Technologies Fourth Quarter and Full Year 2025 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 JacobsonVice President of Investor Relations & Strategic Finance Thank you, operator. 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 fourth quarter and full year 2025 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. Rex GevedenPresident, CEO & Director Thank you, Chase, and good evening to all of you. We closed out a record 2025 with another strong quarter of results that were ahead of our expectations. For the

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Source: Seeking Alpha