NYSE$BWXT

BWX Technologies Inc. · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Second quarter results exceeded expectations due to strong organic growth and execution.

BWX Technologies reported strong second quarter results, exceeding expectations with significant organic growth and efficient execution across all business segments. The company has revised its 2024 non-GAAP EPS guidance upwards due to its year-to-date performance and anticipated progress on key contracts.

  • Second quarter revenue reached $681.5 million.
  • Net income for the second quarter was $73.0 million, with an adjusted EBITDA of $126.2 million.
  • Diluted GAAP EPS for the second quarter was $0.79, and non-GAAP EPS was $0.82.
  • 2024 non-GAAP EPS guidance was revised to $3.10-$3.20.

Headline financials

Total Revenue

$681M

Previous: $612M+11.3%
EPS

$0.79

Previous: $0.65+21.5%
Operating cash flow

$65.9M

Previous: $80.6M-18.2%
Capital expenditures

$30.4M

Previous: $39.8M-23.6%
Adjusted EBITDA

$126M

Previous: $107M+17.9%
Dividends paid

$22M

Previous: $21.1M+4.3%
Total backlog

$3.53B

No prior period
Total bookings

$580M

No prior period
Free Cash Flow

$12.1M

Previous: -$11M+210.6%
Net Income

$73M

Previous: $58.6M+24.5%
Operating Income

$98.8M

Previous: $86.7M+14.0%
Gross Profit

$168M

Previous: $141M+19.2%
Cash & Equivalents

$48.3M

Previous: $33.9M+42.8%
Total Assets

$2.84B

Previous: $2.74B+3.7%
R&D Expense

$1.27M

No prior period
Stock-Based Comp

$5.98M

Previous: $4.78M+25.3%

Revenue & EPS history

BWX Technologies · Revenue · Quarterly

$681M

Q2 2024+11.3%vs Q2 2023
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

BWX Technologies · $887M total across 2 segments · Q4 2025

  • Government Operations
    $589M
  • Commercial Operations
    $298M

Forward guidance

BWXT reaffirmed its 2024 guidance for Revenue, Adjusted EBITDA, and Free Cash Flow and narrowed its guidance range for Non-GAAP EPS.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

-0.3%

Avg return

Earnings day

+0.2%

Avg return

5 days after

+0.2%

Avg return

30 days after

55%

36 / 65 earnings

Positive

+12.1%

Q4 2023

Best reaction

-23.1%

Q3 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.1%-5.1%-14.6%
Q4 2025+2.4%+3.8%+3.4%
Q3 2025-7.2%-10.3%-17.4%
Q1 2025-3.7%-3.2%+15.1%
Q4 2024+4.2%+4.1%+1.5%
Q3 2024-4.6%+1.6%+6.5%
Q2 2024-1.2%+3.7%+4.6%
Q1 2024-10.6%-7.6%-6.8%
Q4 2023+12.1%+13.9%+14.2%
Q3 2023+3.5%+2.6%+6.1%
Q2 2023+7.2%+6.4%+7.4%
Q1 2023+2.2%+2.1%-1.5%
Q4 2022+2.5%+2.8%+3.1%
Q3 2022+0.7%+6.7%+4.9%
Q2 2022-1.0%-2.5%-3.8%
Q1 2022-4.4%-3.1%+2.6%
Q4 2021+3.0%+13.1%+25.0%
Q3 2021-6.2%-2.9%-17.5%
Q2 2021-3.9%-6.1%-0.7%
Q1 2021+0.4%-1.4%-5.5%
Q4 2020-1.9%-1.0%+9.2%
Q3 2020+0.8%+0.1%+3.1%
Q2 2020+7.9%+5.2%+4.7%
Q1 2020+4.7%+13.3%+20.0%
Q4 2019-13.4%-21.8%-36.2%
Q3 2019+3.3%+4.5%+2.1%
Q2 2019+10.8%+12.7%+17.3%
Q1 2019-2.7%-1.1%-8.9%
Q4 2018+0.1%-2.4%-9.1%
Q3 2018-23.1%-21.4%-28.8%
Q2 2018-3.9%-6.5%-8.8%
Q1 2018+2.1%+0.4%+1.7%
Q4 2017-2.9%-1.6%-2.0%
Q3 2017-1.6%-0.9%+0.4%
Q2 2017+1.5%+1.3%+1.4%
Q1 2017+0.7%+3.1%-1.2%
Q4 2016+9.5%+12.7%+12.1%
Q3 2016-2.9%-6.5%+0.7%
Q2 2016-0.2%+1.0%+2.8%
Q1 2016+0.9%
Q4 2015+3.6%
Q3 2015+2.0%
Q2 2015+3.9%
Q1 2015-0.4%
Q4 2014+3.7%
Q3 2014+6.1%
Q2 2014-8.1%
Q1 2014+1.6%
Q4 2013-7.1%
Q3 2013+1.0%
Q2 2013+0.5%
Q1 2013-0.5%
Q4 2012+2.6%
Q3 2012-11.1%
Q2 2012+2.3%
Q1 2011+1.7%
Q1 2012+0.7%
Q4 2009-1.7%
Q4 2011-1.7%
Q1 2010-1.7%
Q3 2010+6.6%
Q3 2011+6.6%
Q4 2010-4.1%
Q2 2010-4.1%
Q2 2011-4.1%

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