Earnings To Watch: BWX (BWXT) Reports Q4 Results Tomorrow

Earnings To Watch: BWX (BWXT) Reports Q4 Results Tomorrow

Adam Hejl

Sun, February 22, 2026 at 12:05 PM GMT+9 2 min read

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BWXT

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Aerospace and defense company BWX (NYSE:BWXT) will be reporting earnings this Monday after market hours. Here’s what to look for.

BWX beat analysts’ revenue expectations last quarter, reporting revenues of $866.3 million, up 28.9% year on year. It was a very strong quarter for the company, with a solid beat of analysts’ adjusted operating income estimates and an impressive beat of analysts’ revenue estimates.

Is BWX a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, the market is expecting BWX’s revenue to grow 12.7% year on year, improving from the 2.9% increase it recorded in the same quarter last year.

BWX Total Revenue

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. BWX has a history of exceeding Wall Street’s expectations.

Looking at BWX’s peers in the defense contractors segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Mercury Systems delivered year-on-year revenue growth of 4.4%, beating analysts’ expectations by 10.4%, and Leidos reported a revenue decline of 3.6%, falling short of estimates by 2.5%. Mercury Systems traded down 22.3% following the results while Leidos was also down 2.7%.

Read our full analysis of Mercury Systems’s results here and Leidos’s results here.

There has been positive sentiment among investors in the defense contractors segment, with share prices up 6.7% on average over the last month. BWX’s stock price was unchanged during the same time and is heading into earnings with an average analyst price target of $224.44 (compared to the current share price of $206.50).

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