$BWXT (BWX Technologies) — 8-K: BWXT Q3 FY26: Adj EPS $1.26 Beats Street by $0.07 (+5.9%); Revenue $953M +10% YoY

Adjusted EPS of $1.26 topped the $1.19 consensus by $0.07 (+5.9%), with GAAP diluted EPS at $1.11. Revenue came in at $953M, up 10.0% YoY, as Commercial Operations revenue rose 25% on growth in commercial nuclear components, services and medical, while Government Operations grew 4% on special materials and advanced nuclear, partially offset by lower naval propulsion volume. FY2026 non-GAAP EPS guidance was tightened to $4.72-$4.77 (from $4.70-$4.80) on reaffirmed revenue of $3.8B.

Adjusted EPS of $1.26 topped the $1.19 consensus by $0.07 (+5.9%), with GAAP diluted EPS at $1.11. Revenue came in at $953M, up 10.0% YoY, as Commercial Operations revenue rose 25% on growth in commer