BWX Technologies(BWXT) ZACKS·2025-02-21 14:11Core Viewpoint - BWX Technologies, Inc. (BWXT) is expected to report its fourth-quarter 2024 results on February 24, with earnings estimated at 82 cents per share, reflecting an 18.8% decline year-over-year, while revenues are projected to increase by 1.7% to 738 million, suggesting a 1.7% increase compared to the previous year [2]. - BWXT has consistently beaten the Zacks Consensus Estimate in the last four quarters, with an average surprise of 9.1% [2]. Group 2: Factors Influencing Performance - The fourth-quarter performance is likely to benefit from strong demand in global security, clean energy, and medical markets, particularly in nuclear power [3]. - BWXT's strong position in the nuclear technology sector, especially with government contracts for defense and naval applications, is expected to drive growth [4]. - Ongoing defense-related projects, such as Pele and DRACO, are anticipated to contribute positively to the company's growth in the fourth quarter [4]. - The naval nuclear propulsion business, along with growth in microreactors and technical services, is expected to enhance fourth-quarter performance [5]. - Strength in the diagnostics portfolio and expansion in cancer therapeutics, including a partnership with North Star for radium-226 processing, may further boost sales [6]. Group 3: Challenges and Headwinds - The shutdown of the Navy Fuel processing facility and the U-metal construction project due to flooding and power outages for three weeks may offset some positive factors [7]. - Macroeconomic challenges and geopolitical tensions are also expected to negatively impact BWXT's fourth-quarter performance [7]. Group 4: Earnings Prediction Model - The current model does not predict a definitive earnings beat for BWX Technologies, as it has a Zacks Rank of 2 but an Earnings ESP of 0.00% [8].