BWX Technologies, Inc. (BWXT) Q2 2026 Earnings Call Transcript

SA Transcripts 161.45K Followers Follow BWX Technologies, Inc. ( BWXT ) Q2 2026 Earnings Call August 3, 2026 5:00 PM EDT Company Participants Chase Jacobson - Vice President of Investor Relations & Strategic Finance Rex Geveden - President, CEO & Director Michael Fitzgerald - Senior VP & CFO Conference Call Participants Bob Labick - CJS Securities, Inc. Scott Deuschle - Deutsche Bank AG, Research Division Jeffrey Campbell - Seaport Research Partners Matthew Akers - BNP Paribas, Research Division Tomohiko Sano - JPMorgan Chase & Co, Research Division Peter Skibitski - Alembic Global Advisors Joshua Korn - Wells Fargo Securities, LLC, Research Division Marc Bianchi - TD Cowen, Research Division Mark Shooter - William Blair & Company L.L.C., Research Division Andre Madrid - BTIG, LLC, Research Division Ronald Epstein - BofA Securities, Research Division Presentation Operator Ladies and gentlemen, welcome to BWX Technologies' Second Quarter 2026 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 Jacobson Vice 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 second quarter 2026 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 investment materials in 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 Geveden President, CEO & Director Thank you, Chase, and