Bwx Technologies, Inc. BWXT
Revenue Intelligence Report • 62 quarters of SEC filing data • Updated 2026-03-15
Bwx Technologies, Inc. has a forecasted full-year revenue of $3.9B, a +22.5% year-over-year change, based on 62 quarters of SEC filing data. Key revenue drivers include SG&A ($9.60 per $1). The ARDL model achieves strong accuracy at 4.8% MAPE.
Investment Thesis
The econometric model achieves strong accuracy (4.8% MAPE), suggesting Bwx Technologies, Inc.'s revenue trajectory is well-characterized by its spending patterns. Each $1 of SG&A spending generates $9.60 in revenue, reflecting strong commercial efficiency.
Next FY Revenue
$3.92B
+22.5% YoY
R&D Multiplier
$-11.53 per $1
SG&A Multiplier
$9.60 per $1
Model Accuracy
4.8% MAPE
Holdout validation: The model predicted $0.9B vs the actual $0.9B — an error of 2.7%.
⚠ Model limitation:
This company shows negative spending multipliers, meaning increases in spending have not directly translated into revenue growth. This typically occurs with commodity-driven companies or hypergrowth companies.
Revenue Forecast
Quarterly Detail
| Quarter | Model Forecast | Actual | 95% Range | YoY Growth | Status |
|---|---|---|---|---|---|
| Q4 2025 | $0.9B | $0.9B | $0.8B – $0.9B | +15.5% | ✓ In range |
| Q2 2026 | $0.9B | $0.8B – $1.0B | +35.8% | ||
| Q3 2026 | $0.9B | $0.8B – $1.1B | +24.2% | ||
| Q4 2026 | $1.0B | $0.9B – $1.1B | +15.9% | ||
| Q1 2027 | $1.0B | $0.9B – $1.2B | +17.3% |
How Spending Drives Revenue
Reading this chart:
Each line shows the cumulative revenue generated per $1 spent over subsequent quarters. The effect builds over 4-5 quarters as investments mature.
Want this analysis for your portfolio?
I build custom revenue intelligence reports for investors and companies using SEC filing data, econometric modeling, and AI-powered insights.
Get in Touch