Shares of BWX Technologies Inc (BWXT) are soaring 16% in Tuesday's pre-market trading following the company's impressive second-quarter earnings report and upward revision of its full-year guidance. The nuclear components and services provider significantly outperformed market expectations, demonstrating robust financial performance and growth prospects.

For the second quarter of 2025, BWX Technologies reported adjusted earnings per share (EPS) of $1.02, handily beating the analyst consensus estimate of $0.79 by 29%. This represents a substantial 24% increase from the same period last year. Revenue for the quarter came in at $764.0 million, surpassing analyst expectations of $711.1 million by 7.4% and marking a 12% year-over-year growth.

Adding to the positive sentiment, BWX Technologies raised its outlook for the full fiscal year 2025. The company now expects adjusted EPS in the range of $3.65 to $3.75, up from the previous guidance of $3.40 to $3.55. Revenue guidance was also increased to approximately $3.1 billion, up from the earlier projection of about $3.0 billion. A key highlight of the quarterly report was the company's record order backlog, which grew by an impressive 70.2% year-over-year, providing strong visibility for future revenue and underscoring the robust demand for BWX Technologies' products and services in the nuclear sector.