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Babcock Earnings Calls
| Release date | May 11, 2026 |
| EPS estimate | -$0.0300 |
| EPS actual | -$0.0100 |
| EPS Surprise | 66.67% |
| Revenue estimate | 149.715M |
| Revenue actual | 214.4M |
| Revenue Surprise | 43.21% |
| Release date | Mar 04, 2026 |
| EPS estimate | -$0.0400 |
| EPS actual | -$0.0500 |
| EPS Surprise | -25.00% |
| Revenue estimate | 155.591M |
| Revenue actual | 161M |
| Revenue Surprise | 3.48% |
| Release date | Nov 04, 2025 |
| EPS estimate | -$0.0867 |
| EPS actual | -$0.0600 |
| EPS Surprise | 30.77% |
| Revenue estimate | 155.6M |
| Revenue actual | 149.011M |
| Revenue Surprise | -4.23% |
| Release date | Aug 11, 2025 |
| EPS estimate | -$0.0600 |
| EPS actual | -$0.100 |
| EPS Surprise | -66.67% |
| Revenue estimate | 149M |
| Revenue actual | 144.054M |
| Revenue Surprise | -3.32% |
Last 4 Quarters for Babcock
Below you can see how BW performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 11, 2025 |
| Price on release | $1.27 |
| EPS estimate | -$0.0600 |
| EPS actual | -$0.100 |
| EPS surprise | -66.67% |
| Date | Price |
|---|---|
| Aug 05, 2025 | $1.21 |
| Aug 06, 2025 | $1.21 |
| Aug 07, 2025 | $1.31 |
| Aug 08, 2025 | $1.32 |
| Aug 11, 2025 | $1.27 |
| Aug 12, 2025 | $1.47 |
| Aug 13, 2025 | $1.55 |
| Aug 14, 2025 | $1.68 |
| Aug 15, 2025 | $1.56 |
| 4 days before | 4.96% |
| 4 days after | 22.83% |
| On release day | 15.75% |
| Change in period | 28.93% |
| Release date | Nov 04, 2025 |
| Price on release | $3.74 |
| EPS estimate | -$0.0867 |
| EPS actual | -$0.0600 |
| EPS surprise | 30.77% |
| Date | Price |
|---|---|
| Oct 29, 2025 | $3.30 |
| Oct 30, 2025 | $3.46 |
| Oct 31, 2025 | $3.61 |
| Nov 03, 2025 | $3.92 |
| Nov 04, 2025 | $3.74 |
| Nov 05, 2025 | $4.80 |
| Nov 06, 2025 | $5.15 |
| Nov 07, 2025 | $5.61 |
| Nov 10, 2025 | $6.90 |
| 4 days before | 13.33% |
| 4 days after | 84.49% |
| On release day | 28.34% |
| Change in period | 109.09% |
| Release date | Mar 04, 2026 |
| Price on release | $11.80 |
| EPS estimate | -$0.0400 |
| EPS actual | -$0.0500 |
| EPS surprise | -25.00% |
| Date | Price |
|---|---|
| Feb 26, 2026 | $9.19 |
| Feb 27, 2026 | $8.86 |
| Mar 02, 2026 | $9.00 |
| Mar 03, 2026 | $8.10 |
| Mar 04, 2026 | $11.80 |
| Mar 05, 2026 | $13.29 |
| Mar 06, 2026 | $13.10 |
| Mar 09, 2026 | $13.49 |
| Mar 10, 2026 | $14.04 |
| 4 days before | 28.40% |
| 4 days after | 18.98% |
| On release day | 12.63% |
| Change in period | 52.77% |
| Release date | May 11, 2026 |
| Price on release | $18.91 |
| EPS estimate | -$0.0300 |
| EPS actual | -$0.0100 |
| EPS surprise | 66.67% |
| Date | Price |
|---|---|
| May 05, 2026 | $15.46 |
| May 06, 2026 | $15.55 |
| May 07, 2026 | $14.86 |
| May 08, 2026 | $14.54 |
| May 11, 2026 | $18.91 |
| May 12, 2026 | $19.75 |
| May 13, 2026 | $19.35 |
| May 14, 2026 | $21.22 |
| May 15, 2026 | $21.85 |
| 4 days before | 22.32% |
| 4 days after | 15.55% |
| On release day | 4.44% |
| Change in period | 41.33% |
Babcock Earnings Call Transcript Summary of Q1 2026
Babcock & Wilcox Enterprises (B&W) delivered a very strong start to 2026 driven by rising demand for power generation from utilities, industrial customers and AI data centers. Q1 revenue was $214.4 million, up 44% year-over-year, and adjusted EBITDA from continuing operations was $16.1 million, a 296% increase versus Q1 2025. Bookings surged to $2.5 billion in the quarter (approximately +1,900% YoY) and backlog rose to $2.7 billion (+483% YoY). The company’s total pipeline expanded to over $14 billion, including more than $2 billion of new AI data center opportunities. B&W highlighted progress on the Base Electron project (manufacturing and turbine fabrication advancing; major construction in 2027–2028) and commercial development of its BrightLoop chemical‑looping technology. Financially, B&W continued deleveraging—paying $15 million of bonds in Q1 and reducing secured debt and unsecured bonds by 87% in the quarter—resulting in net debt of $42.4 million (below 1x trailing 12‑month adjusted EBITDA). GAAP net loss from continuing operations was $79.6 million, driven by $81.8 million of noncash stock‑related charges due to the company’s stock price increase; excluding those items, adjusted net income from continuing operations was $2.2 million. Management reiterated current 2026 guidance but noted potential upside as project timing and bookings evolve.
