Sign In
Buy BW-PA
Babcock & Wilcox Enterprises Earnings Calls
| Release date | May 11, 2026 |
| EPS estimate | -$0.0369 |
| EPS actual | -$0.600 |
| EPS Surprise | -1,526.02% |
| Revenue estimate | 149.715M |
| Revenue actual | 214.414M |
| Revenue Surprise | 43.21% |
| Release date | Mar 04, 2026 |
| EPS estimate | -$0.0762 |
| EPS actual | -$0.0500 |
| EPS Surprise | 34.41% |
| Revenue estimate | 155.591M |
| Revenue actual | 161M |
| Revenue Surprise | 3.48% |
| Release date | Nov 04, 2025 |
| EPS estimate | -$0.0867 |
| EPS actual | $0.341 |
| EPS Surprise | 493.22% |
| Revenue estimate | 155.567M |
| Revenue actual | 149M |
| Revenue Surprise | -4.22% |
| Release date | Aug 11, 2025 |
| EPS estimate | -$0.0900 |
| EPS actual | -$0.593 |
| EPS Surprise | -558.34% |
| Revenue estimate | 162.1M |
| Revenue actual | 144.054M |
| Revenue Surprise | -11.13% |
Last 4 Quarters for Babcock & Wilcox Enterprises
Below you can see how BW-PA 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 | $9.59 |
| EPS estimate | -$0.0900 |
| EPS actual | -$0.593 |
| EPS surprise | -558.34% |
| Date | Price |
|---|---|
| Aug 05, 2025 | $10.10 |
| Aug 06, 2025 | $10.00 |
| Aug 07, 2025 | $10.16 |
| Aug 08, 2025 | $10.20 |
| Aug 11, 2025 | $9.59 |
| Aug 12, 2025 | $12.68 |
| Aug 13, 2025 | $12.71 |
| Aug 14, 2025 | $12.73 |
| Aug 15, 2025 | $12.30 |
| 4 days before | -5.04% |
| 4 days after | 28.26% |
| On release day | 32.22% |
| Change in period | 21.80% |
| Release date | Nov 04, 2025 |
| Price on release | $14.74 |
| EPS estimate | -$0.0867 |
| EPS actual | $0.341 |
| EPS surprise | 493.22% |
| Date | Price |
|---|---|
| Oct 29, 2025 | $14.72 |
| Oct 30, 2025 | $14.67 |
| Oct 31, 2025 | $14.64 |
| Nov 03, 2025 | $14.99 |
| Nov 04, 2025 | $14.74 |
| Nov 05, 2025 | $17.30 |
| Nov 06, 2025 | $17.43 |
| Nov 07, 2025 | $18.00 |
| Nov 10, 2025 | $18.95 |
| 4 days before | 0.136% |
| 4 days after | 28.56% |
| On release day | 17.37% |
| Change in period | 28.74% |
| Release date | Mar 04, 2026 |
| Price on release | $20.24 |
| EPS estimate | -$0.0762 |
| EPS actual | -$0.0500 |
| EPS surprise | 34.41% |
| Date | Price |
|---|---|
| Feb 26, 2026 | $19.55 |
| Feb 27, 2026 | $19.55 |
| Mar 02, 2026 | $19.55 |
| Mar 03, 2026 | $19.52 |
| Mar 04, 2026 | $20.24 |
| Mar 05, 2026 | $21.06 |
| Mar 06, 2026 | $20.92 |
| Mar 09, 2026 | $20.82 |
| Mar 10, 2026 | $20.79 |
| 4 days before | 3.53% |
| 4 days after | 2.72% |
| On release day | 4.05% |
| Change in period | 6.34% |
| Release date | May 11, 2026 |
| Price on release | $22.71 |
| EPS estimate | -$0.0369 |
| EPS actual | -$0.600 |
| EPS surprise | -1,526.02% |
| Date | Price |
|---|---|
| May 05, 2026 | $21.47 |
| May 06, 2026 | $21.58 |
| May 07, 2026 | $21.46 |
| May 08, 2026 | $21.81 |
| May 11, 2026 | $22.71 |
| May 12, 2026 | $22.78 |
| May 13, 2026 | $23.07 |
| May 14, 2026 | $22.62 |
| May 15, 2026 | $22.66 |
| 4 days before | 5.78% |
| 4 days after | -0.220% |
| On release day | 0.308% |
| Change in period | 5.54% |
Babcock & Wilcox Enterprises Earnings Call Transcript Summary of Q1 2026
Babcock & Wilcox Enterprises reported a strong start to 2026 with revenue of $214.4 million (up 44% year-over-year) and adjusted EBITDA of $16.1 million (up 296% year-over-year), beating company and street expectations. Momentum was driven by elevated demand for power generation from utilities, industrials and AI data centers, stronger parts & services activity, and early contributions from the Base Electron project. The company’s pipeline expanded to over $14 billion (including new AI data center opportunities), bookings in Q1 surged to $2.5 billion (≈+1,900% YoY) and backlog rose to $2.7 billion (≈+483% YoY). Management highlighted progress on Base Electron manufacturing and turbine work, ongoing discussions with hyperscalers and utilities for additional AI data center projects, and continued development of BrightLoop chemical looping technology. B&W materially reduced secured and unsecured debt in the quarter (net debt $42.4 million), has cash and restricted cash of $194.8 million, and expects to retire remaining December 2026 bonds. GAAP net loss widened to $79.6 million in Q1 due primarily to a noncash $81.8 million warrant/stock-related charge tied to the share price increase; on an adjusted basis, continuing operations produced $2.2 million of net income. Management maintained full-year guidance but noted potential upside if project timing accelerates.
