Babcock (NYSE:BW) Issues Quarterly Earnings Results

Posted by on Aug 10th, 2026

Babcock (NYSE:BW – Get Free Report) issued its quarterly earnings results on Monday. The technology company reported $0.07 earnings per share for the quarter, topping the consensus estimate of $0.02 by $0.05, FiscalAI reports. The business had revenue of $319.69 million for the quarter, compared to analysts’ expectations of $196.95 million.

Here are the key takeaways from Babcock’s conference call:

  • Strong quarterly results and raised guidance: Second-quarter revenue rose 130% year over year to $319.7 million, while adjusted EBITDA increased to $21.8 million. Management raised its full-year 2026 adjusted EBITDA target range to $80 million–$105 million.
  • Bookings and backlog expanded sharply: First-half bookings reached $2.7 billion, up more than 1,058% year over year, and second-quarter backlog increased 533% to $2.6 billion, driven by core business growth and the Base Electron project.
  • Data-center power opportunity continues to build: B&W’s pipeline exceeds $14 billion and includes 4–6 gigawatts of potential power-generation projects. The Base Electron project is ahead of schedule and on budget, while a second data-center project could receive full notice to proceed this year.
  • Debt reduction and shareholder returns: The company announced plans to repurchase its remaining $61.8 million of December 2026 bonds, and the board authorized up to $50 million in share repurchases.
  • Skilled-labor shortages pressured costs: A shortage of qualified U.S. workers, particularly welders and electricians, reduced efficiency and increased direct costs on one construction project during the quarter. Management is addressing the issue through union incentives, recruiting, training, rehires, and delayed retirements.

Babcock Stock Performance

Shares of BW traded down $0.41 during mid-day trading on Monday, reaching $8.96. The stock had a trading volume of 6,701,380 shares, compared to its average volume of 3,854,411. The business has a fifty day moving average of $12.93 and a 200 day moving average of $13.63. The firm has a market cap of $1.33 billion, a price-to-earnings ratio of -10.18 and a beta of 1.22. Babcock has a 12 month low of $1.17 and a 12 month high of $22.03.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of BW. Gendell Jeffrey L boosted its holdings in Babcock by 6.2% in the 4th quarter. Gendell Jeffrey L now owns 5,046,068 shares of the technology company’s stock worth $31,992,000 after buying an additional 293,245 shares during the period. Legal & General Group Plc bought a new stake in Babcock during the third quarter valued at about $14,086,000. Vanguard Group Inc. raised its holdings in Babcock by 54.3% during the third quarter. Vanguard Group Inc. now owns 4,423,243 shares of the technology company’s stock valued at $12,827,000 after acquiring an additional 1,556,692 shares during the period. Marshall Wace LLP lifted its position in shares of Babcock by 42.4% in the fourth quarter. Marshall Wace LLP now owns 3,371,134 shares of the technology company’s stock valued at $21,373,000 after acquiring an additional 1,004,533 shares in the last quarter. Finally, Geode Capital Management LLC lifted its position in shares of Babcock by 18.9% in the fourth quarter. Geode Capital Management LLC now owns 931,668 shares of the technology company’s stock valued at $5,909,000 after acquiring an additional 147,986 shares in the last quarter. Institutional investors own 83.17% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on BW. Northland Securities set a $23.00 target price on Babcock in a report on Tuesday, May 12th. Wall Street Zen cut Babcock from a “buy” rating to a “hold” rating in a research report on Saturday, May 16th. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Babcock in a research note on Friday, July 17th. Three research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $14.25.

Check Out Our Latest Stock Analysis on BW

Babcock Company Profile

(Get Free Report)

Babcock & Wilcox Enterprises, Inc (NYSE: BW) is a specialized provider of energy and environmental technologies and services serving power generation and heavy industrial markets. The company designs, manufactures and maintains critical components and systems that support the safe and efficient operation of both fossil-fuel and renewable power facilities. Its core offerings include industrial and utility boilers, environmental control systems for emissions reduction, and aftermarket support services ranging from inspection and maintenance to spare parts management.

In addition to its boiler and emissions control portfolio, Babcock & Wilcox Enterprises delivers lifecycle solutions aimed at enhancing plant performance and compliance.

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Earnings History for Babcock (NYSE:BW)

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