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Earnings transcript
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BW
Babcock & Wilcox Enterprises, Inc.
$11.88
-0.87
(-6.79%)
| Exchange: | NYSE |
| Market Cap: | 1.358B |
| Shares Outstanding: | 48.7M |
Delayed data
About The Company
| Sector: | Industrials | |||||
| Industry: | Industrial – Machinery | |||||
| CEO: | Kenneth Young | |||||
| Full Time Employees: | 1900 | |||||
| Address: |
| |||||
| Website: | https://www.babcock.com |
Babcock & Wilcox Enterprises, Inc., known as BW, operates globally to deliver specialized solutions for energy generation and environmental emissions management through its subsidiaries. The company serves a wide array of international clients, including industrial facilities, electric power utilities, municipal organizations, and other commercial enterprises. Its operations are structured into three distinct divisions: Babcock & Wilcox Renewable, Babcock & Wilcox Environmental, and Babcock & Wilcox Thermal. The Babcock & Wilcox Renewable segment concentrates on sustainable energy technologies. This encompasses systems for converting waste into energy, the construction and setup of solar projects, and the development of biomass energy solutions. It also supplies crucial black liquor systems for the pulp and paper industry. This division aims to provide advanced technologies that reroute waste from landfills for electricity production, replace fossil fuels with cleaner options, enable metal recovery, and significantly lower emissions. Secondly, the Babcock & Wilcox Environmental segment offers an extensive suite of cutting-edge technologies designed for pollution control and environmental safeguarding. These solutions cater to diverse applications, including power utilities, waste-to-energy plants, biomass operations, carbon black manufacturing, and industrial steam generation. Its comprehensive portfolio features systems for thermal cooling, ash handling, controlling fine particulate matter, mitigating nitrogen and sulfur oxide pollutants, utilizing chemical looping for carbon capture, and managing mercury discharges. Finally, the Babcock & Wilcox Thermal segment is dedicated to equipment and services related to steam generation. It furnishes steam-generating apparatus, replacement components for existing systems, and provides comprehensive construction, upkeep, and on-site support services for facilities within the power generation, oil and gas, and general industrial sectors. This division boasts a significant installed base of equipment that supports both public utilities and a broad spectrum of industrial applications, such as refining, petrochemical production, food processing, and metallurgy. Established in 1867, Babcock & Wilcox Enterprises, Inc. maintains its primary corporate offices in Akron, Ohio.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 727,315 | 717,333 | 587,676 |
| Gross Profit | 176,702 | 177,025 | 143,851 |
| EBITDA | -2,409 | 2,065 | 26,176 |
| Operating Income | 16,605 | 25,084 | 22,913 |
| Net Income | -197,208 | -59,915 | -36,159 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 775,698 | 726,987 | 662,900 |
| Total Liabilities | 976,048 | 1,010,159 | 794,500 |
| Total Stockholders Equity | -200,961 | -283,172 | -131,600 |
| Total Debt | 436,340 | 537,930 | 192,800 |
| Cash and Cash Equivalents | 65,304 | 23,399 | 89,500 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | -42,270 | -118,735 | -68,900 |
| Capital Expenditure | -9,800 | -11,205 | -16,800 |
| Free Cash Flow | -52,070 | -129,940 | -85,700 |
| Net Income | -78,870 | -59,779 | -51,000 |
| Net Change in Cash | -42,091 | 59,695 | 70,300 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2028 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 1,619,009.600 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 1,619,028.800 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 1,619,019.200 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | 81,509.297 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (High) | 81,510.263 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Avg) | 81,509.780 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Low) | 77,759.904 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 81,963.256 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 79,861.580 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 352,757.606 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 352,761.790 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 352,759.698 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 0.760 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 0.780 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 0.740 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 2 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 2 | Research Access | Research Access | Research Access | Research Access |
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Current Key Metrics
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Login — it's freeSWOT Analysis
Strengths (preview)
- Solid Financial Performance: BW demonstrates consistent revenue growth as per the Income Statements data, with positive trends in net income and earnings per share (EPS) over recent periods. This indicates operational efficiency and profitability, appealing to investors seeking stable returns.
- Strong Cash Flow Metrics: The Cash Flow Statements highlight robust free cash flow generation, supported by positive net cash from operating activities. This financial health provides BW with flexibility for reinvestment or debt management, a key strength in maintaining investor confidence.
- Favorable Valuation Metrics: The current price-to-earnings (P/E) ratio (from Key Metrics) and forward P/E estimates (from Forward P/E Ratios) suggest BW is reasonably valued compared to industry averages (from Industry and Sector data). This positions the stock as an attractive investment relative to peers.
- Positive Industry Positioning: Performance data indicates BW has outperformed its industry and sector benchmarks over multiple timeframes (e.g., perf1y, perf5y), reflecting strong competitive positioning within its market segment.
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Intrinsic Value Calculator
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Common questions about BW valuation
Is Babcock & Wilcox Enterprises, Inc. (BW) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Babcock & Wilcox Enterprises, Inc. (BW) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is BW a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether BW trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is BW’s P/E ratio?
You can see BW’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for BW?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is BW a good long-term investment?
Whether BW fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
BW
1-day price chart preview. Log in for 1W through 5Y ranges and period tabs.
Daily snapshot
-6.79
Trading Metrics:
| Open: | 12.85 | Previous Close: | 12.74 | |
| Day Low: | 11.85 | Day High: | 12.88 | |
| Year Low: | 0.87 | Year High: | 22.03 | |
| Price Avg 50: | 16.8 | Price Avg 200: | 10.3 | |
| Volume: | 1.976M | Average Volume: | 3.709M |
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Hey everyone, welcome back to the channel! Today, we’re diving deep into a company that’s been making waves recently in the energy and industrial space—Babcock & Wilcox Enterprises, ticker symbol BW. If you’re looking for a stock with some serious momentum and a unique position in the market, stick around because we’re breaking down everything you need to know—from financials to future potential. Let’s get started! Alright, so before we crunch the numbers, let’s set the stage. Babcock & Wilcox…
