Brief: Babcock & Wilcox Enterprises Q2 EPS USD -0.63

Babcock & Wilcox Enterprises

11/08/2025 21:15

Overview

Babcock & Wilcox Q2 revenue of $144.1 mln missed analyst expectations

Adjusted EBITDA of $21.6 mln exceeded street expectations by 76%

Outlook

Company expects strong demand for base-load generation technologies

Babcock & Wilcox sees growth in Global Parts & Services business

Result Drivers

GLOBAL PARTS & SERVICES - 31% revenue increase driven by demand from AI and data centers

BACKLOG INCREASE - 49% rise in backlog due to higher demand for Thermal projects

OPERATING INCOME - Improved operating income attributed to lower project volume and costs

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Miss
$144.10 mln
$174 mln (3 Analysts)
Q2 EPS
-$0.63
Q2 Net Income
-$58.50 mln
Q2 Operating Income
$8.10 mln
Q2 Pretax Profit
-$2.20 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the heavy electrical equipment peer group is "buy."

Wall Street's median 12-month price target for Babcock & Wilcox Enterprises Inc is $1.50, about 12% above its August 8 closing price of $1.32

Press Release: ID:nBw27kwvTa

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)