Babcock BW

6.27 0.10 1.62% as of 25 Sep
Market cap
$931.0M
P/E
0.0×
Insider Buys alert about insiders buying in the last 12 month

Insider Decisions

Total buys 0.28
Total sells 10.40
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — 2 — — — 2 — — — — 2 —
Sell — — — — 1 — — — — — — —
Insider Ownership 0.00%

Capital & Financial Ratios

Market Cap 931.03
Revenue 834.35
Net Income (75.15)
Free Cash Flow 158.10
Net Debt (45.45)
Current Ratio 1.45
Debt/Equity 5.28
P/E ratio 0.00
P/S ratio 1.07
P/B ratio 15.58
Past 5Y EPS Growth 17.83%
This Y EPS Growth 132.22%
Next Y EPS Growth 194.25%
Next 5Y EPS Growth 6.99%
in millions of $

Dividends

Payout Ratio 0.00
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2025 Powerpack
2024 Powerpack
2023 Powerpack
2022 Powerpack
2021 Powerpack
2020 Powerpack
2019 Powerpack
2017 Powerpack
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 44 118 174 348
Receivables 101 92 118 171
Inventory 98 58 61 61
Other 255 286 117 146
498 553 471 725
2023 2024 2025 Q'26
Payables 83 88 69 170
ST’ Debt 6 125 67 62
Other 138 98 — 137
350 407 387 500
in millions of $

Compound Annual Growth

10y 5y 3y
Sales (10.37%) 0.74% (1.20%)
Cash Flow 0.00% 0.00% 0.00%
Earnings 0.00% 0.00% 0.00%
Book Value 0.00% 0.00% 0.00%

Revenue

Mar Jun Sep Dec Year
’26 214 320 — — —
’25 149 139 149 151 588
’24 164 151 153 113 581
’23 241 292 239 — 587
’22 204 221 212 (27) 609
’21 168 203 160 180 711
’20 149 135 133 150 566
in millions of $ · fiscal quarters ending in the months shown
value withheld pending a data check

Operating Cash Flow

Mar Jun Sep Dec Year
’26 18 (17) — — —
’25 (8) (25) (32) (3) (69)
’24 (15) (12) (69) (23) (119)
’23 (13) (9) (28) 8 (42)
’22 (42) (22) (4) 37 (31)
’21 (54) (32) (22) (3) (111)
’20 (35) (14) (18) 26 (41)
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 11 (24) — — —
’25 (13) (28) (38) 209 131
’24 (18) (16) (72) 97 (9)
’23 (15) (13) (33) 9 (52)
’22 (43) (23) (10) 32 (44)
’21 (55) (33) (24) (6) (118)
’20 (38) (13) (19) 21 (49)
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 (0.60) 0.07 — — —
’25 (0.26) (0.63) 0.30 0.05 (0.48)
’24 (0.23) 0.24 (0.10) (0.71) (0.82)
’23 (0.18) (0.10) (1.35) (0.74) (2.38)
’22 (0.14) (0.07) (0.24) 0.02 (0.43)
’21 (0.22) 0.02 0.11 0.30 0.26
’20 (0.68) (0.39) 0.69 0.09 (0.21)
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
129.00 16.10 3.30 1.94 0.77 3.19 3.89 0.96 0.75 0.22

Analyst estimates 2026–2028

Powerpack
Low Price
239.90 175.00 76.60 8.18 5.16 10.37 9.48 6.83 2.99 7.77
High Price
5,000 4,800 4,000 2,400 2,100 1,800 2,163 2,250 1,950 1,650
Employees
0 0 0 0 0 0 0 0 0 0
Revenue/Emp
1,421 1,341 1,062 859 566 711 609 587 581 588
Revenue
9.73% 1.81% (12.20%) 18.65% 29.29% 24.62% 23.81% 20.68% 21.81% 24.48%
Gross Margin
(120) (318) (556) (124) (4) 27 (5) (104) (91) (25)
EBT
(8.42%) (23.67%) (52.32%) (14.49%) (0.69%) 3.84% (0.84%) (17.64%) (15.74%) (4.18%)
EBT Margin
(115) (379) (725) (129) (10) 29 (14) (109) (104) (33)
Net Income
41 47 58 85 35 28 30 28 25 14
Depreciation
283.46 285.81 76.82 27.26 11.63 8.63 6.91 6.60 6.34 5.57
Revenue/Sh
(23.10) (80.90) (52.71) (3.87) (0.21) 0.26 (0.43) (2.38) (0.82) (0.48)
Earnings/Sh
0.45 (40.45) (20.38) (5.59) (0.84) (1.35) (0.35) (0.47) (1.29) (0.65)
Cash Flow/Sh
(4.48) (3.04) (0.40) 0.12 (0.17) (0.08) (0.15) (0.11) 1.20 1.89
Capex/Sh
(4.02) (43.49) (20.78) (5.48) (1.01) (1.43) (0.50) (0.58) (0.10) 1.24
Free CF/Sh
111.90 40.63 (20.05) (9.36) (6.79) 0.71 (0.02) (2.25) (3.09) (1.25)
Book Value/Sh
5 5 14 32 49 82 88 89 92 105
Shares
0.00 0.00 0.00 0.00 0.00 41.00 0.00 0.00 0.00 0.00
PE Ratio
0.59 0.20 0.05 0.13 0.30 1.05 0.81 0.22 0.26 1.14
PS Ratio
1.50 1.43 0.00 0.00 0.00 12.69 0.00 0.00 0.00 0.00
PB Ratio
0.52 0.35 0.36 0.43 0.86 1.25 1.29 0.84 0.92 1.43
EV/Sales
(36.88) (2.28) (1.32) (2.15) (9.89) (7.52) (17.86) (9.46) (59.25) 6.44
EV/FCF
2 (190) (282) (176) (41) (111) (31) (42) (119) (69)
Op' Cash Flow
(22) (14) (5) 4 (8) (7) (13) (10) 110 199
Capex
(20) (204) (287) (173) (49) (118) (44) (52) (9) 131
FCF
160 (12) (162) (190) 125 329 186 147 147 84
Working Cap'
24 264 176 313 382 370 380 406 502 264
Total Debt
(100) 194 116 256 315 143 288 362 385 90
Net Debt
561 191 (277) (295) (331) 59 (2) (200) (283) (132)
Sh' Equity
(7.25%) (26.64%) (70.15%) (17.78%) (1.68%) 2.88% (4.07%) (24.70%) (9.95%) (7.34%)
ROA
(14.90%) (51.41%) 0.00% 0.00% 0.00% 6.02% (0.25%) (7.76%) (3.89%) 0.00%
ROIC
(17.66%) (101.06%) 1,675.16% 42.63% 3.30% (15.98%) (133.81%) 209.35% 30.92% 24.59%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Babcock (BW) key facts

  • Babcock (BW) is a Specialty Industrial Machinery company in the Industrials sector, listed on the New York Stock Exchange.
  • As of September 25, 2026, BW traded at $6.27, a market capitalization of $931.0 million.
  • Return on equity was 24.6% and debt-to-equity 5.28.

Source: company filings (standardised) and stockrow calculations.

Babcock (BW) Latest News

News by impact score

Fine-tune

10 Sep

3

Babcock & Wilcox receives award to begin work on approximately $130 million air quality control project. $130 million contract win supports revenue growth without shifting overall company trajectory.

20 Aug

4

Babcock & Wilcox has identified an AI opportunity tied to its legacy power operations that could drive new growth. AI initiative in core power business signals major strategic shift likely to alter company trajectory and investor view.

17 Aug

3 transcript

B&W held Q2 2026 earnings call covering financial results, guidance and operational updates. Quarterly earnings data and guidance typically produce moderate shifts in valuation and sentiment.

12 Aug

3

Babcock & Wilcox Enterprises returned to profit, prompting assessment of whether the stock remains a bargain. Return to profitability signals improved results that could moderately shift market views on BW valuation.

11 Aug

4

Babcock & Wilcox secures 1 GW of Siemens steam turbines for FastPower projects. 1 GW turbine supply deal expands FastPower project capacity and supports revenue growth.

4

Babcock & Wilcox signed an agreement with Siemens Energy to commence work on 20 steam turbines for data center power generation. Contract for 20 turbines with Siemens Energy opens major revenue stream in expanding data center power market.

4

Babcock & Wilcox shares surged 40.5% after Q2 results beat expectations and the company raised its guidance. Q2 earnings beat combined with raised guidance signals stronger operations that can lift future stock performance and sentiment.

4 transcript

Babcock & Wilcox Enterprises Inc reported surging revenue during its Q2 2026 earnings call. Revenue surge in Q2 2026 earnings signals strong financial performance likely to boost investor sentiment and company trajectory.

3

Babcock & Wilcox signed an agreement with Siemens Energy on 20 steam turbines, edging BW stock higher overnight. Siemens Energy contract for 20 steam turbines offers moderate boost to Babcock & Wilcox revenue and market position.

3 transcript

Babcock & Wilcox Enterprises, Inc. held its Q2 2026 earnings call covering financial results, operational updates, and forward guidance. Quarterly earnings and guidance typically move near-term sentiment and valuation but rarely shift long-term trajectory.

10 Aug

4

BW stock surged more than 40% overnight. Overnight surge exceeding 40% signals major positive development likely to shift company trajectory and investor views.

3 transcript

Babcock releases Q2 earnings call highlights covering financial results and operational updates. Q2 earnings call provides financial metrics and outlook that may affect short-term market sentiment.

4 Jul

4

Babcock & Wilcox (BW) stock is poised to jump more than 50%. Bullish outlook signals major upside potential for BW share price and investor sentiment.

8 Jun

3

Babcock & Wilcox will support TerraSpark's development of a 1.6 GW coal-fired power plant in West Virginia. Support role in 1.6 GW project may lift near-term operations and pipeline moderately.

20 May

3

Babcock & Wilcox reported Q1 2026 revenue of $214.4 million, up 44% from the prior year. Strong quarterly revenue growth points to solid financial momentum that can lift near-term stock performance.

3

Jim Cramer stated Babcock & Wilcox is helping power the Fourth Industrial Revolution via its energy technologies and solutions. Jim Cramer's positive comments on Babcock & Wilcox's role in advanced energy may lift short-term market sentiment without altering core operations.

19 May

4

Babcock & Wilcox Enterprises raised $200M in equity financing to fund AI power projects, driving a 6.6% stock increase. $200M equity raise funds strategic expansion into AI power projects with potential to materially boost long-term revenue and market position.

15 May

4

Babcock & Wilcox Enterprises priced its underwritten public offering of 45 million shares of common stock at $1.00 per share, expecting gross proceeds of approximately $45 million before underwriting discounts and expenses, with net proceeds for general corporate purposes including working capital and potential acquisitions. Pricing a common stock offering raises needed capital but dilutes shareholders and signals financial pressures, significantly impacting the company's valuation and investor sentiment.

14 May

4

Babcock & Wilcox Enterprises announces proposed public offering of common stock. Proposed stock offering enables capital raise but dilutes shareholders and often pressures near-term stock performance.

13 May

4

Babcock & Wilcox stock surges after reporting a record quarter and expanding its AI power pipeline. Record quarter demonstrates strong financial performance while AI power pipeline expansion positions BW for growth in high-demand data center energy sector.

12 May

4

Babcock & Wilcox Enterprises Inc (BW) reported record bookings in Q1 2026 earnings call, alongside key highlights signaling strong performance. Record bookings demonstrate robust demand and substantial revenue growth potential for BW.

3

Babcock & Wilcox reported Q1 earnings that beat analyst estimates, with revenues rising year-over-year. Q1 earnings beat and year-over-year revenue growth positively affect financial performance and market sentiment without fundamentally altering long-term trajectory.

3 transcript

Babcock & Wilcox Enterprises, Inc. released Q1 2026 earnings call summary covering quarterly financial results, operational updates and forward outlook. Quarterly earnings details typically offer moderate insight into financial trends and strategy without guaranteeing major trajectory shifts.

11 May

4

Babcock (BW) Q1 earnings call highlights key financial results, operational updates, and forward guidance. Q1 earnings call highlights provide critical insights into financial performance and strategic outlook, significantly influencing investor sentiment and stock trajectory.

4

Babcock & Wilcox (BW) stock soars to a 7-year high following strong revenue results. Strong revenues drove BW stock to a 7-year high, boosting investor sentiment and signaling significant financial momentum.

4 transcript

Babcock & Wilcox (BW) released Q1 2026 earnings call transcript detailing financial results, operational updates, and forward guidance. Q1 2026 earnings transcript reveals financial performance and strategic outlook directly impacting BW's market trajectory and investor confidence.

4

Strong earnings from Babcock (BW) and AI optimism propelled S&P 500 and Nasdaq 100 to record highs. Babcock's strong earnings signal major positive shift in financial performance and market sentiment.

4

Babcock & Wilcox (BW) shares jumped after revenue and EBITDA beat expectations. Revenue and EBITDA beats triggered share price surge, significantly boosting investor sentiment and short-term performance outlook.

3

Babcock & Wilcox missed earnings expectations, yet its stock surged today due to positive guidance or other factors outweighing the miss. Earnings miss affects financial performance moderately, balanced by stock surge signaling resilient investor sentiment.

3

Babcock & Wilcox Enterprises (BW) reported a first-quarter loss while beating revenue estimates. Quarterly loss despite revenue beat signals mixed financial results likely to influence near-term market sentiment and stock volatility.

stockrow.com/BW · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com