Babcock & Wilcox Enterprises, Inc. (BW)
Summary
BW Chart
Babcock & Wilcox Q1 Earnings Beat Estimates, Revenues Rise Y/Y
BW tops Q1 estimates as revenues jump 44% on large-project demand, AI data center momentum and a 1,971% surge in bookings.
Babcock & Wilcox: Delivering Speed-To-Market Solutions
Babcock & Wilcox earns a STRONG BUY rating, driven by rapid expansion in data center power solutions for AI developers. BW's data center contract with Applied Digital increased from $1.4B to $2.4B, with a project pipeline now at $14B. Current valuation fully prices in the existing contract; further upside hinges on securing additional large-scale deals.
Babcock Q1 Earnings Call Highlights
Babcock NYSE: BW reported a sharply stronger first quarter of 2026, with management pointing to rising demand for power generation from utilities, industrial customers and AI data centers as a key driver of growth.
Babcock & Wilcox Enterprises, Inc. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 650 | $949 | $6,955 | $6,006 | 632.88% |
| RF Rekah Franca Catalyst Funds Management Pty Ltd. | 30,600 | $449,514 | $333,081 | -$116,433 | -25.9% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 366 | $352.13 | $4,000.38 | $3,648.25 | 1,036.05% |
 Candace Cavalier Congress Wealth Management LLC / DE / | 20,032 | $13,469.52 | $218,148.48 | $204,678.96 | 1,519.57% |
 John Ritter Ritter Daniher Financial Advisory LLC / DE | 500 | $565 | $4,920 | $4,355 | 770.8% |
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Babcock & Wilcox Enterprises, Inc. Profile
| Machinery Industry | Industrials Sector | Kenneth Young CEO | NYSE Exchange | 05614L209 CUSIP |
| US Country | 1,900 Employees | - Last Dividend | 24 Jul 2019 Last Split | 1 Jul 2015 IPO Date |
Overview
Babcock & Wilcox Enterprises, Inc., operates globally, providing a spectrum of energy and emissions control solutions tailored for a diverse range of customers, including industrial entities, electrical utilities, and municipalities. The company's offerings span across three primary segments: Babcock & Wilcox Renewable; Babcock & Wilcox Environmental; and Babcock & Wilcox Thermal. Each segment is dedicated to offering advanced technologies and services that contribute to waste reduction, energy production, emissions control, and efficient power generation. Established in 1867 with its headquarters in Akron, Ohio, Babcock & Wilcox has a historical footprint in pioneering solutions for energy and environmental challenges.
Products and Services
Babcock & Wilcox Renewable: This segment contributes to environmental sustainability by diverting waste from landfills for power generation, replacing fossil fuels, recovering metals, and reducing emissions. Key offerings include:
- BrightLoop: A technology designed for hydrogen generation from various fuels, including biomass and coal, promoting cleaner energy sources.
- Waste-to-Energy Solutions: Technologies tailored for power and heat generation from waste, supporting the reduction of landfill waste and the generation of renewable energy.
- OxyBright: An oxygen-fired technology for biomass-to-energy conversion, offering a sustainable alternative to traditional energy sources.
- Black Liquor Systems: Serving the pulp and paper industry with solutions to improve energy efficiency and reduce waste.
Babcock & Wilcox Environmental: This segment is focused on providing solutions for emissions control and environmental technology across various applications. Notable technologies include:
- Particulate, Nitrogen Oxides, and Sulfur Dioxides Removal: Systems designed to reduce harmful emissions from utility, biomass, carbon black, and industrial steam generation applications.
- Mercury Control: Offering advanced solutions for mercury emissions reduction, ensuring compliance with environmental regulations.
- Chemical Looping for Carbon Control: An innovative approach to manage carbon emissions effectively.
Babcock & Wilcox Thermal: This segment caters to the aftermarket needs, offering parts, maintenance, and services for various industrial applications. Services include:
- Steam Generation Systems: Including package boilers, watertube, and firetube boilers, tailored for medium to heavy industrial use.
- Engineered Upgrades and Field Services: Designed to enhance performance and efficiency of existing installations across power generation, oil and gas, and other sectors.
