Q4 2024 Babcock & Wilcox Enterprises Inc Earnings Call Transcript

Mar 31, 2025 / 09:00 PM GMT

Release Date Price: $0.6724 (-5.16%)

Transcript 8-K10-K

Key Points

Positve

Babcock & Wilcox Enterprises Inc (BW) reported a 15% increase in fourth-quarter revenue, reaching $200.8 million compared to $174.7 million in the same quarter of 2023.
Operating income from continuing operations improved significantly, moving from a loss of $3.3 million in Q4 2023 to a gain of $11.6 million in Q4 2024.
The company achieved a 55% year-over-year increase in adjusted EBITA from continuing operations, reaching $24.0 million in Q4 2024.
Bookings and backlog showed strong performance, with a 39% increase in bookings and a 47% increase in backlog year-over-year.
Babcock & Wilcox Enterprises Inc (BW) is making progress on its Brightloop project, with a target of producing hydrogen by early 2026, and received $10 million in funding for a hydrogen production and carbon capture facility in West Virginia.

Negative

The company reported a net loss from continuing operations of $73 million in 2024, although this was an improvement from the $75.8 million loss in 2023.
There is substantial doubt about the company's ability to continue as a going concern due to the size and classification of its debt as current.
The company faces uncertainties related to tariffs, which could impact project margins and lead to potential delays in project starts.
Babcock & Wilcox Enterprises Inc (BW) is in discussions with bondholders and lenders to refinance its current debt obligations, indicating financial pressure.
The company is exposed to potential impacts from changing emissions regulations, which could affect its thermal business and coal-to-gas conversion opportunities.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BW.N - Babcock & Wilcox Enterprises Inc
Q4 2024 Babcock & Wilcox Enterprises Inc Earnings Call
Mar 31, 2025 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon.

Thank you for attending the Babcock and Wilcox Enterprises' 4th quarter 2024 conference call. All lines will be muted during the presentation portion of the call with an opportunity for questions and answers at the end. I would like to turn the coffers over to your host, Darren Brooks, BMW's director of communications.

Thank you. You may proceed Mrs. Brooks.

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Unidentified_2 [2]
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Thank you, Cameron, and thanks to everyone for joining us on Babcock and Wilcox Enterprises 4th quarter and full

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