Q1 2025 Babcock & Wilcox Enterprises Inc Earnings Call Transcript

May 12, 2025 / 09:00 PM GMT

Release Date Price: $0.6481 (+30.14%)

Transcript 8-K10-Q

Key Points

Positve

Babcock & Wilcox Enterprises Inc (BW) reported strong first quarter results with revenue, operating income, and adjusted EBITA exceeding expectations.
The global parts and services business posted its highest Q1 bookings, revenue, gross profit, and EBITA in the past decade.
The company successfully reduced its debt by exchanging approximately 40% of outstanding bonds into new 5-year notes, lowering annual interest expenses.
The backlog at the end of the first quarter increased by 47% compared to the same period in 2024, marking the largest backlog in recent company history.
Babcock & Wilcox Enterprises Inc (BW) continues to see strong global demand for its technologies, with a 7.6 billion global pipeline of identified project opportunities.

Negative

The company reported a net loss from continuing operations of $7.8 million in the first quarter of 2025, although this was an improvement from the previous year.
There is uncertainty regarding the impact of tariff negotiations on project timing and business operations in 2025.
The Brightloop project in Maslin, Ohio, still requires significant financing, with around $40 to $50 million needed to complete the project.
The company is exploring further debt refinancing options and potential asset sales to reduce current and long-term debt obligations.
Despite strong performance, the company did not update its guidance, citing caution due to potential impacts from tariffs and project timing.

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

BW.N - Babcock & Wilcox Enterprises Inc
Q1 2025 Babcock & Wilcox Enterprises Inc Earnings Call
May 12, 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 first quarter 2025 conference call. All lines will be muted during the presentation portion of the call for an opportunity for questions and answers at the end. I'm allowed to turn the conference over to your host, Sharon Brooks, BMW's director of communications.

Thank you. You may proceed, Ms. Brooks.

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Unidentified_2 [2]
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Thank you, Matt, and thanks to everyone for joining us on Babcock and Wilcox Enterprises first quarter 2025

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