Q3 2025 Babcock & Wilcox Enterprises Inc Earnings Call Transcript

Nov 10, 2025 / 10:00 PM GMT

Release Date Price: $6.9 (+22.99%)

Transcript 10-Q8-K

Key Points

Positve

Babcock & Wilcox Enterprises Inc (BW) reported a significant increase in adjusted EBITA, which was 58% higher compared to the third quarter of 2024.
Operating income saw a remarkable increase of 315% compared to the same period in 2024.
The company's global parts and services business achieved record quarterly and year-to-date bookings, revenue, and gross profit.
BW's backlog rose 56% quarter over quarter, reaching over $393 million, driven by increasing demand for power generation projects.
The company has significantly improved its balance sheet by paying down debt and raising equity, positioning itself for substantial growth in 2026.

Negative

Despite improvements, BW reported a loss from continuing operations of $2.3 million in the third quarter of 2025.
The company's consolidated revenues were roughly in line with the third quarter of 2024, indicating limited top-line growth.
BW's net debt remains substantial at $171.2 million as of September 30, 2025.
The full financial impact of the $1.5 billion AI data center project is uncertain, with revenue recognition and margin realization expected to be spread over several years.
The company faces potential risks related to supply chain and working capital needs as it ramps up large-scale projects.

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

BW.N - Babcock & Wilcox Enterprises Inc
Q3 2025 Babcock & Wilcox Enterprises Inc Earnings Call
Nov 10, 2025 / 10:00PM 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 3rd quarter 2025 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 now like to turn the conference over to our 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, Victoria, and thanks to everyone for joining us on Babcock and Wilcox Enterprises 3rd quarter 2025

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