Babcock & Wilcox Enterprises Inc (BW)
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-09-04
$7.10-0.42%
Close 2026-09-04 · 1-day change
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-09-04
QuarterlyIQ Insights · BW
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue to grow Adjusted EBITDA with a raised full-year target range of $80 million to $105 million reflecting strong business momentum.
Stated as a priority in 2 of last 2 quarters. Adjusted EBITDA grew from $13.9 million in 2025-Q2 to $21.8 million in 2026-Q2, with management raising the full year 2026 Adjusted EBITDA target range from $80 million-$100 million to $80 million-$105 million. The trajectory is delivering with strong momentum and raised guidance.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated neutral grew net income 51% of the time over the next year (vs 60% for the rest of the cohort, n=9249).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Company raises full year 2026 Adjusted EBITDA target range to $80.0 million to $105.0 million”
“Company reiterates full year 2026 Adjusted EBITDA target range of $80.0 million to $100.0 million from core business”
Execute the Board-authorized share repurchase program of up to $50 million to build shareholder value opportunistically.
Newly stated in 2026-Q2. The Board authorized a share repurchase program of up to $50 million in July 2026, reflecting confidence in the balance sheet and strategic capital allocation. Execution is expected to begin after the 2026-Q2 10-Q filing. No repurchase volume reported yet.
“Board authorized a share repurchase program of up to $50 million of the Company's common stock”
Focus on securing and delivering steam turbines and boilers for AI data center projects, including progressing the Base Electron project ahead of expectations.
Newly stated in 2026-Q2. Management highlighted securing an additional 1 gigawatt of steam turbines from Siemens Energy and that the Base Electron data center project is progressing ahead of expectations and on budget. This reflects active execution on AI data center power generation growth initiatives.
“Placed additional orders with Siemens Energy for 1 gigawatt of steam turbines; Base Electron project progressing ahead of expectations”
Continue declaring dividends on the 7.75% Series A Cumulative Perpetual Preferred Stock as approved by the Board.
Stated in 2 of last 2 quarters. The Board declared dividends of $0.4843750 per share on the 7.75% Series A Preferred Stock with record dates in March and June 2026. This shows ongoing commitment to preferred stock dividends with consistent declarations.
“Board approved dividend of $0.4843750 per share of 7.75% Series A Preferred Stock with record date June 20, 2026”
“Board approved dividend of $0.4843750 per share of 7.75% Series A Preferred Stock with record date March 21, 2026”
Continue to declare dividends on the 7.75% Series A Cumulative Perpetual Preferred Stock as approved by the board.
Over the trailing year it converted 0.15x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, Fed net liquidity, real (inflation-adjusted) rates (low R² over the window).
42 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated volatile grew net income 58% of the time over the next year (vs 57% for the rest of the cohort, n=2592).
Not investment advice. As of 2026-09-04.