Babcock (BW) to Release Quarterly Earnings on Monday

Key Points

• Babcock (NYSE:BW) will report Q4 2025 results before the market opens on Monday, March 30, with analysts projecting EPS of -$0.0867 and revenue of $155.6 million.
• The company missed the prior quarter’s estimates (EPS -$0.05 vs. -$0.04 expected; revenue $161M vs. $179.1M expected), a tangible execution risk that has contributed to recent stock volatility.
• Insider activity is mixed: major shareholder BRC Group sold about 1.155 million shares at $9 each, while CEO Kenneth M. Young bought 7,000 shares at $15.14, with insiders owning roughly 3.9% of the company.

Babcock (NYSE:BW - Get Free Report) is projected to issue its Q4 2025 results before the market opens on Monday, March 30th. Analysts expect Babcock to post earnings of ($0.0867) per share and revenue of $155.60 million for the quarter. Individuals are encouraged to explore the company's upcoming Q4 2025 earning overview page for the latest details on the call scheduled for Monday, March 16, 2026 at 5:00 PM ET.

Babcock (NYSE:BW - Get Free Report) last posted its earnings results on Wednesday, March 4th. The technology company reported ($0.05) earnings per share for the quarter, missing analysts' consensus estimates of ($0.04) by ($0.01). The firm had revenue of $161.00 million for the quarter, compared to analysts' expectations of $179.10 million.

Babcock Trading Down 3.6%

Shares of NYSE BW opened at $15.11 on Monday. The firm's 50-day moving average price is $10.34 and its 200-day moving average price is $6.65. The stock has a market capitalization of $2.04 billion, a price-to-earnings ratio of -27.98 and a beta of 1.54. Babcock has a 12-month low of $0.22 and a 12-month high of $16.24.

Insider Activity

In related news, major shareholder Brc Group Holdings, Inc. sold 1,155,382 shares of the stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $9.00, for a total value of $10,398,438.00. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Kenneth M. Young acquired 7,000 shares of the firm's stock in a transaction on Wednesday, March 18th. The stock was purchased at an average cost of $15.14 per share, with a total value of $105,980.00. Following the purchase, the chief executive officer owned 1,656,512 shares of the company's stock, valued at $25,079,591.68. The trade was a 0.42% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Corporate insiders own 3.90% of the company's stock.

Institutional Investors Weigh In On Babcock

A number of institutional investors and hedge funds have recently modified their holdings of the business. Centiva Capital LP bought a new position in Babcock in the 3rd quarter valued at $31,000. Raymond James Financial Inc. lifted its position in shares of Babcock by 11,311.3% during the third quarter. Raymond James Financial Inc. now owns 12,096 shares of the technology company's stock worth $35,000 after purchasing an additional 11,990 shares during the last quarter. Sender Co & Partners Inc. bought a new stake in shares of Babcock during the third quarter worth $50,000. State of Wyoming boosted its stake in shares of Babcock by 88.7% during the fourth quarter. State of Wyoming now owns 10,499 shares of the technology company's stock valued at $67,000 after purchasing an additional 4,936 shares during the period. Finally, Qube Research & Technologies Ltd bought a new position in shares of Babcock in the third quarter worth about $69,000. 83.17% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several research analysts recently commented on BW shares. Weiss Ratings reiterated a "sell (d-)" rating on shares of Babcock in a research report on Wednesday, January 21st. Northland Securities started coverage on Babcock in a research note on Thursday, January 22nd. They issued an "outperform" rating and a $10.00 price objective for the company. Wall Street Zen upgraded Babcock from a "hold" rating to a "buy" rating in a report on Saturday. Craig Hallum reissued a "buy" rating and set a $19.00 target price on shares of Babcock in a research report on Tuesday, March 17th. Finally, Zacks Research upgraded Babcock to a "hold" rating in a report on Friday, January 23rd. Three research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat, Babcock has an average rating of "Hold" and a consensus target price of $11.00.

Trending Headlines about Babcock

Here are the key news stories impacting Babcock this week:

• Positive Sentiment: Company announced a sizable AI‑power related contract and a preferred dividend that sparked a sharp intraday rally, boosting investor expectations for near‑term revenue and long‑term backlog growth. Why Babcock & Wilcox (BW) Is Up 20.1% After Massive AI Power Deal And Preferred Dividend
• Positive Sentiment: Insider buying by senior executives (CFO and CEO purchases disclosed March 18–19) has reinforced a confidence signal to the market and supported momentum into a new multi‑week high. Insider Buying: Babcock NYSE: BW CFO Purchases 1,285 Shares of Stock Babcock Hits New 52-Week High After Insider Buying Activity
• Positive Sentiment: Northland Securities raised near‑term and FY2026–FY2027 EPS estimates sharply and kept an Outperform rating, giving sell‑side support for higher forward valuation expectations. Q1 EPS Estimates for Babcock Raised by Northland Securities
• Neutral Sentiment: Broader media coverage and analyst chatter around price‑target upgrades and multi‑year highs is amplifying volatility — supportive for liquidity but not new company guidance. Analysts Offer Insights on Industrial Goods Companies
• Neutral Sentiment: Reports referencing a large share buyback relate to Babcock International (GB:BAB), a different company; some headline overlap may have confused momentum and should be discounted by BW shareholders. Babcock Tightens Free Float with Ongoing £103m Share Buyback
• Negative Sentiment: Most recent quarter missed expectations (Q4: EPS -$0.05 vs. -$0.04 est.; revenue $161M vs. $179M est.), a tangible execution risk that tempers the rally and likely drives short‑term selling/position trimming. Babcock Stock & Earnings Summary

About Babcock

Babcock & Wilcox Enterprises, Inc NYSE: BW is a specialized provider of energy and environmental technologies and services serving power generation and heavy industrial markets. The company designs, manufactures and maintains critical components and systems that support the safe and efficient operation of both fossil-fuel and renewable power facilities. Its core offerings include industrial and utility boilers, environmental control systems for emissions reduction, and aftermarket support services ranging from inspection and maintenance to spare parts management.

In addition to its boiler and emissions control portfolio, Babcock & Wilcox Enterprises delivers lifecycle solutions aimed at enhancing plant performance and compliance.

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