Industrials · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
Babcock & Wilcox Enterprises, Inc. (BW) stock profile, AI quality score, and SEC EDGAR financial data, a Industrials sector company. 13F Pro's AI-powered ranking engine scores BW at 47.0/100 on a 32-signal composite quality model, placing it at rank #1,803 of 2,961 stocks — the bottom half of the AI-ranked universe. BW scores in the top quartile across institutional flow (86.8), revenue growth (76.3). Areas of concern include earnings quality (2.3) and free cash flow (18.8), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Babcock & Wilcox Enterprises, Inc. reports quarterly revenue of $319.7M, net income of $14.3M, an operating margin of 3.7%. Top institutional holders of BW by reported 13-F value include BRC Group, Hood River Capital Management, BlackRock, based on the most recent SEC filings. BW trades on the NYSE exchange and files with the SEC under CIK 1630805. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BW daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Babcock & Wilcox Enterprises, Inc. directly from SEC EDGAR.
AI Quality Score
47.0/100
AI Rank
#1,803
Revenue
$319.7M
Net Income
$14.3M
Free Cash Flow
$-24.0M
Operating Margin
3.7%
BW key financials by period
Babcock & Wilcox Enterprises, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$587.7M
$-36.2M
3.5%
FY 2024
10-K
$581.0M
$-59.9M
-1.1%
FY 2023
10-K
$587.4M
$-197.2M
-3.4%
FY 2022
10-K
$609.4M
$-22.9M
-0.2%
FY 2021
10-K
$710.9M
$30.9M
2.7%
FY 2020
10-K
$566.3M
$-10.3M
-0.3%
Institutions holding BW
Institutional investors reporting a position in Babcock & Wilcox Enterprises, Inc. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-10 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Q2 revenue surged 130% YoY to $319.7M, driven by $100.7M Base Electron contract, but net income of $14.3M was offset by $64.4M non-cash warrant revaluation loss YTD.
Biggest Revenue Drivers
Projects$156.8M+330% YoY
Large project volume increase including Base Electron contract
Parts$60.0M-1% YoY
Aftermarket parts and services
Biggest Revenue Drivers
Total revenue: $319.7M+130% YoY
Projects$156.8M+330% YoY
Large project volume increase including Base Electron contract
Parts$60.0M-1% YoY
Aftermarket parts and services
Largest Expense Items
Cost of operations$273.1M+180% YoY
Higher revenue and product mix of large projects; construction costs increased due to skilled labor shortage
Selling, general and administrative$33.7M+1% YoY
Relatively consistent with prior year
Interest expense$5.0M-55% YoY
Lower debt levels and accretion of gain on exchange from 2025 debt refinancing
Margins: Gross margin compressed due to high proportion of large project revenue which carries higher direct costs and labor inefficiencies from nationwide skilled labor shortage. Operating margin improved slightly to 3.7% from 5.1% YoY despite revenue growth.
Watch Items from the Filing
Base Electron contract ($2.4B) represents majority of $2.6B backlog; revenue recognized $100.7M in Q2 with $2.0B variable charges and fixed fee through 2030 completion.
Customer warrant liability fluctuated $64.4M negative YTD due to stock price volatility; fair value increased from $8.3M at Dec 31, 2025 to $136.9M at June 30, 2026.
Senior Notes due 2026 ($61.4M) redeemed July 13, 2026 at 100% principal; company repurchased $23.0M YTD, reducing debt burden but consuming cash.
Material weaknesses in internal control over financial reporting remain unremediated as of June 30, 2026; disclosure controls deemed ineffective despite auditors' conclusion statements fairly present results.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
