Babcock & Wilcox Enterprises, Inc.(BW)Stock Analysis
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Rank #1,803 of 2,961 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
Unusual Activity in BW
Events flagged as statistical outliers against BW's own multi-year baseline — not fixed dollar thresholds.
- Insider cluster2026-08-13
2 insiders bought $115,050 of BW in 30 days — 3.8σ above this company's 2-year norm
View source filing →
BW Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for Babcock & Wilcox Enterprises, Inc. (BW), 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. Babcock & Wilcox Enterprises, Inc.'s 13F Pro composite quality score has ranged between 23 and 57 since 2021, currently 47.0 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.
What's Driving BW's Business? Latest 10-Q Breakdown
AI-extracted from Babcock & Wilcox Enterprises, Inc.'s 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
Large project volume increase including Base Electron contract
Aftermarket parts and services
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$319.7M
Net Income
Q2 2026
$14.3M
Free Cash Flow
Q2 2026
$-24.0M
Operating Margin
Q2 2026
3.7%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+1.1% YoYNet Income
+39.6% YoYOperating Income
+427.3% YoYEPS (Diluted)
+41.5% YoYTotal Assets
-8.8% YoYTotal Debt
Op. Cash Flow
+42.0% YoYFree Cash Flow
+34.1% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $587.7M +1.1% | $581.0M -1.1% | $587.4M -3.6% | $609.4M -14.3% | $710.9M +25.5% | $566.3M |
| Net Income | $-36.2M +39.6% | $-59.9M +69.6% | $-197.2M -762.6% | $-22.9M -174.0% | $30.9M +399.4% | $-10.3M |
| Operating Income | $20.7M +427.3% | $-6.3M +68.4% | $-20.1M -1638.7% | $-1.2M -105.9% | $19.4M +1218.1% | $-1.7M |
| EPS (Diluted) | $-0.48 +41.5% | $-0.82 +65.5% | $-2.38 -453.5% | $-0.43 -265.4% | $0.26 +223.8% | $-0.21 |
| Total Assets | $662.9M -8.8% | $727.0M -6.3% | $775.7M -17.7% | $942.7M +3.2% | $913.3M +54.3% | $591.8M |
| Total Debt | — | — | — | — | — | $183.3M |
| Operating Cash Flow | $-68.9M +42.0% | $-118.7M -180.9% | $-42.3M -38.0% | $-30.6M +72.4% | $-111.2M -172.5% | $-40.8M |
| Free Cash Flow | $-85.7M +34.1% | $-129.9M -149.5% | $-52.1M -18.7% | $-43.9M +62.8% | $-117.9M -140.4% | $-49.0M |
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Available Research
13F Pro tracks comprehensive data for Babcock & Wilcox Enterprises, Inc. including:
Top Institutional Holders of BW
BRC Group Holdings, Inc.
$387.0M27,446,522 shHood River Capital Management LLC
$193.0M13,689,679 shBlackRock, Inc.
$160.0M11,350,106 shAMERIPRISE FINANCIAL INC
$108.0M7,659,376 shVANGUARD CAPITAL MANAGEMENT LLC
$84.4M5,987,572 shGENDELL JEFFREY L
$72.5M5,142,978 shMARSHALL WACE, LLP
$55.2M3,913,419 shNeuberger Berman Group LLC
$46.3M3,282,114 shGEODE CAPITAL MANAGEMENT, LLC
$45.3M3,209,585 shSTATE STREET CORP
$41.7M2,960,292 sh
| Fund | Value | Shares |
|---|---|---|
| BRC Group Holdings, Inc. | $387.0M | 27,446,522 |
| Hood River Capital Management LLC | $193.0M | 13,689,679 |
| BlackRock, Inc. | $160.0M | 11,350,106 |
| AMERIPRISE FINANCIAL INC | $108.0M | 7,659,376 |
| VANGUARD CAPITAL MANAGEMENT LLC | $84.4M | 5,987,572 |
| GENDELL JEFFREY L | $72.5M | 5,142,978 |
| MARSHALL WACE, LLP | $55.2M | 3,913,419 |
| Neuberger Berman Group LLC | $46.3M | 3,282,114 |
| GEODE CAPITAL MANAGEMENT, LLC | $45.3M | 3,209,585 |
| STATE STREET CORP | $41.7M | 2,960,292 |
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Popular Research
Is BW a good stock to buy?
13F Pro's AI-powered analysis of Babcock & Wilcox Enterprises, Inc. (BW) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for BW are available on the BW stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. BW is classified as a small company.
Which hedge funds own BW?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling BW. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Babcock & Wilcox Enterprises, Inc.'s investment landscape.