Babcock & Wilcox Company AI Stock Analysis
Babcock & Wilcox Company (UBW1) AI Stock Analysis
Babcock & Wilcox Company
(Frankfurt:UBW1)
No summary available
Babcock & Wilcox Company (UBW1) vs. iShares MSCI Germany ETF (EWG)
- Market Cap
- EUR 723.97M
- Dividend Yield
- ―
- Average Volume (3M)
- 372
- Price to Earnings (P/E)
- -91.2
- Beta (1Y)
- 1.65
- Revenue Growth
- 73.72%
- EPS Growth
- 98.30%
- Country
- Germany
- Employees
- 1,625
- Sector
- General
- Sector Strength
- 55
- Industry
- Industrial - Machinery
Babcock & Wilcox Company Business Overview & Revenue Model
Company Description
Babcock & Wilcox Enterprises, Inc., known as BW, operates globally to deliver specialized solutions for energy generation and environmental emissions management through its subsidiaries. The company serves a wide array of international clients, inclu...
Babcock & Wilcox Company Earnings Call Summary
The call was strongly positive overall. Highlights significantly outweighed lowlights, with substantial year-over-year growth in revenue, bookings, backlog, operating income, net income and adjusted EBITDA, along with debt repayment, share repurchases, expanded utility and industrial opportunities, and progress on the North Dakota and BrightLoop projects. The main challenges were gross-margin effects from product mix and a labor issue on one project, nationwide skilled-labor availability, higher accounts receivable affecting near-term cash flow, and the fact that prospective large bookings remain unsigned.
Q3-2026 Updates
Positive Updates
Negative Updates
Company Guidance
B&W reaffirmed its full year 2026 adjusted EBITDA target range of $80 million to $105 million and issued a full year 2027 adjusted EBITDA target range of $125 million to $140 million; it anticipates significant bookings in the fourth quarter of 2026 and in the first quarter of 2027, including opportunities of $200 million, $300 million, $400 million and higher, with some potentially providing upside to 2027 but having a bigger impact in '28, '29. About 75% of 2027 EBITDA would be either backlog today or book-and-bill kind of stuff, and the company expects Q4 to be a pretty decent amount of cash flow, a much larger Q4 in parts and services, an uptick in revenue in parts and services in Q4 that will spill over into Q1, and a pretty large Q1. North Dakota construction is expected to start on site in the early part of next year, continue towards the middle of next year, and continue through 2029 and going into 2030. BrightLoop’s Massillon facility has planned operation in late 2027; potentially some revenue could come in '28, but significant mature revenue is probably 2029 and materially, it will really hit in '29.
Babcock & Wilcox Company Risk Analysis
Babcock & Wilcox Company disclosed 48 risk factors in its most recent earnings report. Babcock & Wilcox Company reported the most risks in the "Finance & Corporate" category.
Latest Risks Added
0 New RisksBabcock & Wilcox Company Peers Comparison
Overall Rating
PKOH57Neutral
LXFR53Neutral
BWEN51Neutral
CETY46Neutral
BURU35Underperform
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| PKOH | 57Neutral | $678.91M | 17.82 | 9.13% | 1.10% | 7.67% | 20.87% |
| Sector * | 55Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% |
| LXFR | 53Neutral | $464.01M | 75.39 | 2.77% | 3.00% | -8.88% | -56.59% |
| BWEN | 51Neutral | $59.50M | -12.59 | -6.70% | ― | -23.09% | -177.19% |
| CETY | 46Neutral | $11.77M | -0.80 | -106.49% | ― | 89.35% | 7.95% |
| BURU | 35Underperform | $3.16M | -0.02 | 398.88% | ― | 9927.65% | 87.35% |
* General Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DE:UBW1 | Babcock & Wilcox | 4.11 | -1.34 | -24.59% | |
| BWEN | Broadwind Energy | 2.37 | -0.45 | -15.96% | |
| PKOH | Park-ohio | 45.45 | 26.66 | 141.86% | |
| LXFR | Luxfer Holdings | 17.34 | 5.89 | 51.49% | |
| CETY | Clean Energy Technologies, Inc. | 0.94 | -0.19 | -16.81% | |
| BURU | Nuburu, Inc. | 0.21 | -42.82 | -99.50% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.