Babcock & Wilcox Enterprises I Stock Price, News & Analysis

Babcock & Wilcox (NYSE: BW) announced the completion of its cash tender offers for two series of senior notes. The company sought to purchase up to $70 million aggregate amount of its 8.125% Senior Notes due 2026 and 6.50% Senior Notes due 2026.

Of the $109,021,800 outstanding February 2026 Notes, approximately 5.14% ($5,602,000) were validly tendered. For the December 2026 Notes, out of $103,632,975 outstanding, about 2.60% ($2,693,100) were validly tendered. The company has accepted all validly tendered notes for payment according to the settlement procedures outlined in the June 5, 2025 Offer to Purchase.

Babcock & Wilcox (NYSE:BW) reported Q2 2025 results, showcasing significant improvements in financial health and operational performance. The company reported revenue of $144.1 million and a reduced net loss of $6.1 million, compared to a $20.1 million loss in Q2 2024. Notable highlights include a 31% increase in Global Parts & Services revenues and a 49% increase in backlog to $418.1 million.

The company completed the sale of Diamond Power International for $177 million (approximately 8x Adjusted EBITDA) and achieved Adjusted EBITDA of $21.6 million, surpassing street expectations by 76%. Through strategic asset sales and debt reduction, B&W has resolved previous going concern issues and positioned itself to capitalize on increasing demand from AI and data centers.

Babcock & Wilcox (NYSE: BW) has completed the previously announced sale of its Diamond Power International business to Austria-based Andritz AG for $177 million, subject to customary adjustments and expenses.

The company, headquartered in Akron, Ohio, maintains its position as a leader in energy and environmental products and services for power and industrial markets worldwide.

Babcock & Wilcox (NYSE:BW) has scheduled its second quarter 2025 earnings conference call and webcast for Monday, August 11, 2025, at 5:00 PM ET. Chairman and CEO Kenneth Young and CFO Cameron Frymyer will lead the discussion of Q2 2025 results.

The earnings release is expected to be published after market close on the same day. Investors can access the live audio webcast through B&W's Investor Relations website. U.S. participants can dial (833) 470-1428, Canadian participants (833) 950-0062, and international participants (929) 526-1599, using conference ID 248545.

Babcock & Wilcox (NYSE:BW) has announced an extension to its cash tender offers for two series of notes. The company is offering to purchase up to $70 million aggregate amount of its 8.125% Senior Notes due 2026 and 6.50% Senior Notes due 2026. The expiration date has been extended to August 15, 2025, 5:00 p.m. New York City time.

As of July 11, 2025, approximately $13.23 million of the 8.125% Notes and $7.32 million of the 6.50% Notes have been tendered. The tender offer is contingent on the completion of the sale of Diamond Power International to Andritz AG affiliates, which has not yet been satisfied. B. Riley Securities is serving as the Dealer Manager for the offers.

Babcock & Wilcox (NYSE: BW) has announced cash tender offers to purchase up to $70 million aggregate amount of its 8.125% Senior Notes due 2026 and 6.50% Senior Notes due 2026. The tender offer will expire on July 11, 2025, with settlement expected on July 14, 2025. For the February 2026 Notes (BWSN), holders will receive $20.00 per $25 principal amount, while December 2026 Notes (BWNB) holders will receive $16.25 per $25 principal amount. The tender offer is contingent upon the completion of the sale of Diamond Power International to Andritz AG affiliates and receipt of sufficient proceeds to fund the $70 million tender offer. Holders will also receive accrued and unpaid interest up to the settlement date.

Babcock & Wilcox (NYSE: BW) has announced the sale of its Diamond Power International business to ANDRITZ for $177 million, with the deal expected to close within 30 days. Diamond Power, which generates annual revenues of approximately $110 million, provides boiler cleaning and monitoring solutions globally. The transaction includes the transfer of about 400 employees to ANDRITZ. B&W reports strong performance in Q1 2025, achieving the highest bookings and backlog in decades from parts and services, along with robust Thermal projects backlog. The company is experiencing increased demand driven by data centers, industrial, and utility markets. B&W highlights its BrightLoop technologies for steam generation and hydrogen production as key growth drivers, positioning itself for gas conversions, plant upgrades, and data center projects in North America and beyond.

Galloway Capital Partners and Diveroli Investment Group have announced a 4.31% stake in Babcock & Wilcox Enterprises (NYSE: BW), citing significant undervaluation. The investment firm highlighted three key factors supporting their thesis: 1) Record backlog of $540.1M (up 47% YoY) and strong 2024 bookings of $889.6M (up 39% YoY), 2) The potential of BrightLoop hydrogen and carbon capture technology, targeting ~$1B in bookings by 2028, and 3) Operational improvements with 13% YoY Adjusted EBITDA growth in 2024. The company maintains a manageable Net Debt to EBITDA ratio of 3x and is well-positioned to benefit from increasing power infrastructure demand driven by AI data centers.

Babcock & Wilcox (NYSE: BW) reported Q1 2025 results with revenue of $181.2 million, up 10% year-over-year, and operating income of $5.9 million. The company achieved Adjusted EBITDA of $14.3 million, a 27% increase from Q1 2024. Key highlights include a bond exchange of $131.8 million into $100.8 million of new five-year notes, record Q1 performance in Global Parts & Service, and bookings of $167.0 million (up 11% YoY). The company's backlog reached $526.8 million, a 47% increase YoY. However, B&W reported a net loss of $7.8 million ($0.11 per share) and faces substantial debt concerns, with $473.6 million in total debt against $116.8 million in cash and equivalents. The company sold Denmark-based A/S subsidiary assets for $20 million, with $5 million allocated to the Massillon BrightLoop project.