Babcock & Wilcox Enterprises (BW)
Provides power and industrial technologies and services rooted in steam generation.
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Supplies power and industrial technologies and services, with roots in water-tube steam boilers. The independent NYSE issuer is reshaping its portfolio around core generation, environmental and decarbonization-related opportunities.
Supplies technologies and services for power and industry, building on an origin in water-tube steam boilers. The independent issuer began NYSE trading after its 2015 spin-off from The Babcock & Wilcox Company.
Its current materials emphasize reliable, scalable and secure solutions, while its portfolio is being reshaped around core generation, environmental and decarbonization-related opportunities. The record does not establish a serial-acquisition strategy.
Debt restructuring, repayments, equity raises and non-core divestitures shaped a recent financial reset. The independent auditor issued an adverse opinion on the effectiveness of internal control over financial reporting at year-end.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 31, 2026 | Needham | Initiate | Rating: —Target: — | Target: $20 |
| May 12, 2026 | Northland Securities | Target | Target: $10 | Target: $23 |
| Mar 17, 2026 | Craig-Hallum | Target | Target: $7 | Target: $19 |
| Jan 22, 2026 | Northland Securities | Target | Target: — | Target: $10 |
| Nov 5, 2025 | Lake Street | Target | Target: — | Target: $9 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $308.6M · Total debt $304.7M · Total assets $999.6M · Shareholders' equity $57.4M
- Revenue
- $319.7M
- Operating income
- $11.8M
- Net income
- $14.3M
No dividends on record.
| Institutions | ≈ 86.99% | 129.58M shares | |
|---|---|---|---|
| 213 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 3.83% | 5.70M shares | |
| 13 holders · as of Aug 20, 2026 | |||
| Other | ≈ 9.18% | 13.68M shares | |
| remainder | |||
148.97M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BRC Group Holdings, Inc.Institution | 18.42% | 27.45M | as of Jun 30, 2026 |
Hood River Capital Management LLCInstitution | 9.19% | 13.69M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 7.62% | 11.35M | as of Jun 30, 2026 |
Ameriprise Financial IncInstitution | 5.14% | 7.66M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.02% | 5.99M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 13, 2026 | Philip D. Moeller | director | +5,000 | $9.50 |
| Aug 12, 2026 | Kenneth M. Young | director, officer: Chief Executive Officer | +7,000 | $9.65 |
| Mar 18, 2026 | Kenneth M. Young | director, officer: Chief Executive Officer | +7,000 | $15.15 |
| Mar 18, 2026 | Cameron M. Frymyer | officer: Chief Financial Officer | +1,285 | $14.76 |
| Feb 11, 2026 | BRC Group Holdings, Inc. | 10 percent owner | −1,155,382 | $9.00 |
- GE Vernova
Steam-power equipment, services, and emissions-control rival
- CECO Environmental
Industrial air-quality and emissions-management rival
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Babcock & Wilcox Enterprises | $6.82 | −7.15% | $1.09B | — | 25.2 | 1.3 | +121.9% |
| GE Vernova | $939.10 | −1.18% | $253.09B | 27.3 | 45.6 | 6.1 | +21.9% |
| CECO Environmental | $73.83 | +0.17% | $4.30B | — | 27.9 | 4.7 | +53.7% |
| Median | 27.3 | 36.7 | 5.4 | +37.8% |