Earnings call briefThird-quarter 2026

Babcock & Wilcox Enterprises BW

Babcock & Wilcox Enterprises says large bookings could come in late 2026 or early 2027

Chairman and Chief Executive Officer Kenneth Young said bookings of $200 million, $300 million, $400 million and higher could potentially come in the fourth quarter of 2026 and early 2027.

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Chief Financial Officer Cameron Frymyer said on the third-quarter call that probably in the range of 75% of the 2027 Adjusted EBITDA target would come from current backlog or book-and-bill business.

Chairman and Chief Executive Officer Kenneth Young said the large bookings, if they come, would have some uptake in 2027 but a bigger impact in the two years after 2027.

Quotes from the call

“...we have a number of projects and do really anticipate some bookings of a significant size, $200 million, $300 million, $400 million and higher, but that could potentially come here in the fourth quarter of 2026 and the early part of 2027.”

Kenneth Young, Chairman and Chief Executive Officer

Key facts from the call

Expected large bookings timing
Fourth quarter of 2026 and early 2027, could potentially
Expected share of 2027 Adjusted EBITDA target from backlog or book-and-bill
Probably in the range of 75%

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Source: Babcock & Wilcox Enterprises' third-quarter 2026 earnings call, November 9, 2026.

Written by GetSignal with AI from the company's earnings call.

Not investment advice.

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