Earnings call briefThird-quarter 2026
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.
GetSignal
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.”
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%
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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