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Jun 30, 2025
Babcock & Wilcox Q2 2025 Earnings Report
Babcock & Wilcox reported Q2 2025 results with revenue of $144.1M, operating income of $8.1M, and a net loss from continuing operations of $6.1M.
Key Takeaways
Q2 revenue was $144.1M, driven by strong Global Parts & Services; operating income turned positive at $8.1M, while EPS from continuing operations was -$0.10 and net loss from continuing operations was $6.1M.
Revenue reached $144.1M in Q2 2025, down vs. Q2 2024 due to timing of certain large projects.
Global Parts & Services revenue grew to $64.8M, reflecting increased baseload generation demand tied to AI/data centers.
Operating income improved to $8.1M from a $4.4M loss in Q2 2024.
Backlog for continuing operations rose to $418.1M, up 49% year over year.
Revenue by Segment
Forward Guidance
Management signaled a strong outlook for 2H 2025 and beyond, supported by higher baseload generation demand, a larger backlog, and an improved balance sheet after asset sales and debt actions.
Positive Outlook
- Expect sustained demand from AI/data centers driving baseload generation and parts/services growth.
- Seasonal strength anticipated through the second half of 2025.
- Improved balance sheet and reduced debt following sale of Diamond Power and bond exchanges.
- Growing pipeline of $7.6B in identified opportunities with progress converting to bookings.
- Increasing activity around BrightLoop/ClimateBright technologies.
Challenges Ahead
- Macroeconomic risks include inflation, interest rates, FX volatility, tariffs, and geopolitical conflicts.
- Supply chain and global shipping disruptions could impact deliveries and costs.
- Backlog can be volatile and subject to cancellations or modifications.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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