Why is Babcock & Wilcox stock surging today? Published 08/11/2026, 04:12 AM (C) Reuters. Investing.com - Babcock & Wilcox stock surged 40.5% in pre-open trading to reach $12.48 after the power-generation equipment company posted second-quarter 2026 results that demolished analyst expectations on every key metric, reporting adjusted earnings per share of $0.07 against a consensus estimate of just $0.03, while revenue of $319.7 million obliterated the $196.97 million forecast by more than 60% and represented a 130% increase compared to the same quarter a year ago. The quarter also marked a dramatic profitability turnaround, with net income rising to $14.3 million versus a net loss of $58.5 million in the prior-year period, driven in part by strong large-project activity including the Base Electron AI data-center initiative. Adding further fuel to the rally, management raised full-year 2026 adjusted EBITDA guidance to a range of $80 million to $105 million, citing stronger-than-expected first-half performance and growing visibility into second-half demand. The company simultaneously announced a $50 million share repurchase authorization and plans to redeem all $61.4 million of its outstanding 6.50% Senior Notes due 2026, moves that collectively signal a meaningful strengthening of the balance sheet. Management also highlighted that its total project pipeline now exceeds $14 billion, including 4 to 6 gigawatts of power-generation opportunities. The broader U.S. equity market provided no meaningful tailwind for BW's move today, with the S&P 500 essentially flat, the Dow Jones marginally lower, and the Nasdaq barely in positive territory - underscoring that this is an entirely company-specific catalyst. +0.345 (+3.89%) Real-time Data · 13:49:09 · USD The stock's 52-week low of $1.17 and today's pre-market price of $12.48 illustrate the extraordinary volatility BW has experienced over the past year, and today's move brings it closer to, though still well below, its 52-week high of $22.03. Taken together, the combination of a massive earnings and revenue beat, a sharp swing to profitability, raised forward guidance, a new buyback program, and debt reduction created a powerful, multi-layered catalyst that overwhelmed any residual caution from prior quarters and sent shares dramatically higher in pre-market trading. Is now the time to buy BW? ProPicks AI evaluates BW every month against thousands of alternatives using 100+ financial metrics. It found Siemens Energy (+231.5%) and Sandisk (+189%) before the crowd did. Could BW be next - or is there a better opportunity in the same space? Don't wait to find out.

Babcock & Wilcox signs agreement with Siemens Energy to commence work on 20 Steam Turbines for data center power generation. - Agreement positions B&W to deliver 20 50-megawatt steam turbines for customers on accelerated timelines - AI data centers and large-scale power generation projects driving energy demand AKRON, Ohio-(BUSINESS WIRE)-Babcock & Wilcox (B&W) (NYSE: BW) announced today that it has signed an agreement with Siemens Energy to commence work on 20 Siemens Energy steam turbine generator sets totaling 1 gigawatt (GW) of generating capacity for use in its FastPower(SM) program for data center projects. This agreement is in addition to B&W's previously announced turbine order. "As demand for dependable, large-scale power generation continues to accelerate, particularly from AI data center customers, we are strengthening our collaboration with Siemens Energy through this agreement," said Brandy Johnson, Chief Technology Officer, B&W. "This order secures 1 GW of capacity and further positions us to deliver reliable, high-capacity energy solutions on the accelerated timelines our customers require." "B&W is focused on helping customers meet one of today's most critical challenges: bringing reliable power online as quickly as possible," Johnson said. "By combining our proven generation technologies, deep engineering expertise and decades of project execution experience, we are uniquely positioned to deliver fast-track energy solutions that support rapidly growing power demands. With a strong pipeline of near-term data center and power generation opportunities, we are positioned to help customers accelerate project schedules while maintaining the reliability and performance they require." "Siemens Energy's agreement with Babcock & Wilcox to commence work on these steam turbine generator sets reflects a broader trend we are currently seeing in the U.S. market: growing demand for reliable, affordable, and resilient energy infrastructure," said Tobias Panse, Senior Vice President of Steam Turbines and Generators for Siemens Energy. "Siemens Energy is meeting this moment with the world's most efficient steam turbine technology, strong execution power and trusted, long-lasting partnerships with our customers." B&W's extensive experience in power generation, spanning thousands of installations across the world, provides a strong foundation for meeting the rapidly growing energy demands of data centers and other energy producers. Leveraging proven technologies and comprehensive project delivery capabilities, B&W offers reliable, scalable power solutions that can be deployed quickly and efficiently. About Babcock & Wilcox Headquartered in Akron, Ohio, Babcock & Wilcox Enterprises, Inc. is a leader in energy and environmental products and services for power and industrial markets worldwide. Follow Business Wire, Inc. on LinkedIn and learn more at babcock.com. Forward-Looking Statements B&W cautions that this release contains forward-looking statements, including, without limitation, statements relating to an agreement with Siemens Energy to commence work on 20 steam turbine generator sets. These forward-looking statements are based on management's current expectations and involve a number of risks and uncertainties. For a more complete discussion of these risk factors, see its filings with the Securities and Exchange Commission, including its most recent annual report on Form 10-K. If one or more of these risks or other risks materialize, actual results may vary materially from those expressed. Business Wire, Inc. caution readers not to place undue reliance on these forward-looking statements, which speak only as of the date of this release, and Business Wire, Inc. undertake no obligation to update or revise any forward-looking statement, except to the extent required by applicable law. Contacts. Investor Contact: Investor Relations Babcock & Wilcox 704.625.4944 [email protected] Media Contact: Ryan Cornell Public Relations Babcock & Wilcox 330.860.1345 [email protected] More News From Babcock & Wilcox Enterprises, Inc. AKRON, Ohio-( BUSINESS WIRE )-Babcock & Wilcox Enterprises, Inc. announced its financial results for the second quarter of 2026... AKRON, Ohio-( BUSINESS WIRE )-Babcock & Wilcox Enterprises, Inc. will host a conference call and webcast on Monday, August 10, 2026 at 5 p.m. ET... AKRON, Ohio-( BUSINESS WIRE )-The B&W Board of Directors has authorized a share repurchase program of up to $50 million of the Company's outstanding common stock...

Babcock & Wilcox's innovations shine in Global clean energy compendium 2026. Key points. * Babcock & Wilcox's decarbonization technologies featured in Global CCS Institute's 2026 report. * The report highlights over 190 innovative CCS solutions worldwide. * B&W's technologies include low-carbon hydrogen production and post-combustion capture. * ClimateBright(TM) solutions aim to advance sustainable power generation globally. The Global CCS Institute has recently released its annual report titled 'State of the Art: CCS Technologies 2026', which showcases innovative technologies that support carbon capture and storage (CCS) initiatives worldwide. Among those featured in the report are Babcock & Wilcox's (B&W) ClimateBright(TM) decarbonization technologies. This comprehensive report highlights the performance and application of emerging CCS technologies and has become a crucial reference for industry advancements. Babcock & Wilcox's contributions to the report demonstrate the company's commitment to sustainable energy solutions, featuring several of their key technologies. Notably, their BrightLoop(TM) technology for low-carbon intensity hydrogen production is a significant advancement in the field. This technology offers a promising method for generating hydrogen while minimizing carbon emissions, aligning with global efforts to decarbonize energy systems. In addition to hydrogen production, the report emphasizes B&W's OxyBright(TM) oxygen combustion technology and SolveBright(TM) post-combustion carbon capture system. These technologies reflect B&W's strategy to provide comprehensive solutions for reducing emissions during energy production processes. Moreover, the company's flue gas pre-treatment technologies effectively manage and control harmful emissions like sulfur oxides, further contributing to cleaner air standards. The release of this report signifies the growing recognition of Babcock & Wilcox as a leader in CCS and decarbonization technologies. The inclusion of their innovations among over 190 CCS solutions worldwide underscores the vital role that such technologies play in the transition toward cleaner energy. As countries and industries strive to meet climate targets, advancements in carbon capture and hydrogen production are emerging as integral components of a sustainable future. This positive recognition in the Global CCS report illustrates B&W's unwavering dedication to developing technologies that not only combat climate change but also enhance efficiency within the power generation sector. The ongoing support and focus on decarbonization technologies are indicative of a broader movement towards renewable and environmentally benign energy solutions, ultimately contributing to global sustainability goals. August 3, 2026 at 02:20 PM