Q2 FY2026 EarningsQ2 FY26 results significantly beat consensus across all key financial metrics, driven by a massive 130% YoY revenue surge to $319.7M compared to the $197.0M expected. GAAP EPS of $0.07 comfortably outperformed the $0.03 high-end analyst estimate, as the company successfully pivoted toward high-demand AI data center infrastructure and natural gas generation. Management raised the full-year FY26 Adjusted EBITDA target to a range of $80M-$105M, reflecting strong backlog execution and a $14B global project pipeline.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Babcock & Wilcox(BW) the Revenue is 319.7 M (+121.9%), Beat estimate;the EBIT is 11.8 M (+45.68%), Beat estimate;the EPS is 0.07 (+111.1%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.32B121.86%
0.20B36.69%
+0.12B85.17%
EBITExceed expectations
0.01B45.68%
0.01B42.39%
+0.00B3.29%
EPSExceed expectations
0.07111.11%
0.0267104.23%
+0.04336.88%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf