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BW Swings to Profit with $0.05 EPS, Beating Estimates by 134.4% on $161M Revenue

LOSS Per Share (GAAP)
$0.05
vs $-0.05 est. (+134.4%)
Revenue
$161.0M
vs $165.1M est.

Swing to profit. Babcock & Wilcox Enterprises (NYSE: BW) reported Q4 2025 GAAP Loss per share in the fourth quarter of 2025 was $0.05, compared to a loss per share of $0.61 in the fourth quarter of 2024. The industrial machinery specialist posted net income of $2.1 million for the quarter, marking a sharp turnaround from the prior quarter’s $0.02 EPS. Operating income reached $12.2 million while adjusted EBITDA came in at $16.4 million.

Revenue falls short. Q4 revenue of $161 million missed the $165.1 million consensus, falling short by 2.5%. The top line matched the prior quarter’s $161 million exactly, suggesting flat sequential momentum. Three analysts cover the stock, with estimates ranging from $161.9 million to $168.3 million. The revenue miss contrasts with the bottom-line beat, indicating margin expansion or cost discipline drove profitability. Shares closed at $13.05 on volume of 10.7 million, well above typical levels, with the stock trading in a $10.20 to $12.93 intraday range.

What to Watch: Management’s explanation for the profitability inflection despite flat revenue will be critical. The earnings call replay is available at investors.babcock.com — focus on commentary around margin drivers, backlog trends, and whether Q4’s profit marks a sustainable turn or reflects one-time benefits. The company’s ability to grow revenue while maintaining this cost structure will determine whether the current $1.37 billion market cap is justified.

This article was generated using AlphaStreet’s proprietary financial analysis technology and reviewed by our editorial team.

The post BW Swings to Profit with $0.05 EPS, Beating Estimates by 134.4% on $161M Revenue first appeared on Alphastreet.

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