Babcock & Wilcox Enterprises (BW) Q2 FY26 earnings call

Babcock & Wilcox delivered robust Q2 FY26 results, driven by strong demand for reliable power from utilities, industrial, and data center customers, leading to significant growth in pipeline, bookings, and backlog. The company raised its full-year adjusted EBITDA target, while actively addressing near-term labor challenges and advancing strategic projects like Base Electron and BrightLoop to capitalize on future energy transition opportunities.