Babcock & Wilcox
About: Babcock & Wilcox Enterprises Inc is a power generation equipment supplier and servicing company that operates in three segments: B&W Renewable, B&W Environmental, and B&W Thermal. B&W Thermal, focuses on steam generation products and solutions for plants in the power generation, oil, and gas, and industrial sectors, generates the majority of the company's revenue. B&W Renewable focuses on sustainable power and heat generation while B&W Environmental focuses on emissions control. The company's customer base spans the industrial, electrical utility, and municipal industries located predominantly in the United States, Canada, Denmark, the United Kingdom, and other regions. Business in the U.S. contributes the vast majority of its revenue.
Employees: 2,250
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
50% more funds holding in top 10
Funds holding in top 10: 2 [Q2] → 3 (+1) [Q3]
39% more capital invested
Capital invested by funds: $99.1M [Q2] → $138M (+$39.1M) [Q3]
1.54% less ownership
Funds ownership: 75.09% [Q2] → 73.56% (-1.54%) [Q3]
17% less funds holding
Funds holding: 116 [Q2] → 96 (-20) [Q3]
22% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 32
61% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 33
85% less call options, than puts
Call options by funds: $89K | Put options by funds: $593K
Research analyst outlook
We haven’t received any recent analyst ratings for BW.
Financial journalist opinion
