MarketBeat
10 Nov 2026, 05:15 UTC · 1d ago
What Babcock (BW) Said on Its Q3 Earnings Call
Impact · against what's priced in
Babcock (BW) is significantly updating its growth trajectory with a new 2027 EBITDA target of $125M–$140M and a massive expansion in backlog to $2.5B. The pipeline, particularly the $6B in data center opportunities, suggests a long-term growth catalyst beyond current guidance.
- BW+0.70
No priced-in read yet
- In context
The company issued a new 2027 adjusted EBITDA target of $125M–$140M (up ~40% from the 2026 midpoint) and reported a backlog surge of 571% to $2.5B, with a $16B pipeline providing visibility into 2029.
Read from the article alone
