Babcock & Wilcox Enterprises (NYSE:BW) Earnings Call Presentation

Company Overview - Babcock & Wilcox (B&W) is a global energy leader providing innovative technologies for nearly 160 years[9, 11] - B&W leverages a vast installed base with over 300 operating utility and industrial boiler units in the U S and nearly 200 units across 40 countries[12] - B&W has more than 400 Gigawatts of installed global capacity at utility and industrial plants[15] Financial Performance and Pipeline - B&W's Last Twelve Months (LTM) revenue as of September 2025 was approximately $623 1 million[36, 50] - The company has a solid global pipeline of $10 to $12 billion, including AI data center opportunities of over $3 to $5 billion and BrightLoop/ClimateBright opportunities of $2 6 billion[20, 39] - Capital expenditure is expected to exceed $1 trillion within the next five years for electric and gas utilities, and also reach $1 trillion within the next three years for data centers[25] Growth Opportunities - B&W is capitalizing on significant opportunities for profitable growth, including delivering power generation technologies for AI data centers[16] - The company is involved in a $1 5 billion project to deliver one gigawatt of power for an Applied Digital AI Factory, with full notice to proceed expected in January 2026[25, 29] - The company has a pipeline of more than $5 billion in Europe, more than $11 billion in Americas, more than $6 billion in Asia-Pacific, and more than $3 billion in Middle East & Africa[40]