B&W Q3 operating income +315% to $6.5M; signs $1.5B AI data center LNTP with Applied Digital

Babcock & Wilcox Enterprises, Inc.

2025-Q3 EPS reported -$0.57 revenue$448,871,000

Q3 operating income $6.5M (+315% YoY); Adj EBITDA $12.6M (+59% YoY); revenue $149M vs $152.6M.
Signed $1.5B LNTP with Applied Digital for 1GW natural gas AI data center; full release expected Q1 2026.
Paid down $70M of Feb 2026 bonds; redeeming all $26M 8.125% Senior Notes on Dec 5, 2025.
FY2026 Adj EBITDA target $70-85M from core business (~80% growth); pipeline exceeds $10B.
Completed sale of Allen-Sherman-Hoff for $29M to ANDRITZ; issued 500k shares and warrant to Applied Digital for $2.057M.

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