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Babcock & Wilcox Company (BW)
NYSE:BW
Earnings Data
Report Date
May 07, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.04Last Year’s EPS
-0.11Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Q4 2025
Earnings Call Date:Mar 16, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call emphasized multiple historic operational and financial milestones: first-ever full-year GAAP net profit, record quarterly revenue (RMB 105.2M), strong gross profit expansion (+23% YoY), exceptional cash generation (RMB 35.1M operating cash inflow), and breakout international traction for EngageLab (USD 10M ARR, +186% YoY; customers +142% YoY). Key SaaS KPIs (NDR 103%, deferred revenue RMB 178.7M) and robust guidance (2026 revenue +20%–28%) reinforce a positive outlook. Headwinds are present — notably the 24% YoY decline in Market Intelligence revenue, YoY weakness and volatility in Value-Added Services, and rising operating expenses (R&D and S&M +16% YoY) — but these are outweighed by the scale and quality of the improvements reported and the large number of positive metrics.Company Guidance
Record Quarterly Revenue
Group revenue for Q4 reached RMB 105.2 million, a 13% year-over-year increase and 16% sequential (quarter-over-quarter) growth — the first time quarterly revenue exceeded RMB 100 million since the transition to a pure SaaS model.
First Full-Year GAAP Net Profit
Aurora Mobile reported its first-ever full-year GAAP net profit for fiscal 2025, marking a major inflection point in profitability.
Outstanding EngageLab Traction
Flagship product EngageLab hit ARR of USD 10 million as of December 2025 (186% year-over-year ARR growth), reached 1,641 customers (+142% year-over-year), cumulative signed contract value of RMB 157 million (RMB 29 million new contracts in Q4), and expanded to customers in over 70 countries (+18 new countries in Q4).
Strong Gross Profit Expansion
Gross profit was RMB 69.7 million, up 23% year-over-year and 9% quarter-over-quarter — the highest gross profit in the past 16 quarters, indicating improving revenue quality and margins.
Robust Cash Generation and Balance Sheet
Net operating cash inflow for the quarter was RMB 35.1 million (best quarterly cash flow since Q4 2020). Cash and cash equivalents increased by RMB 53.8 million (a 45% rise) to RMB 173 million as of December 31, 2025.
Developer Subscription Strength & SaaS KPIs
Core developer subscription revenue was RMB 61.9 million (+13% year-over-year, +8% quarter-over-quarter). Subscription revenue rose 13% year-over-year (7% QoQ). Net dollar retention (NDR) for developer subscription stood at 103% (trailing 12 months), the second consecutive quarter above 100%.
Vertical Applications — Financial Risk Management Surge
Financial risk management revenue grew 43% year-over-year and 11–12% quarter-over-quarter, with consistent >RMB 22 million revenue each quarter in 2025 driven by 20% customer growth and 20% ARPU increase.
High Deferred Revenue and Healthy AR Collection
Total deferred revenue reached a historical high of RMB 178.7 million, signaling predictable future revenue; accounts receivable turnover days remained healthy at 37 days.
Confident 2026 Revenue Guidance
Management provided full-year 2026 revenue guidance of RMB 450 million to RMB 480 million, implying 20%–28% year-over-year growth versus 2025.
Share Repurchase Activity
Repurchased 73,000 ADS in the quarter and cumulatively repurchased 400,000 ADS since the program began, signaling confidence in the business and capital allocation.
BW Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BW Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 16, 2026 | $11.74 | $14.90 | +26.92% |
Nov 04, 2025 | $3.74 | $4.80 | +28.34% |
Aug 11, 2025 | $1.27 | $1.47 | +15.75% |
May 12, 2025 | $0.65 | $0.95 | +45.99% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Babcock & Wilcox Company (BW) report earnings?
Babcock & Wilcox Company (BW) is schdueled to report earning on May 07, 2026, After Close (Confirmed).
What is Babcock & Wilcox Company (BW) earnings time?
Babcock & Wilcox Company (BW) earnings time is at May 07, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BW EPS forecast?
BW EPS forecast for the fiscal quarter 2026 (Q1) is -0.04.