Babcock & Wilcox stock soars on asset sale news

Published 05/06/2025, 14:52
© Reuters.

Investing.com -- Shares of Babcock & Wilcox Enterprises Inc (NYSE:BW) surged 47% following the announcement of an agreement to sell its Diamond Power International business to Austria-based ANDRITZ for $177 million. The transaction is expected to close within 30 days and includes the transfer of approximately 400 employees to ANDRITZ.

Babcock & Wilcox (NYSE:BWXT), a leader in energy and environmental technologies and services for the power and industrial markets, has reported a robust start to 2025. The company highlighted the highest bookings and backlog in decades, particularly from its parts and services business, as well as a strong backlog from Thermal projects, upgrades, and construction, mainly in North America. The sale of Diamond Power, which generates annual revenues of about $110 million, is seen as a transformative move that will reinforce the value of B&W’s underlying assets and help recapitalize its businesses.

Chairman and CEO Kenneth Young expressed confidence in the company’s financial position, stating, "With a strong balance sheet, we are well-positioned to win new gas conversions, plant upgrades and behind-the-meter data center projects in North America and beyond." He also emphasized the growing demand for the company’s BrightLoop™ technologies, which offer cost-effective steam generation and hydrogen production with CO2 capture capabilities.

Additionally, B&W announced cash offers to purchase up to a maximum of $70 million aggregate amount of its outstanding senior notes due in 2026, with the offers set to expire on July 11, 2025. The settlement date is expected to be July 14, 2025, subject to the completion of the Diamond Power sale and the receipt of net proceeds sufficient to fund the cash offers.

The company’s strategic decisions, including the divestiture of Diamond Power and the tender offer for its senior notes, are aimed at improving its financial structure and focusing on core growth areas. The market’s positive reaction to these announcements reflects investor confidence in Babcock & Wilcox’s ability to execute its growth strategy and capitalize on emerging opportunities in the energy sector.

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