Insider Trading March 18, 2026

Babcock & Wilcox CFO Makes Purchase, Exercises RSUs as Company Posts Q4 Beat

CFO Cameron M. Frymyer adds to his stake via open-market purchase and RSU conversion; Q4 2025 results modestly outpace analyst forecasts

By Hana Yamamoto BW
Babcock & Wilcox CFO Makes Purchase, Exercises RSUs as Company Posts Q4 Beat
BW

Babcock & Wilcox Enterprises, Inc. CFO Cameron M. Frymyer bought 1,285 shares on March 18, 2026, and converted 225,000 restricted stock units into common shares the same day. The company also reported fourth-quarter 2025 results that slightly exceeded analyst expectations on both earnings per share and revenue.

Key Points

  • CFO Cameron M. Frymyer bought 1,285 shares at $14.76 on March 18, 2026, for $18,966.
  • Frymyer exercised 225,000 RSUs on the same day; 100,350 shares were withheld to cover tax obligations, valued at $1,054,678 at $10.51 per share, and the total value of the exercised RSUs was $2,364,750 at $10.51 per share.
  • Babcock & Wilcox reported Q4 2025 results that beat expectations: a loss per share of $0.05 versus an expected loss of $0.0667, and revenue of $161 million compared with $158.97 million forecast.

Transaction overview

Cameron M. Frymyer, chief financial officer of Babcock & Wilcox Enterprises, Inc. (NYSE: BW), reported an open-market purchase on March 18, 2026. Frymyer acquired 1,285 shares of the companys common stock at $14.76 per share, for a total cash outlay of $18,966.

RSU conversion and tax withholding

On the same date, Frymyer exercised 225,000 restricted stock units (RSUs), which converted into an equivalent number of common shares. In connection with the RSU vesting, the issuer withheld 100,350 shares to satisfy tax obligations; the withheld shares were valued at $1,054,678 based on a per-share price of $10.51. The total value attributed to the exercised RSUs at $10.51 per share was $2,364,750. The converted RSUs vested immediately on the grant date and the converted shares were acquired upon that conversion.

Post-transaction ownership

Following the combination of the market purchase and the RSU conversion, Frymyer is reported to directly own 324,143 shares of Babcock & Wilcox Enterprises, Inc.

Quarterly financial results

Separately, the company disclosed fourth-quarter 2025 results that outperformed analyst estimates. Babcock & Wilcox recorded a loss per share of $0.05, which compared favorably with the expected loss per share of $0.0667, representing a positive surprise of 25.04 percent. Revenue for the period was $161 million, above the analyst projection of $158.97 million.

The report noted that these earnings and revenue figures exceeded the projections set by analysts. The company did not report any mergers or acquisitions in the recent disclosures, and there were no analyst upgrades or downgrades mentioned in the same reports.

Context and investor considerations

The filings and results provide a contemporaneous view of executive activity and quarterly performance. The RSU conversion and associated withholding are mechanical steps related to vesting and tax obligations. The companys fourth-quarter metrics, while still reflecting a loss on a per-share basis, numerically exceeded the consensus estimates referenced in the disclosure.


Note: The information above reflects the transactions and quarterly results as reported in the company filings and disclosures.

Risks

  • The company still reported a loss per share of $0.05 for Q4 2025 despite the positive surprise versus estimates, indicating continued negative EPS in the period.
  • A substantial portion of the RSU conversion was withheld to satisfy tax obligations - 100,350 shares were retained by the issuer - which reduced the net increase in shares delivered to the executive.
  • The disclosure did not include any information on mergers, acquisitions, or analyst changes, leaving future strategic or analyst-driven catalysts unspecified in the recent reports.

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