Broadwind Energy (NASDAQ:BWEN) Posts Quarterly Earnings Results, Misses Expectations By $0.03 EPS

Broadwind Energy (NASDAQ:BWEN) posted its quarterly earnings data on Wednesday. The industrial products company reported ($0.04) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.01) by ($0.03), FiscalAI reports. Broadwind Energy had a negative return on equity of 2.05% and a net margin of 3.37%.The business had revenue of $37.74 million for the quarter, compared to analyst estimates of $36.18 million.

Here are the key takeaways from Broadwind Energy’s conference call:

• Orders and backlog strengthened materially in Q4 with nearly $39M of orders; Gearing orders rose ~38% to $9.7M and Industrial Solutions backlog hit a record $38.1M, signaling sustained customer demand.
• The Heavy Fabrications business was hurt by a raw material supply disruption tied to an OEM directed-buy program, which reduced throughput and contributed to lower adjusted EBITDA; management expects normalization in Q1 2026 after corrective actions.
• The company completed the divestiture of the Manitowoc (Wisconsin) facility to optimize its asset base, improve balance sheet optionality, reduce overhead and redeploy capital toward higher‑margin opportunities and bolt‑on M&A.
• Industrial Solutions has doubled capacity through equipment and staffing, is expanding its NC footprint ~30%, and management believes the segment can approach roughly $70M of revenue at full utilization with elevated volumes expected through 2026.
• Management reaffirmed full‑year 2026 guidance of $140–$150M revenue and $8–$10M adjusted EBITDA; Q4 revenue was $37.7M (up 12% YoY) but adjusted EBITDA declined to $1.9M and cash/availability was nearly $25M, reflecting mixed near‑term financials.

Broadwind Energy Trading Down 7.9%

NASDAQ:BWEN opened at $2.22 on Thursday. Broadwind Energy has a 12-month low of $1.41 and a 12-month high of $4.15. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.97 and a quick ratio of 0.66. The business has a 50 day simple moving average of $2.90 and a 200 day simple moving average of $2.63. The firm has a market capitalization of $51.50 million, a P/E ratio of 10.09 and a beta of 1.45.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. Geode Capital Management LLC increased its stake in shares of Broadwind Energy by 1.8% in the fourth quarter. Geode Capital Management LLC now owns 239,946 shares of the industrial products company’s stock valued at $679,000 after purchasing an additional 4,332 shares during the period. Bridgeway Capital Management LLC boosted its position in shares of Broadwind Energy by 5.0% during the second quarter. Bridgeway Capital Management LLC now owns 102,221 shares of the industrial products company’s stock worth $185,000 after buying an additional 4,903 shares during the period. Mariner LLC grew its holdings in Broadwind Energy by 17.1% in the 4th quarter. Mariner LLC now owns 36,120 shares of the industrial products company’s stock worth $102,000 after buying an additional 5,268 shares in the last quarter. State Street Corp grew its holdings in Broadwind Energy by 7.8% in the 4th quarter. State Street Corp now owns 80,265 shares of the industrial products company’s stock worth $227,000 after buying an additional 5,800 shares in the last quarter. Finally, Dimensional Fund Advisors LP increased its position in Broadwind Energy by 4.7% in the 3rd quarter. Dimensional Fund Advisors LP now owns 226,011 shares of the industrial products company’s stock valued at $475,000 after acquiring an additional 10,142 shares during the period. 33.27% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several brokerages recently commented on BWEN. HC Wainwright reiterated a “buy” rating and set a $6.00 target price on shares of Broadwind Energy in a report on Tuesday, February 10th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Broadwind Energy in a research report on Monday, December 22nd. Finally, Wall Street Zen lowered shares of Broadwind Energy from a “buy” rating to a “hold” rating in a research note on Sunday, February 15th. One research analyst has rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $6.00.

About Broadwind Energy

Broadwind Energy, Inc (NASDAQ: BWEN) is an engineering and manufacturing company focused on the design, production and service of heavy industrial equipment for energy infrastructure and related markets. The company’s offerings include custom-engineered gearboxes, couplings, hydrodynamic drives and utility-scale wind turbine towers. In addition to new equipment, Broadwind Energy provides aftermarket repair, refurbishment and testing services to support the long-term operation of energy and industrial assets.

The company operates through two principal segments.