Broadwind Energy (NASDAQ:BWEN) Releases 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 for the quarter, missing the consensus estimate of ($0.01) by ($0.03), FiscalAI reports. Broadwind Energy had a negative return on equity of 1.94% and a net margin of 3.32%.The business had revenue of $37.74 million during the quarter, compared to the consensus estimate 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 Up 0.9%

NASDAQ:BWEN opened at $2.24 on Friday. The company has a market cap of $51.97 million, a PE ratio of 10.18 and a beta of 1.45. The business’s 50 day moving average is $2.88 and its two-hundred day moving average is $2.62. The company has a quick ratio of 0.66, a current ratio of 1.97 and a debt-to-equity ratio of 0.12. Broadwind Energy has a 52 week low of $1.41 and a 52 week high of $4.15.

Institutional Investors Weigh In On Broadwind Energy

Several large investors have recently bought and sold shares of BWEN. XTX Topco Ltd acquired a new position in Broadwind Energy during the 2nd quarter worth $25,000. Virtu Financial LLC acquired a new stake in Broadwind Energy in the 3rd quarter valued at about $31,000. Goldman Sachs Group Inc. acquired a new stake in Broadwind Energy during the 1st quarter worth $25,000. LPL Financial LLC lifted its holdings in shares of Broadwind Energy by 62.0% during the 4th quarter. LPL Financial LLC now owns 31,637 shares of the industrial products company’s stock valued at $90,000 after purchasing an additional 12,102 shares in the last quarter. Finally, Mariner LLC lifted its stake in Broadwind Energy by 17.1% in the fourth quarter. Mariner LLC now owns 36,120 shares of the industrial products company’s stock valued at $102,000 after buying an additional 5,268 shares in the last quarter. Hedge funds and other institutional investors own 33.27% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on BWEN shares. HC Wainwright reiterated a “buy” rating and issued a $6.00 price objective on shares of Broadwind Energy in a report on Tuesday, February 10th. Wall Street Zen downgraded shares of Broadwind Energy from a “buy” rating to a “hold” rating in a report on Sunday, February 15th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Broadwind Energy in a report on Monday, December 22nd. One equities research analyst has rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $6.00.

Broadwind Energy Company Profile

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.