Broadwind Energy (BWEN)
NASDAQ:BWEN
Earnings Data
Report Date
May 01, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.07Last Year’s EPS
-0.02Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a largely positive operational and commercial picture: record and expanding backlogs, strong order intake, double-digit growth in Industrial Solutions with improved margins, strategic portfolio optimization (divestiture) and reaffirmed 2026 guidance. Key short-term challenges include a raw material supply disruption that reduced Q4 throughput, modest adjusted EBITDA compression, and temporary utilization constraints in Gearing. Management has identified corrective actions, expects normalization in 2026, and highlighted meaningful capacity and market tailwinds (power generation, natural gas turbines, renewables) that support medium-term growth.Company Guidance
Consolidated Revenue Growth
Q4 consolidated revenue of $37.7 million, a 12% increase versus the prior-year quarter, driven primarily by Industrial Solutions strength.
Industrial Solutions Record Performance
Industrial Solutions Q4 revenue of $9.4 million, up 60% year-over-year (highest-ever segment revenue); Q4 orders +38% and backlog topped a new record of over $38.0 million (fifth consecutive quarter of record backlog). Segment adjusted EBITDA $1.5 million (~16% margin) versus $0.6 million (~10%) prior-year quarter.
Gearing Orders and Backlog Expansion
Gearing Q4 orders nearly $9.7 million, up 38% year-over-year; end-of-year backlog approximately $26.0 million (highest since 2023). Received a $6.0 million follow-on order for precision machined gearing components and had nearly $11.0 million already booked for Q1.
Strong Overall Order Intake
Fourth quarter orders were nearly $39.0 million, with strength across Gearing and Industrial Solutions driven by power generation, oil & gas, and natural gas turbine verticals.
Strategic Portfolio Actions and Operational Improvements
Completed divestiture of Manitowoc industrial fabrication operations (reducing lower-margin footprint), improving balance sheet optionality, increasing utilization at Abilene, and lowering overhead to redeploy capital toward higher-value precision manufacturing opportunities.
Balance Sheet and Liquidity
Ended Q4 with total cash and credit facility availability of nearly $25.0 million and stable working capital levels quarter-over-quarter.
Reaffirmed 2026 Guidance and Near-Term Capacity Upside
Reaffirmed full-year 2026 guidance: revenue $140–$150 million and adjusted EBITDA $8–$10 million. Management also highlighted the ability to materially expand Industrial Solutions revenue (management estimates ability to double to ~ $70M in current facility) via added shifts and capacity.
Quality and Certifications
Received the 2025 supplier quality and delivery award from the company's largest customer; plans to implement ISO 45001 in addition to existing ISO 9001 and AS 9100 certifications.
BWEN 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
BWEN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 11, 2026 | $2.41 | $2.22 | -7.88% |
Nov 13, 2025 | $2.19 | $2.60 | +18.72% |
Aug 12, 2025 | $2.49 | $2.13 | -14.46% |
May 13, 2025 | $1.61 | $1.65 | +2.48% |
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 Broadwind Energy (BWEN) report earnings?
Broadwind Energy (BWEN) is schdueled to report earning on May 01, 2026, TBA (Confirmed).
What is Broadwind Energy (BWEN) earnings time?
Broadwind Energy (BWEN) earnings time is at May 01, 2026, TBA (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 BWEN EPS forecast?
BWEN EPS forecast for the fiscal quarter 2026 (Q1) is -0.07.