The earnings beat and strong order growth in core segments are positive, but the top-line decline and net loss keep sentiment mixed. Monitor next quarter for post-divestiture revenue stabilization and margin improvement. The Abilene sale provides a liquidity boost, but the near-term outlook is for a smaller company focused on higher-growth gearing and industrial solutions.
Price Chart
Executive Summary
Broadwind reported Q1 2026 revenue of $34.1M (down 7.5% YoY) but beat consensus estimates on both revenue and EPS, with EPS of -$0.02 versus expectations of -$0.07. The beat was driven by strong growth in Gearing (+42%) and Industrial Solutions (+64%) segments, offset by a planned decline in Heavy Fabrications. The company also highlighted the sale of its Abilene facility, netting $17.2M in cash, as part of its strategic pivot away from wind tower production.
Key Financial Metrics
Key Facts
- Q1 revenue $34.1M, down 7.5% YoY, but beat consensus of $32.7M
- GAAP EPS -$0.02 vs consensus -$0.07 (beat by 71.4%)
- Total orders $37.4M, up 23% YoY
- Gearing segment revenue up 42%, Industrial Solutions up 64%
- Abilene facility sale closed in April 2026 with net cash proceeds of $17.2M
- Net debt to trailing twelve-month Adjusted EBITDA ratio of 1.7x
Financial Impact
Net loss of $0.5M improved slightly vs $0.4M loss in prior year; Adjusted EBITDA of $2.2M vs $2.4M prior year
Risk Factors
- Execution risk in transitioning away from wind tower manufacturing
- Dependence on power generation and natural gas turbine demand
- Further revenue contraction from segment exits
- Small market cap ($48M) leads to higher volatility
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3292664 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 11, 2026 11w ago | 8-K | $5.34 $4.04 | ▼ −24.34% | ▼ −23.29% | $3.07 (−42.51%) |
Jul 28, 2026 13w ago | Press Release | $3.49 $4.39 | ▲ +25.79% | ▲ +20.77% | $3.07 (−12.03%) |
May 12, 2026 24w ago | 8-K | $4.41 $3.96 | ▼ −10.20% | ▼ −8.48% | $3.07 (−30.39%) |
May 12, 2026 24w ago | Press Release | $4.41 $3.96 | ▼ −10.20% | ▼ −8.48% | $3.07 (−30.39%) |
May 5, 2026 25w ago | Press Release | $1.98 $4.06 | ▲ +105.05% | ▲ +102.27% | $3.07 (+55.05%) |
May 1, 2026 25w ago | Press Release | $2.62 $3.72 | ▲ +41.98% | ▲ +36.70% | $3.07 (+17.18%) |
Apr 14, 2026 28w ago | DEFA14A | $2.19 $2.03 | ▼ −7.31% | ▼ −13.60% | $3.07 (+40.18%) |
Apr 6, 2026 29w ago | 8-K | $2.08 $2.54 | ▲ +22.12% | ▲ +13.13% | $3.07 (+47.60%) |
Mar 11, 2026 32w ago | Press Release | $2.22 $2.11 | ▼ −4.96% | ▼ −5.48% | $3.07 (+38.29%) |
US Market Status
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