Tearsheet

Broadwind (BWEN)


Market Price (3/28/2026): $1.97 | Market Cap: $45.8 Mil
Sector: Materials | Industry: Diversified Metals & Mining

Broadwind (BWEN)


Market Price (3/28/2026): $1.97
Market Cap: $45.8 Mil
Sector: Materials
Industry: Diversified Metals & Mining

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 11%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 7.4%
Weak multi-year price returns
2Y Excs Rtn is -37%, 3Y Excs Rtn is -104%
Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 61%
1 Megatrend and thematic drivers
Megatrends include Renewable Energy Transition, Offshore Wind Development, and Sustainable Infrastructure. Themes include Wind Energy Development, Show more.
  Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -1.4%
2   Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -9.7%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -12%
3   Key risks
BWEN key risks include [1] operational inefficiencies and profitability hurdles in its manufacturing segments, Show more.
0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 11%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 7.4%
1 Megatrend and thematic drivers
Megatrends include Renewable Energy Transition, Offshore Wind Development, and Sustainable Infrastructure. Themes include Wind Energy Development, Show more.
2 Weak multi-year price returns
2Y Excs Rtn is -37%, 3Y Excs Rtn is -104%
3 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 61%
4 Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -1.4%
5 Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -9.7%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -12%
6 Key risks
BWEN key risks include [1] operational inefficiencies and profitability hurdles in its manufacturing segments, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Broadwind (BWEN) stock has lost about 35% since 11/30/2025 because of the following key factors:

1. Lower-than-expected 2026 Financial Guidance.

Broadwind announced preliminary full-year 2025 results and introduced full-year 2026 financial guidance on February 5, 2026, and reaffirmed this guidance on March 11, 2026. The 2026 revenue guidance was set at $140 million to $150 million, and adjusted EBITDA guidance at $8 million to $10 million. This guidance was lower than the reported full-year 2025 revenue of $158.1 million and the adjusted EBITDA of $8.7 million (excluding a divestiture gain), leading to a significant market reaction with the stock declining by 33.13% following the preliminary announcement.

2. Operational Weaknesses in Key Segments.

The company's Q4 2025 earnings report highlighted a year-over-year revenue decline of 8% in its Gearing segment, primarily due to reduced demand from the wind aftermarket and mining sectors. Additionally, the Heavy Fabrications segment experienced a 20% year-over-year decrease in orders and faced raw material supply disruptions, which negatively impacted manufacturing throughput and operating efficiency. These segment-specific challenges contributed to a decline in adjusted EBITDA to $1.9 million in Q4 2025 from $2.1 million in the prior year period.

Show more

Stock Movement Drivers

Fundamental Drivers

The -35.0% change in BWEN stock from 11/30/2025 to 3/27/2026 was primarily driven by a -35.2% change in the company's P/E Multiple.
(LTM values as of)113020253272026Change
Stock Price ($)3.031.97-35.0%
Change Contribution By: 
Total Revenues ($ Mil)1541582.7%
Net Income Margin (%)3.4%3.3%-1.7%
P/E Multiple13.58.7-35.2%
Shares Outstanding (Mil)2323-0.6%
Cumulative Contribution-35.0%

LTM = Last Twelve Months as of date shown

Market Drivers

11/30/2025 to 3/27/2026
ReturnCorrelation
BWEN-35.0% 
Market (SPY)-5.3%34.1%
Sector (XLB)10.0%33.5%

Fundamental Drivers

The -6.2% change in BWEN stock from 8/31/2025 to 3/27/2026 was primarily driven by a -12.1% change in the company's P/S Multiple.
(LTM values as of)83120253272026Change
Stock Price ($)2.101.97-6.2%
Change Contribution By: 
Total Revenues ($ Mil)1451588.9%
P/S Multiple0.30.3-12.1%
Shares Outstanding (Mil)2323-2.0%
Cumulative Contribution-6.2%

LTM = Last Twelve Months as of date shown

Market Drivers

8/31/2025 to 3/27/2026
ReturnCorrelation
BWEN-6.2% 
Market (SPY)0.6%29.9%
Sector (XLB)7.1%26.0%

Fundamental Drivers

The 25.5% change in BWEN stock from 2/28/2025 to 3/27/2026 was primarily driven by a 65.1% change in the company's Net Income Margin (%).
(LTM values as of)22820253272026Change
Stock Price ($)1.571.9725.5%
Change Contribution By: 
Total Revenues ($ Mil)1561581.2%
Net Income Margin (%)2.0%3.3%65.1%
P/E Multiple11.08.7-20.8%
Shares Outstanding (Mil)2223-5.2%
Cumulative Contribution25.5%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2025 to 3/27/2026
ReturnCorrelation
BWEN25.5% 
Market (SPY)9.8%15.6%
Sector (XLB)12.4%19.0%

Fundamental Drivers

The -56.4% change in BWEN stock from 2/28/2023 to 3/27/2026 was primarily driven by a -49.1% change in the company's P/S Multiple.
(LTM values as of)22820233272026Change
Stock Price ($)4.521.97-56.4%
Change Contribution By: 
Total Revenues ($ Mil)163158-2.9%
P/S Multiple0.60.3-49.1%
Shares Outstanding (Mil)2123-11.8%
Cumulative Contribution-56.4%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2023 to 3/27/2026
ReturnCorrelation
BWEN-56.4% 
Market (SPY)69.4%22.3%
Sector (XLB)26.8%24.8%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
BWEN Return-76%-5%55%-32%51%-29%-75%
Peers Return21%-2%40%30%37%16%248%
S&P 500 Return27%-19%24%23%16%-5%72%

Monthly Win Rates [3]
BWEN Win Rate17%33%42%33%50%33% 
Peers Win Rate56%46%60%49%53%73% 
S&P 500 Win Rate75%42%67%75%67%33% 

Max Drawdowns [4]
BWEN Max Drawdown-76%-22%-1%-44%-25%-29% 
Peers Max Drawdown-4%-22%-13%-15%-28%-5% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-5% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: ACA, GEV, TRN, REX, TWIN.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 3/27/2026 (YTD)

How Low Can It Go

Unique KeyEventBWENS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-87.3%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven685.7%34.1%
2022 Inflation ShockTime to BreakevenTime to BreakevenNot Fully Recovered days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-51.9%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven108.1%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven82 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-87.3%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven686.0%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven741 days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-90.7%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven979.2%131.3%
2008 Global Financial CrisisTime to BreakevenTime to BreakevenNot Fully Recovered days1,480 days

Compare to ACA, GEV, TRN, REX, TWIN

In The Past

Broadwind's stock fell -87.3% during the 2022 Inflation Shock from a high on 1/26/2021. A -87.3% loss requires a 685.7% gain to breakeven.

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About Broadwind (BWEN)

Broadwind, Inc. manufactures and sells structures, equipment, and components for clean tech and other specialized applications primarily in the United States. It operates through three segments: Heavy Fabrications, Gearing, and Industrial Solutions. The Heavy Fabrications segment provides fabrications to various industrial markets. It offers steel towers and adapters primarily to wind turbine manufacturers. The Gearing segment provides gearing, and gearboxes and systems for onshore and offshore oil and gas fracking and drilling, surface and underground mining, wind energy, steel, material handling, and other infrastructure markets. This segment also offers heat treat services for aftermarket and original equipment manufacturer applications. The Industrial Solutions segment provides supply chain solutions for offering instrumentation and controls, valve assemblies, sensor devices, fuel system components, electrical junction boxes and wiring, energy storage services, and electromechanical devices; light fabrication, inventory management, and kitting and assembly services; packaging solutions; and fabricating services for panels and sub-assemblies to combined cycle natural gas turbine market. The company sells its products to the energy, mining, and infrastructure sector customers through its direct sales force and independent sales agents. The company was formerly known as Broadwind Energy, Inc. and changed its name to Broadwind, Inc. in May 2020. Broadwind, Inc. is headquartered in Cicero, Illinois.

AI Analysis | Feedback

Here are 1-3 brief analogies to describe Broadwind (BWEN):

  1. A specialized industrial manufacturer that builds essential components like wind turbine towers and heavy-duty gearboxes, operating like a focused segment of General Electric or Siemens Energy.

  2. The 'pick-and-shovel' provider for energy and heavy industries, supplying large steel structures (e.g., wind towers) and complex gearing systems, akin to a smaller, more niche Eaton or Parker-Hannifin.

AI Analysis | Feedback

  • Steel Towers and Adapters: Manufactures steel towers and adapters primarily for wind turbine manufacturers.
  • Heavy Fabrications: Provides custom steel fabrications for various industrial markets.
  • Gearing and Gearboxes: Designs and manufactures gearing, gearboxes, and systems for heavy industries such as oil & gas, mining, and wind energy.
  • Heat Treat Services: Offers specialized heat treatment services for both aftermarket and original equipment manufacturer applications.
  • Industrial Supply Chain Solutions: Provides comprehensive supply chain solutions, including instrumentation and controls, valve assemblies, and electromechanical devices.
  • Light Fabrication and Assembly Services: Offers light fabrication, inventory management, kitting, and assembly services for industrial applications.
  • Packaging Solutions: Develops and provides specialized packaging solutions for industrial products.

AI Analysis | Feedback

Major Customers of Broadwind (BWEN)

Broadwind (BWEN) primarily sells its products and services to other companies (business-to-business). While specific customer company names are not disclosed in the provided description, its major customer categories include:

  • Wind turbine manufacturers
  • Companies operating in the onshore and offshore oil and gas fracking and drilling sectors
  • Companies involved in surface and underground mining
  • Companies in the combined cycle natural gas turbine market
  • Other industrial customers in the steel, material handling, and broader infrastructure sectors

AI Analysis | Feedback

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AI Analysis | Feedback

Eric Blashford, President and Chief Executive Officer

Eric Blashford has served as President and Chief Executive Officer of Broadwind since March 1, 2020, and is also a member of the board. He previously held the role of Interim CFO from October 2021 to August 2022. Prior to his CEO appointment, he was Broadwind's Chief Operating Officer from May 2018 to February 2020 and President of Broadwind Towers, Inc. (now Broadwind Heavy Fabrications, Inc.) from October 2014 to May 2019. Before joining Broadwind, Mr. Blashford served as President of a group of businesses owned by The Heico Companies, LLC, from 2012 to 2014, which included manufacturers of heavy-duty off-road vehicles and parts for various industries. For five years prior to Heico, he was President for a group of companies owned by The Scott Fetzer Co., servicing truck equipment, electrical fittings, and industrial equipment markets. He began his career with Waltco Truck Equipment Company in accounting and operational roles.

Thomas Ciccone, Vice President and Chief Financial Officer

Thomas Ciccone has served as Vice President and Chief Financial Officer of Broadwind since August 10, 2022. He was previously Vice President since September 2021 and Principal Accounting Officer since October 2021. Mr. Ciccone joined Broadwind in 2008 as Accounting Manager and has held various corporate finance roles, including Director of Finance and Manager of External Reporting, before becoming Corporate Controller, Assistant Treasurer, and Assistant Secretary in August 2017. He is a certified public accountant (non-practicing) in Illinois.

Daniel Schueller, President of Broadwind Heavy Fabrications

Daniel Schueller serves as the President of Broadwind Heavy Fabrications.

Gilbert Mayo, President of Broadwind Industrial Solutions

Gilbert Mayo has served as President of Broadwind Industrial Solutions, LLC, a wholly-owned subsidiary of Broadwind, since September 2017. Before this, he was the general manager of heavy fabrications at Broadwind Heavy Fabrications, Inc. from 2015 to 2017. Prior to Broadwind, Mr. Mayo spent 16 years at The Scott Fetzer Company in various leadership positions, including president of the Halex Company. He also held senior operations leadership roles at Fort James Company and Michelin Tire Corporation, and served as an officer in the United States Marine Corps for five years.

AI Analysis | Feedback

The key risks to Broadwind's business include its significant reliance on the wind energy sector, which is highly susceptible to policy and regulatory changes, its concentrated customer base, and the challenges associated with operational efficiency, supply chain disruptions, and fluctuating raw material costs.

1. Reliance on the Wind Energy Sector and Policy/Regulatory Risks

Broadwind's Heavy Fabrications segment, which primarily produces steel towers and adapters for wind turbine manufacturers, constituted approximately 68% of its total revenue in fiscal year 2024. The demand for wind energy products is heavily influenced by federal and state tax incentives, such as the Production Tax Credit (PTC) and Investment Tax Credit (ITC), and renewable portfolio standards. Any significant changes or reductions in these governmental policies and incentives could substantially decrease demand for Broadwind's products and adversely impact the profitability of its Heavy Fabrications segment. Although Broadwind has been working to diversify its operations and reduce its historical dependence on the cyclical wind energy market, it still accounts for a significant portion of its revenue.

2. Customer Concentration Risk

A substantial portion of Broadwind's revenue is generated from a limited number of major customers. The loss of business or a significant reduction in orders from any of these key customers could have a material adverse effect on the company's financial results and operations. Furthermore, consolidation within the wind turbine manufacturing industry, where Broadwind's primary customers operate, could intensify customer concentration and lead to increased pricing pressures, negatively impacting Broadwind's margins and profits.

3. Operational Efficiency, Supply Chain Disruptions, and Raw Material Cost Volatility

Broadwind faces ongoing risks related to operational inefficiencies, which have been noted to pressure its profitability. The company's manufacturing processes can be impacted by factors such as the production of new, larger wind tower models. Additionally, Broadwind is dependent on the consistent supply of raw materials, particularly steel, which is subject to significant price fluctuations in the open market. Disruptions in the supply chain, such as those caused by an OEM customer's directed buy program, can lead to reduced manufacturing throughput and operational inefficiencies, as experienced in its Heavy Fabrications business. Rising inflation and interest rates also contribute to increased operational costs, potentially affecting future margins.

AI Analysis | Feedback

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AI Analysis | Feedback

Broadwind (symbol: BWEN) operates in addressable markets spanning wind energy, industrial gearing for various heavy industries, and components for natural gas turbines. Here are the estimated market sizes for their main products and services:

Heavy Fabrications Segment: Wind Turbine Towers and Adapters

  • Globally, the wind turbine tower market was estimated at approximately USD 29.94 billion in 2024 and is projected to reach around USD 47.76 billion by 2030. Other estimates for the global market value it at USD 25.82 billion in 2024, with growth projected to USD 41.45 billion by 2033.
  • In the U.S., the wind turbine tower market generated USD 4.88 billion in revenue in 2024 and is expected to reach USD 7.4367 billion by 2030. The U.S. market for wind turbine towers is also projected to reach USD 5.22 billion by 2032.

Gearing Segment: Gearing, Gearboxes, and Systems

  • The global industrial gear market was valued at approximately USD 29.9 billion in 2024 and is estimated to grow to USD 45.1 billion by 2035. Another report estimates the global industrial gears market at around USD 31.93 billion in 2024, with projections to reach USD 50.03 billion by 2034.
  • For wind energy applications, the U.S. wind turbine gearbox market is projected to grow significantly, reaching an estimated value of USD 5.84 billion by 2032.
  • For mining applications, while specific gearing market size for mining is not separately available, the broader U.S. mining equipment market, which utilizes such gearing, was valued at USD 17.15 billion in 2023 and is projected to reach USD 16.56 billion by 2030.
  • Oil and Gas applications are noted as a key segment within the global industrial gear market. However, a specific addressable market size for gearing within the U.S. oil and gas fracking and drilling sector was not identified.

Industrial Solutions Segment: Components and Services for Combined Cycle Natural Gas Turbines

  • The global gas turbine component market was valued at USD 8.2 billion in 2024 and is expected to reach USD 13.1 billion by 2034. The combined cycle gas turbine component market holds a significant share, accounting for 79.4% of this global market in 2024.
  • In the U.S., the gas turbine component market was estimated at USD 576.9 million in 2024. This is part of the larger U.S. gas turbine market, which was valued at USD 3.9 billion in 2025 and is estimated to reach USD 5.8 billion by 2034. Combined cycle technology constitutes the largest portion of the U.S. gas turbine market, holding 63.7% in 2025.

AI Analysis | Feedback

Here are the expected drivers of future revenue growth for Broadwind (BWEN) over the next 2-3 years:

  1. Growth in the Industrial Solutions Segment driven by Natural Gas Turbines and Data Centers: Broadwind anticipates significant growth in its Industrial Solutions segment, which experienced a 60% year-over-year revenue increase in Q4 2025 and a record backlog. This growth is primarily fueled by strong demand for natural gas turbine components for both new installations and aftermarket services, particularly as new data center constructions increase the need for distributed power solutions. The company is actively investing in and expanding its manufacturing capacity within this segment to meet projected future customer demand.
  2. Increased Focus on Power Generation Markets: Broadwind is strategically shifting towards higher-margin power generation markets, including oil and gas, renewables, and potentially nuclear energy. Management has indicated an expectation of a "super cycle" in this sector, providing a long-term growth catalyst through 2030, with target market Compound Annual Growth Rates (CAGRs) of 6% or more.
  3. Recovery and Backlog Conversion in the Gearing Segment: Despite a recent decline in revenue, the Gearing segment saw a 38% year-over-year increase in orders in Q4 2025, resulting in its highest backlog since 2023. The company expects improved operating leverage in 2026 as volumes recover, driven by continued strength in power generation and oil and gas verticals, including a significant follow-on order for natural gas turbine gearing components.
  4. Sustained Demand for Wind Towers and Repowering Adapters: The Heavy Fabrications segment experienced a 6% revenue increase in Q4 2025, largely due to increased sales of wind towers and repowering adapters. Broadwind expects this level of wind tower activity to continue through 2026 and into 2027, providing a stable revenue stream.
  5. Strategic Capacity Expansion Initiatives: To accommodate anticipated growth, Broadwind is undertaking strategic capacity expansions. This includes prudent investments in equipment and staffing to double production capacity across various processes in the Industrial Solutions segment. Additionally, the company plans to expand its North Carolina footprint by approximately 30% in Q2 2026 to further support future growth. This expansion is expected to enable significant revenue upside in the Industrial Solutions business alone.

AI Analysis | Feedback

Share Repurchases

  • Broadwind's Board of Directors authorized a share repurchase program of up to $3 million in common stock on September 10, 2025.
  • The program permits repurchases through various methods, including open market transactions and privately negotiated purchases.
  • The share repurchase program underscores management's confidence in the long-term value creation potential of Broadwind, particularly after the divestiture of its Wisconsin-based operations.

Share Issuance

  • In the second quarter of 2025, 256 shares were withheld for taxes related to the issuance of restricted stock, following 130 shares in the second quarter of 2024.

Outbound Investments

  • Broadwind completed the divestiture of its Wisconsin-based industrial fabrication operations on September 8, 2025.
  • This divestiture aimed to optimize the asset base, increase balance sheet optionality, and reposition capital towards higher-value growth opportunities.
  • The divestiture was projected to add approximately $13 million of cash to the balance sheet and reduce costs by an estimated $8 million annually.

Capital Expenditures

  • Broadwind has made investments in equipment and staffing within its Industrial Solutions segment, effectively doubling its production capacity across various processes.
  • The company plans to expand its local footprint in North Carolina by approximately 30% in the second quarter of 2026 to accommodate future growth.
  • In the first quarter of 2025, investing activities utilized $0.916 million, primarily for the purchase of property and equipment.

Better Bets vs. Broadwind (BWEN)

Latest Trefis Analyses

TitleDate
0DASHBOARDS 
1Broadwind Earnings Notes12/16/2025
2null10/17/2025
Title
0ARTICLES

Trade Ideas

Select ideas related to BWEN.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
IP_1312026_Insider_Buying_45D_2Buy_200K01312026IPInternational PaperInsiderInsider Buys 45DStrong Insider Buying
Companies with multiple insider buys in the last 45 days
9.1%9.1%0.0%
B_1302026_Quality_Momentum_RoomToRun_10%01302026BBarrick MiningQualityQ | Momentum | UpsideQuality Stocks with Momentum and Upside
Buying quality stocks with strong momentum but still having room to run
11.7%11.7%-4.0%
AMR_12312025_Insider_Buying_45D_2Buy_200K12312025AMRAlpha Metallurgical ResourcesInsiderInsider Buys 45DStrong Insider Buying
Companies with multiple insider buys in the last 45 days
-18.6%-18.6%-18.6%
EMN_12262025_Dip_Buyer_ValueBuy12262025EMNEastman ChemicalDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
18.9%18.9%0.0%
AMCR_12122025_Insider_Buying_GTE_1Mil_EBITp+DE_V212122025AMCRAmcorInsiderInsider Buys | Low D/EStrong Insider Buying
Companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap
19.2%19.2%-0.5%

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

BWENACAGEVTRNREXTWINMedian
NameBroadwindArcosa GE Verno.Trinity .REX Amer.Twin Disc 
Mkt Price1.97102.85853.1631.1947.7315.1939.46
Mkt Cap0.05.0229.52.51.60.22.0
Rev LTM1582,88338,0682,1576513481,404
Op Inc LTM13361,3913585612196
FCF LTM-191763,710-43518-09
FCF 3Y Avg-71821,951-291281521
CFO LTM-153414,9873608917215
CFO 3Y Avg-33682,9194108626227

Growth & Margins

BWENACAGEVTRNREXTWINMedian
NameBroadwindArcosa GE Verno.Trinity .REX Amer.Twin Disc 
Rev Chg LTM10.4%12.2%9.0%-30.0%-3.1%8.3%8.6%
Rev Chg 3Y Avg-1.4%8.8%-8.0%-8.7%11.0%8.0%
Rev Chg Q12.4%7.6%3.8%-2.9%0.4%0.3%2.1%
QoQ Delta Rev Chg LTM2.7%1.8%1.1%-0.8%0.1%0.1%0.6%
Op Mgn LTM0.3%11.7%3.7%16.6%8.6%3.4%6.1%
Op Mgn 3Y Avg2.9%9.3%0.7%13.9%8.8%4.1%6.4%
QoQ Delta Op Mgn LTM0.1%1.1%-0.0%-0.2%-0.5%-0.2%-0.1%
CFO/Rev LTM-9.7%11.8%13.1%16.7%13.7%4.8%12.5%
CFO/Rev 3Y Avg-1.2%14.2%8.0%15.1%12.2%8.3%10.3%
FCF/Rev LTM-12.0%6.1%9.7%-20.2%2.7%-0.0%1.3%
FCF/Rev 3Y Avg-3.8%6.9%5.3%-11.6%3.8%4.8%4.3%

Valuation

BWENACAGEVTRNREXTWINMedian
NameBroadwindArcosa GE Verno.Trinity .REX Amer.Twin Disc 
Mkt Cap0.05.0229.52.51.60.22.0
P/S0.31.76.01.22.40.61.4
P/EBIT5.314.4165.03.828.238.321.3
P/E8.724.147.09.831.39.917.0
P/CFO-3.014.746.06.917.712.913.8
Total Yield11.4%4.3%2.2%14.1%3.2%11.2%7.8%
Dividend Yield0.0%0.2%0.1%4.0%0.0%1.1%0.2%
FCF Yield 3Y Avg-9.0%3.8%--13.5%2.0%7.3%2.0%
D/E0.60.30.02.20.00.30.3
Net D/E0.60.3-0.02.1-0.20.20.2

Returns

BWENACAGEVTRNREXTWINMedian
NameBroadwindArcosa GE Verno.Trinity .REX Amer.Twin Disc 
1M Rtn-25.7%-18.8%-2.5%-9.6%35.8%-15.3%-12.4%
3M Rtn-36.7%-6.7%28.8%14.7%39.6%-10.4%4.0%
6M Rtn-3.7%11.2%41.2%13.7%53.3%9.1%12.4%
12M Rtn31.3%25.9%182.4%12.5%142.2%89.4%60.4%
3Y Rtn-42.1%68.8%511.7%48.7%227.4%60.1%64.5%
1M Excs Rtn-18.4%-11.5%5.2%-1.0%41.3%-6.5%-3.7%
3M Excs Rtn-29.3%0.9%36.1%21.5%48.0%-3.0%11.2%
6M Excs Rtn2.6%16.0%44.3%18.3%58.7%17.1%17.7%
12M Excs Rtn28.2%15.2%157.8%-0.4%135.7%76.5%52.4%
3Y Excs Rtn-104.3%10.3%449.9%-12.0%154.2%-2.9%3.7%

Comparison Analyses

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Financials

Segment Financials

Assets by Segment
$ Mil20252024202320222021
Corporate485863228220
Heavy Fabrications4347453740
Gearing4149524643
Industrial Solutions1516131110
Eliminations-20-35-28-204-195
Total128135145118120


Price Behavior

Price Behavior
Market Price$1.97 
Market Cap ($ Bil)0.0 
First Trading Date11/10/2005 
Distance from 52W High-50.8% 
   50 Days200 Days
DMA Price$2.59$2.48
DMA Trendupdown
Distance from DMA-23.8%-20.6%
 3M1YR
Volatility93.6%83.7%
Downside Capture2.251.26
Upside Capture219.97178.87
Correlation (SPY)29.5%14.9%
BWEN Betas & Captures as of 2/28/2026

 1M2M3M6M1Y3Y
Beta4.512.623.262.360.601.10
Up Beta-0.22-0.190.470.540.060.26
Down Beta9.173.894.992.300.190.78
Up Capture389%247%320%457%244%424%
Bmk +ve Days9203170142431
Stock +ve Days11213061112329
Down Capture530%335%333%231%123%112%
Bmk -ve Days12213054109320
Stock -ve Days9192961121388

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with BWEN
BWEN45.4%83.8%0.83-
Sector ETF (XLB)14.6%20.9%0.5518.1%
Equity (SPY)14.5%18.9%0.5914.7%
Gold (GLD)50.2%27.7%1.4611.1%
Commodities (DBC)17.8%17.6%0.852.0%
Real Estate (VNQ)0.4%16.4%-0.1511.0%
Bitcoin (BTCUSD)-21.0%44.0%-0.4125.8%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with BWEN
BWEN-18.1%90.9%0.15-
Sector ETF (XLB)6.7%18.9%0.2525.1%
Equity (SPY)11.8%17.0%0.5424.0%
Gold (GLD)20.7%17.7%0.967.8%
Commodities (DBC)11.6%18.9%0.5010.2%
Real Estate (VNQ)3.0%18.8%0.0723.1%
Bitcoin (BTCUSD)4.7%56.6%0.3021.4%

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Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with BWEN
BWEN-1.9%83.3%0.33-
Sector ETF (XLB)10.1%20.6%0.4422.7%
Equity (SPY)14.0%17.9%0.6720.9%
Gold (GLD)13.3%15.8%0.707.4%
Commodities (DBC)8.2%17.6%0.3911.3%
Real Estate (VNQ)4.7%20.7%0.1918.5%
Bitcoin (BTCUSD)66.9%66.8%1.0613.8%

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Short Interest

Short Interest: As Of Date3132026
Short Interest: Shares Quantity0.1 Mil
Short Interest: % Change Since 228202622.2%
Average Daily Volume0.2 Mil
Days-to-Cover Short Interest1
Basic Shares Quantity23.2 Mil
Short % of Basic Shares0.6%

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
2/5/2026-33.1%-25.2%-29.1%
11/13/202518.7%29.7%58.0%
8/12/2025-14.5%-11.2%-12.9%
3/5/20254.0%0.7%-1.3%
11/13/2024-3.6%-6.5%3.6%
8/13/2024-6.1%-12.7%-11.8%
5/14/202411.4%79.9%82.6%
3/5/2024-6.6%-2.5%3.3%
...
SUMMARY STATS   
# Positive7811
# Negative141310
Median Positive4.9%18.2%8.2%
Median Negative-9.9%-11.2%-20.0%
Max Positive18.7%79.9%88.3%
Max Negative-33.1%-25.2%-32.4%

SEC Filings

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Report DateFiling DateFiling
12/31/202503/11/202610-K
09/30/202511/13/202510-Q
06/30/202508/12/202510-Q
03/31/202505/13/202510-Q
12/31/202403/05/202510-K
09/30/202411/13/202410-Q
06/30/202408/13/202410-Q
03/31/202405/14/202410-Q
12/31/202303/05/202410-K
09/30/202311/13/202310-Q
06/30/202308/14/202310-Q
03/31/202305/11/202310-Q
12/31/202203/09/202310-K
09/30/202211/08/202210-Q
06/30/202208/09/202210-Q
03/31/202205/06/202210-Q

Recent Forward Guidance [BETA]

Latest: Q4 2025 Earnings Reported 3/11/2026 | Prior: Q3 2025 Earnings Reported 11/13/2025

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
2026 Revenue140.00 Mil145.00 Mil150.00 Mil-7.9% LoweredGuidance: 157.50 Mil for 2025
2026 Non-GAAP Adjusted EBITDA8.00 Mil9.00 Mil10.00 Mil-5.3% LoweredGuidance: 9.50 Mil for 2025

Insider Activity

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#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Schueller, Daniel EPres., Broadwind Heavy Fab.DirectSell61120251.943,0005,830364,941Form