Broadwind, Inc. (BWEN)

Broadwind, Inc.'s stock has been impacted by earnings reports and operational updates over the past six months. The company reported a Q3 2025 earnings beat, exceeding analysts' expectations and driving the stock up. In contrast, the company reported an earnings miss for Q2 2025. BWEN shares were valued at $2.18 as of February 7, 2026, with significant price fluctuations in the last year. Broadwind, Inc. amended its existing credit agreement with Wells Fargo on February 4, 2026, and provided its 2026 outlook, projecting revenue between $140M-$150M. The company is expected to announce its next earnings report on March 4, 2026.

Demand for Broadwind, Inc.'s heavy fabrications, particularly wind towers and adapters, could be influenced by seasonal patterns in wind farm construction and maintenance. The Industrial Solutions and Gearing segments might experience demand fluctuations tied to broader industrial cycles and project timelines rather than strict seasonality. Demand conditions across core end-markets remain strong entering 2026.

Broadwind, Inc. is a diversified precision manufacturer based in Cicero, Illinois, producing structures, equipment, and components for clean technology and specialized applications in the United States. The company operates through three segments: Heavy Fabrications, Gearing, and Industrial Solutions, serving the energy, mining, and infrastructure sectors.

Broadwind, Inc. maintains a 100% domestic manufacturing footprint across its facilities in the U.S. The company consolidated its heavy fabrication work into its Abilene, Texas facility after selling its Manitowoc, Wisconsin operations, which is projected to reduce annual operating costs. The company's corporate headquarters is located in Cicero, Illinois.

Broadwind, Inc.'s reputation is tied to its financial performance and strategic operational changes. The company has received a "Strong Buy" consensus rating from analysts as of February 7, 2026. Positive aspects contributing to its reputation include strong incoming orders and the strategic consolidation of its heavy fabrication work. However, the stock price has been volatile, and a recent price drop and increased short interest indicate a negative impact on investor sentiment.

Broadwind, Inc. has a mixed ownership structure comprising institutional, retail, and individual investors. Institutional ownership was approximately 24.55% of the company's stock, with insiders owning about 7.52%, and public companies and individual investors holding 67.93%. Major institutional shareholders include Grace & White Inc /ny, Vanguard Group Inc, and BlackRock, Inc. Tontine Capital Overseas Master Fund II LP is the largest individual shareholder, owning 95.40% of the company.