Added to YB: 2026-08-27
Pitch date: 2026-08-25
BWEN [neutral]
Broadwind, Inc.
+0.69%
current return
Author Info
No bio for this author
Company Info
Broadwind, Inc. manufactures and sells structures, equipment, and components power generation, critical infrastructure, and other specialized applications in the United States.
Market Cap
$104.1M
Pitch Price
$4.36
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.84
P/E
12.52
EV/Sales
0.64
Sector
Electrical Equipment
Category
growth
Weekly #18: Most Interesting D-Sheets from the Past Week (Aug 18 – Aug 24, 2026) - BWEN — Broadwind, Inc. - Strong Signal
BWEN (earnings): Wind supplier repositioning to power gen (AI data-center power, gas generation, grid mod). Q2'26: cont-ops rev +67% to $24.3M, adj EBITDA swung to +$1.6M from -$1.1M; orders +68% (Gearing +138%), combined backlog +93% YoY into 2028 — author frames as possible 10-15yr power cycle, not one-qtr pop. Industrial Solutions (Sanford) potential ~$75M annual run-rate, ~19% quarterly EBITDA margin. Liquidity >$40M vs $6.3M debt/leases; mkt cap ~$105M. Catalyst: guidance suspended, potential re-guide after Q3 once Abilene wind-down completes. Risks: suspended guidance; high customer concentration (GE Vernova largest); Industrial Solutions margin may normalize lower.
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