Broadwind Inc (STU:9IRA)

Q3 2025 Broadwind Inc Earnings Call Transcript

Nov 13, 2025 / 04:00 PM GMT

Release Date Price: €1.85 (-0.75%)

Transcript 10-Q8-K

Key Points

Positve

Broadwind Inc (BWEN) reported a 90% year-over-year increase in third-quarter orders, driven by strong demand across power generation and renewables markets.
The company completed the sale of its industrial fabrication operations in Wisconsin, resulting in a net gain of $8.2 million, which strengthened its balance sheet.
Broadwind Inc (BWEN) announced a $3 million share repurchase program, indicating confidence in its long-term value creation potential.
The company saw a 260% increase in gearing orders, reflecting strength in power generation and a resurgence in the wind and oil and gas aftermarket.
Broadwind Inc (BWEN) set a new record for backlog in its industrial solutions segment, driven by strong demand for new gas turbine installations and aftermarket upgrades.

Negative

Adjusted EBITDA declined to $2.4 million from $3.4 million in the prior year, primarily due to lower capacity utilization and manufacturing inefficiencies.
Revenue in the gearing segment fell 23% year over year due to lower demand from the mining and industrial sectors.
Margins were temporarily impacted by production process inefficiencies related to a unique low volume tower build and lower capacity utilization levels.
The company faced operational headwinds and unplanned machine downtime, affecting profitability.
There was a decrease in demand for proprietary natural gas pressure reducing systems (PRSs), impacting revenue in the heavy fabrication segment.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BWEN.OQ - Broadwind Inc
Q3 2025 Broadwind Inc Earnings Call
Nov 13, 2025 / 04:00PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings and welcome to Broadwin's 3rd quarter 2025 conference call. At this time, all participants are on a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press 0 on your telephone keypad.

As a reminder, this conference is being recorded. I would now like to turn the conference over to your host, Tom Jacone.

Thank you. You may begin.

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Unidentified_2 [2]
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Good morning and welcome to the Broadwy 3rd quarter 2025 results conference call.

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