--- title: "Broadwind Q4 revenue beats on Heavy Fabrications unit strength" type: "News" locale: "en" url: "https://longbridge.com/en/news/278709130.md" datetime: "2026-03-11T11:10:49.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/278709130.md) - [en](https://longbridge.com/en/news/278709130.md) - [zh-HK](https://longbridge.com/zh-HK/news/278709130.md) --- # Broadwind Q4 revenue beats on Heavy Fabrications unit strength ) Overview - US precision manufacturer reported Q4 revenue up 12% yr/yr, beating analyst expectations - Company posted Q4 net loss of $0.9 mln, with adjusted EBITDA at $1.9 mln - Q4 results impacted by raw material supply disruption; operations expected to normalize in Q1 2026 Outlook - Broadwind sees 2026 revenue between $140 mln and $150 mln - Company expects 2026 non-GAAP adjusted EBITDA of $8 mln to $10 mln - Broadwind expects operations to normalize in Q1 2026 after supply disruption Result Drivers - SEGMENT DEMAND MIX - Q4 revenue growth driven by increased sales in Heavy Fabrications (wind tower sections, repowering adapters) and Industrial Solutions (natural gas turbine content), partially offset by lower Gearing segment sales - SUPPLY DISRUPTION - Raw material supply issue tied to an OEM customer’s directed-buy program reduced manufacturing throughput and efficiency in Q4; company expects normalization in Q1 2026 - ORDERS GROWTH VARIATION - Orders rose 38% yr/yr in Gearing and Industrial Solutions segments, but declined 20% in Heavy Fabrications Company press release: Key Details Metric Beat/Mis Actual Consensu s s Estimate Q4 Beat $37.70 $36.18 Revenue mln mln (3 Analysts ) ### Q4 EPS -$0.04 Q4 Net -$900,00 Income 0 ### Q4 $1.90 Adjusted mln ### EBITDA Analyst Coverage - The current average analyst rating on the shares is “buy” and the breakdown of recommendations is 3 “strong buy” or “buy”, no “hold” and no “sell” or “strong sell” - The average consensus recommendation for the renewable energy equipment & services peer group is “buy” - Wall Street’s median 12-month price target for Broadwind Inc is $4.00, about 66% above its March 10 closing price of $2.41 - The stock recently traded at 241 times the next 12-month earnings vs. a P/E of 40 three months ago For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact . (This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.) ### Related Stocks - [BWEN.US](https://longbridge.com/en/quote/BWEN.US.md) ## Related News & Research - [Broadwind gibt Umsatzprognose für 2026 mit 140 bis 150 Millionen Dollar bekannt](https://longbridge.com/en/news/274967615.md) - [Top professor explains why Trump’s Strait of Hormuz blockade will fail](https://longbridge.com/en/news/282484877.md) - [Oil prices resume their climb and Asian markets decline as US prepares for blockade of strait](https://longbridge.com/en/news/282483749.md) - [Is Kawasaki Heavy Industries’ (TSE:7012) Stock Split a Shift in Its Long-Term Equity Strategy?](https://longbridge.com/en/news/282423634.md) - [Inconclusive US-Iran talks, oil prices to steer markets this week: Analysts](https://longbridge.com/en/news/282440765.md)