Broadwind Energy (9IRA) AI Stock Analysis

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Broadwind Energy

(Frankfurt:9IRA)

Rating:―N/A

Action:N/A

Date:―

No summary available

Positive Factors

Strategic transformation and growthBroadwind’s shift toward precision manufacturing for domestic power generation and critical infrastructure is producing stronger organic growth and improved operating profitability. This repositioning may support more durable revenue streams and reduce reliance on its former wind-tower manufacturing business.

Negative Factors

Weak and volatile cash generationRecent negative operating and free cash flow shows that reported operating progress has not yet translated into dependable cash conversion. Continued cash consumption can increase working-capital pressure and restrict the funds available for expansion, debt reduction, or other strategic priorities.

Broadwind Energy (9IRA) vs. iShares MSCI Germany ETF (EWG)

Market Cap: EUR 70.50M
Dividend Yield: ―
Average Volume (3M): ―
Price to Earnings (P/E): 12.9
Beta (1Y): 0.40
Revenue Growth: -9.83%
EPS Growth: ―
Country: Germany
Employees: 341
Sector: Industrials
Sector Strength: 63
Industry: Industrial - Machinery

Broadwind Energy Business Overview & Revenue Model

Company Description

Broadwind, Inc., a company based in Cicero, Illinois, specializes in the production and sale of various structures, equipment, and components. Its primary focus is on serving the clean technology sector and other specialized industrial applications,...

Broadwind Energy Earnings Call Summary

Earnings Call Date:Aug 11, 2026(Q2-2026)|% Change Since:-37.34%|Next Earnings Date:Mar 10, 2027

Earnings Call SentimentPositive

The call conveyed strong operational and commercial momentum: robust order growth (orders >$35M), significant backlog expansion (combined +93% YoY), revenue growth (+67% YoY to $24.3M), and a return to positive adjusted EBITDA ($1.6M). Management emphasized a successful strategic pivot away from wind towers, improved liquidity (> $40M availability), facility expansions, and operational improvements. Key near-term negatives include the ongoing wind-tower wind-down (delaying guidance), some working capital pressure in continuing operations, potential margin normalization due to mix, and concentration risk with a major turbine OEM. On balance the positive operational and financial improvements materially outweigh the transitional and concentration risks.

Positive Updates

Strong Consolidated Revenue Growth

Second quarter consolidated revenues were $24.3 million, a 67% increase versus the prior year period, driven by elevated order activity in both Gearing and Industrial Solutions.

Negative Updates

No Guidance Reinstated

Management did not reinstate full-year guidance; the company is delaying guidance until the wind tower operations wind-down in Abilene is complete (expected in Q3), limiting forward public guidance visibility in the near term.

Company Guidance

Management did not reinstate formal guidance this quarter, saying they need the Abilene wind‑down to be complete (expected in Q3) before doing so, but gave directional expectations and many operating metrics: consolidated Q2 revenue was $24.3M (+67% YoY) with adjusted EBITDA of $1.6M (vs. a $1.1M loss prior year), total Q2 orders exceeded $35M (up >$14M YoY) and book‑to‑bill was 1.5x; Gearing orders rose 138% to ~$15–16M with backlog near $37.6–$38M, Q2 revenue $9M (+24% YoY) and adjusted EBITDA $0.4M; Industrial Solutions set records with $17.2M orders (+24% YoY), a $47.4M backlog, Q2 revenue $13.2M (+~79%) and adjusted EBITDA $2.5M (EBITDA margin ~19%); combined backlog for the two segments was up ~93% YoY, cash and availability exceeded $40M (or $31.3M after minimum availability), Abilene‑related inventory declined >$6M, and typical backlog conversion is ~6 months for gearing and 6–12 months (up to 18 for new installs) — management expects revenue to stay above recent historical levels but will wait for the Abilene closure and clearer H2 visibility before reinstating guidance.

Broadwind Energy Risk Analysis

Broadwind Energy disclosed 30 risk factors in its most recent earnings report. Broadwind Energy reported the most risks in the "Finance & Corporate" category.

Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy

Latest Risks Added

0 New Risks

Broadwind Energy Peers Comparison

Overall Rating

UnderperformOutperform

Sector (63)

Financial Indicators

DE:9IRA against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
Sector *	63Neutral	$10.79B	15.43	7.44%	2.01%	2.89%	-14.66%
CVV	48Neutral	$28.16M	3.53	27.45%	―	-63.43%	-3076.01%
CETY	46Neutral	$12.17M	-0.82	-106.49%	―	89.35%	7.95%
XCH	43Neutral	$22.11M	-0.50	-137.21%	―	―	―
LASE	39Underperform	$34.93M	-0.63	2279.46%	―	-11.00%	-445.02%
BURU	35Underperform	$2.77M	-0.02	398.88%	―	9927.65%	87.35%

* Industrials Sector Average

Performance Comparison

DE:9IRA and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
DE:9IRA	Broadwind Energy	2.42	0.61	33.32%
CVV	CVD Equipment Corporation	4.13	0.79	23.65%
CETY	Clean Energy Technologies, Inc.	0.97	-0.14	-12.52%
BURU	Nuburu, Inc.	0.27	-50.81	-99.47%
LASE	Laser Photonics Corp.	0.60	-2.44	-80.13%
XCH	XCHG Limited Sponsored ADR	5.45	-23.95	-81.46%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Broadwind Energy AI Stock Analysis