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BWEN Stock Analysis - BROADWIND, INC. AI Rating

BWEN Nasdaq Nonferrous Foundries (Castings) DE CIK: 0001120370
Recently Updated • Analysis: Mar 21, 2026 • SEC Data: 2025-12-31
AI Rating
SELL
72% Confidence

📊 BWEN Key Takeaways

Revenue: $158.1M
Net Margin: 3.3%
Free Cash Flow: $-19.0M
Current Ratio: 2.03x
Debt/Equity: 0.15x
EPS: $0.23
AI Rating: SELL with 72% confidence

Investment Thesis

While Broadwind demonstrated strong net income growth (+355% YoY) and revenue expansion (+10.4% YoY), the company faces critical cash flow deterioration with negative operating cash flow of -$15.4M and negative free cash flow of -$19.0M, indicating profitability is not translating to actual cash generation. The extremely low gross margin of 10.2% combined with minimal net margin of 3.3% leaves little room for operational disruptions, and the alarming cash position of only $456K relative to $116.8M in total assets suggests potential liquidity stress.

BWEN Strengths

  • + Strong net income growth of 355% YoY with corresponding EPS growth of 360%
  • + Solid revenue growth of 10.4% YoY demonstrating market demand
  • + Conservative leverage with debt-to-equity of 0.15x and reasonable current ratio of 2.03x
  • + Operating margin of 5.5% shows operational profitability at the EBIT level

BWEN Risks

  • ! Severe negative operating cash flow of -$15.4M indicating earnings quality concerns and potential working capital distress
  • ! Critically low cash position of $456K creates immediate liquidity risk for a $116.8M asset company
  • ! Extremely thin gross margin of 10.2% and net margin of 3.3% provide minimal buffer for cost inflation or demand weakness
  • ! Negative free cash flow of -$19.0M with -12.0% FCF margin shows the company is consuming cash despite reported profitability
  • ! Quick ratio of only 0.70x indicates potential difficulty meeting short-term obligations without inventory liquidation
  • ! No insider buying activity in last 90 days may signal lack of management confidence

Key Metrics to Watch

BWEN Financial Metrics

Revenue
$158.1M
Net Income
$5.2M
EPS (Diluted)
$0.23
Free Cash Flow
$-19.0M
Total Assets
$116.8M
Cash Position
$456.0K

💡 AI Analyst Insight

Strong liquidity with a 2.03x current ratio provides a solid financial cushion.

BWEN Profitability Ratios

Gross Margin 10.2%
Operating Margin 5.5%
Net Margin 3.3%
ROE 7.9%
ROA 4.5%
FCF Margin -12.0%

BWEN vs Default Sector

How BROADWIND, INC. compares to Default sector averages

Net Margin
BWEN 3.3%
vs
Sector Avg 12.0%
BWEN Sector
ROE
BWEN 7.9%
vs
Sector Avg 15.0%
BWEN Sector
Current Ratio
BWEN 2.0x
vs
Sector Avg 1.8x
BWEN Sector
Debt/Equity
BWEN 0.2x
vs
Sector Avg 0.7x
BWEN Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

BWEN Balance Sheet & Liquidity

Current Ratio
2.03x
Quick Ratio
0.70x
Debt/Equity
0.15x
Debt/Assets
0.0%
Interest Coverage
N/A
Long-term Debt
$10.1M

BWEN 5-Year Financial Trend

BWEN 5-year financial data: Year 2021: Revenue $198.5M, Net Income -$1.5M, EPS $-0.09. Year 2022: Revenue $176.8M, Net Income $2.8M, EPS $0.15. Year 2023: Revenue $203.5M, Net Income -$9.7M, EPS $-0.48. Year 2024: Revenue $203.5M, Net Income $7.6M, EPS $0.36. Year 2025: Revenue $158.1M, Net Income $1.2M, EPS $0.05.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: BROADWIND, INC.'s revenue has declined by 20% over the 5-year period, indicating business contraction. The most recent EPS of $0.05 reflects profitable operations.

BWEN Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-12.0%
Free cash flow / Revenue

BWEN Quarterly Performance

Quarterly financial performance data for BROADWIND, INC. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $35.5M $74.0K $0.00
Q2 2025 $36.5M -$370.0K $0.02
Q1 2025 $36.8M -$370.0K $-0.02
Q3 2024 $35.5M $74.0K $0.00
Q2 2024 $36.5M $482.0K $0.02
Q1 2024 $37.6M $769.0K $0.04
Q3 2023 $44.8M $769.0K $-0.09
Q2 2023 $50.0M $769.0K $0.07

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

BWEN Capital Allocation

Operating Cash Flow
-$15.4M
Cash generated from operations
Capital Expenditures
$3.6M
Investment in assets
Dividends
None
No dividend program

BWEN SEC Filings

Access official SEC EDGAR filings for BROADWIND, INC. (CIK: 0001120370)

📋 Recent SEC Filings

Date Form Document Action
Mar 11, 2026 10-K bwen20251231_10k.htm View →
Mar 11, 2026 8-K f8k_031026.htm View →
Feb 5, 2026 8-K bwen20260204_8k.htm View →
Nov 13, 2025 10-Q bwen20250930_10q.htm View →
Nov 13, 2025 8-K f8k_111225.htm View →

Frequently Asked Questions about BWEN

What is the AI rating for BWEN?

BROADWIND, INC. (BWEN) has an AI rating of SELL with 72% confidence, based on fundamental analysis of SEC EDGAR filings.

What are BWEN's key strengths?

Strong net income growth of 355% YoY with corresponding EPS growth of 360%. Solid revenue growth of 10.4% YoY demonstrating market demand.

What are the risks of investing in BWEN?

Severe negative operating cash flow of -$15.4M indicating earnings quality concerns and potential working capital distress. Critically low cash position of $456K creates immediate liquidity risk for a $116.8M asset company.

What is BWEN's revenue and growth?

BROADWIND, INC. reported revenue of $158.1M.

Does BWEN pay dividends?

BROADWIND, INC. does not currently pay dividends.

Where can I find BWEN SEC filings?

Official SEC filings for BROADWIND, INC. (CIK: 0001120370) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is BWEN's EPS?

BROADWIND, INC. has a diluted EPS of $0.23.

How is the AI analysis conducted?

Our AI (Claude) analyzes publicly available SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports to evaluate financial health, profitability ratios, balance sheet strength, and growth metrics.

Disclaimer: This analysis is generated by Claude AI based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 21, 2026 | Data as of: 2025-12-31 | Powered by Claude AI