Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Broadwind Inc (BWEN)
NASDAQIndustrialsIndustrial - MachinerySnapshot 2026-11-04
$2.64-11.71%
Close 2026-11-05 · 1-day change
NASDAQIndustrialsIndustrial - MachinerySnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.03 → 0.03 EPS · FY ending Dec 31, 2027 · 2 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 2 to 2; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for BWEN yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Operating income improves to positive territory | Operating income improved to $389,000 in Q1 2026 from a loss last quarter. | Under Pressure | Operating income remains negative or falls below -$82,000 in any quarter | Operating income: $-247,000 FY2026-Q2; GAAP. Published target: >= $389,000. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Aug 11, 2026-247,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 12, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a small-cap transition and recovery story, rather than a proven durable compounder. The pivot is progressing, but the multi-year view remains watchful because recent performance trails its industry cohort and the risk level is high.
The valuation evidence describes BWEN as cheap versus peers, while the priced-in tag is justified and fragility is low. The expectations gap is negative, but confidence in the valuation model is low, so the evidence on market expectations is limited.
Near term, results may remain uneven: second-quarter revenue grew strongly year over year, but was below first-quarter revenue, and BWEN reported an earnings miss in August. Over the multi-year view, the wind-business exit and growth in Industrial Solutions and Gearing support the precision-manufacturing pivot; Gearing losses narrowed and adjusted EBITDA turned positive, though profitability progress is mixed. Guidance was reaffirmed, but the smaller-cap business has a history of a deep miss, and momentum recently weakened.
The next guidance update is a key near-term test: a cut would weaken confidence, while maintaining the outlook would support management’s execution record. The multi-year case also hinges on continued growth and improved profitability in the focused businesses. Industrial-sector results provide another signal: continued strength among bellwethers could support the backdrop, while weaker results could remove that support.
Over the next 1 to 3 years, BWEN’s thesis depends on turning its strategic pivot into steadier revenue and profitability, with meaningful execution and sector risks. The valuation appears cheap versus peers, but the evidence is low-confidence and recent momentum has weakened. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Free cash flow improves from negative |
| A supporting condition in Broadwind Inc's published investment case. The stated target is Free cash flow turns positive. |
| Improving |
| Free cash flow remains negative beyond FY26 |
Valuation inputs unavailable A completed valuation measurement is required. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Full-year 2026 revenue near $145 million | A primary condition in Broadwind Inc's published investment case. The stated target is ~$145 million. | Intact | Revenue falls below $140 million in FY26 | Revenue: $24.303M FY2026-Q2; GAAP. Published target: ~$145 million. Annual target cannot be compared with a quarterly or TTM observation. Aug 11, 202624,303,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$-0.12 → $0.03 · observed estimates
$0.10B → $0.11B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $-0.12 | $99,548,333 | 2 / 2 |
| 2026-07-25 | $-0.12 | $99,548,333 | 2 / 2 |
| 2026-07-26 | $-0.12 | $99,548,333 | 2 / 2 |
| 2026-07-27 | $-0.12 | $99,548,333 | 2 / 2 |
| 2026-07-28 | $-0.12 | $99,548,330 | 3 / 3 |
| 2026-07-29 | $-0.12 | $99,548,330 | 3 / 3 |
| 2026-07-30 | $-0.12 | $99,548,330 | 3 / 3 |
| 2026-07-31 | $-0.12 | $99,548,330 | 3 / 3 |
| 2026-08-01 | $-0.12 | $99,548,330 | 3 / 3 |
| 2026-08-02 | $-0.12 | $99,548,330 | 3 / 3 |
| 2026-08-03 | $-0.12 | $99,548,330 | 3 / 3 |
| 2026-08-04 | $-0.12 | $99,548,330 | 3 / 3 |
| 2026-08-05 | $-0.12 | $99,548,330 | 3 / 3 |
| 2026-08-06 | $-0.12 | $99,548,330 | 3 / 3 |
| 2026-08-07 | $-0.12 | $99,548,333 | 2 / 2 |
| 2026-08-08 | $-0.12 | $99,548,330 | 3 / 3 |
| 2026-08-09 | $-0.12 | $99,548,330 | 3 / 3 |
| 2026-08-10 | $-0.12 | $99,548,330 | 3 / 3 |
| 2026-08-11 | $-0.12 | $99,548,330 | 3 / 3 |
| 2026-08-12 | $-0.12 | $105,215,000 | 2 / 3 |
| 2026-08-13 | $-0.12 | $99,548,333 | 2 / 2 |
| 2026-08-14 | $-0.12 | $99,548,333 | 2 / 2 |
| 2026-08-15 | $-0.12 | $99,548,333 | 2 / 2 |
| 2026-08-16 | $-0.12 | $99,548,333 | 2 / 2 |
| 2026-08-17 | $-0.12 | $99,548,333 | 2 / 2 |
| 2026-08-18 | $-0.12 | $99,548,333 | 2 / 2 |
| 2026-08-19 | $-0.12 | $99,548,333 | 2 / 2 |
| 2026-08-20 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-08-21 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-08-22 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-08-23 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-08-24 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-08-25 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-08-26 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-08-27 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-08-28 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-08-29 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-08-30 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-08-31 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-09-01 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-09-02 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-09-03 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-09-04 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-09-05 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-09-06 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-09-07 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-09-08 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-09-09 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-09-10 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-09-11 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-09-12 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-09-13 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-09-14 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-09-15 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-09-16 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-09-17 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-09-18 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-09-19 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-09-20 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-09-21 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-09-22 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-09-23 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-09-24 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-09-25 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-09-26 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-09-27 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-09-28 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-09-29 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-09-30 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-10-01 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-10-02 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-10-03 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-10-04 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-10-05 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-10-06 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-10-07 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-10-08 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-10-09 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-10-10 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-10-11 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-10-12 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-10-13 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-10-14 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-10-15 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-10-16 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-10-17 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-10-18 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-10-19 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-10-20 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-10-21 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-10-22 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-10-23 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-10-24 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-10-25 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-10-26 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-10-27 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-10-28 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-10-29 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-10-30 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-10-31 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-11-01 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-11-02 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-11-03 | $0.03 | $111,586,000 | 2 / 2 |
| 2026-11-04 | $0.03 | $111,586,000 | 2 / 2 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 3 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.