Slide 1: Second Quarter 2026 Conference Call Presentation
Second Quarter 2026 Conference Call Presentation August 11, 2026 Broadwind | Investor Presentation 2023 1
Slide 2: Safe Harbor Statement
SAFE HARBOR STATEMENT This document contains “forward looking statements”—that is, statements related to future, not past, events—as defined in Section 21E of the Securities Exchange Act of 1934, as amended, that reflect our current expectations regarding our future growth, results of operations, fi
Slide 3: Performance Summary
PERFORMANCE SUMMARY
Slide 4: Performance Update
PERFORMANCE UPDATE Second Quarter 2026 Investment Thesis 2Q26 Performance The divestiture of the production facilities in Abilene, TX and Building a platform for profitable growth Manitowoc, WI, and the strategic exit from the wind fabrication business, increases exposure to the power generation and
Slide 5: Consolidated Financial Performance
CONSOLIDATED FINANCIAL PERFORMANCE Strategic focus on power generation and critical infrastructure markets yielding positive results Total Revenue* Gross Profit* ($MM) ($MM) $3.8 Core businesses drove significant $24.3 year-over-year improvement $14.5 $1.0 Strong demand across Industrial Solutions a
Slide 6: Gearing Segment
GEARING SEGMENT Second Quarter 2026 Accelerating demand supports Segment Revenue Segment EBITDA ($MM) ($MM) growth across power generation $9.0 $0.4 and the oil & gas end markets $7.3 Segment orders increased 138% y/y to $16.2 million, driven by strength in power generation, oil & gas, and steel end
Slide 7: Industrial Solutions Segment
EBITDA INDUSTRIAL SOLUTIONS SEGMENT margin rate +1146 bps y/y to Second Quarter 2026 15.5% Natural gas turbine demand drove Segment Revenue Segment EBITDA ($MM) ($MM) revenue growth, record orders and $13.2 backlog, and margin expansion $2.5 In 2Q26, segment revenue increased 79% y/y $7.4 to $13.2 m
Slide 8: Balance Sheet Update
BALANCE SHEET UPDATE Second Quarter 2026 Cash and LOC Availability at Quarter-End Total Debt & Finance Leases Outstanding Enhanced financial flexibility ($MM) ($MM) supports strategic capital $31.3 $29.0 deployment and future growth $14.9 Cash and availability under the credit facility was $40.1 mil
Slide 9: Appendix
APPENDIX
Slide 10: Balance Sheet
APPENDIX Balance Sheet Broadwind | Investor Presentation 2023 10
Slide 11: Income Statement
APPENDIX Income Statement Broadwind | Investor Presentation 2023 11
Slide 12: Statement of Cash Flows
APPENDIX Statement of Cash Flows Broadwind | Investor Presentation 2023 12
Slide 13: GAAP to Non-GAAP Reconciliation
APPENDIX GAAP to Non-GAAP Reconciliation Gearing Three Months Ended June 30, Six Months Ended June 30, 2026 2025 2026 2025 Loss From Continuing Operations……………..…………...……………………………………… $ (287) $ (878) $ (400) $ (1,839) Interest Expense………………………...……………………………… 47 58 96 121 Income Tax Provision………………….
Slide 14: Segment-Level Data
APPENDIX Segment-Level Data Broadwind | Investor Presentation 2023 14
Slide 15: IR Contact
IR CONTACT Please contact our investor relations team at BWEN@val-adv.com Broadwind | Investor Presentation 2023 15