Broadwind, Inc. · NASDAQ:BWEN

Broadwind — Q2 2025 Earnings Presentation

18 slides from Broadwind's earnings presentation, Aug 12, 2025

  1. Slide 1: Second Quarter 2025 Conference Call Presentation

    1 Broadwind | Investor Presentation 2023 Second Quarter 2025 Conference Call Presentation August 12, 2025

  2. Slide 2: Safe Harbor Statement

    2 Broadwind | Investor Presentation 2023 SAFE HARBOR STATEMENT This document contains “forward looking statements” — that is, statements related to future, not past, events — as defined in Section 21 E of the Securities Exchange Act of 1934 , as amended, that reflect our current expectations regardi

  3. Slide 3: Performance Summary

    PERFORMANCE SUMMARY

  4. Slide 4: 2Q25 Performance Update

    4 Broadwind | Investor Presentation 2023 PERFORMANCE UPDATE 2Q25 Performance As of August 2025 New business developments. Secured an over $6 million follow - on order for precision machined gearing products (announced July - 25) Accelerating customer activity. Orders increased 14% y/y, driven primar

  5. Slide 5: Consolidated Financial Performance

    5 Broadwind | Investor Presentation 2023 Strategic execution supports end - market diversification, while delivering for key wind customers CONSOLIDATED FINANCIAL PERFORMANCE Total Revenue ($MM) Gross Profit ($MM) Adjusted EBITDA ($MM) GAAP Net Income (Loss) ($MM) 2Q25 revenue grew amid a dynamic op

  6. Slide 6: Heavy Fabrications Segment

    6 Broadwind | Investor Presentation 2023 Second Quarter 2025 HEAVY FABRICATIONS SEGMENT Demand for wind content drove increased revenue, while transitory pre - production inefficiencies weighed on margins Revenue growth was driven by increased wind tower and repowering adapter sales, partially offse

  7. Slide 7: Gearing Segment

    7 Broadwind | Investor Presentation 2023 Second Quarter 2025 GEARING SEGMENT Accelerating activity in the power generation and oil & gas end - markets position the Gearing segment to increase capacity utilization Segment revenue declined 30% y/y in 2Q25 to $7.3 million, due to softness in the oil &

  8. Slide 8: Industrial Solutions Segment

    8 Broadwind | Investor Presentation 2023 Second Quarter 2025 INDUSTRIAL SOLUTIONS SEGMENT Segment demand drove record orders and backlog for the third consecutive quarter in 2Q25 Natural gas turbine content demand drove orders and backlog up 207% and 111% y/y, respectively Book - to - bill reached 1

  9. Slide 9: Balance Sheet Update

    9 Broadwind | Investor Presentation 2023 Disciplined execution of wind tower orders and strategic actions position the balance sheet for increased flexibility and liquidity In 2Q25, net working capital investment increased 24% y/y to $42.5 million, due to wind tower orders that are expected to be co

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  11. Slide 11: Corporate Overview

    11 Broadwind | Investor Presentation 2023 CORPORATE OVERVIEW Leading pure - play precision manufacturer serving diverse end - markets with 100% domestic footprint Broadwind is a precision manufacturer of technologically advanced, high - value components and solutions for commercial and industrial cl

  12. Slide 12: What we do

    12 Broadwind | Investor Presentation 2023 What we do Precision manufacturing within wind sector and other diverse end - markets We provide large complex and precision fabrications to customers in a broad range of industrial markets, as well as proprietary clean fuel processing systems. Key products

  13. Slide 13: Appendix: Balance Sheet

    13 Broadwind | Investor Presentation 2023 APPENDIX Balance Sheet

  14. Slide 14: Appendix: Income Statement

    14 Broadwind | Investor Presentation 2023 APPENDIX Income Statement

  15. Slide 15: Appendix: Statement of Cash Flows

    15 Broadwind | Investor Presentation 2023 APPENDIX Statement of Cash Flows

  16. Slide 16: Appendix: GAAP to Non-GAAP Reconciliation

    16 Broadwind | Investor Presentation 2023 APPENDIX GAAP to Non - GAAP Reconciliation

  17. Slide 17: Appendix: Segment-Level Data

    17 Broadwind | Investor Presentation 2023 APPENDIX Segment - Level Data

  18. Slide 18: IR Contact

    18 Broadwind | Investor Presentation 2023 Please contact our investor relations team at BWEN@val - adv.com IR CONTACT

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