Divested Wisconsin industrial fabrication operations to optimize the asset base, reduce overhead, and increase balance sheet optionality for higher-value opportunities.

Attributed Q4 margin pressure to a raw material supply disruption in Heavy Fabrications caused by a customer's directed-buy program, which hampered manufacturing throughput.

Implemented corrective actions by onboarding an alternative supplier to normalize operations and minimize further impact to the business in 2026.

Leveraged a 100% domestic manufacturing base as a competitive advantage to attract tier-one OEMs seeking to mitigate volatile global trade and supply chain risks.

Shifted strategic focus toward precision manufacturing for power generation, specifically targeting data center demand and natural gas turbine verticals.

Reported record backlog in Industrial Solutions for the fifth consecutive quarter, driven by global demand for distributed power and grid redundancy.

Utilized dynamic balancing and other in-house precision capabilities to decrease lead times and improve profitability in the high-speed gear segment.

Reaffirmed full-year 2026 guidance with revenue projected between $140 million and $150 million and adjusted EBITDA of $8 million to $10 million.

Anticipates a 'super cycle' in power generation and grid infrastructure lasting at least ten years, particularly for turbines under 100 megawatts.

Expects Gearing revenue to achieve double-digit growth in 2026 as the segment executes on a backlog that has doubled since the start of 2025.

Assumes Industrial Solutions will maintain elevated revenue levels throughout 2026 based on current customer indications and record backlog conversion.

Projects domestic onshore wind tower activity to remain stable at present rates through 2026 and into 2027, providing steady visibility for Heavy Fabrications.

Completed the sale of the Manitowoc facility, resulting in a 20% year-over-year decline in Heavy Fabrication orders but improving overall capacity utilization at the Abilene site.

Identified oil and gas as a resurgent vertical, with customers increasing domestic orders to hedge against potential overseas supply disruptions.

Initiated an ISO 45001 occupational health and safety program to complement existing aerospace and quality certifications.

Noted that while Q4 EBITDA declined due to temporary inefficiencies, operating leverage is expected to improve as volumes recover in 2026.

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Management expects a ramp-up in Q1 with steady revenue through the second half of 2026, as they work toward customer-requested dates.

The focus has shifted from commercial acquisition to execution, given that the current backlog already extends into 2027.

Future acquisitions will focus on bolt-on opportunities to existing platforms, particularly in areas related to power generation, grid infrastructure, and critical infrastructure.

The company is specifically targeting the 'super cycle' in the power sector to complement existing organic growth platforms.

The segment has the physical footprint to potentially double or 2.2x its 2025 revenue, reaching approximately $70.0 million, before facing constraints.

Current operations are only at one shift, providing significant optionality to add labor capacity as demand from natural gas turbine OEMs scales.

Management believes high growth rates are sustainable through 2030 because their specific niches, like natural gas turbines, are outperforming broader market CAGRs.

Growth is supported by major customers like GE reporting massive increases in utility-scale turbine orders.

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