Core Insights - American Superconductor Corp. (AMSC) experienced a significant surge of 22.65% in after-hours trading, reaching a price of $33.86 after closing the regular session at $27.61, which was a decline of 7.97% [1] Financial Performance - AMSC reported third-quarter fiscal 2025 revenue of $74.5 million, marking a 21% increase from $61.4 million in the same quarter of fiscal 2024, driven by organic growth and the acquisition of Brazilian transformer manufacturer Comtrafo [2] - The company posted a net income of $117.8 million, or $2.68 per share, up from $2.5 million, or $0.07 per share, in the same period of fiscal 2024. Non-GAAP net income totaled $123.5 million, or $2.81 per share, compared to $6 million, or $0.16 per share, a year earlier [3][4] - A significant tax benefit of $113.1 million from the release of a valuation allowance on a deferred tax asset contributed to the improved net income figures [4] Cash Position and Future Outlook - As of December 31, 2025, AMSC's cash, cash equivalents, and restricted cash totaled $147.1 million, an increase from $85.4 million at March 31, 2025 [4] - The company anticipates fourth-quarter revenue to exceed $80 million, with non-GAAP net income projected to surpass $8 million, or $0.17 per share [4] Trading Metrics - AMSC has a market capitalization of $1.25 billion, with a 52-week trading range between $13.98 and $70.49. The stock has gained 8.19% over the past 12 months and is currently positioned at approximately 24.1% of its 52-week range, indicating it is near the lower end [5] - The Relative Strength Index (RSI) of AMSC stands at 33.78, suggesting potential short-term upward movement alongside medium- and long-term consolidation [5][6]

Financial Performance - The company generated positive operating cash flow in fiscal 2024, although it has a history of negative operating cash flows and may require additional financing in the future[130]. - Total revenues increased 21% to $74.5 million for the three months ended December 31, 2025, and increased 36% to $212.7 million for the nine months ended December 31, 2025, compared to $61.4 million and $156.2 million for the same periods in 2024, respectively[145]. - Net income was $117.8 million for the three months and $129.3 million for the nine months ended December 31, 2025, compared to $2.5 million and $4.8 million for the same periods in 2024, respectively[160]. - Non-GAAP net income was $123.5 million for the three months and $144.0 million for the nine months ended December 31, 2025, compared to $6.0 million and $19.3 million for the same periods in 2024[162]. - As of December 31, 2025, the company had cash and cash equivalents of $141.1 million, indicating strong liquidity[164]. - As of December 31, 2025, the company had cash, cash equivalents, and restricted cash totaling $147.1 million, an increase of $61.7 million from $85.4 million as of March 31, 2025[167]. - For the nine months ended December 31, 2025, net cash provided by operating activities was $13.9 million, a decrease from $22.0 million for the same period in 2024[167]. - Net cash used in investing activities for the nine months ended December 31, 2025, was $75.3 million, compared to $34.1 million for the same period in 2024, primarily due to the Comtrafo acquisition[168]. - Net cash provided by financing activities was $123.9 million for the nine months ended December 31, 2025, compared to cash used of $0.1 million for the same period in 2024, driven by an equity raise in June 2025[169]. - The company raised $124.6 million in net proceeds from an equity offering in June 2025, with $88.3 million allocated for the Comtrafo acquisition[173]. - Foreign currency exchange losses for the nine months ended December 31, 2025, amounted to $0.3 million, compared to losses of $0.7 million for the same period in 2024[183]. Acquisitions and Investments - The company completed the acquisition of Comtrafo for a total consideration of approximately 300 million Brazilian Real in cash and 2,417,142 restricted shares of common stock, with potential additional payments of up to 382.5 million Brazilian Real based on EBITDA performance[141]. - The acquisition of Megatran was completed for an aggregate consideration of $61.4 million, including a cash payment of $25 million at closing and an additional cash payment of $8.3 million[142]. - The company is actively pursuing market expansion through strategic real estate acquisitions in Paraná, Brazil[10.2][10.3]. - The company has completed multiple real estate transactions on December 5, 2025, including properties with a total land area of approximately 355,799.15 sq.ms[10.4]. Business Segments - The company operates under two segments: Grid and Wind, focusing on power resiliency solutions and advanced power electronics for renewable energy[137]. - The company’s Grid segment provides transmission planning services and power quality systems, while the Wind segment supplies advanced power electronics and control systems for wind turbine manufacturers[139]. - The Grid business segment accounted for 85% of total revenues for the three months ended December 31, 2025, with revenues increasing 21% to $63.2 million, and 83% for the nine months, with revenues increasing 35% to $177.6 million[145][146]. - The Wind business segment accounted for 15% of total revenues for the three months ended December 31, 2025, with revenues increasing 25% to $11.3 million, and 17% for the nine months, with revenues increasing 43% to $35.1 million[147]. Research and Development - Research and development expenses increased 18% to $3.5 million for the three months and 46% to $11.6 million for the nine months ended December 31, 2025, primarily due to higher compensation expenses[149]. - AMSC's operational strategy includes ongoing development of new technologies and products to enhance its market position[10.1]. - The company’s technologies include PowerModule™ programmable power electronic converters and Amperium® high temperature superconductor wires, protected by a robust intellectual property portfolio[136]. Operational Risks and Compliance - The company faces risks from macroeconomic conditions, including supply chain disruptions and changes in government defense spending, which could adversely affect financial performance[140]. - The company’s success in the wind energy market is dependent on government subsidies and the competitive pricing of alternative energy sources[131]. - The company is exposed to financial market risks, including foreign currency exchange rates and interest rates, which could materially impact financial results[179]. - The company believes it has sufficient liquidity to fund operations and capital expenditures for at least the next twelve months[173]. - The company is committed to compliance with the Sarbanes-Oxley Act, as evidenced by certifications from the CEO and CFO[31.1][32.2]. - AMSC's management emphasizes the importance of maintaining accurate financial reporting to support investor confidence and market stability[31.1][32.2]. Financial Reporting - AMSC's financial statements for the nine months ended December 31, 2025, will be available in the Inline XBRL format, providing detailed insights into its operations[101]. - AMSC's financial reporting includes condensed consolidated balance sheets and statements of operations for comparative periods, enhancing transparency for investors[101]. - The company has established a framework for future performance guidance, focusing on growth and operational efficiency[10.1].

Financial Performance - Revenues for Q3 FY2025 were $74.5 million, a 21.5% increase from $61.4 million in Q3 FY2024, driven by organic growth and the acquisition of Comtrafo[2] - Net income for Q3 FY2025 was $117.8 million, or $2.68 per share, compared to $2.5 million, or $0.07 per share in Q3 FY2024, reflecting a significant tax benefit[3] - Non-GAAP net income for Q3 FY2025 was $123.5 million, or $2.81 per share, up from $6.0 million, or $0.16 per share in the same period last year[3] - Net income for the nine months ended December 31, 2025, was $129.280 million, a significant increase from $4.828 million in the same period of 2024[16] - Non-GAAP net income for the nine months ended December 31, 2025, reached $143.971 million, compared to $19.265 million in 2024, representing a growth of 648%[17] Cash and Assets - Cash, cash equivalents, and restricted cash totaled $147.1 million as of December 31, 2025, compared to $85.4 million at March 31, 2025[4] - Cash, cash equivalents, and restricted cash at the end of the period totaled $147.111 million, an increase from $80.040 million in the previous year[16] - Total assets increased to $719.534 million as of December 31, 2025, compared to $310.521 million on March 31, 2025, reflecting a growth of 131%[15] Expenses - Research and development expenses for Q3 FY2025 were $3.5 million, compared to $3.0 million in Q3 FY2024[13] - Selling, general, and administrative expenses increased to $15.4 million in Q3 FY2025 from $11.6 million in Q3 FY2024[13] - Stock-based compensation expense for the nine months ended December 31, 2025, was $12.114 million, compared to $4.933 million in 2024, indicating a rise of 146%[16] Future Projections - AMSC expects Q4 FY2025 revenues to exceed $80.0 million, with net income projected to exceed $3.0 million, or $0.07 per share[7] - The company expects a non-GAAP net income of $8.0 million for the three months ending March 31, 2026, with a non-GAAP net income per share of $0.17[18] Backlog and Market Demand - AMSC reported a robust 12-month backlog of over $250 million, indicating strong market demand[5] - Total revenues for the nine months ended December 31, 2025, were $212.7 million, nearly matching the total revenue for the entire prior fiscal year[5] Liabilities and Equity - The company reported a total current liabilities of $121.960 million as of December 31, 2025, up from $99.764 million on March 31, 2025[15] - The company reported a total stockholders' equity of $536.836 million as of December 31, 2025, compared to $197.114 million on March 31, 2025, reflecting a growth of 172%[15] Acquisition Costs - The company incurred cash paid for acquisition of $72.096 million during the nine months ended December 31, 2025, compared to $29.577 million in 2024[16]

Core Insights - AMSC reported strong financial results for the third quarter of fiscal year 2025, with revenues increasing by over 20% year-over-year to $74.5 million, driven by organic growth and the acquisition of Comtrafo [2][5] - The company achieved a net income of $117.8 million, or $2.68 per share, compared to $2.5 million, or $0.07 per share, in the same period of fiscal 2024, largely due to a $113.1 million tax benefit [3][9] - AMSC's cash and cash equivalents totaled $147.1 million as of December 31, 2025, significantly up from $85.4 million at the end of March 2025 [4] Financial Performance - Revenues for the third quarter of fiscal 2025 were $74.5 million, up from $61.4 million in the same quarter of fiscal 2024, marking a year-over-year increase of approximately 21.4% [2] - The gross margin for the quarter exceeded 30%, reflecting strong operational efficiency [5][9] - Non-GAAP net income for the third quarter was $123.5 million, or $2.81 per share, compared to $6.0 million, or $0.16 per share, in the same period of fiscal 2024 [3][22] Business Outlook - For the fourth quarter ending March 31, 2026, AMSC expects revenues to exceed $80 million, with net income projected to exceed $3 million, or $0.07 per share [6] - The company anticipates non-GAAP net income for the fourth quarter to exceed $8 million, or $0.17 per share [6] Market Position - AMSC has established a robust 12-month backlog of over $250 million, driven by strong market demand [5] - The company has marked its sixth consecutive quarter of profitability and its tenth of non-GAAP profitability, indicating a positive trend in financial performance [5]

Group 1 - The article does not provide any relevant content regarding the company or industry [1]

AYER, Mass., Feb. 03, 2026 (GLOBE NEWSWIRE) -- AMSC® (NASDAQ: AMSC), a leading system provider of megawatt-scale power resiliency solutions that orchestrate the rhythm and harmony of power on the grid™ and protect and expand the capability of our Navy’s fleet, announced today that it plans to release its third quarter fiscal year 2025 financial results after the market close on Wednesday, February 4, 2026. In conjunction with this announcement, AMSC management will participate in a conference call with inve ...

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider American Superconductor (AMSC) . This company, which is in the Zacks Electronics - Miscellaneous Components industry, shows potential for another earnings beat.This wind turbine component maker has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for th ...

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” fourth-quarter 2025 investor letter. A copy of the same can be downloaded here. U.S. equity markets experienced a quarter supported by optimism around potential monetary easing and caution related to economic growth and valuations. Early gains were driven by strong AI-related earnings and the US Federal Reserve’s rate cut in October, which improved expectations for financial conditions. However, market sentiment cooled l ...

Group 1 - American Superconductor (AMSC) has been quietly manufacturing equipment for the electric utility industry prior to this year [1] - In 2025, the market anticipates that AMSC will benefit from the artificial intelligence (AI) boom by providing support to data centers [1]

Group 1 - American Superconductor (AMSC) has been quietly manufacturing equipment for the electric utility industry prior to this year [1] - In 2025, the market anticipates that AMSC will benefit from the artificial intelligence (AI) boom by providing support to data centers [1]