AMSC

AMSC posted record fiscal Q1 revenues, but sharp margin contraction, lower adjusted earnings and integration costs cloud the near-term outlook.

American Superconductor is evolving into a turnkey power project contractor, expanding wallet share and platform value beyond its core superconductivity products. AMSC's growth is driven by grid investment cycles, a robust $300M+ backlog, and strategic acquisitions like Comtrafo, enabling broader project scope and earlier customer engagement. Despite recent gross margin pressure (26.3%), I model FY revenue of ~$370M, normalized net income of ~$40M, and margin recovery as integration and factory productivity improve.

American Superconductor's Q1 sales rise 30% and beat estimates, but earnings decline 44.8% as Comtrafo costs, labor and product mix pressure margins.

American Superconductor's fiscal Q1 bookings top $130M and backlog surpasses $400M, boosting fiscal 2026 visibility even as pull-forwards and margin pressure make Q2 more challenging.

American Superconductor NASDAQ: AMSC reported first-quarter fiscal 2026 revenue of $94.1 million, up 30% from $72.4 million a year earlier, as growth in its Grid and Wind business units pushed quarterly sales above $90 million for the first time.

First Quarter Financial Highlights: Increased Revenue by 30% Year-over-Year to a Record Level Exceeding $90 Million Reported Record Total Orders Above $130 Million Driven by the Utility-Sector Mining Developments Nearly Quadrupled Operating Cash Flow to $16 million Company to host conference call tomorrow, August 6th, at 10:00 am ET AYER, Mass., Aug. 05, 2026 (GLOBE NEWSWIRE) -- AMSC (Nasdaq: AMSC), a leading provider of power control solutions that harmonize an increasingly complex energy system and enable customers to scale their operations without added complexity or size, today reported financial results for its first quarter ended June 30, 2026 of fiscal year 2026.

AYER, Mass., July 31, 2026 (GLOBE NEWSWIRE) -- AMSC (Nasdaq: AMSC), a leading provider of power control solutions that harmonize an increasingly complex energy system and enable customers to scale their operations without added complexity or size, announced today that it plans to release its first quarter fiscal year 2026 financial results after the market close on Wednesday, August 5, 2026. In conjunction with this announcement, AMSC management will participate in a conference call with investors and covering analysts beginning at 10:00 a.m. Eastern Time on Thursday, August 6, 2026. On this call, management will discuss the Company's recent accomplishments, financial results, and business outlook.

American Superconductor NASDAQ: AMSC held its 2026 annual meeting of stockholders on July 31, with shareholders electing all seven board nominees, ratifying RSM US LLP as the company's independent auditor and approving executive compensation on an advisory basis.

AYER, Mass., July 28, 2026 (GLOBE NEWSWIRE) -- AMSC (Nasdaq: AMSC), a leading provider of power control solutions that harmonize an increasingly complex energy system and enable customers to scale their operations without added complexity or size, today announced it has secured a $25 million order from a North American utility.

American Superconductor heads into Q1 results with revenue growth expected, driven by Grid demand, data centers and Comtrafo business integration gains.