American Superconductor 2026 Q1 Earnings Strong Performance as Net Income Surges 366%

American Superconductor (AMSC) reported its fiscal 2026 Q1 earnings on Jul 30th, 2025. The company exceeded expectations with an impressive 79.6% increase in revenue to $72.36 million and a net income surge to $6.72 million. The earnings per share (EPS) of $0.17 marked a significant turnaround from the previous year's loss. Additionally, AMSC's guidance for the upcoming quarter is promising, with revenue projections between $65 million and $70 million, exceeding analysts' expectations, which further highlights the company's strong growth trajectory.

Revenue
American Superconductor's total revenue for 2026 Q1 increased by 79.6% to $72.36 million, up from $40.29 million in 2025 Q1.

Earnings/Net Income
American Superconductor achieved profitability with an EPS of $0.17 in 2026 Q1, recovering from a previous loss of $0.07 per share. Net income reached $6.72 million, a remarkable 366.4% improvement from a net loss of $2.52 million in 2025 Q1. This positive EPS indicates strong financial health.

Price Action
The stock price of American Superconductor has edged up 0.90% during the latest trading day, increased by 2.28% over the past week, and surged 20.58% month-to-date.

Post-Earnings Price Action Review
The strategy of investing in American Superconductor shares following a quarter-over-quarter revenue drop on the earnings release date and holding for 30 days has yielded substantial returns over the past three years. This approach delivered a 430.57% return, significantly outperforming the benchmark return of 87.61%, with an excess return of 342.96%. The strategy's compound annual growth rate (CAGR) stood at 39.92%, showcasing consistent growth. Additionally, the strategy demonstrated robust risk management with a maximum drawdown of 0.00% and a Sharpe ratio of 0.45. These metrics underline the strategy's effectiveness in capital appreciation for AMSC.

CEO Commentary
"We’ve kicked off fiscal 2025 with accelerated growth, delivering a standout first quarter marked by significant progress and exceptional execution that surpassed our expectations," said Daniel P. McGahn, Chairman, President, and CEO of AMSC. The company achieved an 80% year-over-year revenue increase, generated over $6 million in net income, and expanded gross margins exceeding 30%. The growth was driven by strong demand in the semiconductor market, particularly for artificial intelligence and data centers, while maintaining steady bookings and backlog. These results reflect AMSC's ongoing efforts to scale the business, diversify revenue streams, and deliver strong financial performance.

Guidance
For the second quarter ending September 30, 2025, AMSC expects revenues to be in the range of $65.0 million to $70.0 million. The company anticipates net income to exceed $2.0 million, or $0.05 per share, with non-GAAP net income expected to exceed $6.0 million, or $0.14 per share.

Additional News
In recent strategic movements, American Superconductor announced the pricing of a $115 million public offering of common stock on June 11, 2025, with 4,125,000 shares offered at $28.00 per share, managed by Oppenheimer & Co. Inc. The company plans to use the proceeds for working capital and potential strategic acquisitions. Additionally, AMSC continues to engage with investors and analysts through scheduled conference calls, demonstrating transparency and open communication. The company is focused on enhancing power network performance and reliability, offering solutions such as Gridtec™, Marinetec™, and Windtec™, which cater to various sectors and promote smarter, cleaner energy solutions globally.