American Superconductor 2026 Q2 Earnings Revenue Surges 20.9% Despite EPS Decline

American Superconductor (AMSC) reported mixed results for fiscal 2026 Q2, . . Management reaffirmed confidence in long-term growth drivers like the NWL acquisition and energy sector demand.

Revenue

AMSC’s total revenue surged to $65.86 million in Q2 2026, driven by a 20.9% year-over-year increase. , reflecting strong demand in energy and military markets, , marking a 53.3% year-over-year rise. The combined growth underscores the company’s expanding footprint in power resiliency solutions.

Earnings/Net Income

Earnings per share (EPS) fell to $0.11 in Q2 2026, . Net income also dipped slightly to $4.75 million, down 2.8% from $4.89 million. While revenue growth was robust, margin pressures and acquisition-related costs weighed on profitability.

Post-Earnings Price Action Review

The strategy of buying AMSC shares after a revenue increase and holding for 30 days has historically shown promise, with the stock stabilizing post-volatile earnings reactions. Despite a 6.48% intraday gain, after-hours trading saw a 2.4% pullback, a common pattern following earnings releases. While the 30-day holding period has historically aligned with optimism about AMSC’s growth trajectory, risks like supply chain disruptions and integration costs from the NWL acquisition could impact short-term performance.

CEO Commentary

Daniel P. McGahn highlighted a “20% year-over-year revenue increase,” “nearly $5 million net income,” and “expanded gross margins surpassing 30%.” He emphasized strong order demand in energy and military markets, driven by domestic manufacturing tailwinds and reliable power needs.

Guidance

. . Management remains optimistic about sustaining profitability but acknowledged risks like supply chain disruptions and macroeconomic headwinds.

Additional News

Recent developments include the acquisition of NWL, Inc., which has driven organic growth but introduced integration risks. Director Arthur H. , reducing his stake by 16.62%. Analyst ratings remain split, with one “Buy” and one “Hold” as of November 6, 2025. , 2025, .

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A graph showing AMSC’s Q2 2026 revenue growth compared to the prior year, highlighting segment contributions.

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