NASDAQ$AMSC

American Superconductor Corporation · Q3 2025 earnings

Q3 2025 earnings · · Investor relations

Briefing

American Superconductor Corporation reported a significant increase in revenues and net income for the third quarter of fiscal year 2025, driven by strong performance in both Grid and Wind segments, and a positive impact from the Megatran acquisition.

American Superconductor Corporation (AMSC) reported a substantial increase in revenues and net income for the three months ended December 31, 2024. Revenues rose by 56% to $61.4 million, and net income improved significantly to $2.5 million compared to a net loss in the prior year. This growth was primarily attributed to the acquisition of Megatran and increased shipments in both Grid and Wind segments.

  • Total revenues increased by 56% to $61.4 million for the three months ended December 31, 2024, compared to $39.4 million in the same period last year.
  • Net income for the quarter was $2.5 million, a significant improvement from a net loss of $1.6 million in the prior year's comparable period.
  • The Grid business segment's revenues increased by 56% to $52.3 million, largely due to the Megatran acquisition and higher energy power system shipments.
  • The Wind business segment also saw a 58% increase in revenues, reaching $9.1 million, driven by additional shipments of electrical control systems at increased prices.

Headline financials

Total Revenue

$61.4M

No prior period
EPS (adj)

$0.16

No prior period
Stock-based compensation expense

$2.86M

No prior period
Other expense, net

$272K

No prior period
R&D expenses

$3M

No prior period
SG&A expenses

$11.6M

No prior period
Interest income, net

$802K

No prior period
Capital Expenditures

-$1.38M

No prior period
Net Income

$2.47M

No prior period
Operating Income

$1.32M

No prior period
Gross Profit

$16.3M

No prior period
R&D Expense

$3M

No prior period

Revenue & EPS history

AMSC · Revenue · Quarterly

$61.4M

Q3 2025
Beat estimate in 7 of 12 quarters(58%)
ActualEstimate

Revenue by segment

AMSC · $86.4M total across 2 segments · Q4 2025

  • Grid
    $73.7M+32.6%
  • Wind
    $12.7M+14.8%

Forward guidance

The Company believes it has sufficient liquidity to fund operations and capital expenditures for the next twelve months, supported by a recent equity raise and potential for additional capital. However, global instabilities and market conditions pose risks to future capital raising and overall liquidity.

Tailwinds

  • Successfully raised $65.2 million net of offering expenses through an equity raise in February 2024.
  • Filed a shelf registration statement on Form S-3 allowing for future offerings of up to $250 million of common stock, debt securities, warrants, or units.
  • Intends to reduce operating and capital spending to enhance liquidity if required.
  • The company's system-level products leverage proprietary 'smart materials' and 'smart software and controls' to provide enhanced resiliency and improved performance of megawatt-scale power flow.
  • The company's business segments are well-positioned to meet the growing needs for modernized smart grids and increased renewable energy sources.

Headwinds

  • Historically experienced recurring operating losses and negative operating cash flows, with an accumulated deficit of $1,061.8 million as of December 31, 2024.
  • Liquidity is highly dependent on the ability to increase revenues, control operating costs, and raise additional capital, with no assurance of favorable terms or success.
  • Impact of global sources of instability, such as ongoing wars and financial market instability, may reduce the ability to raise additional capital.
  • The company's products face competition, which could limit the ability to acquire or retain customers.
  • The success of the REG system and widespread commercial market for products are not guaranteed, which could lower revenue and cash flow.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

+0.4%

Avg return

Earnings day

+3.4%

Avg return

5 days after

+4.3%

Avg return

30 days after

49%

31 / 63 earnings

Positive

+32.1%

Q3 2023

Best reaction

-38.5%

Q2 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025
Q3 2026-8.0%-4.0%-7.7%
Q2 2025-38.5%-40.6%-45.4%
Q2 2026+5.6%-34.4%-42.3%
Q1 2025-1.1%-8.2%-12.6%
Q1 2026+1.1%+27.7%+14.8%
Q4 2024+4.2%+13.2%+25.7%
Q3 2025+3.4%-9.4%-10.6%
Q2 2024+1.8%+12.3%+41.4%
Q1 2024-8.3%-2.1%-7.9%
Q4 2023+9.5%+33.2%+48.1%
Q3 2023+32.1%+36.0%+28.0%
Q2 2023+15.9%+23.6%+56.0%
Q1 2023+11.3%+15.7%-7.4%
Q4 2022+29.8%+53.3%+47.6%
Q3 2022-1.3%+17.5%-1.1%
Q2 2022-19.7%-17.7%-12.6%
Q4 2021+18.4%+12.9%-9.0%
Q3 2021-8.9%-9.0%-8.3%
Q2 2021-2.3%-9.1%-31.8%
Q1 2021-7.1%+1.0%+5.0%
Q4 2020-15.3%+6.9%+15.3%
Q1 2020+12.7%+18.6%+19.5%
Q4 2019-6.1%+3.4%+1.6%
Q3 2019+16.2%+14.9%+11.4%
Q2 2019-2.2%-3.6%-8.5%
Q1 2019+14.5%+7.9%+2.0%
Q4 2018-16.1%-17.0%-2.7%
Q3 2018+8.0%+12.1%+13.8%
Q2 2018+23.8%+21.5%+43.4%
Q1 2018+14.4%+12.4%+26.0%
Q4 2017-6.6%-5.8%-17.1%
Q3 2017-11.8%-15.1%-0.8%
Q2 2017-12.4%-13.8%-24.8%
Q1 2017+9.3%+7.0%+38.1%
Q4 2016+2.2%-1.7%+8.7%
Q3 2016-3.6%-5.4%-14.6%
Q2 2016+8.6%+22.9%+26.0%
Q1 2016-22.9%-27.4%-21.4%
Q4 2015-11.4%-17.1%-19.2%
Q3 2015-1.2%
Q2 2015-15.6%
Q1 2015-8.7%
Q4 2014-4.5%
Q3 2014+2.7%
Q2 2014+6.2%
Q1 2014-14.5%
Q4 2013+2.2%
Q3 2013+7.7%
Q2 2013-8.5%
Q1 2013-2.7%
Q4 2012-13.2%
Q3 2012+11.3%
Q2 2012-4.1%
Q1 2012+13.0%
Q3 2010+4.3%
Q4 2009+4.3%
Q4 2011+4.3%
Q3 2011-0.7%
Q2 2011+2.3%
Q2 2010+2.3%
Q1 2011-0.5%
Q1 2010-0.5%
Q4 2010-0.5%

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