AMSC Reports Strong Q4 & FY25 Results, Revenue Guidance Beats Estimates
Summary
AMSC announced strong Q4 and full-year 2025 results with significant revenue growth and a 40% increase in backlog, alongside mixed Q1 2026 guidance.
Key Events
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Strong Q4 & FY25 Revenue Growth
Reported Q4 revenue of $86.4 million (up 30% year-over-year) and full-year revenue of $299.2 million (up 34% year-over-year), driven by Grid, Wind, and an acquisition.
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Significant Backlog Expansion
The 12-month backlog increased by nearly 40% year-over-year to approximately $280 million, indicating strong future demand.
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Q1 FY26 Revenue Guidance Beat
Forecasted Q1 2026 revenue to exceed $85.0 million, surpassing analyst estimates of $82.1 million.
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Q1 FY26 EPS Guidance Below Consensus
Non-GAAP net income for Q1 2026 is expected to exceed $0.17 per share, which is below the analyst consensus of $0.19 per share.
Analysis
American Superconductor Corporation reported robust financial performance for Q4 and full fiscal year 2025, driven by significant revenue growth in its Grid and Wind businesses and contributions from an acquisition. The company also announced a substantial increase in its 12-month backlog, indicating strong future demand. While Q1 2026 revenue guidance exceeded analyst expectations, non-GAAP EPS guidance was slightly below consensus.
At the time of this filing, AMSC was trading at $46.99 on NASDAQ in the Manufacturing sector, with a market capitalization of approximately $2.5B. The 52-week trading range was $24.87 to $70.49. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.