AMSC

As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the renewable energy industry, including American Superconductor (NASDAQ:AMSC) and its peers. Renewable energy companies are buoyed by the secular trend of green energy that is upending traditional power generation. Those who innovate and evolve with this dynamic market can win share while those who continue to rely on legacy technologies can see diminishing demand, which includes headwinds from increasing regulation against “dirty” energy. Additionally, these companies are at the whim of economic cycles, as interest rates can impact the willingness to invest in renewable energy projects. The 15 renewable energy stocks we track reported a satisfactory Q2. As a group, revenues beat analysts’ consensus estimates by 3.1% while next quarter’s revenue guidance was 7.9% below. Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 11.9% since the latest earnings results. Founded in 1987, American Superconductor (NASDAQ:AMSC) has shifted from superconductor research to developing power systems, adapting to changing energy grid needs and naval technology requirements. American Superconductor reported revenues of $94.07 million, up 30% year on year. This print exceeded analysts’ expectations by 9.2%. Despite the top-line beat, it was still a slower quarter for the company with a significant miss of analysts’ EPS estimates and EPS guidance for next quarter missing analysts’ expectations significantly. "Our first quarter results mark a powerful start, pushing our quarterly revenue past $90 million with 30% year-over-year growth," said Daniel P. McGahn, Chairman, President, and CEO, AMSC. The market seems disappointed with the results as the stock is down 12.5% since reporting and currently trades at $28.82. Is now the time to buy American Superconductor? Access our full analysis of the earnings results here, it’s free. Working in stealth mode for eight years, Bloom Energy (NYSE:BE) designs, manufactures, and markets solid oxide fuel cell systems for on-site power generation. Bloom Energy reported revenues of $1.07 billion, up 166% year on year, outperforming analysts’ expectations by 22.37%. The business had an incredible quarter with a beat of analysts’ EPS estimates and an impressive beat of analysts’ EBITDA estimates. Bloom Energy scored the biggest analyst estimate beat, fastest revenue growth, and highest full-year guidance raise among its peers. The market seems happy with the results as the stock is up 22.37% since reporting. It currently trades at $212.13. Is now the time to buy Bloom Energy? Access our full analysis of the earnings results here, it’s free. Pioneering the use of lithium-ion batteries for grid storage, Fluence (NASDAQ:FLNC) helps store renewable energy sources with battery systems. Fluence Energy reported revenues of $649.8 million, up 7.9% year on year, falling short of analysts’ expectations by 18.8%. It was a disappointing quarter as it posted full-year revenue guidance missing analysts’ expectations significantly and full-year EBITDA guidance missing analysts’ expectations significantly. Fluence Energy delivered the weakest performance against analyst estimates and weakest full-year guidance update of the whole group. As expected, the stock is down 26.6% since the results and currently trades at $10.45. Read our full analysis of Fluence Energy’s results here. Helping homeowners use solar energy to power their homes, Sunrun (NASDAQ:RUN) provides residential solar electricity, specializing in panel installation and leasing services. Sunrun reported revenues of $870 million, up 52.8% year on year. This print topped analysts’ expectations by 19.2%. It was an incredible quarter as it also produced a beat of analysts’ EPS estimates and a solid beat of analysts’ ARR estimates. The company added 20,979 customers to reach a total of 1.21 million. The stock is down 20.1% since reporting and currently trades at $8.39. Read our full, actionable report on Sunrun here, it’s free. Powering forklifts for Walmart’s distribution centers, Plug Power (NASDAQ:PLUG) provides hydrogen fuel cells used to power electric motors. Plug Power reported revenues of $178.3 million, up 2.5% year on year. This result surpassed analysts’ expectations by 5.6%. It was an exceptional quarter as it also logged EPS in line with analysts’ estimates. The stock is down 1.2% since reporting and currently trades at $2.09. Read our full, actionable report on Plug Power here, it’s free. Over the past year, investors have been forced to repeatedly answer the same question: what is the market’s biggest risk? The answer has changed several times, and each shift has reshaped market leadership. Late in 2025 and early 2026, artificial intelligence became the market’s primary uncertainty. Investors questioned whether AI would erode software pricing power and weaken competitive moats as AI made it easier to replicate once-differentiated products. By the spring, technology took a back seat to geopolitics. The U.S. conflict with Iran briefly became the market’s dominant narrative, raising concerns about oil prices, inflation, and global growth. But as energy markets remained orderly and fears of a prolonged supply disruption faded, investors quickly turned their focus back to fundamentals. Want to invest in winners with rock-solid fundamentals? Check out our 9 Best Market-Beating Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.

American Superconductor Corporation recently reported first-quarter 2026 results, with sales rising to US$94.07 million and net income increasing to US$9.49 million, alongside higher basic and diluted earnings per share from continuing operations versus a year earlier. The company also issued guidance for the second quarter of 2026 calling for revenues above US$85.0 million and net income above US$1.0 million, signaling management’s expectation of continued profitability beyond the strong first quarter. We’ll now examine how this combination of stronger year-over-year earnings and revenue guidance above US$85 million may influence American Superconductor’s investment narrative. Outshine the giants: these 17 early-stage AI stocks could fund your retirement. To own American Superconductor, you need to believe it can turn grid and industrial demand into steady, profitable growth despite its exposure to cyclical end markets. The latest quarter’s higher sales and earnings, paired with Q2 guidance for revenues above US$85.0 million, supports the near term profitability story, but it does not remove the risk that recent strength was helped by favorable mix and timing that may not repeat. The most relevant recent announcement is the new Q2 2026 guidance, which points to revenues above US$85.0 million and net income above US$1.0 million. This sits alongside earlier guidance for multiple quarters above US$80.0 million in revenue and positive net income, reinforcing the idea of a business currently operating at a healthy utilization level, but it also raises the stakes if project timing, mix, or key end markets such as semiconductors and energy cool off. Yet investors should still pay close attention to the risk that recent margin strength depends on unusually favorable mix and utilization... Read the full narrative on American Superconductor (it's free!) American Superconductor's narrative projects $487.7 million revenue and $75.3 million earnings by 2029. This requires 17.7% yearly revenue growth and a $58.5 million earnings decrease from $133.8 million today. Uncover how American Superconductor's forecasts yield a $65.33 fair value, a 103% upside to its current price. Before this report, the most optimistic analysts were penciling in about US$480 million of revenue and US$48 million of earnings by 2029, so if you compare that with today’s strong quarter and backlog driven story, you can see how their more bullish, higher growth view could either gain support or face a rethink as new orders, timing shifts, and project scale play out. Explore 5 other fair value estimates on American Superconductor - why the stock might be worth just $36.74! Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts. A great starting point for your American Superconductor research is our analysis highlighting 5 key rewards and 2 important warning signs that could impact your investment decision. Our free American Superconductor research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate American Superconductor's overall financial health at a glance. Our daily scans reveal stocks with breakout potential. Don't miss this chance: Capitalize on the AI infrastructure supercycle with our selection of the 56 best 'picks and shovels' of the AI gold rush converting record-breaking demand into massive cash flow. AI is about to change healthcare. These 40 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early. The future of work is here. Discover the 37 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include AMSC. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

American Superconductor Corporation AMSC reported first-quarter fiscal 2026 non-GAAP earnings of 16 cents per share, which declined 44.8% year over year and missed the Zacks Consensus Estimate of 20 cents. Revenues rose 30% year over year to $94.1 million and beat the consensus mark by 8.82%. The top-line growth reflected organic expansion and the Comtrafo acquisition. Total backlog exceeded $400 million, highlighting strong demand across utility, materials, renewable energy and traditional energy markets. Grid revenues were $76.3 million, up 27% from $60.1 million a year earlier, and accounted for 81% of total revenues. The increase reflected the contribution from Comtrafo along with growth across the company's power solutions portfolio. Wind revenues climbed 44.6% year over year to $17.8 million from $12.3 million. Management tied the increase to higher electrical control system shipments and said its relationship with Inox remained strong as the customer continued ramping up production in India. American Superconductor Corporation price-consensus-eps-surprise-chart | American Superconductor Corporation Quote Gross margin was 26.3% in the quarter. The cost of goods sold included about $1.5 million of purchase-accounting and other non-cash adjustments tied to Comtrafo, reducing gross margin by roughly 160 basis points. Profitability also absorbed the impact of added direct labor in Brazil to support expected growth and an unfavorable product mix. Research & development and selling, general & administrative expenses totaled $22.5 million, up from $18.5 million a year ago. Management does not expect a similar product mix in the second quarter. Total orders exceeded $130 million, led by materials and utility-sector mining activity. A $25 million order from a North American utility for a large mine expansion marked the biggest individual mining-project order in AMSC's history. Materials accounted for about one-third of total orders, while traditional energy represented roughly 30%. Renewables, utility and other industrial applications each contributed about 10%, and military orders were just under 5%. The 12-month backlog exceeded $300 million. The mining contract combines STATCOM technology, capacitor banks, shunt reactors, a power transformer, switchgear and protection equipment in a turnkey package. Management said the broader solution can expand project revenues by about five times versus a single-product sale and expects delivery during fiscal 2027. AMSC purchased a third factory in Brazil for about $7.4 million during the quarter, completing a planned step associated with the Comtrafo acquisition. The facility is intended to support higher transformer production as demand currently exceeds capacity. Management does not expect further building-related capital spending in Brazil. Future investment is anticipated to focus mainly on tooling and capacity, with spending paced against demand as the company works to increase Comtrafo's output and pursue broader Latin American opportunities. The company generated operating cash flow of $16 million in the first quarter, up from $4.13 million in the prior-year quarter. Management attributed the improvement to strong milestone collections on several projects and initial customer receipts tied to recent orders. It ended the quarter with cash, cash equivalents and restricted cash of $153.11 million compared with $147.55 million as of March 31, 2026. Capital expenditures totaled $10.44 million, including the Brazil factory purchase and additional build-out spending. For the second quarter of fiscal 2026, American Superconductor expects revenues to surpass $85 million. GAAP net income is projected to exceed $1 million, or 2 cents per share, while non-GAAP net income is expected to top $8 million, or 17 cents per share. Management noted that some customer deliveries were accelerated into the first quarter, making second-quarter revenues more challenging. Average lead times remain about nine months, and management said current backlog improves near-term visibility over the next two to three quarters. It also expects gross margin improvement in the second half of fiscal 2026. American Superconductor currently carries a Zacks Rank #3 (Hold). Some better-ranked stocks in the broader Zacks Computer and Technology sector are Lumentum LITE, Applied Materials AMAT and Analog Devices ADI, each carrying a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Shares of Lumentum have surged 127.4% year to date. The Zacks Consensus Estimate for LITE’s fiscal 2026 earnings is pegged at $8.19 per share, up by 5 cents over the past 30 days, indicating an increase of 297.6% year over year. Shares of Applied Materials have jumped 105.2% year to date. The Zacks Consensus Estimate for AMAT’s fiscal 2026 earnings is pegged at $12.17 per share, up by 3 cents over the past seven days, calling for a rise of 29.2% year over year. Analog Devices shares have surged 39.1% year to date. The Zacks Consensus Estimate for ADI’s fiscal 2026 earnings is pegged at $12.42 per share, up by 10 cents over the past 30 days, suggesting an increase of 59.4% year over year. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report American Superconductor Corporation (AMSC) : Free Stock Analysis Report Analog Devices, Inc. (ADI) : Free Stock Analysis Report Applied Materials, Inc. (AMAT) : Free Stock Analysis Report Lumentum Holdings Inc. (LITE) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

American Superconductor Corporation AMSC used its first-quarter fiscal 2026 earnings call to emphasize stronger orders, a growing backlog and broader project scope across utility, mining and other power-intensive markets. Management said that bookings exceeded $130 million as demand accelerated. Revenues topped the Zacks Consensus Estimate, but delivery pull-forwards make the second quarter more challenging. Gross-margin pressure from mix, acquisition accounting and Brazil hiring also remains a focus. Daniel McGahn, chairman, president and CEO, said 12-month backlog exceeded $300 million and total backlog topped $400 million, giving management stronger visibility into fiscal 2026. Even excluding a $25 million utility order tied to a mine expansion, McGahn mentioned that new orders surpassed $100 million. That compared with an average of roughly $70 million per quarter in the prior fiscal year. McGahn said that average lead times remain about nine months. Larger, longer-cycle projects could extend the companywide lead-time profile, while orders booked today generally affect financials three to six quarters later. McGahn described the $25 million North American utility award as the largest individual mining-project order in AMSC's history, with delivery expected in fiscal 2027. The turnkey package combines modular STATCOM technology, capacitor banks, shunt reactors, a 138-kV transformer, switchgear and protection and control equipment. McGahn expects a single-product sale to have been worth roughly $4-$5 million. A Craig-Hallum analyst asked whether such awards could become routine. McGahn stated that it is too early to establish a cadence and he does not expect them to represent most of the business, but broader scope can raise content per project. John Kosiba, CFO, senior vice president and treasurer, said that first-quarter gross margin was 26.3%. About $1.5 million of Comtrafo purchase-accounting adjustments reduced margin by roughly 160 basis points. Kosiba also cited added direct labor in Brazil and unfavorable product mix. He said the company does not expect a similar mix in the second quarter and is building labor capacity to support bookings. Revenues reached $94.1 million, up 30% year over year, beating the Zacks Consensus Estimate of $86.5 million. Non-GAAP earnings of $0.16 per share missed the consensus mark of $0.20 per share. Operating cash flow reached $16 million. American Superconductor Corporation price-consensus-eps-surprise-chart | American Superconductor Corporation Quote Kosiba guided second-quarter fiscal 2026 revenues above $85 million. GAAP net income is expected to exceed $1 million, or $0.02 per share, while non-GAAP net income is expected to top $8 million, or $0.17 per share. McGahn said that first-quarter revenues benefited from customers requesting earlier deliveries, pulling business forward and making the second-quarter setup more challenging. He said that averaging the first-quarter result with the second-quarter guide gives a level that current backlog supports, while customer timing can shift project revenue between periods. A ROTH Capital Partners analyst asked about data-center orders and backlog conversion. McGahn responded that the quarter contained no data-center order, although AMSC is bidding on multiple opportunities and could see acceleration in that market as soon as this year. An Oppenheimer analyst asked about Comtrafo expansion and cross-selling. McGahn said that the first year remains focused on Brazil, with broader Latin American opportunities targeted in the second year and North American transformer opportunities still viewed as a third-year objective. A Clear Street analyst asked about acquisition timing. McGahn said that AMSC should continue integrating Comtrafo before another deal, while remaining willing to act if a target adds another useful piece to its power-solution portfolio. McGahn closed with an optimistic emphasis on materials, semiconductors, traditional energy and utility demand. He also pointed to capacity expansion in Brazil as important to supporting the order pipeline. Management remains focused on converting backlog, widening project scope and targeting gross-margin improvement in the second half of fiscal 2026. AMSC carries a Zacks Rank #3 (Hold). Its Value Score of D, Growth Score of F, Momentum Score of F and VGM Score of F are weak marks under the Style Score framework, where A and B are preferred, and higher grades indicate better expected performance. A Hold rank does not carry the stronger near-term signal associated with Zacks Rank #1 (Strong Buy) or 2 (Buy) stocks, and the current Style Scores do not add support. The Zacks Rank can change as earnings estimates are revised after the just-reported results. You can see the complete list of today’s Zacks #1 Rank stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report American Superconductor Corporation (AMSC) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

American Superconductor (AMSC) came out with quarterly earnings of $0.16 per share, missing the Zacks Consensus Estimate of $0.2 per share. This compares to earnings of $0.29 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -20.00%. A quarter ago, it was expected that this wind turbine component maker would post earnings of $0.19 per share when it actually produced earnings of $0.3, delivering a surprise of +57.89%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. American Superconductor, which belongs to the Zacks Electronics - Miscellaneous Components industry, posted revenues of $94.07 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 8.82%. This compares to year-ago revenues of $72.36 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. American Superconductor shares have added about 16.2% since the beginning of the year versus the S&P 500's gain of 13%. While American Superconductor has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for American Superconductor was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.23 on $87.5 million in revenues for the coming quarter and $1.04 on $361.95 million in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Electronics - Miscellaneous Components is currently in the top 22% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. One other stock from the broader Zacks Computer and Technology sector, SurgePays, Inc. (SURG), is yet to report results for the quarter ended June 2026. This company is expected to post quarterly loss of $0.11 per share in its upcoming report, which represents a year-over-year change of +69.4%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. SurgePays, Inc.'s revenues are expected to be $13.8 million, up 19.8% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report American Superconductor Corporation (AMSC) : Free Stock Analysis Report SurgePays, Inc. (SURG) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Interested in American Superconductor Corporation? Here are five stocks we like better. Revenue reached a record $94.1 million in fiscal Q1 2026, up 30% year over year, driven by 27% growth in Grid revenue and 45% growth in Wind revenue. Bookings exceeded $130 million, while total backlog surpassed $400 million. AMSC secured a $25 million turnkey order supporting a North American mine expansion, expanding its role beyond individual products into integrated grid solutions. The project is expected to be delivered in fiscal 2027. GAAP net income rose to $9.5 million, supported by $16 million in operating cash flow, though margins were pressured by Comtrafo-related accounting adjustments, Brazil hiring and product mix. Management expects second-quarter revenue above $85 million and non-GAAP net income above $8 million. American Superconductor's Earnings Surge, Future Growth Expected 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. Chairman, President and Chief Executive Officer Daniel McGahn said the company entered the fiscal year focused on growth, citing strong bookings, a 12-month backlog exceeding $300 million and total backlog above $400 million. The company ended the quarter with more than $150 million in cash, cash equivalents and restricted cash. → 3 Drone Stocks That Should Soar After the Summer Slump American Superconductor faster than a speeding bullet on EPS beat “Our revenue results for the first quarter surpassed expectations,” McGahn said. He cautioned, however, that the stronger-than-expected first quarter included accelerated deliveries requested by customers, making the second-quarter revenue comparison more challenging. Grid revenue accounted for 81% of total first-quarter sales and rose 27% year over year, driven primarily by the contribution from Comtrafo, the Brazilian transformer manufacturer acquired by AMSC. Wind represented 19% of revenue and increased 45% from the prior-year period, reflecting higher shipments of electrical control systems. → Meta’s Earnings Drop Shows Wall Street Wants More Than Ad Growth McGahn said quarterly revenue was diversified across AMSC’s end markets. Renewable-energy projects represented roughly 30% of revenue, while traditional energy, materials including semiconductors, and utility projects each accounted for about 20%. Military projects represented nearly 10%. The company said total orders during the quarter exceeded $130 million. Even excluding its largest recently announced order, AMSC booked more than $100 million in new orders, above its approximate $70 million quarterly average in the prior fiscal year. → Jersey Mike's Serves Fresh Gains After IPO Stumble A key booking was a $25 million order from a North American utility supporting a large mine expansion. McGahn described the contract as the company’s largest individual order for a mining project and said delivery of the turnkey solution is expected during fiscal 2027. The project combines AMSC’s modular STATCOM technology, metal-enclosed capacitor banks, shunt reactors, a 138-kilovolt power transformer, switchgear, and protection and control equipment. The company will also handle design, engineering, installation and commissioning. McGahn said selling a single-product solution for a comparable project could have generated roughly $4 million to $5 million in revenue. By offering an integrated system, AMSC said it can reduce project complexity, simplify execution and potentially help customers avoid future grid upgrades. During the question-and-answer session, McGahn said the company does not expect such large turnkey projects to become routine, though it has additional opportunities in its pipeline. He said AMSC’s core approach will continue to include projects involving capacitor banks, filters, STATCOM systems and power supplies, while larger integrated projects can serve as an additional growth accelerator when customers seek that scope of work. AMSC recorded GAAP net income of $9.5 million, or $0.21 per share, compared with $6.7 million, or $0.17 per share, in the prior-year quarter. Non-GAAP net income was $7.6 million, or $0.17 per share, down from $11.6 million, or $0.30 per share, a year earlier. First-quarter GAAP and non-GAAP results included an $8.1 million adjustment to contingent consideration. Chief Financial Officer John Kosiba said the adjustment was not taxable but affected interim tax-expense recognition, resulting in a $2 million non-cash tax expense during the quarter. Gross margin was 26.3%. Kosiba said cost of goods sold included approximately $1.5 million in Comtrafo-related purchase-accounting and non-cash adjustments, reducing gross margin by approximately 160 basis points. Margins were also affected by hiring additional direct labor in Brazil ahead of expected growth and by an unfavorable product mix, which management said it does not expect to recur in the second quarter. Research and development and selling, general and administrative expenses totaled $22.5 million, compared with $18.5 million a year earlier. About 23% of those expenses were non-cash, according to the company. AMSC generated $16 million in operating cash flow, supported by milestone collections on projects and initial payments from recent orders. Cash, cash equivalents and restricted cash rose to $153.1 million as of June 30 from $147.6 million at the end of fiscal 2025. As part of the Comtrafo acquisition agreement, AMSC acquired a third Brazilian factory during the quarter for approximately $7.4 million. Kosiba said the company invested about $10 million total in capital expenditures during the period, including the facility and related build-out, and does not anticipate additional building-related capital spending this fiscal year. McGahn said future Brazil capital expenditures would be focused on tooling and capacity expansion as demand warrants. He said the company’s immediate priority remains growing Comtrafo’s position in Brazil, while cross-selling opportunities in Latin America may begin to contribute in the second year following the acquisition. North American transformer opportunities could develop later, he added. For the fiscal second quarter ending Sept. 30, AMSC expects revenue to exceed $85 million. The company forecast GAAP net income above $1 million, or $0.02 per share, and non-GAAP net income above $8 million, or $0.17 per share. Management said it sees demand tailwinds in materials markets, including mining and semiconductors, as well as traditional energy, utilities and potential data-center projects. McGahn said data-center opportunities are being evaluated and bid, but no data-center order was included in the quarter’s order bookings. American Superconductor Corporation (NASDAQ:AMSC) is a technology company specializing in power electronics and high-temperature superconductor systems. Founded in 1987 and headquartered in Devens, Massachusetts, AMSC develops hardware and software solutions aimed at improving the efficiency, reliability and stability of electric power systems and renewable energy infrastructure. The company's engineering expertise spans from the lab scale to full commercial deployment, with a focus on tackling grid integration challenges for utilities and independent power producers. AMSC's portfolio includes superconducting wire and cryogenic systems, power grid stabilization devices, and turnkey wind turbine electronics. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. The article "American Superconductor Q1 Earnings Call Highlights" was originally published by MarketBeat. View MarketBeat's top stocks for August 2026.

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. Revenues for the first quarter of fiscal 2026 were $94.1 million compared with $72.4 million for the same period of fiscal 2025. The year-over-year increase was driven by organic growth and the acquisition of Comtrafo. AMSC reported net income for the first quarter of fiscal 2026 of $9.5 million, or $0.21 per share, compared to $6.7 million, or $0.17 per share, for the same period of fiscal 2025. The Company’s non-GAAP net income for the first quarter of fiscal 2026 was $7.6 million, or $0.17 per share, compared with a non-GAAP net income of $11.6 million, or $0.30 per share, in the same period of fiscal 2025. Please refer to the financial table below for a reconciliation of GAAP to non-GAAP results. Cash, cash equivalents, and restricted cash on June 30, 2026, totaled $153.1 million, compared with 147.6 million at March 31, 2026. "Our first quarter results mark a powerful start, pushing our quarterly revenue past $90 million with 30% year-over-year growth," said Daniel P. McGahn, Chairman, President, and CEO, AMSC. "This quarter, we saw accelerated market demand with orders over $130 million led by utility-sector mining developments and traditional energy markets. With a robust 12-month backlog exceeding $300 million and a strengthening cash position, we have set our sights on growth and believe we are well positioned for gross margin improvement in the second half of the fiscal year. Business OutlookFor the second quarter ending September 30, 2026, AMSC expects that its revenues will exceed $85.0 million. The Company’s net income for the second quarter of fiscal 2026 is expected to exceed $1.0 million, or $0.02 per share. The Company's net income guidance assumes no changes in fair value of contingent consideration. The Company's non-GAAP net income (as defined below) is expected to exceed $8.0 million, or $0.17 per share. Conference Call ReminderIn conjunction with this announcement, AMSC management will participate in a conference call with investors beginning at 10:00 a.m. Eastern Time on Thursday, August 6, 2026, to discuss the Company’s financial results and business outlook. Those who wish to listen to the live or archived conference call webcast should visit the “Investors” section of the Company’s website at https://ir.amsc.com. The live call can be accessed by dialing 1-844-481-2802 or 1-412-317-0675 and asking to join the AMSC call. A replay of the call may be accessed 2 hours following the call by dialing 1-855-669-9658 and using conference passcode 1002152. About AMSC (Nasdaq: AMSC)Guided by a belief in the power of next, AMSC is a leading provider of power controls solutions that apply innovation and creativity to address today's challenges and enable a more resilient and sustainable energy future. Driven by the purpose "to power progress," the Company integrates future-facing technologies to balance the global demand for clean energy with reliable, efficient power delivery. AMSC delivers advanced grid systems and engineering services to optimize network reliability, provides ship protection and power management solutions to enhance fleet efficiency and safety, and supplies electronic controls and designs that reduce wind energy costs. Beyond these systems, the Company provides capabilities in industrial process and control alongside environmental and emission control to ensure operational efficiency across the entire energy infrastructure. The Company's solutions are optimizing power network, increasing the safety of navy fleets, and powering gigawatts of renewable energy globally. Founded in 1987, AMSC is headquarters near Boston, Massachusetts with operations in Asia, Australia, Brazil, Europe, and North America. For more information, please visit www.amsc.com. © 2026 AMSC, AMSC, American Superconductor, Comtrafo, Neeltran, NEPSI and NWL are trademarks or registered trademarks of American Superconductor Corporation. All other brand names, product names, trademarks or service marks belong to their respective holders. Forward-Looking Statements This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended. We intend such forward-looking statements to be covered by the safe harbor provision for forward-looking statements contained in Section 27A of the Securities Act of 1933 as amended (the "Securities Act"), and Section 21E of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). Any statements in this release regarding our goals and strategies; expanded addressable market and data center demand; order pipeline and backlog expectations; organic growth; expected gross margin improvements; acquisition integrations and benefits; business diversification, including through expanding end markets and entering new sectors; strengthening customer relationships; strong momentum; building a more resilient and profitable company; our expected GAAP and non-GAAP financial results for the quarter ending September 30, 2026; and other statements containing the words "believes," "anticipates," "plans," "expects," "will" and similar expressions, constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements represent management's current expectations and are inherently uncertain. There are a number of important factors that could materially impact the value of our common stock or cause actual results to differ materially from those indicated by such forward-looking statements. These important factors include, but are not limited to: If we fail to implement our business strategy successfully, our financial performance could be harmed; We may not realize all of the sales expected from our backlog of orders and contracts; We rely upon third-party suppliers for the components and subassemblies of many of our Grid and Wind products, making us vulnerable to supply shortages and price fluctuations, which could harm our business; We may acquire additional complementary businesses or technologies, which may require us to incur substantial costs for which we may never realize the anticipated benefits; Our business and operations may be materially adversely impacted in the event of a failure or security breach of our or any critical third parties’ IT Systems or Confidential Information; Our contracts with the U.S. and Canadian governments are subject to audit, modification or termination by such governments and include certain other provisions in favor of the governments. The continued funding of such contracts may remain subject to annual legislative appropriation, which, if not approved, could reduce our revenue and lower or eliminate our profit; Changes in U.S. government defense spending could negatively impact our financial position, results of operations, liquidity and overall business; Our performance on contracts with the U.S. Department of Defense may result in restrictions to our ability to repurchase our common stock or U.S. government denial of Foreign Military Sales or ceasing of assistance for international Direct Commercial Sales; Failure to comply with evolving data privacy and data protection laws, regulations, and other obligations, or to otherwise protect personal data, may adversely impact our business and financial results; Our success is dependent upon attracting and retaining qualified personnel and our inability to do so could significantly damage our business and prospects; A significant portion of our Wind segment revenues are derived from a single customer. If this customer’s business is negatively affected, it could adversely impact our business; Our success in addressing the wind energy market is dependent on the manufacturers that license our designs; Many of our revenue opportunities are dependent upon subcontractors and other business collaborators; Problems with product quality or product performance may cause us to incur warranty expenses or product liability charges and may damage our market reputation and prevent us from achieving increased sales and market share; Many of our customers outside of the United States may be either directly or indirectly related to governmental entities, and we could be adversely affected by violations of the United States Foreign Corrupt Practices Act and similar worldwide anti-bribery laws outside the United States; We have had limited success marketing and selling our superconductor products and system-level solutions, including our REG system, and our failure to more broadly market and sell our products and solutions could lower our revenue and cash flow; We or third parties on whom we depend may be adversely affected by natural disasters, including events resulting from climate change, and our business continuity and disaster recovery plans may not adequately protect us or our value chain from such events; Uncertainty surrounding our prospects and financial condition may have an adverse effect on our customer and supplier relationships; Pandemics, epidemics, or other public health crises may adversely impact our business, financial condition and results of operations; Changes in valuation allowance of deferred tax assets may affect our future operating results; If we fail to maintain proper and effective internal control over financial reporting on business acquisitions, our ability to produce accurate and timely financial statements could be impaired and may lead investors and other users to lose confidence in our financial data; We have not been historically profitable, and there can be no assurance that we will sustain our recent profitability; we have a history of negative operating cash flows, and we may require additional financing in the future, which may not be available to us; Changes in exchange rates could adversely affect our results of operations; We may be required to issue performance bonds, which restricts our ability to access any cash used as collateral for the bonds; Adverse changes in domestic and global economic conditions could adversely affect our operating results; The ongoing conflict between the United States, Israel, and Iran has disrupted global energy markets and supply chains and could adversely affect our business, financial condition, and results of operations; Our international operations are subject to risks that we do not face in the United States, which could have an adverse effect on our operating results; Our products face competition, which could limit our ability to acquire or retain customers; We have operations in, and depend on sales in, emerging markets, including Latin America and India, and global conditions could negatively affect our operating results or limit our ability to expand our operations outside of these markets. Changes in Brazil’s or India’s political, social, regulatory and economic environment may affect our financial performance; Industry consolidation could result in more powerful competitors and fewer customers; Evolving and varied expectations on environmental sustainability and social initiatives could adversely impact our business and financial results; Growth of the wind energy market depends largely on the availability and size of government subsidies, economic incentives and legislative programs designed to support the growth of wind energy; Lower prices for other energy sources may reduce the demand for wind energy development, which could have a material adverse effect on our ability to grow our Wind business; Our technology and products could infringe intellectual property rights of others, which may require costly litigation and, if we are not successful, could cause us to pay substantial damages and disrupt our business; We may be unable to adequately prevent disclosure of trade secrets and other proprietary information; Our patents may not provide meaningful or long-term protection for our technology, which could result in us losing some or all of our market position; Third parties have or may acquire patents that cover the materials, processes and technologies we use or may use in the future to manufacture our Amperium products, and our success depends on our ability to license such patents or other proprietary rights; There are a number of technological challenges that must be successfully addressed before our superconductor products can gain widespread commercial acceptance, and our inability to address such technological challenges could adversely affect our ability to acquire customers for our products; Our common stock has experienced, and may continue to experience, market price and volume fluctuations, which may prevent our stockholders from selling our common stock at a profit and could lead to costly litigation against us that could divert our management’s attention; Unfavorable results of legal proceedings could have a material adverse effect on our business, operating results and financial condition; and the other important factors discussed under the caption "Risk Factors" in Part 1. Item 1A of our Form 10-K for the fiscal year ended March 31, 2026, and our other reports filed with the SEC. These important factors, among others, could cause actual results to differ materially from those indicated by forward-looking statements made herein and presented elsewhere by management from time to time. Any such forward-looking statements represent management's estimates as of the date of this press release. While we may elect to update such forward-looking statements at some point in the future, we disclaim any obligation to do so, even if subsequent events cause our views to change. These forward-looking statements should not be relied upon as representing our views as of any date subsequent to the date of this press release. Note: Non-GAAP net income is defined by the Company as net income before stock-based compensation; amortization of acquisition-related intangibles; change in fair value of contingent consideration, other non-cash or unusual charges, and the tax effect of adjustments calculated at the relevant rate for our non-GAAP metric. The Company believes non-GAAP net income and non-GAAP net income per share assist management and investors in comparing the Company’s performance across reporting periods on a consistent basis by excluding these non-cash, non-recurring or other charges that it does not believe are indicative of its core operating performance. Actual GAAP and non-GAAP net income for the fiscal quarter ending September 30, 2026, including the above adjustments, may differ materially from those forecasted in the table above, including as a result of changes in the fair value of contingent consideration. Generally, a non-GAAP financial measure is a numerical measure of a company's performance, financial position or cash flow that either excludes or includes amounts that are not normally excluded or included in the most directly comparable measure calculated and presented in accordance with GAAP. The non-GAAP measure included in this release, however, should be considered in addition to, and not as a substitute for or superior to, net income or other measures of financial performance prepared in accordance with GAAP. A reconciliation of GAAP to non-GAAP net income is set forth in the table above. Contacts: AMSC Director, Communications:Nicol [email protected] Investor Relations:Carolyn CapaccioPhone: (212) [email protected] Public Relations:Joe Luongo(914) [email protected]

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. Those who wish to listen to the live or archived conference call webcast should visit the “Investors” section of the Company’s website at https://ir.amsc.com. The live call can be accessed 15 minutes prior to the scheduled start time by dialing 1-844-481-2802 or 1-412-317-0675 and asking to join the AMSC call. A replay of the call may be accessed 2 hours following the call by dialing 1-855-669-9658 and using conference passcode 1002152 About AMSC (NASDAQ: AMSC) Guided by a belief in the power of next, AMSC is a leading provider of power control solutions that apply innovation and creativity to address today's challenges and enable a more resilient and sustainable energy future. Driven by the purpose "to power progress," the Company integrates future-facing technologies to balance the global demand for clean energy with reliable, efficient power delivery. AMSC delivers advanced grid systems and engineering services to optimize network reliability, provides ship protection and power management solutions to enhance fleet efficiency and safety, and supplies electronic controls and designs that reduce wind energy costs. Beyond these systems, the Company provides capabilities in industrial process and control alongside environmental and emission control to ensure operational efficiency across the entire energy infrastructure. The Company's solutions are optimizing power network, increasing the safety of navy fleets, and powering gigawatts of renewable energy globally. Founded in 1987, AMSC is headquarters near Boston, Massachusetts with operations in Asia, Australia, Brazil, Europe, and North America. For more information, please visit www.amsc.com. © 2026 AMSC. AMSC, American Superconductor, Comtrafo, Neeltran, NEPSI, NWL, D-VAR and to the next power are trademarks or registered trademarks of American Superconductor Corporation. All other brand names, product names, trademarks or service marks belong to their respective holders.

American Superconductor Corporation AMSC is expected to release its first-quarter fiscal 2026 results on July 29. The company anticipates revenues to exceed $85 million in the first quarter. The Zacks Consensus Estimate is pegged at $86.45 million, suggesting growth of 19.5% from the year-ago period's reported figure. American Superconductor expects earnings per share to be more than 17 cents. The Zacks Consensus Estimate for first-quarter earnings is pinned at 20 cents per share, implying a year-over-year decline of 31%. The consensus mark for earnings has been revised downward over the past 60 days. AMSC’s earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 491.6%. American Superconductor Corporation price-eps-surprise | American Superconductor Corporation Quote American Superconductor appears well-positioned for another healthy quarter. Strong demand across power infrastructure, utilities and AI-driven data centers is likely to have driven top-line growth during the first quarter. The Grid segment is anticipated to have remained AMSC's primary growth engine in the to-be-reported growth. In the last reported financial results for the fourth quarter of fiscal 2025, American Superconductor’s Grid revenues jumped approximately 33% year over year to $73.7 million. The segment is benefiting from strong demand across utilities, LNG facilities, mining, semiconductor manufacturing and renewable energy projects. The growing need for power-quality solutions amid expanding electricity demand is likely to have supported another solid quarter for the segment. Emerging business opportunities from the data center market could have contributed positively during the first quarter. American Superconductor is now supplying power-quality equipment directly to data centers while also benefiting from utility investments needed to support AI infrastructure. In the fourth quarter of fiscal 2025, nearly 10% of orders came from the data center market, double the prior quarter’s contribution. Continued integration progress of the Comtrafo business is also likely to have supported first-quarter top-line growth. The Comtrafo acquisition expanded American Superconductor's transformer portfolio and strengthened its presence in Brazil and Latin America. Alongside contributing additional revenues, the acquisition broadens the company's addressable market and creates cross-selling opportunities across utility and industrial customers. Nonetheless, American Superconductor’s bottom-line performance is likely to have been negatively impacted by acquisition costs and rising operating expenses. Although Comtrafo is adding revenues, purchase accounting and amortization charges remain a near-term drag on profitability. Management expects approximately $1.5 million of such charges during the first quarter before they begin declining from the second quarter onward. AMSC has significantly expanded its workforce while integrating Comtrafo. Although management expects operating leverage over time, research, development and SG&A expenses remain elevated as the company supports future growth initiatives and completes integration activities. In the fourth quarter of fiscal 2025, the company’s operating expenses soared 50% year over year, significantly higher than the 30% increase registered in revenues. Our proven model does not conclusively predict an earnings beat for AMSC this season. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. However, that’s not the case here. American Superconductor currently carries a Zacks Rank #3 and has an Earnings ESP of 0.00%. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. Here are a few companies worth considering in the broader Zacks Computer and Technology sector, as our model indicates that these possess the right combination of factors to exceed earnings expectations in their upcoming releases: SanDisk Corporation SNDK is scheduled to report fourth-quarter fiscal 2026 results on Aug. 5. Currently, it has an Earnings ESP of +4.13% and sports a Zacks Rank #1. You can see the complete list of today’s Zacks #1 Rank stocks here. The Zacks Consensus Estimate for SanDisk’s fourth-quarter earnings is pegged at $34.24 per share, indicating a year-over-year surge of 11,707%. Earnings estimates for the quarter have been revised upward by 5.7% over the past 60 days. Shares of SanDisk have jumped 505.1% year to date (YTD). Western Digital Corporation WDC is scheduled to report fourth-quarter fiscal 2026 results on Aug. 5. Currently, it has an Earnings ESP of +3.22% and sports a Zacks Rank #1. The Zacks Consensus Estimate for Western Digital’s fourth-quarter earnings is pegged at $3.35 per share, suggesting a year-over-year increase of 101.8%. Earnings estimates for the quarter have been revised upward by 3 cents in the past 30 days. Shares of Western Digital have risen 201.7% YTD. MKS Inc. MKSI is scheduled to report second-quarter 2026 results on Aug. 5. Currently, it has an Earnings ESP of +2.64% and sports a Zacks Rank #1. The Zacks Consensus Estimate for MKS’ second-quarter earnings is pegged at $2.93 per share, calling for a year-over-year jump of 65.5%. Earnings estimates for the quarter have been revised northward by a penny in the past 30 days. Shares of MKS have rallied 106% YTD. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report American Superconductor Corporation (AMSC) : Free Stock Analysis Report Western Digital Corporation (WDC) : Free Stock Analysis Report Sandisk Corporation (SNDK) : Free Stock Analysis Report MKS Inc. (MKSI) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research