The strong beat and raised backlog suggest accelerating demand in grid and data center end markets. Watch for Q1 FY2026 results to confirm guidance trajectory; the stock may re-rate higher if organic growth sustains above 25%.
Price Chart
Executive Summary
AMSC reported Q4 FY2025 revenue of $86.4M (+29.6% YoY) and non-GAAP EPS of $0.30, beating the $0.21 consensus by 42.9%. Full-year revenue surged 34% to $299.2M, with 12-month backlog expanding ~40% to ~$280M. Guidance for Q1 FY2026 calls for revenue exceeding $85M and non-GAAP EPS above $0.17, signaling continued momentum.
Key Financial Metrics
Key Facts
- Q4 revenue $86.4M vs $66.7M YoY (+29.6%)
- Non-GAAP EPS $0.30 vs consensus $0.21 (+42.9% beat)
- Full-year revenue $299.2M vs $222.8M YoY (+34.3%)
- 12-month backlog ~$280M, up ~40% YoY
- Q4 orders approached $100M, led by data center and utility demand
- Q1 FY2026 guidance: revenue >$85M, non-GAAP EPS >$0.17
- Operating cash flow $23.1M for FY2025 vs $28.3M prior year
- Cash and equivalents $147.6M at year-end
Financial Impact
Revenue beat of ~$0.2M vs consensus; EPS beat of $0.09 (+42.9%). Backlog growth of ~$80M YoY signals strong forward visibility.
Risk Factors
- Operating income turned negative in Q4 (-$0.5M) due to $4.2M contingent consideration charge
- Wind segment still reliant on a single customer
- Integration risk from Comtrafo acquisition
- History of negative operating cash flows; FY2025 OCF of $23.1M was down from $28.3M in FY2024
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001437749-26-018539 |
| Document: amsc20260211_8k.htm | 0001437749-26-018539 |
| Document: 0001437749-26-018539-index-headers.html | 0001437749-26-018539 |
| Document: 0001437749-26-018539-index.html | 0001437749-26-018539 |
| Document: 0001437749-26-018539.txt | 0001437749-26-018539 |
| 8-K Data (Synthetic) | 0001437749-26-018539 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 31, 2026 12w ago | Press Release | $29.37 $25.40 | ▼ −13.52% | ▼ −15.97% | $27.63 (−5.92%) |
Jun 12, 2026 19w ago | Insider Cluster | $41.07 $29.31 | ▼ −28.63% | ▼ −29.64% | $27.63 (−32.72%) |
Jun 11, 2026 19w ago | Institutional Cluster | $40.02 $30.44 | ▼ −23.94% | ▼ −27.20% | $27.63 (−30.96%) |
Jun 11, 2026 19w ago | Insider Cluster | $40.02 $30.44 | ▼ −23.94% | ▼ −27.20% | $27.63 (−30.96%) |
Jun 11, 2026 19w ago | Insider Cluster | $40.02 $30.44 | ▼ −23.94% | ▼ −27.20% | $27.63 (−30.96%) |
Jun 10, 2026 19w ago | Insider Cluster | $39.51 $29.55 | ▼ −25.21% | ▼ −29.60% | $27.63 (−30.07%) |
May 27, 2026 21w ago | 8-K | $51.33 $30.01 | ▼ −41.54% | ▼ −43.27% | $27.63 (−46.17%) |
May 21, 2026 22w ago | Press Release | $51.84 $31.02 | ▼ −40.16% | ▼ −43.35% | $27.63 (−46.70%) |
US Market Status
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