Fool - Investing News·Jun 15, 2026
Is American Superconductor a Sell After a Director Sells $151,000 in Stock?Known for its grid and wind power solutions, this energy tech firm reported a notable insider sale amid ongoing sector transformation.
American Superconductor Corporation(AMSC)Earnings, Financials & Key Ratios
AMSC•NASDAQ
$35.55
11.7× P/E·Price updated Jul 7, 2026
AboutAmerican Superconductor Corporation, together with its subsidiaries, provides megawatt-scale power resiliency solutions worldwide. The company operates in two segments, Grid and Wind. The Grid segment offers products and services that enable electric utilities, industrial facilities, and renewable energy project developers to connect, transmit, and distribute power under the Gridtec Solutions brand; and engineering planning services. It provides transmission planning services, which identify power grid congestion, poor power quality, and other risks; grid interconnection solutions for wind farms and solar power plants, power quality systems, and transmission and distribution cable systems; resilient electric grid systems, resilient electric grid systems; D-VAR systems used for controlling power flow and voltage in the AC transmission system; actiVAR system, a fast-switching medium-voltage reactive compensation solution; armorVAR system installed for reactive compensation, power factor correction, loss reduction, utility bill savings, and mitigation of common power quality concerns related to power converter-based generation and load devices; and D-VAR volt var optimization (VVO) that serves the distribution power grid market. This segment also offers ship protection systems, which reduce a naval ship's magnetic signature; and in board power delivery systems, power generation systems, and propulsion systems; and transformers and rectifiers systems. The Wind segment designs wind turbine systems and licenses these designs to third parties under the Windtec Solutions brand. It supplies power electronics and software-based control systems, engineered designs, and support services; and provides customer support services to wind turbine manufacturers. This segment's design portfolio comprises a range of drivetrains and power ratings of 2 megawatts and higher. The company was incorporated in 1987 and is headquartered in Ayer, Massachusetts.Show more
- Revenue$299M+34.3%
- EBITDA$25M+363.7%
- Net Income$134M+2118.0%
- EPS (Diluted)3.05+1806.2%
- Gross Margin29.75%+7.2%
- EBITDA Margin8.46%+245.4%
- Operating Margin5.64%+1265.9%
- Net Margin44.73%+1552.0%
- ROE35.56%+907.0%
AMSC Price & Volume
American Superconductor Corporation (AMSC) stock price & volume — 10-year historical chart
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Strategic Inorganic Growth Drives Industrial Revenue Scaling
Investment Thesis • Updated 2025Q4
VerdictNeutral
Growth:Accelerating
Profitability:Moderate
Financial:Healthy
Cash Flow:Improving
Primary Risk:Defense budget concentration risk
Key Thesis Takeaways
- AMSC is successfully transitioning toward a self-sustaining operational model, evidenced by a 29.6% year-over-year revenue increase in 2025Q4 and a shift toward positive operating income.
- While the company has bolstered its market position through a $72.1 million acquisition in 2025Q3, investors should monitor the risks associated with a $175.4 million goodwill balance and the inherent volatility of project-based revenue recognition.
- The long-term outlook remains contingent on the company's ability to convert its growing backlog into consistent free cash flow while managing the structural margin ceiling inherent in its hardware-heavy industrial power business.
Verdict Logic
while the company has achieved a positive operating income of $3.6 million in 2025Q4, the valuation at 69.32x EV/EBITDA warrants caution regarding the sustainability of recent earnings spikes.
AMSC Growth Metrics
American Superconductor Corporation (AMSC) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years12.03%
5 Years27.98%
3 Years41.32%
TTM34.26%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM2117.97%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM1837.23%
Return on Capital
10 Years-14.15%
5 Years-10.8%
3 Years-1.92%
Last Year4.09%
AMSC Recent Earnings
American Superconductor Corporation (AMSC) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 12/12 qtrs (100%)●Beat Revenue 10/12 qtrs (83%)
Q2 2026Latest
May 27, 2026Metric
Actual
Est
EPS
$0.30+57.9%
$0.19
Rev
$86M+5.2%
$82M
Q1 2026
Feb 4, 2026Metric
Actual
Est
EPS
$2.75+1733.3%
$0.15
Rev
$75M+7.7%
$69M
Q4 2025
Nov 5, 2025Metric
Actual
Est
EPS
$0.20+33.3%
$0.15
Rev
$66M-3.4%
$68M
Q3 2025
Jul 30, 2025Metric
Actual
Est
EPS
$0.29+141.7%
$0.12
Rev
$72M+13.7%
$64M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 27, 2026 | $0.30vs $0.19+57.9% | $86Mvs $82M+5.2% |
| Q1 2026 | Feb 4, 2026 | $2.75vs $0.15+1733.3% | $75Mvs $69M+7.7% |
| Q4 2025 | Nov 5, 2025 | $0.20vs $0.15+33.3% | $66Mvs $68M-3.4% |
| Q3 2025 | Jul 30, 2025 | $0.29vs $0.12+141.7% | $72Mvs $64M+13.7% |
Based on last 12 quarters of dataView full earnings history →
Latest AMSC News
Recent stock market news and headlines for American Superconductor Corporation (AMSC)
Peers Comparison
Key metrics vs top competitors for American Superconductor Corporation (AMSC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $35.55 | $1.7B | 11.66 | 34.26% | 44.73% | 35.56% | — | |
| $66.84 | $3.72B | 171.37 | 5.85% | 3.72% | 2.44% | — | |
| $257.34 | $11.61B | 98.60 | 13.55% | 28.98% | 20.21% | — | |
| $55.08 | $1.1B | 18.86 | 6.77% | 16.03% | 27.71% | — | |
| $8.80 | $453.6M | 20.95 | -7.07% | 15.1% | 10.89% | — | |
| $12.45 | $350.2M | -11.75 | 5.64% | -1.77% | -10.79% | — |
Compare AMSC vs Peers
American Superconductor Corporation (AMSC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
AMSC SEC Filings & Documents
American Superconductor Corporation (AMSC) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Jun 2, 2026·SEC
Material company update
May 27, 2026·SEC
Material company update
Feb 4, 2026·SEC
10-K Annual Reports
510-Q Quarterly Reports
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AMSC Frequently Asked Questions
American Superconductor Corporation (AMSC) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is American Superconductor Corporation's revenue?
American Superconductor Corporation (AMSC) reported $299.2M in revenue for fiscal year 2025. This represents a 2735% increase from $10.6M in 1996.
How fast is American Superconductor Corporation growing?
American Superconductor Corporation (AMSC) grew revenue by 34.3% over the past year. This is strong growth.
Is AMSC profitable?
Yes, American Superconductor Corporation (AMSC) is profitable, generating $133.8M in net income for fiscal year 2025 (44.7% net margin).
Dividend & Returns
What is AMSC's return on equity?
American Superconductor Corporation (AMSC) has a return on equity (ROE) of 35.6%. This is excellent, indicating efficient use of shareholder capital.
What is American Superconductor Corporation's free cash flow?
American Superconductor Corporation (AMSC) generated $18.3M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.