AMSC Earnings Prediction
The chart below shows how AMSC performed 10 days before and after its earnings report, based on data from the past quarters. Typically, AMSC sees a +0.28% change in stock price 10 days leading up to the earnings, and a +17.21% change 10 days following the report. On the earnings day itself, the stock moves by +1.77%. This data can give you a slight idea of what to expect for the next quarter's release.
AMSC Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
54.47M
60.19%
35.20%
Gross Margin
27.87%
17.74%
-4.95%
Operating Margin
3.69%
181.46%
136.54%
Net Margin
8.97%
222.71%
-243.29%
EPS
0.13
244.44%
-285.71%
No Data Available
AMSC Earnings Analysis
American Superconductor Corp Corporation (AMSC.O) Earnings Conference Call
Positive
Record Revenue Surge: 1. Record Revenue Growth: AMSC reported revenue of $54.5 million for Q2 2024, a 60% increase compared to $34 million in the same quarter last year.
Robust Order Backlog: 2. Strong Order Book: The company booked nearly $60 million in new orders during the quarter, contributing to a 12-month backlog of over $200 million and a total backlog exceeding $300 million.
Cash Flow Surpasses Expectations: 3. Positive Cash Flow Generation: AMSC generated operating cash flow of $12.7 million in Q2 2024, exceeding guidance due to a large milestone payment received ahead of schedule.
Sustained Profitability Achievement: 4. Consistent Profitability: The company achieved a non-GAAP net income of $9.9 million, or $0.27 per share, compared to less than $100,000 in the same quarter last year, marking the fifth consecutive quarter of profitability.
Gross Margin Improvement: 5. Improved Gross Margin: AMSC's gross margin increased to 29% in Q2 2024, up from 25% in the prior year, driven by higher revenues and a favorable product mix.
Negative
Rising Operating Expenses: 1. Increased Operating Expenses: R&D and SG&A expenses rose to $13.2 million in Q2 2024, up from $9.6 million in the same quarter last year, primarily due to inherited costs from the NWL acquisition and one-time expenses.
Cash Reserves Decline: 2. Declining Cash Reserves: Cash, cash equivalents, and restricted cash decreased to $74.8 million at the end of Q2 2024, down from $95.5 million at the end of Q1 2024, reflecting the cash used for the NWL acquisition.
Anticipated Net Loss: 3. Projected Net Loss: For Q3 2024, the company anticipates a net loss not to exceed $1 million, or $0.03 per share, indicating potential challenges in maintaining profitability despite revenue growth.
Contingent Consideration Impact: 4. Contingent Consideration Expense: The second quarter included a $2.8 million contingent consideration expense related to acquisitions, which could impact future profitability and cash flow.
Cash Flow Sustainability Issues: 5. Cash Flow Concerns: Although operating cash flow was positive at $12.7 million for Q2 2024, the reliance on milestone payments raises concerns about the sustainability of cash generation in future quarters.
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AMSC Earning Call Sentiment
American Superconductor Corporation (AMSC) Q2 2025 Earnings Call Transcript
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00:00
00:00
AMSC.O
-13.17%Positive
The earnings report shows strong financial performance with a significant increase in revenue and net income, driven by the NWL acquisition and new orders. Positive guidance and a strong backlog further support a positive outlook. However, concerns in the Q&A about supply chain challenges and vague responses on future revenue streams slightly temper the optimism. Overall, the combination of strong results, acquisition benefits, and market momentum suggests a positive stock price movement in the short term.