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Q1 26 EPS
$0.29
BEAT +141.67%
Est. $0.12
Q1 26 Revenue
$72.4M
BEAT +11.38%
Est. $65.0M
vs S&P Since Q1 26
-33.5%
TRAILING MARKET
AMSC -15.3% vs S&P +18.2%
Market Reaction
Did AMSC Beat Earnings? Q1 2026 Results
American Superconductor delivered a blowout first quarter of fiscal 2026, posting non-GAAP earnings of $0.29 per share against a consensus estimate of just $0.12, a beat of 141.67%, while revenue of $72.36 million topped expectations by 11.38% and su… Read more American Superconductor delivered a blowout first quarter of fiscal 2026, posting non-GAAP earnings of $0.29 per share against a consensus estimate of just $0.12, a beat of 141.67%, while revenue of $72.36 million topped expectations by 11.38% and surged 79.6% from the year-ago period. The standout driver was the Grid segment, which nearly doubled to $60.09 million from $32.34 million a year earlier, fueled by organic demand and the integration of recently acquired NWL, Inc. The company also swung to GAAP net income of $6.72 million compared to a loss of $2.52 million in the prior-year quarter, marking its fourth consecutive profitable quarter, with gross margin crossing the 30% threshold. Shares rallied sharply in the wake of the results, reflecting investor enthusiasm for AMSC's positioning in the semiconductor market, where AI and data center demand have added meaningful momentum. Looking ahead, management guided Q2 fiscal 2026 revenue of $65.00 million to $70.00 million, with non-GAAP net income expected to exceed $6.00 million, pointing to sustained profitability even as results moderate sequentially.
Key Takeaways
- • 80% year-over-year revenue growth driven by organic growth and NWL acquisition
- • Strength in semiconductor market driven by AI and data center demand
- • Gross margin expansion surpassing 30%
- • Fourth consecutive quarter of profitability
- • Grid segment revenue nearly doubled year over year
AMSC YoY Financials
Q1 2026 vs Q1 2025, source: SEC Filings
AMSC Revenue by Segment
With YoY comparisons, source: SEC Filings
“We've kicked off fiscal 2025 with accelerated growth, delivering a standout first quarter marked by significant progress and exceptional execution that surpassed our expectations.”
— Daniel P. McGahn, Q1 2026 Earnings Press Release
AMSC Earnings Trends
AMSC vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
AMSC EPS Trend
Earnings per share: estimate vs actual
AMSC Revenue Trend
Quarterly revenue: estimate vs actual
AMSC Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q4 26 BEAT FY | $0.19 | $0.30 | +55.20% | $86.4M | +5.93% |
| FY Full Year | $3.46 | $3.60 | +3.95% | $299.2M | +1.65% |
| Q3 26 BEAT | $0.15 | $2.75 | +1,733.33% | $74.5M | +7.96% |
| Q2 26 BEAT | $0.15 | $0.20 | +30.46% | $65.9M | -2.04% |
| Q1 26 BEAT | $0.12 | $0.29 | +141.67% | $72.4M | +11.38% |
| Q4 25 BEAT FY | $0.10 | $0.12 | +24.10% | $66.7M | +10.60% |
| FY Full Year | $0.61 | $0.64 | +5.49% | $222.8M | +2.95% |