Q4 26 EPS
$0.30
BEAT +55.20%
Est. $0.19
Q4 26 Revenue
$86.4M
BEAT +5.93%
Est. $81.6M
vs S&P Since Q4 26
-25.9%
TRAILING MARKET
AMSC -27.1% vs S&P -1.2%
Full Year 2026 Results
FY 26 EPS
$3.60
BEAT +3.95%
Est. $3.46
FY 26 Revenue
$299.2M
BEAT +1.65%
Est. $294.3M
Market Reaction
Did AMSC Beat Earnings? Q4 2026 Results
American Superconductor delivered a strong fiscal fourth quarter, posting non-GAAP earnings of $0.30 per diluted share against a consensus estimate of $0.19, a beat of 55.20% that extended the company's streak of topping analyst EPS expectations to f… Read more American Superconductor delivered a strong fiscal fourth quarter, posting non-GAAP earnings of $0.30 per diluted share against a consensus estimate of $0.19, a beat of 55.20% that extended the company's streak of topping analyst EPS expectations to four consecutive quarters. Revenue of $86.41 million climbed 29.6% year over year, clearing the $81.57 million consensus by 5.93%, as the Grid segment, which alone contributed $73.70 million of the quarter's top line, continued to generate outsized demand from utility and industrial customers. The Comtrafo acquisition, which expanded AMSC's manufacturing presence into Latin America, added scale to the Grid business and helped push full-year fiscal 2025 revenue to a record $299.15 million. The balance sheet also reflects the company's growth posture, with cash rising to $140.05 million and a 12-month backlog expanding nearly 40% to roughly $280 million, underpinned by orders approaching $100 million in the quarter from traditional energy and data center customers. Looking ahead, management guided Q1 fiscal 2026 revenue above $85 million, signaling continued momentum into the new fiscal year.
Key Takeaways
- • Strong organic growth of 25% within Grid and Wind businesses
- • Contribution from the acquisition of Comtrafo expanding presence in Latin America
- • Surging data center demand within the utility market
- • Traditional energy sector orders approaching $100 million in Q4
- • Non-cash tax benefit from release of valuation allowance on deferred tax assets boosted full-year GAAP net income
AMSC Forward Guidance & Outlook
For Q1 fiscal 2026 (quarter ending June 30, 2026), AMSC expects revenues to exceed $85.0 million. GAAP net income is expected to exceed $3.0 million, or $0.07 per share, excluding the impact from any changes in contingent consideration. Non-GAAP net income is expected to exceed $8.0 million, or $0.17 per share. The 12-month backlog expanded nearly 40% year-over-year to approximately $280 million, with Q4 orders approaching $100 million driven by traditional energy and data center demand.
AMSC YoY Financials
Q4 2026 vs Q4 2025, source: SEC Filings
AMSC Revenue by Segment
With YoY comparisons, source: SEC Filings
“AMSC delivered record quarterly and full-year results, reflecting exceptional strategic and operational execution. We delivered a strong fourth quarter, with revenue up 30% year-over-year to over $86 million. For the full year, revenue grew 34% to nearly $300 million, driven primarily by 25% organic growth and supported by our recent acquisition to capture utility and industrial demand in Latin America. Fourth quarter orders approached $100 million, led by the traditional energy sector and surging data center demand within the utility market. We ended the year with our 12-month backlog up nearly 40% year-over-year to approximately $280 million. These results demonstrate our expanded addressable market and disciplined operational execution. We enter fiscal 2026 with a steadfast focus on powering progress and driving long-term success for AMSC customers.”
— Daniel P. McGahn, Q4 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% |