American Superconductor shares surge as earnings beat drives 5% jump

Published 30/07/2025, 21:56
American Superconductor shares surge as earnings beat drives 5% jump

Investing.com -- American Superconductor Corporation (NASDAQ:AMSC) reported first-quarter earnings that significantly exceeded analyst expectations, sending shares up 5.1% as investors responded positively to the company’s strong profitability despite a revenue miss.

The power resiliency solutions provider posted adjusted earnings per share of $0.29 for the first quarter, beating analyst estimates of $0.12 by 142%. However, revenue came in at $60.1 million, falling short of the consensus estimate of $64.97 million. Compared to the same period last year, revenue increased 49% from $40.3 million.

AMSC’s stock climbed following the results, with the substantial earnings beat overshadowing the revenue shortfall. The company reported GAAP net income of $6.7 million, or $0.17 per share, compared to a net loss of $2.5 million, or -$0.07 per share, in the first quarter of fiscal 2024.

"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," said Daniel P. McGahn, Chairman, President and CEO of AMSC. "Strength in the semiconductor market—driven by growing demand for applications such as artificial intelligence and data centers—contributed to our momentum."

For the second quarter, AMSC forecasts revenue between $65 million and $70 million, with the midpoint of $67.5 million exceeding the analyst consensus of $63.67 million. The company expects GAAP earnings per share of approximately $0.05, below the analyst estimate of $0.11.

Gross margin for the quarter exceeded 30%, and the company reported cash, cash equivalents, and restricted cash of $213.4 million as of June 30, 2025, a significant increase from $85.4 million at the end of March 2025.

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