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Key Takeaways AMSC Q1 EPS jumped 262.5% to 29 cents, with revenues up 79.6% to $72.34 million, beating estimates.Grid revenues soared 85.8% to $60.1 million, driving 83% of AMSC's total sales in the quarter.Asia Pacific revenues surged 234% to $30.57 million, while EMEA revenues jumped 470.2% year over year.American Superconductor Corporation (AMSC) reported first-quarter fiscal 2025 earnings of 29 cents per share, which beat the Zacks Consensus Estimate by 141.7%. AMSC’s first-quarter earnings jumped 262.5 ...

Financial Data and Key Metrics Changes - Revenue exceeded $70 million for the first quarter, growing by 80% year-over-year, significantly driven by organic growth [6][11] - Net income was over $6 million, marking the fourth consecutive quarter of profitability, with gross margins topping 30% [7][14] - The company closed the quarter with over $210 million in cash, up from $85.4 million at the end of the previous quarter [7][15] Business Line Data and Key Metrics Changes - Grid revenue accounted for over 80% of total revenue, growing over 85% year-over-year [6][11] - Wind business revenue increased nearly 55% from the year-ago quarter, driven by increased ECS shipments [6][12] - The semiconductor sector was a main growth driver, reflecting demand for AI applications and data center infrastructure [8][10] Market Data and Key Metrics Changes - The company reported a twelve-month backlog of over $200 million, up from $160 million in the year-ago quarter [8] - Revenue came from diverse sectors: traditional energy (25%), renewable energy (25%), materials (25%), and military/industrial sectors (25%) [9] - The semiconductor industry is experiencing a major capital expenditure cycle, with expected investments of approximately $160 billion in 2025 [21][22] Company Strategy and Development Direction - The company is focused on scaling the business, diversifying revenue, and driving financial performance, with major tailwinds in core sectors [20][24] - There is a strong emphasis on expanding capacity and exploring acquisition targets to enhance product offerings [25][44] - The company aims to capitalize on international investments, particularly in renewables, with significant growth projected in markets like India [22][24] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the business's ability to sustain revenue levels above $65 million per quarter, with a strong outlook for the second quarter [19][22] - The company is well-positioned to benefit from increasing investments in traditional energy, materials, and military sectors [22][23] - Management highlighted the importance of customer relationships and the ability to meet demand as key factors in their success [7][10] Other Important Information - The company completed a public offering generating total net proceeds of $124.6 million [15] - The gross margin for the quarter was favorably impacted by a strong product mix and pricing increases across product lines [12][14] Q&A Session Summary Question: Confirmation on gross margin and future expectations - Management confirmed that the gross margin was not skewed by one-time items and expressed confidence in maintaining a gross margin above 30% moving forward [31][34] Question: Update on wind business and volume ramp - Management indicated that the wind business is showing strong demand and a potential volume ramp could occur as early as next year [35][36] Question: Capacity expansion considerations - The company is exploring options for capacity expansion, focusing on labor and tooling without significant capital investment [42][44] Question: Geographic expansion and pricing strategies - Management acknowledged the potential for geographic expansion and increased pricing based on the value creation of their offerings [48][50] Question: Semiconductor market success factors - Management highlighted the unique content and proprietary technology as key factors enabling success in the semiconductor market [68][69] Question: Impact of U.S. electrical grid strengthening - Management noted an uptick in inquiries related to grid reliability and efficiency, indicating a growing relevance of their solutions [77][79]

Group 1: Earnings Performance - American Superconductor (AMSC) reported quarterly earnings of $0.29 per share, exceeding the Zacks Consensus Estimate of $0.12 per share, and up from $0.08 per share a year ago, representing an earnings surprise of +141.67% [1] - The company posted revenues of $72.36 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 11.06%, compared to year-ago revenues of $40.29 million [2] - Over the last four quarters, AMSC has consistently surpassed consensus EPS estimates and revenue estimates [2] Group 2: Stock Performance and Outlook - AMSC shares have increased approximately 76.5% since the beginning of the year, significantly outperforming the S&P 500's gain of 8.3% [3] - The company's future stock performance will largely depend on management's commentary during the earnings call and the sustainability of the recent earnings numbers [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.12 on revenues of $65.3 million, and for the current fiscal year, it is $0.54 on revenues of $267.35 million [7] Group 3: Industry Context - The Electronics - Miscellaneous Components industry, to which AMSC belongs, is currently ranked in the top 26% of over 250 Zacks industries, indicating a favorable industry outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact AMSC's stock performance [5]

For the transition period from _____ to _____. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ Quarterly Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended June 30, 2025 ☐ Transition Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Commission File Number: 0-19672 American Superconductor Corporation (Exact name of registrant as specified in its charter) Delaware 04-2959321 (State or othe ...

Exhibit 99.1 AMSC Reports First Quarter Fiscal Year 2025 Financial Results and Business Outlook First Quarter Financial Highlights: Company to host conference call tomorrow, July 31, at 10:00 am ET Ayer, MA – July 30, 2025 – AMSC (Nasdaq: AMSC), a leading system provider of megawatt-scale power resiliency solutions that orchestrate the rhythm and harmony of power on the grid™ and protect and expand the capability and resiliency of our Navy's fleet, today reported financial results for its first quarter of f ...

Core Insights - American Superconductor Corporation (AMSC) is expected to report first-quarter fiscal 2025 results on July 30, with anticipated revenues between $64 million and $68 million, reflecting a 61.7% year-over-year increase from the previous quarter's reported figure of $39.6 million [1][10] - The company forecasts non-GAAP earnings to exceed 10 cents per share, with the consensus estimate at 12 cents per share, indicating a 50% year-over-year increase [2][10] - AMSC has consistently surpassed earnings estimates in the past four quarters, with an average surprise of 241.2% [2] Revenue Drivers - The acquisition of NWL Inc. for $56.4 million in August 2024 is expected to positively impact both top and bottom lines in the first quarter [3] - Improved business model, increased bookings, and a strengthened balance sheet are anticipated to contribute to revenue growth [4] - The Grid segment is projected to generate revenues of $55.6 million, a 71.9% increase year-over-year, driven by rising demand for energy power and ship protection systems [5][10] - The Wind segment is expected to see revenues of $7.6 million, reflecting a 20% year-over-year growth, supported by increased shipments of 2-megawatt and 3-megawatt turbines [6][10] Challenges - Macroeconomic uncertainties and unfavorable foreign exchange fluctuations are noted as potential concerns for the company [7] Earnings Prediction Model - The current model does not predict a definitive earnings beat for AMSC, as it holds a Zacks Rank 4 (Sell) and an Earnings ESP of 0.00% [8][9]

Core Viewpoint - AMSC plans to release its first quarter fiscal year 2025 financial results on July 30, 2025, followed by a conference call on July 31, 2025, to discuss recent accomplishments, financial results, and business outlook [1]. Company Overview - AMSC is a leading provider of megawatt-scale power resiliency solutions, focusing on optimizing power grid performance and enhancing the capabilities of naval fleets [1][3]. - The company offers various solutions, including Gridtec™ for grid reliability, Marinetec™ for naval protection systems, and Windtec™ for wind energy efficiency [3]. - Founded in 1987, AMSC is headquartered near Boston, Massachusetts, with operations across Asia, Australia, Europe, and North America [3]. Conference Call Details - Investors can access the live conference call on July 31, 2025, by dialing 1-844-481-2802 or 1-412-317-0675, starting 15 minutes before the scheduled time [2]. - A replay of the call will be available two hours after the event by dialing 1-877-344-7529 with the conference passcode 4291224 [2]. Contact Information - AMSC's Director of Communications is Nicol Golez, reachable at 978-399-8344 or Nicol.Golez@amsc.com [5]. - Investor relations can be contacted through Carolyn Capaccio, CFA, at 212-838-3777 or amscIR@allianceadvisors.com [5].

Company Overview - AMSC is enabling customers to power their factories in ways that scale without adding complexity or size[5] - The company's power control solutions position it for growth[7] Market Opportunities and Growth Drivers - U S semiconductor production is expected to reduce reliance on global supply chains, driving growing order sizes of voltage sag mitigation systems[5] - The U S is projected to have the fastest-growing semiconductor manufacturing base, with approximately 200% capacity growth expected by 2032, double the global average[10] - The U S is expected to capture 28% of global semiconductor capex from 2024-2032, second to Taiwan's 31%[12] - The company secured a record $75 million order from the Royal Canadian Navy and has five U S Navy contracts for ship protection systems[5] Financial Performance and Acquisitions - Acquisitions since 2020 have driven financial growth, with over $100 million in acquisitions doubling market capitalization, increasing gross margin by nearly 50%, and quadrupling annual revenue[16] - The company's revenue grew from $9 million in FY 2022 to $34 million in FY 2024, driven by +3 MW wind turbines[19] - AMSC anticipates revenue between $64 million and $68 million for Q1 FY25[28] - The company projects non-GAAP net income of over $4 million for the quarter ending June 30, 2025[29, 30]

Core Viewpoint - American Superconductor (AMSC) shares have increased by 24.3% in the past four weeks, closing at $29.23, with a mean price target of $39 indicating a potential upside of 33.4% [1] Price Targets and Analyst Estimates - The mean estimate consists of three short-term price targets with a standard deviation of $1, where the lowest estimate of $38 suggests a 30% increase, and the highest estimate of $40 indicates a 36.9% increase from the current price [2] - A low standard deviation signifies strong agreement among analysts regarding the stock's price movement, which can serve as a starting point for further research [7] Earnings Estimates and Analyst Sentiment - Analysts have shown increasing optimism about AMSC's earnings prospects, as evidenced by a positive trend in earnings estimate revisions, which correlates with potential stock price movements [9] - The Zacks Consensus Estimate for the current year has risen by 2.5% over the past month, with two estimates increasing and no negative revisions [10] Zacks Rank and Investment Potential - AMSC holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates, indicating a strong potential upside [11]