Board Change • Jul 02
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Independent Director Terence Donnelly was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • Jun 19
American Superconductor Corporation, Annual General Meeting, Jul 31, 2026 American Superconductor Corporation, Annual General Meeting, Jul 31, 2026. Recent Insider Transactions • Jun 18
Independent Director recently sold Mex$2.6m worth of stock On the 11th of June, Laura Dambier sold around 4k shares on-market at roughly Mex$654 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$168m more than they bought in the last 12 months. Recent Insider Transactions • Jun 14
Independent Director recently sold Mex$2.6m worth of stock On the 11th of June, Laura Dambier sold around 4k shares on-market at roughly Mex$654 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$168m more than they bought in the last 12 months. Valuation Update With 7 Day Price Move • Jun 05
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to Mex$726, the stock trades at a forward P/E ratio of 71x. Average forward P/E is 24x in the Electrical industry globally. Reported Earnings • May 28
Full year 2026 earnings released: EPS: US$3.12 (vs US$0.16 in FY 2025) Full year 2026 results: EPS: US$3.12 (up from US$0.16 in FY 2025). Revenue: US$299.2m (up 34% from FY 2025). Net income: US$133.8m (up US$127.8m from FY 2025). Profit margin: 45% (up from 2.7% in FY 2025). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Global Electrical industry. Announcement • May 28
American Superconductor Corporation Provides Earnings Guidance for the First Quarter Ending June 30, 2026 American Superconductor Corporation provided earnings guidance for the first quarter ending June 30, 2026. For the first quarter ending June 30, 2026, the company expects that its revenues will exceed $85.0 million. The
Company’s net income for the first quarter of fiscal 2026 is expected to exceed $3.0 million, or $0.07 per share, excluding the impact from any changes in contingent consideration. Announcement • May 22
American Superconductor Corporation to Report Q4, 2026 Results on May 27, 2026 American Superconductor Corporation announced that they will report Q4, 2026 results After-Market on May 27, 2026 Valuation Update With 7 Day Price Move • Apr 30
Investor sentiment improves as stock rises 41% After last week's 41% share price gain to Mex$833, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 23x in the Electrical industry globally. Board Change • Apr 30
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Independent Director Terence Donnelly was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Board Change • Feb 19
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Independent Director Terence Donnelly was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Feb 06
Third quarter 2026 earnings released: EPS: US$2.68 (vs US$0.065 in 3Q 2025) Third quarter 2026 results: EPS: US$2.68 (up from US$0.065 in 3Q 2025). Revenue: US$74.5m (up 21% from 3Q 2025). Net income: US$117.8m (up US$115.3m from 3Q 2025). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Electrical industry. Over the last 3 years on average, earnings per share has increased by 131% per year but the company’s share price has only increased by 70% per year, which means it is significantly lagging earnings growth. New Risk • Feb 06
New major risk - Earnings quality The company has a high level of non-cash earnings. Accrual ratio: 44% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. High level of non-cash earnings (44% accrual ratio). Minor Risk Shareholders have been diluted in the past year (21% increase in shares outstanding). Announcement • Feb 05
American Superconductor Corporation Provides Earnings Guidance for the Fourth Quarter Ending March 31, 2026 American Superconductor Corporation provided earnings guidance for the fourth quarter ending March 31, 2026. For the fourth quarter, the company expects that its revenues will exceed $80.0 million. The Company’s net income for the fourth quarter of fiscal 2025 is expected to exceed $3.0 million, or $0.07 per share. Announcement • Feb 04
American Superconductor Corporation to Report Q3, 2026 Results on Feb 04, 2026 American Superconductor Corporation announced that they will report Q3, 2026 results After-Market on Feb 04, 2026 Board Change • Jan 14
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Independent Director Terence Donnelly was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Board Change • Dec 04
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Independent Director Terence Donnelly was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • Nov 07
American Superconductor Corporation Provides Earnings Guidance for the Third Quarter Ending December 31, 2025 American Superconductor Corporation provided earnings guidance for the third quarter ending December 31, 2025. For the period, Company expects that its revenues will be in the range of $65.0 million to $70.0 million. The Company’s net income is expected to exceed $2.0 million, or $0.05 per share. Reported Earnings • Nov 06
Second quarter 2026 earnings released: EPS: US$0.11 (vs US$0.13 in 2Q 2025) Second quarter 2026 results: EPS: US$0.11 (down from US$0.13 in 2Q 2025). Revenue: US$65.9m (up 21% from 2Q 2025). Net income: US$4.75m (down 2.8% from 2Q 2025). Profit margin: 7.2% (down from 9.0% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Electrical industry. Board Change • Nov 05
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Independent Director Terence Donnelly was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • Nov 01
American Superconductor Corporation to Report Q2, 2026 Results on Nov 05, 2025 American Superconductor Corporation announced that they will report Q2, 2026 results After-Market on Nov 05, 2025 Announcement • Jul 31
American Superconductor Corporation Provides Earnings Guidance for the Second Quarter Ending September 30, 2025 American Superconductor Corporation provided earnings guidance for the second quarter ending September 30, 2025. For the second quarter ending September 30, 2025, the company expects that its revenues will be in the range of $65.0 million to $70.0 million. The company’s net income for the second quarter of fiscal 2025 is expected to exceed $2.0 million, or $0.05 per share. Announcement • Jul 25
American Superconductor Corporation to Report Q1, 2026 Results on Jul 30, 2025 American Superconductor Corporation announced that they will report Q1, 2026 results After-Market on Jul 30, 2025 Board Change • Jul 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Independent Director Terence Donnelly was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • Jun 16
American Superconductor Corporation, Annual General Meeting, Jul 25, 2025 American Superconductor Corporation, Annual General Meeting, Jul 25, 2025. Announcement • May 23
American Superconductor Corporation Provides Earnings Guidance for the First Quarter Ending June 30, 2025 American Superconductor Corporation provided earnings guidance for the first quarter ending June 30, 2025. For the period, the company expects revenues will be in the range of $64.0 million to $68.0 million. The Company’s net income for the first quarter of fiscal 2025 is expected to exceed $1.0 million, or $0.03 per share. Announcement • May 16
American Superconductor Corporation to Report Q4, 2025 Results on May 21, 2025 American Superconductor Corporation announced that they will report Q4, 2025 results After-Market on May 21, 2025 Announcement • Feb 06
American Superconductor Corporation Provides Earnings Guidance for the Fourth Quarter Ending March 31, 2025 American Superconductor Corporation provided earnings guidance for the fourth quarter ending March 31, 2025. For the fourth quarter ending March 31, 2025, the company expects that its revenues will be in the range of $59.0 million to $63.0 million. The Company’s net loss for the fourth quarter of fiscal 2024 is expected not to exceed $1.0 million, or $0.03 per share. Announcement • Jan 31
American Superconductor Corporation to Report Q3, 2025 Results on Feb 05, 2025 American Superconductor Corporation announced that they will report Q3, 2025 results After-Market on Feb 05, 2025 Breakeven Date Change • Dec 06
Forecast breakeven date moved forward to 2025 The 3 analysts covering American Superconductor previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of US$4.40m in 2025. Earnings growth of 91% is required to achieve expected profit on schedule. Breakeven Date Change • Nov 15
Forecast breakeven date moved forward to 2025 The 3 analysts covering American Superconductor previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of US$4.40m in 2025. Earnings growth of 91% is required to achieve expected profit on schedule. Announcement • Nov 02
American Superconductor Corporation Provides Earnings Guidance for Third Quarter Ending December 31, 2024 American Superconductor Corporation provided earnings guidance for third quarter ending December 31, 2024. For the third quarter ending December 31, 2024, the company expects that its revenues will be in the range of $55.0 million to $60.0 million. The Company’s net loss for the third quarter of fiscal 2024 is expected not to exceed $1.0 million, or $0.03 per share. Announcement • Oct 25
American Superconductor Corporation to Report Q2, 2025 Results on Oct 30, 2024 American Superconductor Corporation announced that they will report Q2, 2025 results After-Market on Oct 30, 2024 Reported Earnings • Aug 07
First quarter 2025 earnings released: US$0.071 loss per share (vs US$0.19 loss in 1Q 2024) First quarter 2025 results: US$0.071 loss per share (improved from US$0.19 loss in 1Q 2024). Revenue: US$40.3m (up 33% from 1Q 2024). Net loss: US$2.52m (loss narrowed 53% from 1Q 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Electrical industry. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 14% per year. Announcement • Aug 07
American Superconductor Corporation Provides Earnings Guidance for the Second Quarter Ending September 30, 2024 American Superconductor Corporation provided earnings guidance for the second quarter ending September 30, 2024. The expects that its revenues will be in the range of $38.0 million to $42.0 million. The Company’s net loss for the second quarter of fiscal 2024 is expected not to exceed $1.7 million, or $0.05 per share. The Company’s net loss guidance assumes no changes in fair value of contingent consideration. Announcement • Aug 06
American Superconductor Corporation (NasdaqGS:AMSC) acquired Nwl, Inc. from James David Seitz, Robert Seitz, Colleen Seitz, Linda Seitz, Barbara Howard, and Kirk Howard for $61.4 million. American Superconductor Corporation (NasdaqGS:AMSC) acquired Nwl, Inc. from James David Seitz, Robert Seitz, Colleen Seitz, Linda Seitz, Barbara Howard, and Kirk Howard for $61.4 million on August 1, 2024. Aggregate consideration is equal to $61,350,000. At closing, AMSC paid $25 million in cash and issued 1,297,600 restricted shares of AMSC common stock with a value of approximately $$31,350,000 million. As part of the transaction, AMSC will make an additional cash payment of $5 million, subject to various adjustments. Fairmount Partners LP acted as financial advisor for Nwl, Inc. Louis Rappaport and Michael Swoyer of Blank Rome LLP acted as its legal advisor to James David Seitz. Peter Handrinos, Gloria Ring, and Jonathan P. Solomon of Latham & Watkins LLP acted as legal advisor to American Superconductor Corporation.
American Superconductor Corporation (NasdaqGS:AMSC) completed the acquisition of Nwl, Inc. from James David Seitz, Robert Seitz, Colleen Seitz, Linda Seitz, Barbara Howard, and Kirk Howard on August 1, 2024. Announcement • Aug 01
American Superconductor Corporation to Report Q1, 2025 Results on Aug 06, 2024 American Superconductor Corporation announced that they will report Q1, 2025 results After-Market on Aug 06, 2024 Announcement • Jun 13
American Superconductor Corporation, Annual General Meeting, Aug 02, 2024 American Superconductor Corporation, Annual General Meeting, Aug 02, 2024. Breakeven Date Change • Jun 12
Forecast to breakeven in 2026 The 3 analysts covering American Superconductor expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 68% to 2025. The company is expected to make a profit of US$4.73m in 2026. Average annual earnings growth of 99% is required to achieve expected profit on schedule. Announcement • May 31
American Superconductor Corporation Provides Earnings Guidance for the First Quarter Ended June 30, 2024 American Superconductor Corporation provided earnings guidance for the first quarter ended June 30, 2024. for the quarter, the company expects revenue in the range of $38 million to $42 million. The Company’s net loss for the first quarter of fiscal 2024 is expected not to exceed $2.2 million, or $0.05 per share. The Company’s net loss guidance assumes no changes in fair value of contingent consideration. Announcement • May 25
American Superconductor Corporation to Report Q4, 2024 Results on May 29, 2024 American Superconductor Corporation announced that they will report Q4, 2024 results on May 29, 2024 Announcement • Feb 01
American Superconductor Corporation has completed a Follow-on Equity Offering in the amount of $60.75 million. American Superconductor Corporation has completed a Follow-on Equity Offering in the amount of $60.75 million.
Security Name: Common Stock
Security Type: Common Stock
Securities Offered: 5,400,000
Price\Range: $11.25
Discount Per Security: $0.675 Announcement • Jan 31
American Superconductor Corporation has filed a Follow-on Equity Offering. American Superconductor Corporation has filed a Follow-on Equity Offering.
Security Name: Common Stock
Security Type: Common Stock Announcement • Jan 25
American Superconductor Corporation Provides Earnings Guidance for the Fourth Quarter Ending March 31, 2024 American Superconductor Corporation provided earnings guidance for the fourth quarter ending March 31, 2024. For the fourth quarter ending March 31, 2024, the company expects that its revenues will be in the range of $36.0 million to $40.0 million. The company’s net loss for the fourth quarter of fiscal 2023 is expected not to exceed $3.5 million, or $0.12 per share. The Company’s net loss guidance assumes no changes in fair value of contingent consideration. Announcement • Jan 23
American Superconductor Corporation to Report Q3, 2024 Results on Jan 24, 2024 American Superconductor Corporation announced that they will report Q3, 2024 results After-Market on Jan 24, 2024 Announcement • Nov 02
American Superconductor Corporation Provides Earnings Guidance for the Third Quarter Ending December 31, 2023 American Superconductor Corporation provided earnings guidance for the third quarter ending December 31, 2023. For the third quarter ending December 31, 2023, the company expects that its revenues will be in the range of $33 million to $36 million. The Company’s net loss for the third quarter of fiscal 2023 is expected not to exceed $4.3 million, or $0.15 per share. The Company’s net loss guidance assumes no changes in fair value of contingent consideration. Announcement • Oct 26
American Superconductor Corporation to Report Q2, 2024 Results on Nov 01, 2023 American Superconductor Corporation announced that they will report Q2, 2024 results After-Market on Nov 01, 2023 Announcement • Aug 10
American Superconductor Corporation Provides Earnings Guidance for the Second Quarter Ending September 30, 2023 American Superconductor Corporation provided earnings guidance for the second quarter ending September 30, 2023. For the second quarter ending September 30, 2023, the company expects that its revenues will be in the range of $29 million to $32 million. The Company’s net loss for the second quarter of fiscal 2023 is expected not to exceed $5.3 million, or $0.19 per share. The Company’s net loss guidance assumes no changes in contingent consideration. Announcement • Aug 01
American Superconductor Corporation to Report Q1, 2024 Results on Aug 09, 2023 American Superconductor Corporation announced that they will report Q1, 2024 results After-Market on Aug 09, 2023 Announcement • Jun 29
American Superconductor Corporation, Annual General Meeting, Aug 11, 2023 American Superconductor Corporation, Annual General Meeting, Aug 11, 2023, at 10:30 US Eastern Standard Time. Agenda: To elect Laura A. Dambier, Arthur H. House, Margaret D. Klein, Barbara G. Littlefield, Daniel P. McGahn and David R. Oliver, Jr. as directors of AMSC for a term of office expiring at the 2024 annual meeting of stockholders; to ratify the appointment by the Audit Committee of the Board of Directors of RSM US LLP as AMSC's independent registered public accounting firm for the current fiscal year; to approve, on an advisory basis, the compensation of AMSC's named executive officers; to approve, on an advisory basis, the frequency of future advisory votes on the compensation of AMSC's named executive officers; and to transact such other business as may properly come before the meeting or any continuation, postponement or adjournment thereof. Announcement • May 26
American Superconductor Corporation to Report Q4, 2023 Results on May 31, 2023 American Superconductor Corporation announced that they will report Q4, 2023 results After-Market on May 31, 2023 Reported Earnings • Feb 04
Third quarter 2023 earnings released: US$0.34 loss per share (vs US$0.16 loss in 3Q 2022) Third quarter 2023 results: US$0.34 loss per share (further deteriorated from US$0.16 loss in 3Q 2022). Revenue: US$23.9m (down 11% from 3Q 2022). Net loss: US$9.58m (loss widened 122% from 3Q 2022). Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Global Electrical industry. Announcement • Feb 02
American Superconductor Corporation Provides Earnings Guidance for the Fourth Quarter Ending March 31, 2023 American Superconductor Corporation provided earnings guidance for the fourth quarter ending March 31, 2023. For the year, the company expects revenues will be in the range of $27 million to $30 million. The Company's net loss for the fourth quarter of fiscal 2022 is expected not to exceed $8.0 million, or $0.28 per share. The Company's net loss guidance assumes no changes in contingent consideration and does not contemplate any severance related expenses associated with cost reduction actions highlighted above. Announcement • Jan 26
American Superconductor Corporation to Report Q3, 2023 Results on Feb 01, 2023 American Superconductor Corporation announced that they will report Q3, 2023 results After-Market on Feb 01, 2023 Recent Insider Transactions • Dec 15
CFO, Senior VP & Treasurer recently bought Mex$1.7m worth of stock On the 12th of December, John Kosiba bought around 25k shares on-market at roughly Mex$66.24 per share. This transaction amounted to 7.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was John's only on-market trade for the last 12 months. Reported Earnings • Nov 03
Second quarter 2023 earnings released: US$0.35 loss per share (vs US$0.16 loss in 2Q 2022) Second quarter 2023 results: US$0.35 loss per share (further deteriorated from US$0.16 loss in 2Q 2022). Revenue: US$27.7m (flat on 2Q 2022). Net loss: US$9.88m (loss widened 123% from 2Q 2022). Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Global Electrical industry. Reported Earnings • Aug 05
First quarter 2023 earnings released: US$0.32 loss per share (vs US$0.20 loss in 1Q 2022) First quarter 2023 results: US$0.32 loss per share (down from US$0.20 loss in 1Q 2022). Revenue: US$22.7m (down 11% from 1Q 2022). Net loss: US$8.71m (loss widened 61% from 1Q 2022). Over the next year, revenue is forecast to grow 13%, compared to a 38% growth forecast for the industry in Mexico. Board Change • Jul 31
High number of new directors Director Margaret Klein was the last director to join the board, commencing their role in 2022. Board Change • Jun 02
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 3 highly experienced directors. Independent Director Barbara Littlefield was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. 
