Latest news with #AMSC
Yahoo
02-08-2025
- Business
- Yahoo
Why American Superconductor Rocketed Higher Today
Key Points American Superconductor smashed earnings expectations last night. Its technology sits in a sweet spot of artificial intelligence (AI) data center growth right now. However, the already frothy stock is now extremely frothy. 10 stocks we like better than American Superconductor › Shares of American Superconductor (NASDAQ: AMSC) rallied 27.4% on Thursday as of 12:24 p.m. ET. American Superconductor is an interesting company that sells power routing equipment and software, which enables power distributors and customers to control the flow of electrical current as it transmits electricity between the grid and power producers or end customers. Last night's earnings report shows the company is clearly benefiting from activity related to artificial intelligence (AI) data center growth. Booming revenue shows a strong data center capex cycle In its first fiscal quarter, AMSC saw revenue surge 80.9% year-over-year to $72.3 million, while adjusted non-GAAP (generally accepted accounting principles) EPS more than tripled to $0.30, with both figures handily beating analyst expectations. In the release, AMSC CEO Daniel P. McGahn noted: Strength in the semiconductor market -- driven by growing demand for applications such as artificial intelligence and data centers -- contributed to our momentum, while bookings and backlog remained steady. These results highlight our continued progress in scaling the business, diversifying revenue streams, and driving outstanding financial performance. A soft guide didn't seem to affect sentiment Even though revenue and earnings boomed last quarter, management only guided for $65 million to $70 million in revenue, and adjusted EPS of $0.14, which would be a slight sequential decline. Still, investors appear to be looking through that quarter-to-quarter lumpiness to a larger picture of AI-powered growth over the longer term. While AMSC is a very interesting company with promising technology, investors should be careful chasing AMSC stock, given that the company sells mostly hardware, and its valuation is now over 100 times this year's adjusted earnings estimates. Should you invest $1,000 in American Superconductor right now? Before you buy stock in American Superconductor, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and American Superconductor wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $638,629!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,098,838!* Now, it's worth noting Stock Advisor's total average return is 1,049% — a market-crushing outperformance compared to 182% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 29, 2025 Billy Duberstein and/or his clients have no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Why American Superconductor Rocketed Higher Today was originally published by The Motley Fool Sign in to access your portfolio
Yahoo
01-08-2025
- Business
- Yahoo
American Superconductor Corp (AMSC) Q1 2025 Earnings Call Highlights: Record Revenue and ...
Revenue: $72.4 million for Q1 fiscal 2025, up from $40.3 million year-over-year. Grid Business Revenue: Accounted for 83% of total revenue, increased by 86% year-over-year. Wind Business Revenue: Accounted for 17% of total revenue, increased by 54% year-over-year. Gross Margin: 34%, up from 30% in the year-ago quarter. Net Income: $6.7 million or $0.17 per share, compared to a net loss of $2.5 million or $0.07 per share in the year-ago quarter. Non-GAAP Net Income: $11.6 million or $0.30 per share, compared to $3 million or $0.09 per share in the year-ago quarter. Cash and Equivalents: $213.4 million, up from $85.4 million as of March 31, 2025. Operating Cash Flow: Generated $4.1 million in Q1 fiscal 2025. 12-Month Backlog: Over $200 million, up from $160 million year-over-year. Total Backlog: Over $300 million. Q2 Fiscal 2025 Revenue Guidance: Expected to be in the range of $65 to $70 million. Q2 Fiscal 2025 Net Income Guidance: Expected to exceed $2 million or $0.05 per share. Q2 Fiscal 2025 Non-GAAP Net Income Guidance: Expected to exceed $6 million or $0.14 per share. Warning! GuruFocus has detected 6 Warning Sign with AMSC. Release Date: July 31, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points American Superconductor Corp (NASDAQ:AMSC) reported its strongest quarter in years, with revenue exceeding $70 million for the first time. The company achieved an 80% year-over-year revenue growth, driven significantly by organic growth. AMSC's grid business unit accounted for 83% of total revenues, with an 86% increase from the previous year. The company reported a net income of over $6 million, marking its fourth consecutive quarter of profitability. AMSC closed the quarter with a strong balance sheet, holding over $210 million in cash and equivalents. Negative Points Operating expenses, including R&D and SG&A, increased to $18.5 million from $11.2 million in the previous year. The company faces potential capacity constraints, as it is currently operating at high utilization rates. There is uncertainty regarding the timing of a potential ramp in the wind business, which may not occur until early next year. AMSC's future growth is partly dependent on external factors such as semiconductor industry capital expenditure cycles. The company did not provide specific guidance on organic growth rates, indicating potential variability in future performance. Q & A Highlights Q: Can you confirm if the gross margin achieved this quarter is sustainable, and were there any one-time items affecting it? A: Daniel McGahn, CEO, confirmed that the gross margin was achieved without any one-time items. John Kosiba, CFO, added that the strong product and market mix contributed to the high margin, and they believe maintaining a 30% plus gross margin is possible given the current business momentum. Q: Regarding the wind business, is the anticipated historic volume ramp underway, and what trends do you see for the remainder of fiscal '25? A: Daniel McGahn, CEO, stated that while the ramp is expected as early as next year, it depends on the lead time and demand from IAX's customers. He emphasized that the wind business is just one part of their diverse customer base and not the main growth driver. Q: How are you considering capacity expansion given the high utilization rates, and what capabilities might you add? A: Daniel McGahn, CEO, mentioned they are looking at expanding capacity through labor and tooling, with no significant capital investment required. John Kosiba, CFO, added that they are currently operating on one shift and have room to expand to a second shift if needed. Q: What is the potential for geographic expansion or increased pricing to drive revenue growth? A: Daniel McGahn, CEO, noted that both geographic expansion and increased pricing are possible. They have strategically focused on the U.S. but see potential in international markets. The combined value of their acquisitions allows for more comprehensive offerings, which could justify higher pricing. Q: What factors are enabling your success in the semiconductor market? A: Daniel McGahn, CEO, attributed their success to offering more valuable and proprietary content. Their solutions are unique in the market, and they have been able to secure significant projects due to the electrical intensity of semiconductor processes. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
30-07-2025
- Business
- Yahoo
American Superconductor (NASDAQ:AMSC) Surprises With Strong Q2, Provides Optimistic Revenue Guidance for Next Quarter
Power resiliency solutions provider American Superconductor (NASDAQ:AMSC) beat Wall Street's revenue expectations in Q2 CY2025, with sales up 79.6% year on year to $72.36 million. On top of that, next quarter's revenue guidance ($67.5 million at the midpoint) was surprisingly good and 6% above what analysts were expecting. Its non-GAAP profit of $0.14 per share was 16.7% above analysts' consensus estimates. Is now the time to buy American Superconductor? Find out in our full research report. American Superconductor (AMSC) Q2 CY2025 Highlights: Revenue: $72.36 million vs analyst estimates of $64.97 million (79.6% year-on-year growth, 11.4% beat) Adjusted EPS: $0.14 vs analyst estimates of $0.12 (16.7% beat) Adjusted EBITDA: $6.87 million vs analyst estimates of $3.45 million (9.5% margin, beat) Revenue Guidance for Q3 CY2025 is $67.5 million at the midpoint, above analyst estimates of $63.67 million Adjusted EPS guidance for Q3 CY2025 is $0.14 at the midpoint, above analyst estimates of $0.11 Operating Margin: 7.8%, up from 1.6% in the same quarter last year Free Cash Flow Margin: 4.6%, down from 7.8% in the same quarter last year Market Capitalization: $1.90 billion "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, AMSC. Company Overview Founded in 1987, American Superconductor (NASDAQ:AMSC) has shifted from superconductor research to developing power systems, adapting to changing energy grid needs and naval technology requirements. Revenue Growth A company's long-term sales performance is one signal of its overall quality. Any business can put up a good quarter or two, but many enduring ones grow for years. Thankfully, American Superconductor's 29% annualized revenue growth over the last five years was incredible. Its growth surpassed the average industrials company and shows its offerings resonate with customers, a great starting point for our analysis. Long-term growth is the most important, but within industrials, a half-decade historical view may miss new industry trends or demand cycles. American Superconductor's annualized revenue growth of 49.8% over the last two years is above its five-year trend, suggesting its demand was strong and recently accelerated. American Superconductor's recent performance shows it's one of the better Renewable Energy businesses as many of its peers faced declining sales because of cyclical headwinds. This quarter, American Superconductor reported magnificent year-on-year revenue growth of 79.6%, and its $72.36 million of revenue beat Wall Street's estimates by 11.4%. Company management is currently guiding for a 23.9% year-on-year increase in sales next quarter. Looking further ahead, sell-side analysts expect revenue to grow 4.1% over the next 12 months, a deceleration versus the last two years. This projection is underwhelming and implies its products and services will face some demand challenges. At least the company is tracking well in other measures of financial health. Here at StockStory, we certainly understand the potential of thematic investing. Diverse winners from Microsoft (MSFT) to Alphabet (GOOG), Coca-Cola (KO) to Monster Beverage (MNST) could all have been identified as promising growth stories with a megatrend driving the growth. So, in that spirit, we've identified a relatively under-the-radar profitable growth stock benefiting from the rise of AI, available to you FREE via this link. Operating Margin Although American Superconductor was profitable this quarter from an operational perspective, it's generally struggled over a longer time period. Its expensive cost structure has contributed to an average operating margin of negative 9.4% over the last five years. Unprofitable industrials companies require extra attention because they could get caught swimming naked when the tide goes out. On the plus side, American Superconductor's operating margin rose by 29.9 percentage points over the last five years, as its sales growth gave it operating leverage. Still, it will take much more for the company to show consistent profitability. In Q2, American Superconductor generated an operating margin profit margin of 7.8%, up 6.2 percentage points year on year. The increase was solid, and because its operating margin rose more than its gross margin, we can infer it was more efficient with expenses such as marketing, R&D, and administrative overhead. Earnings Per Share We track the long-term change in earnings per share (EPS) for the same reason as long-term revenue growth. Compared to revenue, however, EPS highlights whether a company's growth is profitable. American Superconductor's full-year EPS flipped from negative to positive over the last five years. This is a good sign and shows it's at an inflection point. Like with revenue, we analyze EPS over a shorter period to see if we are missing a change in the business. For American Superconductor, its two-year annual EPS growth of 67.4% was higher than its five-year trend. We love it when earnings growth accelerates, especially when it accelerates off an already high base. In Q2, American Superconductor reported adjusted EPS at $0.14, up from $0.08 in the same quarter last year. This print easily cleared analysts' estimates, and shareholders should be content with the results. Over the next 12 months, Wall Street expects American Superconductor's full-year EPS of $0.69 to shrink by 17.4%. Key Takeaways from American Superconductor's Q2 Results We were impressed by American Superconductor's optimistic EPS guidance for next quarter, which blew past analysts' expectations. We were also excited its EBITDA outperformed Wall Street's estimates by a wide margin. Zooming out, we think this was a good print with some key areas of upside. The stock traded up 4.6% to $45.96 immediately following the results. Sure, American Superconductor had a solid quarter, but if we look at the bigger picture, is this stock a buy? If you're making that decision, you should consider the bigger picture of valuation, business qualities, as well as the latest earnings. We cover that in our actionable full research report which you can read here, it's free. Sign in to access your portfolio
Korea Herald
24-07-2025
- Business
- Korea Herald
AMSC Malaysia 2025 Set to Spotlight World-Class Expertise and Innovation in Aesthetic Medicine and Surgery
KUALA LUMPUR, Malaysia, July 24, 2025 /PRNewswire/ -- The Aesthetic Medicine & Surgery Conference & Exhibition (AMSC) returns for its fourth edition from August 6-7, 2025, with an expanded focus on global participation and advanced education. Held at the Kuala Lumpur Convention Centre (KLCC), AMSC 2025 will feature over 160 world-class speakers, 200 international brands, and 20 supporting partners, including 13 medical societies and 7 industry collaborators. More than 1,600 delegates from around the world are expected, with highlights including clinical innovation updates, live demonstrations, and expert insights from speakers representing over 30 countries. "AMSC Malaysia 2025 represents a global crossroads for aesthetic medicine, where regional insights meet international expertise. This year, we are not just sharing techniques, we are also building a collaborative future for the field by fostering dialogue, discovery, and innovation across borders," said Dr Tingsong Lim, President of the Malaysian Society of Aesthetic Medicine (MSAM) and Scientific Director of AMSC. Elevating Aesthetic and Regenerative Care for Diverse Needs AMSC Malaysia 2025 will explore a wide range of cutting-edge topics in aesthetic and regenerative medicine. These include Periorbital Rejuvenation, focusing on advanced techniques using fillers, threads, and devices to treat tear troughs and under-eye ageing; Melasma Management, with evidence-based protocols combining lasers, topicals, and regenerative treatments tailored for Asian skin; Facelift Techniques, covering both surgical and non-invasive approaches such as thread lifts, energy-based tightening, and facial sculpting; Longevity Medicine, exploring anti-ageing strategies that utilise semaglutide, hormones, peptides, and polydeoxyribonucleotides (PDRN); Regenerative Aesthetics, highlighting the use of exosomes, stem cells, and PRP to restore skin quality and stimulate collagen; Scar Treatment, featuring multi-modal solutions using lasers, injectables, and biostimulators for acne scars and post-surgical healing; and more. Through these sessions, delegates will gain in-depth knowledge of current clinical trends, master advanced injection and device-based techniques, and learn how to apply combination approaches for improved patient outcomes. The conference provides ample opportunities for attendees to explore innovations in regenerative medicine, deepen their understanding of tailored treatments for diverse skin types and enhance their ability to meet the growing demands of specialised patient segments, including male aesthetics and ageing populations. This year's AMSC welcomes a distinguished line-up of global experts who are redefining the standards of aesthetic and regenerative medicine: The PINOKIO Surgical Zone Returns with Expanded Hands-On Training Returning for its eighth edition in Malaysia, the PINOKIO Surgical Zone at AMSC 2025 brings back Korea's leading surgical organisation for an expanded three-day programme from 6 to 8 August 2025. In a groundbreaking collaboration, AMSC partners with the Plastic Innovative Nasal Ormaxillofacial Korean International Organisation (PINOKIO) to deliver an immersive and focused surgical education experience tailored for professionals seeking to refine their techniques and deepen their anatomical understanding. The agenda includes Day 1: Nose Surgery Focus, Day 2: Face and Chest Lift Techniques, and Day 3: Hands-on Cadaver Masterclass on Rhinoplasty and Surgical Facelift. Delegates will benefit from expert-led lectures, live cadaver dissections, and practical demonstrations guided by some of Asia's most respected surgeons. Additionally, the zone features a curated exhibition showcasing the latest tools and innovations in facial, nasal, and chest aesthetic surgery. Additionally, the exhibition hall will feature leading global brands such as Merz Aesthetics, Juvederm, Skinvive, Neauvia, Oligio, Gouri, Karisma, Multifrax, Sinclair, and Plinest, offering delegates hands-on access to the latest innovations in injectables, energy-based devices, and regenerative solutions.
Yahoo
16-06-2025
- Business
- Yahoo
The 4th Edition of AMSC Malaysia Returns in 2025: Uniting Global Leaders in Aesthetic Medicine, Dermatology, and Surgery
KUALA LUMPUR, Malaysia, June 16, 2025 /PRNewswire/ -- The Aesthetic Medicine & Surgery Conference & Exhibition (AMSC) returns for its highly anticipated fourth edition on 6–7 August 2025 at the prestigious Kuala Lumpur Convention Centre (KLCC). Following the success of AMSC 2024, which welcomed over 1,500 participants and 153 expert speakers, the 2025 edition is set to raise the bar even higher. AMSC Malaysia 2025 will unite more than 1,600 delegates, 160 world-renowned speakers, 200 global brands, and 20 supporting partners, including 13 medical societies and 7 industry collaborators. The event strengthens its position as Southeast Asia's premier platform for innovation, education, and collaboration in aesthetic medicine, dermatology, and surgery. Two Days of Scientific Excellence and Global Networking Spanning two dynamic days, AMSC 2025 will showcase cutting-edge clinical advancements, live demonstrations, and cross-disciplinary knowledge sharing, featuring insights from over 160 speakers across 30 countries, including South Korea, Switzerland, and Australia. Topics will range from periorbital rejuvenation and facelift techniques to regenerative aesthetics, and skin tightening innovations. The exhibition hall will showcase more than 200 premium international brands, offering hands-on experiences with the latest products, devices, and technologies shaping the future of aesthetic medicine. Special Highlights at AMSC 2025 3rd Aesthetic Medicine Facial Anatomy Cadaver MasterclassA signature session for aesthetic professionals, this hybrid masterclass blends theoretical and practical approaches to facial anatomy. The session will feature distinguished aesthetic surgeons including Dr Konstantin Frank, a plastic surgeon from Spain, and Dr Luciano Lanfranchi, a renowned plastic surgeon from Italy, who will share expertise on anatomical safety and injectable treatment techniques. PINOKIO Surgical Zone Collaboration (6–8 August 2025)In a groundbreaking partnership, AMSC teams up with the Plastic Innovative Nasal Ormaxillofacial Korean International Organisation (PINOKIO) to deliver a three-day surgical education series: Day 1: Nose Surgery Focus Day 2: Face and Chest Lift Techniques Day 3: Hands-on Cadaver Masterclass – Rhinoplasty and Surgical Facelift This initiative provides immersive, skills-based training with guidance from Asia's most respected surgeons. SAM Conference by the Society of Aesthetic Medicine, SingaporeA new cross-border collaboration with Singapore's leading aesthetic medicine body, reinforcing regional cooperation and professional exchange between Malaysia and Singapore. Business Management Talk 2.0An enhanced forum delivering practical insights into clinic operations, branding, patient experience, and business strategy—equipping practitioners with tools for sustainable success. "AMSC Malaysia is more than just a conference – it's where the future of aesthetic medicine is shaped. Through scientific exchange, hands-on training, and meaningful connections, AMSC delivers a truly transformative experience," said Dr Ting Song Lim, President of Malaysia Society of Aesthetic Medicine (MSAM). Be part of Southeast Asia's most influential gathering of aesthetic physicians, dermatologists, and surgeons. For registration and further information, visit View original content to download multimedia: SOURCE Aesthetic Medicine & Surgery Conference & Exhibition Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
