AMSC (AMSC) Q4 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Thu, May 28, 2026 astatine 11:54 AM CDT 33 min read

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DATE

Thursday, May 28, 2026 astatine 10 a.m. ET

CALL PARTICIPANTS

• Chairman, President, and Chief Executive Officer — Daniel Patrick McGahn

• Senior Vice President, Chief Financial Officer, and Treasurer — John W. Kosiba Jr.

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Full Conference Call Transcript

Daniel Patrick McGahn, Chairman, President, and Chief Executive Officer and John Kosiba, elder vice president, main fiscal officer, and treasurer. Yesterday, aft marketplace closed, American Superconductor issued its net merchandise for the 4th fourth and afloat fiscal twelvemonth 2025. A transcript of this merchandise is disposable connected the Investors leafage of the company's website astatine www.amsc.com. Remarks that absorption whitethorn marque during today's telephone astir American Superconductor's aboriginal expectations, including aboriginal fiscal results, plans and prospects represent guardant looking statements.

Actual results whitethorn disagree materially from those indicated by specified guardant looking statements arsenic a effect of assorted important factors including those acceptable distant successful the Risk Factors conception of American Superconductor's Annual Report connected Form 10 k for the twelvemonth ended 03/31/2026, which the institution filed with the Securities and Exchange Commission connected 05/27/2026. And the company's different reports filed with the SEC, which are besides disposable connected our website. The institution disclaims immoderate work to update these guardant looking statements. On today's call, absorption volition notation to non-GAAP nett income, a non-GAAP fiscal measure. Tables of reconciliation of GAAP to non-GAAP fiscal measures tin beryllium recovered successful the company's net release.

With that, I volition present crook the telephone implicit to Chairman, President, and Chief Executive Officer, Daniel Patrick McGahn. Daniel?

Daniel Patrick McGahn: Thanks, Nicol. Good morning, everyone, and convey you for joining us. I volition statesman contiguous by providing an update sharing a fewer remarks connected our business. John Kosiba volition past supply a elaborate reappraisal of our fiscal results for the 4th fourth and afloat fiscal twelvemonth 2025. He volition besides supply guidance for the archetypal 4th of fiscal 26 which volition extremity 06/30/2026. And pursuing our remarks, we volition unfastened up the enactment for questions from our analysts. We are truly excited to study a grounds gross quarter. Our 4th fourth closed a precise palmy fiscal 2025, and we delivered different twelvemonth of important growth.

Revenue for the 4th came successful astatine a caller precocious surpassing $85 cardinal We saw gross turn by astir 30% implicit the twelvemonth agone quarter. Our grid concern gross grew by much than 30% implicit the twelvemonth agone quarter, portion our upwind concern gross accrued by 15% for the aforesaid period. We delivered 3 caller grounds gross quarters during the fiscal year, implicit $72 cardinal for the archetypal 4th implicit $74 cardinal successful the 3rd quarter, and present implicit $85 cardinal successful the 4th quarter. We person delivered 7 consecutive quarters of GAAP profitability and 11 consecutive quarters of non-GAAP profitability. We judge these grounds results and continued profitability bespeak the beardown momentum and the subject down our success.