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Sep 30
AMSC Q2 2025 Earnings Report
AMSC reported its second quarter fiscal year 2025 financial results, showing significant revenue growth and continued profitability.
Key Takeaways
AMSC delivered a strong second quarter in fiscal year 2025, with revenue increasing over 20% year-over-year to $65.9 million. The company achieved its fifth consecutive quarter of profitability, reporting a net income of $4.8 million and a non-GAAP net income of $8.9 million, alongside an expanded gross margin exceeding 30%.
Revenue for Q2 FY2025 increased by over 20% year-over-year, reaching $65.9 million, driven by organic growth and the acquisition of NWL, Inc.
The company reported a net income of $4.8 million, marking its fifth consecutive quarter of profitability.
Non-GAAP net income for the quarter was $8.9 million, or $0.20 per share.
Gross margin expanded to over 30% in the second fiscal quarter.
AMSC
AMSC
AMSC Revenue by Segment
Revenue by Segment
Grid Revenue
CapyFin.comWind Revenue
CapyFin.com Forward Guidance
For the third quarter ending December 31, 2025, AMSC anticipates revenues between $65.0 million and $70.0 million. Net income is expected to exceed $2.0 million, or $0.05 per share, with non-GAAP net income projected to exceed $6.0 million, or $0.14 per share.
Positive Outlook
- Expected revenue range of $65.0 million to $70.0 million for Q3 FY2025.
- Anticipated net income to exceed $2.0 million for Q3 FY2025.
- Projected non-GAAP net income to exceed $6.0 million for Q3 FY2025.
- Non-GAAP EPS expected to exceed $0.14 per share for Q3 FY2025.
- Confidence in strong order demand across energy and military markets.
Challenges Ahead
- Potential for operating results to fluctuate significantly and fall below expectations.
- History of negative operating cash flows, with potential need for additional financing.
- Risk of technology and products infringing intellectual property rights of others.
- Adverse effects from changes in exchange rates.
- Dependence on third-party suppliers, making the company vulnerable to supply shortages and price fluctuations.
Revenue & Expenses
Visualization of income flow from segment revenue to net income