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Mar 31

AMSC Q4 2024 Earnings Report

AMSC reported strong Q4 results with significant revenue growth and a return to profitability.

Key Takeaways

AMSC delivered a solid performance in Q4 FY2024, achieving both revenue and net income growth, marking its third consecutive profitable quarter. The company secured substantial new orders and ended the year with a record backlog, positioning itself well for FY2025.

Total Revenue
$66.7M
Previous year: $42M
+58.6%
EPS
$0.13
Previous year: $0.05
+160.0%
Operating Cash Flow
$6.3M
New Orders Booked
$75M
Total Order Backlog
$320M
Gross Profit
$17.7M
Previous year: $3.81M
+364.0%
Cash and Equivalents
$79.5M
Previous year: $23.4M
+240.3%

AMSC

AMSC

AMSC Revenue by Segment

Forward Guidance

AMSC expects continued profitability in Q1 FY2025 with revenue in the range of $64M to $68M and net income projected above $1M.

Positive Outlook

  • Revenue guidance range of $64M to $68M for Q1 FY2025
  • Expected net income of over $1M for Q1 FY2025
  • Non-GAAP net income expected to exceed $4M or $0.10 per share
  • Strong backlog of $320M entering FY2025
  • Ongoing diversification and sector expansion

Challenges Ahead

  • Continued pressure from amortization and stock-based compensation expenses
  • Ongoing cost burdens from previous acquisitions
  • Dependence on a single large customer in Wind segment
  • Potential risk from changing U.S. government defense spending
  • Challenges maintaining supply chain stability for critical components

Revenue & Expenses

Visualization of income flow from segment revenue to net income