AMSC — what changed in the latest 10-Q
A section-by-section comparison of AMSC's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-11-04 vs the prior 10-Q · 2026-08-05
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +12 | −13 | ~14 | 16 |
| Market risk (Item 3) | Text added/removed | 0 | 0 | ~1 | 4 |
| Controls & procedures | Text added/removed | +2 | −1 | ~3 | 1 |
| Risk factors | No material changes reported (points to the 10-K) | — | — | — | — |
| Other information | Text added/removed | 0 | 0 | ~1 | 0 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Not shown (absent or not faithfully extractable): Legal proceedings
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-11-04
The preparation of the unaudited condensed consolidated financial statements requires that we make estimates and judgments that affect the reported amounts of assets, liabilities, revenues and expenses, and related disclosure of contingent assets and liabilities. We base our estimates on historical …
Three and six months ended September 30, 2026, compared to the three and six months ended September 30, 2025
Total revenues increased 43% to $94.0 million for the three months ended September 30, 2026 and total revenues increased 36% to $188.1 million for the six months ended September 30, 2026 compared to $65.9 million and $138.2 million for the three and six months ended September 30, 2025, respectively.…
Our Grid business segment accounted for 82% of total revenues for both the three and six months ended September 30, 2026, compared to 83% for both the three and six months ended September 30, 2025. Our Grid business segment revenues increased 41% to $76.7 million in the three months ended September …
Cost of revenues increased by 49% to $67.5 million for the three months ended September 30, 2026, compared to $45.4 million for the three months ended September 30, 2025. Cost of revenues increased by 47% to $136.9 million for the six months ended September 30, 2026, compared to $93.3 million for th…
Text removed vs the prior filing · source: 10-Q · 2026-08-05
In June 2025, we completed an offering of 4,743,750 shares of our common stock at a public offering price of $28.00 per share under our Registration Statement on Form S-3. We received aggregate net proceeds of approximately $124.6 million after deducting underwriting discounts and commissions and of…
The preparation of the unaudited condensed consolidated financial statements requires that we make estimates and judgments that affect the reported amounts of assets, liabilities, revenues and expenses, and related disclosure of contingent assets and liabilities. We base our estimates on historical …
Three months ended June 30, 2026, compared to the three months ended June 30, 2025
Total revenues increased 30% to $94.1 million for the three months ended June 30, 2026 compared to $72.4 million for the three months ended June 30, 2025. Our revenues are summarized as follows (in thousands):
Our Wind business segment accounted for 19% of total revenues for the three months ended June 30, 2026, compared to 17% for the three months ended June 30, 2025. Revenues in the Wind business segment increased 45% to $17.8 million in the three months ended June 30, 2026, from $12.3 million in the th…
Controls & procedures
Text added vs the prior filing · source: 10-Q · 2026-11-04
Based on such evaluation, our Chief Executive Officer and Chief Financial Officer have concluded that our disclosure controls and procedures were effective at the reasonable level as of September 30, 2026.
During the second quarter of fiscal 2026, management implemented new procedures, policies, and processes, including revising the precision level of management review controls and additional level of review procedures around significant areas of judgements and material balances in order to remediate …
Text removed vs the prior filing · source: 10-Q · 2026-08-05
Notwithstanding the material weakness, we believe that our financial statements contained in this Quarterly Report on Form 10-Q fairly present our financial position, results of operations and cash flows for the periods covered by this Quarterly Report on Form 10-Q in all material respects.
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice