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Side-by-side financial comparison of AMERICAN SUPERCONDUCTOR CORP (AMSC) and TIMKEN CO (TKR). Click either name above to swap in a different company.
TIMKEN CO is the larger business by last-quarter revenue ($1.1B vs $74.5M, roughly 14.9× AMERICAN SUPERCONDUCTOR CORP). AMERICAN SUPERCONDUCTOR CORP runs the higher net margin — 158.1% vs 5.6%, a 152.5% gap on every dollar of revenue. On growth, AMERICAN SUPERCONDUCTOR CORP posted the faster year-over-year revenue change (21.4% vs 3.5%). TIMKEN CO produced more free cash flow last quarter ($140.7M vs $2.4M). Over the past eight quarters, AMERICAN SUPERCONDUCTOR CORP's revenue compounded faster (33.2% CAGR vs -3.4%).
Anglo American plc is a British multinational mining company with headquarters in London, England. It is the world's largest producer of platinum, representing approximately 40 percent of global output, as well as being a major producer of diamonds, copper, nickel, iron ore, polyhalite and steelmaking coal. The company has operations in Africa, Asia, Australia, Europe, North America and South America.
The Timken Company is a global manufacturer of engineered bearings and industrial motion products. Headquartered in North Canton, Ohio, the company operates from 45 countries.
AMSC vs TKR — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $74.5M | $1.1B |
| Net Profit | $117.8M | $62.3M |
| Gross Margin | 30.7% | 29.3% |
| Operating Margin | 4.5% | 9.8% |
| Net Margin | 158.1% | 5.6% |
| Revenue YoY | 21.4% | 3.5% |
| Net Profit YoY | 4679.1% | -12.5% |
| EPS (diluted) | $2.62 | $0.89 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $74.5M | $1.1B | ||
| Q3 25 | $65.9M | $1.2B | ||
| Q2 25 | $72.4M | $1.2B | ||
| Q1 25 | $66.7M | $1.1B | ||
| Q4 24 | $61.4M | $1.1B | ||
| Q3 24 | $54.5M | $1.1B | ||
| Q2 24 | $40.3M | $1.2B | ||
| Q1 24 | $42.0M | $1.2B |
| Q4 25 | $117.8M | $62.3M | ||
| Q3 25 | $4.8M | $69.3M | ||
| Q2 25 | $6.7M | $78.5M | ||
| Q1 25 | $1.2M | $78.3M | ||
| Q4 24 | $2.5M | $71.2M | ||
| Q3 24 | $4.9M | $81.8M | ||
| Q2 24 | $-2.5M | $96.2M | ||
| Q1 24 | $-1.6M | $103.5M |
| Q4 25 | 30.7% | 29.3% | ||
| Q3 25 | 31.0% | 30.2% | ||
| Q2 25 | 33.8% | 30.7% | ||
| Q1 25 | 26.5% | 31.5% | ||
| Q4 24 | 26.6% | 30.3% | ||
| Q3 24 | 28.7% | 30.6% | ||
| Q2 24 | 30.3% | 31.6% | ||
| Q1 24 | 24.8% | 33.4% |
| Q4 25 | 4.5% | 9.8% | ||
| Q3 25 | 4.5% | 12.0% | ||
| Q2 25 | 7.8% | 12.6% | ||
| Q1 25 | 2.5% | 12.6% | ||
| Q4 24 | 2.1% | 10.5% | ||
| Q3 24 | -1.4% | 13.0% | ||
| Q2 24 | -8.2% | 14.1% | ||
| Q1 24 | -5.3% | 15.5% |
| Q4 25 | 158.1% | 5.6% | ||
| Q3 25 | 7.2% | 6.0% | ||
| Q2 25 | 9.3% | 6.7% | ||
| Q1 25 | 1.8% | 6.9% | ||
| Q4 24 | 4.0% | 6.6% | ||
| Q3 24 | 9.0% | 7.3% | ||
| Q2 24 | -6.3% | 8.1% | ||
| Q1 24 | -3.8% | 8.7% |
| Q4 25 | $2.62 | $0.89 | ||
| Q3 25 | $0.11 | $0.99 | ||
| Q2 25 | $0.17 | $1.12 | ||
| Q1 25 | $0.04 | $1.11 | ||
| Q4 24 | $0.06 | $1.01 | ||
| Q3 24 | $0.13 | $1.16 | ||
| Q2 24 | $-0.07 | $1.36 | ||
| Q1 24 | $-0.03 | $1.46 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $141.1M | $364.4M |
| Total DebtLower is stronger | — | $1.9B |
| Stockholders' EquityBook value | $536.8M | $3.2B |
| Total Assets | $719.5M | $6.7B |
| Debt / EquityLower = less leverage | — | 0.60× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $141.1M | $364.4M | ||
| Q3 25 | $212.9M | $449.1M | ||
| Q2 25 | $207.9M | $419.3M | ||
| Q1 25 | $79.5M | $376.1M | ||
| Q4 24 | $75.2M | $373.2M | ||
| Q3 24 | $72.1M | $412.7M | ||
| Q2 24 | $93.5M | $469.9M | ||
| Q1 24 | $90.5M | $421.9M |
| Q4 25 | — | $1.9B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | — | $2.2B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $2.1B | ||
| Q1 24 | — | $2.2B |
| Q4 25 | $536.8M | $3.2B | ||
| Q3 25 | $342.2M | $3.1B | ||
| Q2 25 | $333.1M | $3.1B | ||
| Q1 25 | $197.1M | $2.9B | ||
| Q4 24 | $192.7M | $2.8B | ||
| Q3 24 | $187.0M | $2.9B | ||
| Q2 24 | $143.3M | $2.8B | ||
| Q1 24 | $144.6M | $2.6B |
| Q4 25 | $719.5M | $6.7B | ||
| Q3 25 | $445.6M | $6.8B | ||
| Q2 25 | $452.8M | $6.8B | ||
| Q1 25 | $310.5M | $6.6B | ||
| Q4 24 | $310.3M | $6.4B | ||
| Q3 24 | $298.4M | $6.8B | ||
| Q2 24 | $240.1M | $6.6B | ||
| Q1 24 | $232.8M | $6.5B |
| Q4 25 | — | 0.60× | ||
| Q3 25 | — | 0.67× | ||
| Q2 25 | — | 0.70× | ||
| Q1 25 | — | 0.73× | ||
| Q4 24 | — | 0.73× | ||
| Q3 24 | — | 0.75× | ||
| Q2 24 | — | 0.77× | ||
| Q1 24 | — | 0.83× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $3.2M | $183.3M |
| Free Cash FlowOCF − Capex | $2.4M | $140.7M |
| FCF MarginFCF / Revenue | 3.2% | 12.7% |
| Capex IntensityCapex / Revenue | 1.2% | 3.8% |
| Cash ConversionOCF / Net Profit | 0.03× | 2.94× |
| TTM Free Cash FlowTrailing 4 quarters | $16.0M | $406.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $3.2M | $183.3M | ||
| Q3 25 | $6.5M | $201.1M | ||
| Q2 25 | $4.1M | $111.3M | ||
| Q1 25 | $6.3M | $58.6M | ||
| Q4 24 | $5.9M | $178.6M | ||
| Q3 24 | $12.7M | $123.2M | ||
| Q2 24 | $3.4M | $124.6M | ||
| Q1 24 | $2.2M | $49.3M |
| Q4 25 | $2.4M | $140.7M | ||
| Q3 25 | $5.1M | $163.8M | ||
| Q2 25 | $3.3M | $78.2M | ||
| Q1 25 | $5.3M | $23.4M | ||
| Q4 24 | $5.3M | $125.0M | ||
| Q3 24 | $12.1M | $88.2M | ||
| Q2 24 | $3.1M | $87.3M | ||
| Q1 24 | $1.9M | $5.2M |
| Q4 25 | 3.2% | 12.7% | ||
| Q3 25 | 7.7% | 14.2% | ||
| Q2 25 | 4.6% | 6.7% | ||
| Q1 25 | 7.9% | 2.1% | ||
| Q4 24 | 8.7% | 11.6% | ||
| Q3 24 | 22.3% | 7.8% | ||
| Q2 24 | 7.8% | 7.4% | ||
| Q1 24 | 4.6% | 0.4% |
| Q4 25 | 1.2% | 3.8% | ||
| Q3 25 | 2.1% | 3.2% | ||
| Q2 25 | 1.1% | 2.8% | ||
| Q1 25 | 1.6% | 3.1% | ||
| Q4 24 | 0.9% | 5.0% | ||
| Q3 24 | 1.1% | 3.1% | ||
| Q2 24 | 0.7% | 3.2% | ||
| Q1 24 | 0.7% | 3.7% |
| Q4 25 | 0.03× | 2.94× | ||
| Q3 25 | 1.37× | 2.90× | ||
| Q2 25 | 0.61× | 1.42× | ||
| Q1 25 | 5.22× | 0.75× | ||
| Q4 24 | 2.38× | 2.51× | ||
| Q3 24 | 2.60× | 1.51× | ||
| Q2 24 | — | 1.30× | ||
| Q1 24 | — | 0.48× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMSC
| Equipment And Systems | $56.0M | 75% |
| Megatran | $14.1M | 19% |
| Comtrafo Industria De Transformadores Eletricos SA | $4.6M | 6% |
TKR
| Industrial Motion | $574.1M | 52% |
| Other | $536.9M | 48% |
