MEDIUMOutside partyCustomer
Inox
“10-K Item 1A: 'A significant portion of our Wind segment revenues have historically been derived from Inox and a significant decrease in revenues from Inox could adversely impact our Wind segment.'”
AMSC · Concentration risk · 10-K extracted
American Superconductor Corpora (AMSC) concentration risks
Updated
The most significant concentration American Superconductor Corpora discloses is Inox, classified MEDIUM by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
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Source: American Superconductor Corpora’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 1 disclosed concentration
HIGH0
MEDIUM1
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-07-06American Superconductor's disclosed concentration is a single customer dependency within its Wind segment: a significant portion of Wind segment revenues have historically been derived from Inox, and a significant decrease in revenues from Inox could adversely impact the segment. This is a medium-share dependency rather than a structural feature of the business, meaning it reflects a specific commercial relationship that could, over time, be diversified away through new customer wins rather than being baked into how the company is fundamentally organized. Because the filing frames this concentration at the segment level rather than the company-wide level, its impact on total consolidated results depends on how large the Wind segment is relative to the company's other segments — but within Wind specifically, Inox represents a meaningful swing factor. No supplier, geographic, or additional customer concentrations are disclosed alongside this one, so the Inox relationship stands as the single identified concentration risk, best watched through the lens of order flow and contract renewal activity with that customer rather than any broader structural vulnerability.
For the engine’s reasoning on AMSC’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Specialty Industrial Machinery
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| CMI | Cummins Inc. | 2 | 1 | 0 | 3 |
| AOS | A.O. Smith Corporation | 1 | 1 | 1 | 3 |
| AMSC● | American Superconductor Corpora | 0 | 1 | 0 | 1 |
| CR | Crane Company | 0 | 1 | 0 | 1 |
| AME | AMETEK, Inc. | 0 | 0 | 1 | 1 |
| BW | Babcock & Wilcox Enterprises, I | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.