The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Eric Stine - Craig-Hallum Capital Group LLC - Analyst
: Hi, good morning. So on NWL, I can appreciate that you got to work through some things here near term in terms of specifics for the outlook. But
I'm curious, are you able to just go through some of the trends that are specifically impacting their business? And is there any reason why there
would be a change to the momentum in that business, which is clearly above what you provided in the release of that three year average.
Question: Eric Stine - Craig-Hallum Capital Group LLC - Analyst
: Got it. And then maybe for my follow-up, just on Inox. I know you got the three-megawatt order. Can you just remind us what the cadence of
recognizing that will be? And is it safe to assume that once through that, you would expect more orders potentially sizable given the size of Inox's
backlog?
Question: Colin Rusch - Oppenheimer & Co. Inc. - Analyst
: Thanks so much, guys. Dan, as you look at NWL and look at the customer list that they've got and the synergy that you guys might have, can you
talk a little bit about how much synergy there is there for you guys and we might start to see some of the impact there? And then if you could speak
to the same around some of the supply chain and cost savings that you might see?
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AUGUST 07, 2024 / 2:00PM, AMSC.OQ - Q1 2024 American Superconductor Corp Earnings Call
Question: Colin Rusch - Oppenheimer & Co. Inc. - Analyst
: Thanks so much. So I appreciate the color on the time that you need to work through some of the financial considerations. I haven't gone through
this a few times now with the platform, how long do you think it will take to fully integrate the operations so that you can have clean fully realized
synergies here. This looks like a little bit cleaner story than some of the other acquisitions that you've made in the past.
Question: Justin Clare - ROTH MKM Partners, LLC - Analyst
: Hi, good morning. Thanks. So I just wanted to start here also on NWL. Do you -- could you potentially share the mix of their military revenues versus
their industrial revenues? Or just give us a sense for the relative size of each of those businesses? And then is it possible to share the gross margin
profile for each of those businesses? Is it meaningfully different between them? Or are they pretty similar? And then also curious on NWL, just how
many ship platforms they might be supplying into at this point in time
Question: Justin Clare - ROTH MKM Partners, LLC - Analyst
: Yes. Just curious on how many ship platforms NWL is supplying right now? And then just adding on to that, curious on the relative growth that
you've seen between the military and the industrial businesses of NWL. Has one been growing meaningfully faster than the other recently? Just
curious on the trends there.
Question: Justin Clare - ROTH MKM Partners, LLC - Analyst
: Okay. And then just one more. I want to make sure I heard you correctly. Did you say that the 12-month backlog for NWL was $44 million, and then
there's a total backlog of $150 million. So I wanted to check in on that. And then I just want to ask also about the ability to maybe deliver above
the $44 million in the next 12 months based on the timeline of book-to-bill. So maybe, yes, if you could address that. Thank you.
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