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NEXTracker, Inc. Class A (NXT)
NASDAQ:NXT
RESEARCH TOOLSreports
Earnings Data
Report Date
Jul 23, 2025TBA Not Confirmed
Period Ending
2026 (Q1)Consensus EPS Forecast
1.02Last Year’s EPS
0.93Same Quarter Last Year
Strong Buy
Based on 18 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 14, 2025
|% Change Since: 7.18%
|Next Earnings Date:Jul 23, 2025
Earnings Call Sentiment|Positive
Nextracker delivered strong financial performance with record revenue and market leadership, supported by innovation and strategic acquisitions. However, potential policy challenges and international margin pressures pose future risks.Company Guidance
During Nextracker's Fourth Quarter Fiscal Year 2025 Earnings Call, the company reported achieving $3 billion in revenue for the year, surpassing their forecasted range of $2.8 billion to $2.9 billion. The adjusted EBITDA also exceeded expectations, reaching $775 million against a forecast of $600 million to $650 million. The backlog grew significantly from $2.1 billion at the time of their IPO in 2023 to over $4.5 billion. The company maintained a strong market presence, leading in global and U.S. market share for nine consecutive years, and increased their market share in regions like Europe, Latin America, and Australia in 2024. Nextracker is positioning itself for further growth with an anticipated revenue range of $3.2 billion to $3.4 billion in 2026, alongside an adjusted EBITDA forecast of $700 million to $775 million. They are also expanding their product offerings beyond solar trackers, having acquired Bentek Corporation to integrate electrical balance of system (eBOS) components, thereby enhancing their solar power technology platform. With a reported adjusted free cash flow of $622 million for the year and no debt, Nextracker plans to continue investing in strategic growth initiatives while maintaining structural gross margins in the low-30s.Record Revenue and Market Performance
Nextracker achieved $3 billion in revenue for fiscal year 2025, surpassing the forecast of $2.8 to $2.9 billion. The company also set a record with $924 million in Q4 revenue, up 26% year-over-year.
Strong Market Leadership and Backlog Growth
Nextracker increased its global market share, with a backlog growing from $2.1 billion at IPO to over $4.5 billion. The company maintained its leadership position in the U.S., Europe, Latin America, and Australia.
Innovation and Product Expansion
Nextracker reached 1,220 patents and expanded its product line with new offerings like the Hail Pro series trackers and the acquisition of Bentek Corporation to provide integrated eBOS solutions.
Financial Strength and Cash Flow
The company reported an adjusted EBITDA of $776 million for the year, up 49% from fiscal 2024, and ended the year with $766 million in cash and no debt.
NXT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
NXT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 14, 2025 | $55.04 | $61.59 | +11.90% |
Jan 28, 2025 | $39.62 | $49.24 | +24.28% |
Oct 30, 2024 | $31.97 | $39.82 | +24.55% |
Aug 01, 2024 | $46.83 | $41.98 | -10.36% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does NEXTracker, Inc. Class A (NXT) report earnings?
NEXTracker, Inc. Class A (NXT) is schdueled to report earning on Jul 23, 2025, TBA Not Confirmed.
What is NEXTracker, Inc. Class A (NXT) earnings time?
NEXTracker, Inc. Class A (NXT) earnings time is at Jul 23, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NXT EPS forecast?
NXT EPS forecast for the fiscal quarter 2026 (Q1) is 1.02.