Nextracker (NXT) Q3 2026

Q4 2026 Q3 2026 Q2 2026 Q1 2026 Q4 2025

Earnings

Nextpower, the solar technology platform formerly known as Nextracker, delivered a standout third fiscal quarter, posting adjusted diluted EPS of $1.10 against a consensus estimate of $0.94, a beat of 17.07%, while revenue of $909.35 million cleared … Read more Nextpower, the solar technology platform formerly known as Nextracker, delivered a standout third fiscal quarter, posting adjusted diluted EPS of $1.10 against a consensus estimate of $0.94, a beat of 17.07%, while revenue of $909.35 million cleared expectations of $814.69 million by 11.62% and grew 33.9% year over year. The outperformance was anchored by broad demand momentum, including record U.S. Backlog, record European bookings, and expansion into two new markets, reflecting the company's strategic evolution from a pure-play solar tracker supplier into a broader end-to-end energy technology platform. GAAP net income climbed to $131.00 million from $117.00 million a year ago, while operating cash flow reached $391.00 million on a year-to-date basis, with cash on hand growing to $953.00 million. Management paired the strong results with a meaningful guidance raise, lifting full-year FY26 revenue expectations to a range of $3.43 billion to $3.50 billion and adjusted diluted EPS to $4.26 to $4.36, though the outlook assumes the current U.S. Policy environment remains intact.