NASDAQ$NXT
Nextpower Inc · Q1 2026 earnings
Q1 2026 earnings · · After market close · Investor relations
Briefing
Nextracker Inc reported revenue of $864 million and net income of $157 million for Q1 2026.
Nextracker Inc delivered strong top-line growth in the first quarter of fiscal 2026, with revenue increasing 20% year-over-year to $864 million driven by higher gigawatts shipped. Gross profit rose 19% to $282 million while operating income grew 16% to $186 million. The company completed two acquisitions during the quarter to expand its electrical infrastructure and robotics capabilities.
- Revenue grew 20% YoY to $864.3 million on 27% higher GW deliveries, with U.S. revenue up 17% and Rest of World up 27%.
- Net income attributable to Nextracker rose 29% to $157.2 million, with diluted EPS increasing to $1.04 from $0.84.
- Operating cash flow was $81.3 million; the company ended the quarter with $743.4 million in cash and completed acquisitions of Bentek and OnSight.
- Gross margin held steady near 33% after recognizing $93.2 million in 45X tax credits that reduced cost of sales.
Headline financials
Revenue & EPS history
NEXTracker · Revenue · Quarterly
$864M
Forward guidance
No explicit quantitative guidance was provided in the filing.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 11 quarterly earnings reports
+8.9%
Avg return
Earnings day
+9.2%
Avg return
5 days after
+8.5%
Avg return
30 days after
77%
10 / 13 earnings
Positive
+24.8%
Q3 2024
Best reaction
-14.6%
Q1 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | — | — | — | |
| Q4 2026 | +4.9% | +7.1% | -2.9% | |
| Q3 2026 | +13.2% | +9.1% | -0.8% | |
| Q2 2026 | +8.7% | +13.6% | -3.6% | |
| Q4 2025 | +11.8% | +7.2% | +10.3% | |
| Q3 2025 | +24.2% | +27.2% | +13.6% | |
| Q2 2025 | +23.2% | +29.8% | +18.0% | |
| Q1 2025 | -14.6% | -18.5% | -17.2% | |
| Q4 2024 | +6.8% | +2.6% | +40.5% | |
| Q3 2024 | +24.8% | +24.1% | +26.8% | |
| Q2 2024 | -2.7% | -9.2% | +3.4% | |
| Q1 2024 | +14.6% | +9.9% | +2.8% | |
| Q4 2023 | +5.3% | +19.8% | +19.7% | |
| Q3 2023 | -4.7% | -2.7% | +0.0% | |
| Q2 2023 | — | — | — | |
| Q1 2023 | — | — | — | |
| Q4 2022 | — | — | — | |
| Q2 2022 | — | — | — | |
| Q1 2022 | — | — | — | |
| Q4 2021 | — | — | — | |
| Q3 2021 | — | — | — | |
| Q2 2021 | — | — | — | |
| Q1 2021 | — | — | — |
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