NASDAQ$NXT

Nextpower Inc · Q2 2025 earnings

Q2 2025 earnings · · Investor relations

Briefing

Nextracker's Q2 FY25 financial performance reflected strong demand and improved margins, leading to an increased FY25 profit outlook.

Nextracker reported strong Q2 FY25 results, with revenue of $636 million and GAAP EPS of $0.79. The company successfully launched new products and expanded its manufacturing footprint. They reaffirmed their FY25 revenue outlook and raised their FY25 profit outlook.

  • Revenue for Q2 FY25 was $636 million.
  • GAAP Gross Profit was $225 million with a margin of 35.4%.
  • GAAP Net Income was $117 million with a margin of 18.5% and GAAP Diluted EPS was $0.79.
  • The company generated $260 million in adjusted free cash flow in the first half of FY25.

Headline financials

Total Revenue

$636M

Previous: $573M+10.9%
EPS

$0.79

Previous: $0.65+21.5%
Capital Expenditures

-$14.9M

Previous: -$1.41M-959.7%
Free Cash Flow

$100M

Previous: $37.8M+165.5%
Net Income

$115M

Previous: $39.3M+194.0%
Operating Income

$133M

Previous: $94.1M+41.9%
Gross Profit

$225M

Previous: $149M+50.8%
Cash & Equivalents

$562M

Previous: $373M+50.7%
Total Assets

$2.77B

Previous: $2.03B+36.1%
R&D Expense

$19.2M

No prior period

Revenue & EPS history

NEXTracker · Revenue · Quarterly

$636M

Q2 2025+10.9%vs Q2 2024
Beat estimate in 10 of 11 quarters(91%)
ActualEstimate

Forward guidance

Nextracker reaffirms FY25 revenue outlook and raises FY25 profit outlook.

Tailwinds

  • Revenue: $2.8 to $2.9 billion
  • GAAP Net Income: $378 to $408 million
  • GAAP Diluted EPS: $2.50 to $2.70
  • Adjusted EBITDA: $625 to $665 million
  • Adjusted Diluted EPS: $3.10 to $3.30

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 11 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

+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

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
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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