NASDAQ$NXT

Nextpower Inc · Q2 2026 earnings

Q2 2026 earnings · · After market close · Investor relations

Briefing

Nextracker reported Q2 fiscal 2026 revenue of $905.3M with net income of $146.9M and diluted EPS of $0.97.

Second-quarter revenue was $905.3 million with net income of $146.9 million and diluted EPS of $0.97 as utility-scale solar tracker demand remained strong globally.

  • Q2 FY26 revenue $905.3M.
  • Net income $146.9M; diluted EPS $0.97.
  • Solar tracker volumes and pricing support backlog conversion.
  • Tariff and supply-chain actions remain monitored.

Headline financials

Total Revenue

$905M

Previous: $636M+42.4%
EPS (adj)

$0.97

Previous: $0.79+22.8%
Total backlog

5.0B

No prior period
Capital Expenditures

-$26.7M

Previous: -$14.9M-79.4%
Net Income

$147M

Previous: $115M+27.3%
Operating Income

$181M

Previous: $133M+35.9%
Gross Profit

$293M

Previous: $225M+30.3%

Revenue & EPS history

NEXTracker · Revenue · Quarterly

$905M

Q2 2026+42.4%vs Q2 2025
Beat estimate in 10 of 11 quarters(91%)
ActualEstimate

Forward guidance

The filing discusses Nextracker's outlook, capital allocation, and key risks for upcoming periods, including guidance or operating priorities where disclosed.

Tailwinds

  • Nextracker cites execution and demand trends supporting the outlook.
  • Liquidity and balance-sheet capacity support operations and returns.
  • Solar project pipeline and tracker adoption support revenue visibility.

Headwinds

  • Macro, input costs, and FX may pressure margins quarter to quarter.
  • Segment mix and one-time items can affect comparability.

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 2026

Historical avgQ2 2026

+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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro