NASDAQ$NXT

Nextpower Inc · Q3 2025 earnings

Q3 2025 earnings · · Investor relations

Briefing

Reported record revenue and profit year-to-date, driven by strong demand and successful deployment of newly launched products and features.

Nextracker reported strong Q3 FY25 results, with record revenue and profit driven by robust demand and successful deployment of new products. The company's backlog increased to significantly greater than $4.5 billion. They reaffirmed their FY25 revenue outlook and raised their FY25 profit outlook.

  • Record backlog increased to significantly greater than $4.5 billion, supported by robust demand in all key regions.
  • Expanded manufacturing and supply chain network to over 70 manufacturing partners operating more than 90 facilities across 19 countries.
  • Shipped the first 100% U.S. domestic content solar trackers.
  • Deployed newly launched products and features at scale, including NX Horizon Hail Pro™, NX Horizon-XTR™, and NX-Anchor™.

Headline financials

Total Revenue

$679M

Previous: $710M-4.4%
EPS (adj)

$1.03

Previous: $0.87+18.4%
Capital Expenditures

-$23.8M

Previous: -$3.85M-519.2%
Net Income

$117M

Previous: $41.4M+182.6%
Operating Income

$150M

Previous: $148M+1.2%
Gross Profit

$241M

Previous: $210M+14.9%
R&D Expense

$335.50

Previous: $12.9M-100.0%

Revenue & EPS history

NEXTracker · Revenue · Quarterly

$679M

Q3 2025-4.4%vs Q3 2024
Beat estimate in 10 of 11 quarters(91%)
ActualEstimate

Forward guidance

Nextracker reaffirmed its FY25 revenue outlook of $2.8 to $2.9 billion and raised its FY25 profit outlook.

Tailwinds

  • Revenue: $2.8 to $2.9 billion
  • GAAP Net Income: $467 to $497 million
  • GAAP Diluted EPS: $3.11 to $3.31
  • Adjusted EBITDA: $700 to $740 million
  • Adjusted Diluted EPS: $3.75 to $3.95

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 Q3 2025

Historical avgQ3 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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