NASDAQ$NXT

Nextpower Inc · Q3 2026 earnings

Q3 2026 earnings · · After market close · Investor relations

Briefing

Nextpower (NXT) reported fiscal Q3 2026 revenue of $909M with net income of $131M and diluted EPS of $0.85.

Third-quarter revenue was $909.4 million versus $679.4 million a year ago as solar tracker demand remained strong. Net income attributable to Nextpower was $131.2 million with diluted EPS of $0.85. Nine-month revenue reached $2.68 billion with net income of $435.3 million. Contract assets and deferred revenue reflect a large installed base and multi-quarter project cycles.

  • Q3 revenue $909M (+34% YoY).
  • Diluted EPS $0.85.
  • 9M revenue $2.68B; net income $435M.
  • Strong tracker backlog and project pipeline.

Headline financials

Total Revenue

$909M

Previous: $679M+33.9%
EPS (adj)

$0.85

Previous: $1.03-17.5%
Total backlog

0

No prior period
Bundled project booking

$552M

No prior period
Solar trackers for Bisha

2.3B

No prior period
Capital Expenditures

-$31.5M

Previous: -$23.8M-32.0%
Net Income

$131M

Previous: $117M+12.2%
Operating Income

$176M

Previous: $150M+17.2%
Gross Profit

$288M

Previous: $241M+19.6%

Revenue & EPS history

NEXTracker · Revenue · Quarterly

$909M

Q3 2026+33.9%vs Q3 2025
Beat estimate in 10 of 11 quarters(91%)
ActualEstimate

Forward guidance

The release discusses NXT's outlook for upcoming periods, including capital allocation, operating priorities, and market risks.

Tailwinds

  • NXT cites operational execution and demand trends supporting the outlook.
  • Balance sheet and capital actions aim to fund growth and shareholder returns.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter 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 Q3 2026

Historical avgQ3 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

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