NASDAQ$NXT

Nextpower Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Reported a strong quarter, marking its first as a public company, with significant revenue and earnings growth.

Nextracker reported strong Q4 and FY2023 results, with Q4 revenue of $518.4 million and a record backlog of $2.6 billion. The company's performance reflects its leadership position in solar markets, a global supply chain, and solid execution.

  • Q4 revenue reached $518.4 million.
  • GAAP net income for Q4 was $27.5 million.
  • Backlog grew to a record $2.6 billion, a 90% year-on-year increase.
  • The company is optimistic about future solar adoption trends.

Headline financials

Total Revenue

$518M

Previous: $440M+17.9%
EPS (adj)

$0.38

Previous: $0.13+187.7%
Total backlog

2.6B

Previous: 1.4B+90.0%
Capital Expenditures

$530K

No prior period
Free Cash Flow

$34.8M

No prior period
Net Income

$27.5M

Previous: $5.79M+375.1%
Operating Income

$40.6M

Previous: $7.58M+435.6%
Gross Profit

$90.3M

Previous: $39M+131.9%
Cash & Equivalents

$130M

No prior period
Total Assets

$1.42B

No prior period
Stock-Based Comp

$32M

No prior period

Revenue & EPS history

NEXTracker · Revenue · Quarterly

$518M

Q4 2023+17.9%vs Q4 2022
Beat estimate in 10 of 11 quarters(91%)
ActualEstimate

Forward guidance

Nextracker provided its Fiscal Year 2024 outlook, including revenue between $2.1 billion and $2.3 billion, GAAP net income between $175 million and $205 million, GAAP EPS between $1.20 and $1.40, Adjusted EBITDA between $265 million and $305 million, and Adjusted Non-GAAP EPS between $1.35 and $1.55.

Tailwinds

  • Revenue: $2.1 billion to $2.3 billion
  • GAAP Net Income: $175 million to $205 million
  • GAAP EPS: $1.20 to $1.40
  • Adjusted EBITDA: $265 million to $305 million
  • Adjusted Non-GAAP EPS: $1.35 to $1.55

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 Q4 2023

Historical avgQ4 2023

+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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