NASDAQ$NXT

Nextpower Inc · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

Achieved record revenue and profits.

Nextracker reported strong Q4 and FY24 financial results, achieving record revenue and profits. The company reached a record backlog of over $4 billion and surpassed 100 gigawatts of global shipments since its inception.

  • Revenue reached $737 million, up 42% year-over-year.
  • GAAP net income was $223 million, with diluted EPS of $1.51.
  • Adjusted EBITDA was $160 million, up 120% year-over-year (excluding IRA 45X tax credit benefits).
  • Reached a record backlog of over $4 billion.

Headline financials

Total Revenue

$737M

Previous: $518M+42.1%
EPS (adj)

$0.96

Previous: $0.38+152.6%
Total backlog

4.0B

Previous: 2.6B+53.8%
Capital Expenditures

-$2.81M

Previous: $530K-630.2%
Net Income

$223M

Previous: $27.5M+710.0%
Operating Income

$271M

Previous: $40.6M+567.0%
Gross Profit

$340M

Previous: $90.3M+277.0%
R&D Expense

$13.1M

No prior period
Stock-Based Comp

$56.8M

Previous: $32M+77.5%

Revenue & EPS history

NEXTracker · Revenue · Quarterly

$737M

Q4 2024+42.1%vs Q4 2023
Beat estimate in 10 of 11 quarters(91%)
ActualEstimate

Forward guidance

Nextracker provided FY2025 annual guidance, including revenue between $2.8 billion and $2.9 billion, GAAP net income between $369 million and $399 million, and GAAP diluted EPS between $2.41 and $2.61.

Tailwinds

  • Revenue: $2.8 billion to $2.9 billion
  • GAAP net income: $369 million to $399 million
  • GAAP diluted EPS: $2.41 to $2.61
  • Adjusted EBITDA: $600 million to $650 million (excludes approximately $95 million for stock-based compensation expense and net intangible amortization)
  • Adjusted diluted EPS: $2.89 to $3.09 (excludes approximately $0.48 for stock-based compensation expense and net intangible amortization)

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 2024

Historical avgQ4 2024

+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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