Nextpower Inc · Q4 2026 earnings

Briefing

Nextpower (NXT) reported fiscal Q4 2026 revenue of $881M with GAAP diluted EPS of $0.97 and raised fiscal 2027 revenue guidance to $3.8–$4.1B.

For the quarter ended March 31, 2026, Nextpower generated revenue of $881 million vs. $924 million a year ago. GAAP gross margin was 33.8%; GAAP net income $151 million (17.1% margin) and diluted EPS $0.97. Adjusted EBITDA was $202 million (22.9% margin); adjusted diluted EPS $1.05. Fiscal 2026 revenue reached a record $3.56 billion (+20% YoY) with backlog above $5.25 billion. Management raised FY2027 revenue guidance to $3.8–$4.1 billion from $3.6–$3.8 billion, with GAAP net income $501–$559 million and adjusted diluted EPS $4.21–$4.59, including ~$50M of costs for power-conversion market entry.

• Q4 revenue $881M; GAAP EPS $0.97; adjusted EPS $1.05.
• Record FY26 revenue $3.56B (+20%); backlog >$5.25B.
• Strong bookings for eBOS, foundations, and robotics; NX PowerMerge in UL testing.
• Agreement to acquire power conversion product lines (subject to FDI approval).
• FY27 revenue guide raised to $3.8–$4.1B; adjusted EBITDA $825–$900M.

Headline financials

Revenue & EPS history

FY2027 outlook: revenue $3.8–$4.1B (raised from $3.6–$3.8B); GAAP net income $501–$559M; GAAP diluted EPS $3.19–$3.56; adjusted EBITDA $825–$900M; adjusted diluted EPS $4.21–$4.59. Guidance includes ~$50M incremental costs for accelerated power-conversion entry.