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Sep 27, 2024

NEXTracker Q2 2025 Earnings Report

Nextracker's Q2 FY25 financial performance reflected strong demand and improved margins, leading to an increased FY25 profit outlook.

Key Takeaways

Nextracker reported strong Q2 FY25 results, with revenue of $636 million and GAAP EPS of $0.79. The company successfully launched new products and expanded its manufacturing footprint. They reaffirmed their FY25 revenue outlook and raised their FY25 profit outlook.

Revenue for Q2 FY25 was $636 million.

GAAP Gross Profit was $225 million with a margin of 35.4%.

GAAP Net Income was $117 million with a margin of 18.5% and GAAP Diluted EPS was $0.79.

The company generated $260 million in adjusted free cash flow in the first half of FY25.

Total Revenue
$636M
Previous year: $573M
+10.9%
EPS
$0.97
Previous year: $0.65
+49.2%
Gross Profit
$225M
Previous year: $149M
+50.8%
Cash and Equivalents
$562M
Previous year: $373M
+50.7%
Free Cash Flow
$260M
Previous year: $26.2M
+891.4%
Total Assets
$2.77B
Previous year: $2.03B
+36.1%

NEXTracker

NEXTracker

Forward Guidance

Nextracker reaffirms FY25 revenue outlook and raises FY25 profit outlook.

Positive Outlook

  • Revenue: $2.8 to $2.9 billion
  • GAAP Net Income: $378 to $408 million
  • GAAP Diluted EPS: $2.50 to $2.70
  • Adjusted EBITDA: $625 to $665 million
  • Adjusted Diluted EPS: $3.10 to $3.30