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Dec 31, 2025
NEXTracker Q3 2026 Earnings Report
Nextpower posted strong Q3 2026 results with robust revenue growth and increased earnings.
Key Takeaways
Nextpower delivered a solid performance in Q3 FY26, with higher revenue and net income. The company raised its FY26 outlook, achieved an investment grade rating, and announced a $500M share buyback program.
Revenue reached $909 million for the quarter.
GAAP Net Income was $131 million, with GAAP EPS at $0.85.
Adjusted EPS came in at $1.10, showing strong operational execution.
Raised FY26 guidance and launched $500M share repurchase program.
Forward Guidance
Nextpower raised its FY26 revenue, net income, EPS, and adjusted EBITDA guidance, supported by strong bookings, execution, and cash flow performance.
Positive Outlook
- Raised revenue guidance to $3.425–$3.500 billion.
- Raised GAAP net income forecast to $525–$540 million.
- Increased adjusted EBITDA guidance to $810–$830 million.
- Raised adjusted EPS guidance to $4.26–$4.36.
- Strong cash position and no debt supported an investment grade rating.
Challenges Ahead
- Adjusted margins slightly declined YoY.
- GAAP gross margin decreased to 31.7% from 35.5% YoY.
- Adjusted EBITDA margin declined to 23.5% from 27.4% YoY.
- Q3 operating income slightly down sequentially from Q2 FY26.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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